The Boeing Company $BA Shares Bought by Truist Financial Corp

Truist Financial Corp raised its stake in The Boeing Company (NYSE:BA) by 2.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 327,412 shares of the aircraft producer’s stock after purchasing an additional 7,644 shares during the quarter. Truist Financial Corp’s holdings in Boeing were worth $70,665,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the stock. Wallace Advisory Group LLC increased its stake in Boeing by 1.2% in the 2nd quarter. Wallace Advisory Group LLC now owns 3,570 shares of the aircraft producer’s stock valued at $748,000 after buying an additional 44 shares during the period. Blue Barn Wealth LLC boosted its holdings in shares of Boeing by 1.8% in the second quarter. Blue Barn Wealth LLC now owns 2,594 shares of the aircraft producer’s stock valued at $544,000 after acquiring an additional 46 shares in the last quarter. N.E.W. Advisory Services LLC boosted its holdings in shares of Boeing by 3.1% in the third quarter. N.E.W. Advisory Services LLC now owns 1,540 shares of the aircraft producer’s stock valued at $332,000 after acquiring an additional 46 shares in the last quarter. Motco increased its stake in shares of Boeing by 5.4% during the third quarter. Motco now owns 921 shares of the aircraft producer’s stock worth $199,000 after acquiring an additional 47 shares during the period. Finally, Encompass Wealth Advisors LLC raised its holdings in Boeing by 0.9% during the third quarter. Encompass Wealth Advisors LLC now owns 5,045 shares of the aircraft producer’s stock worth $1,089,000 after purchasing an additional 47 shares in the last quarter. Hedge funds and other institutional investors own 64.82% of the company’s stock.

Insider Activity at Boeing

In related news, SVP Dana S. Deasy purchased 554 shares of the company’s stock in a transaction that occurred on Monday, November 24th. The stock was purchased at an average price of $178.88 per share, with a total value of $99,099.52. Following the completion of the transaction, the senior vice president owned 28,442 shares of the company’s stock, valued at approximately $5,087,704.96. This trade represents a 1.99% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Uma M. Amuluru sold 1,366 shares of the business’s stock in a transaction on Thursday, November 6th. The shares were sold at an average price of $197.66, for a total transaction of $270,003.56. Following the sale, the executive vice president directly owned 14,656 shares of the company’s stock, valued at $2,896,904.96. This represents a 8.53% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.09% of the stock is currently owned by insiders.

Key Headlines Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Q4 revenue and deliveries topped expectations — revenue rose ~57% to $23.95B driven by 160 commercial deliveries, and Boeing reported a large after‑tax gain tied to a business sale that produced a headline profit; management says 2025 marked the strongest deliveries since 2018. Boeing’s sales jump nearly 60% in 4Q
• Positive Sentiment: Wall Street is raising targets — several firms boosted forecasts and price targets after Q4 (examples cited include Citi, JPMorgan and RBC), reflecting improved free‑cash‑flow visibility and a recovery narrative. Boeing Analysts Boost Forecasts After Q4 Results
• Positive Sentiment: Demand backdrop remains strong — Boeing projects large long‑term demand in key regions (e.g., India & South Asia expected to add ~3,290 jets over 20 years), supporting backlog growth (record backlog cited at ~$682B). Boeing expects India, South Asia to add 3,290 jets
• Positive Sentiment: Strategic / sustainability moves — partnership with Israel’s Technion on sustainable aviation fuel (SAF) supports Boeing’s long‑term positioning as the industry pursues decarbonization goals. Boeing and Israel’s Technion partner on SAF
• Neutral Sentiment: Headline profit was materially driven by a one‑time gain from the Digital Aviation Solutions sale — that boost improves GAAP EPS but can mask operational trends investors watch (deliveries, production stability, cash flow). Boeing Reports Fourth Quarter Results
• Negative Sentiment: Operational and cash‑flow headwinds remain — reports note weaker gross margins and operating cash flow (operating cash flow ≈ $1.3B; free cash flow low), and some unit‑level losses that worry short‑term profitability. Revenue and EPS beat but margins and cash flow weaken
• Negative Sentiment: Inventory / finished‑goods cushion shrinking — analysts flagged a shrinking finished‑goods buffer as deliveries ramp, which could pressure near‑term flexibility if production hiccups recur. Finished goods cushion dwindles
• Negative Sentiment: Market reaction and risk premium — shares initially dipped in aftermarket/pre‑market trading despite beats as investors weighed one‑time gains against ongoing production, quality and legal/resolution risks. Stock drops despite Q4 beat

Wall Street Analysts Forecast Growth

BA has been the topic of a number of analyst reports. TD Cowen reaffirmed a “buy” rating on shares of Boeing in a report on Wednesday. UBS Group lifted their price target on Boeing from $275.00 to $285.00 and gave the company a “buy” rating in a research note on Wednesday. Wolfe Research reiterated an “outperform” rating on shares of Boeing in a research report on Tuesday. Citigroup raised their target price on Boeing from $270.00 to $290.00 and gave the company a “buy” rating in a report on Wednesday. Finally, Loop Capital set a $223.00 price target on shares of Boeing in a research note on Monday, November 3rd. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, three have issued a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $245.65.

Boeing Stock Down 1.2%

Shares of NYSE BA opened at $241.72 on Thursday. The Boeing Company has a 12-month low of $128.88 and a 12-month high of $254.35. The company has a market capitalization of $183.73 billion, a PE ratio of -17.67, a price-to-earnings-growth ratio of 8.14 and a beta of 1.16. The company has a debt-to-equity ratio of 8.37, a current ratio of 1.19 and a quick ratio of 0.38. The firm’s 50-day moving average is $217.44 and its two-hundred day moving average is $218.74.

Boeing (NYSE:BA) last issued its quarterly earnings data on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share for the quarter, topping analysts’ consensus estimates of ($0.40) by $10.32. The business had revenue of $23.95 billion for the quarter, compared to analysts’ expectations of $22.41 billion. During the same period last year, the business earned ($5.90) earnings per share. The company’s revenue for the quarter was up 57.1% on a year-over-year basis. Equities analysts anticipate that The Boeing Company will post -2.58 EPS for the current fiscal year.

About Boeing

Boeing Company (NYSE: BA) is an American multinational corporation that designs, manufactures and services commercial airplanes, defense systems, and space and security technologies. Founded in 1916 by William E. Boeing in Seattle, the company today operates as an integrated aerospace and defense contractor with a global customer base. Boeing relocated its corporate headquarters to Arlington, Virginia in 2022 and maintains extensive engineering, manufacturing and service operations across the United States and around the world.

Boeing’s principal lines of business include Commercial Airplanes, which produces and supports a range of jetliners used by airlines globally; Defense, Space & Security, which develops military aircraft, rotorcraft, surveillance and reconnaissance systems, satellites, and launch and missile systems; and Boeing Global Services, which provides aftermarket maintenance, training, spare parts, digital analytics and logistics support.