IFS Group LLC Acquires Shares of 3,760 The Boeing Company $BA

IFS Group LLC acquired a new stake in shares of The Boeing Company (NYSE:BA) in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 3,760 shares of the aircraft producer’s stock, valued at approximately $748,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in BA. Vanguard Group Inc. lifted its position in Boeing by 5.1% in the 4th quarter. Vanguard Group Inc. now owns 70,989,438 shares of the aircraft producer’s stock valued at $15,413,227,000 after acquiring an additional 3,460,021 shares in the last quarter. Alyeska Investment Group L.P. boosted its stake in Boeing by 245.7% during the 4th quarter. Alyeska Investment Group L.P. now owns 2,252,450 shares of the aircraft producer’s stock valued at $489,052,000 after purchasing an additional 1,600,909 shares during the last quarter. Janus Henderson Group PLC increased its holdings in Boeing by 43.1% during the 4th quarter. Janus Henderson Group PLC now owns 3,907,876 shares of the aircraft producer’s stock worth $840,204,000 after purchasing an additional 1,176,074 shares in the last quarter. Viking Global Investors LP increased its holdings in Boeing by 31.3% during the 4th quarter. Viking Global Investors LP now owns 3,953,087 shares of the aircraft producer’s stock worth $858,294,000 after purchasing an additional 942,536 shares in the last quarter. Finally, Diamant Asset Management Inc. raised its stake in shares of Boeing by 19,623.0% in the first quarter. Diamant Asset Management Inc. now owns 872,348 shares of the aircraft producer’s stock worth $173,623,000 after purchasing an additional 867,925 shares during the last quarter. 64.82% of the stock is owned by institutional investors.

Boeing News Roundup

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Revenue rose 8% year over year to $24.6 billion, beating consensus estimates, while Boeing delivered 171 commercial aircraft—the highest quarterly total since 2018. The company also generated approximately $631 million in free cash flow and reaffirmed its full-year guidance for $1 billion to $3 billion of free cash flow. Boeing posts larger-than-expected Q2 loss as Air Force One costs rise
• Positive Sentiment: Boeing’s total backlog reached a record $715 billion, including more than 6,200 commercial aircraft. Management also pointed to higher production, progress toward aircraft certifications and improving cash generation as evidence that its turnaround is gaining traction. BA Q2 Earnings Call Highlights Production Ramp, Certification Progress
• Positive Sentiment: JPMorgan raised its Boeing price target to $290 from $270 and maintained an “overweight” rating, citing potential benefits from production growth, certifications and cash-flow improvement. JPMorgan Boeing price target update
• Neutral Sentiment: RBC lowered its price target to $265 from $275 but retained an “outperform” rating, indicating continued long-term confidence while reflecting near-term execution concerns. RBC Boeing price target update
• Negative Sentiment: Boeing reported a core loss of $0.76 per share, significantly worse than the expected $0.34 loss. A $280 million additional charge on the delayed Air Force One replacement program pushed the defense business into an operating loss and underscored continuing fixed-price contract problems. Boeing Q2 loss and Air Force One costs
• Negative Sentiment: The FAA flagged improperly installed seats on hundreds of 737 MAX aircraft, requiring inspections and potential corrective work. The issue is financially limited but adds to Boeing’s safety and quality-control overhang. FAA seat installation issue
• Negative Sentiment: Investors are also assessing longer-term competitive risk from JetZero’s government-backed blended-wing aircraft program, which could challenge Boeing’s position in future commercial and defense markets. JetZero blended-wing aircraft

Boeing Price Performance

Boeing stock opened at $214.28 on Thursday. The Boeing Company has a 52 week low of $176.77 and a 52 week high of $254.35. The company’s 50 day moving average price is $219.17 and its two-hundred day moving average price is $224.07. The company has a quick ratio of 0.35, a current ratio of 1.14 and a debt-to-equity ratio of 6.77. The stock has a market cap of $168.92 billion, a P/E ratio of 92.76 and a beta of 1.21.

Boeing (NYSE:BA) last announced its earnings results on Tuesday, July 28th. The aircraft producer reported ($0.76) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.34) by ($0.42). The business had revenue of $24.56 billion during the quarter, compared to analysts’ expectations of $24.26 billion. Boeing had a negative return on equity of 346.82% and a net margin of 2.41%.Boeing’s quarterly revenue was up 8.0% on a year-over-year basis. During the same quarter in the previous year, the firm earned ($1.24) EPS. On average, equities analysts predict that The Boeing Company will post -0.33 earnings per share for the current year.

Analyst Upgrades and Downgrades

BA has been the topic of a number of recent research reports. Wells Fargo & Company started coverage on Boeing in a report on Wednesday, April 1st. They issued an “overweight” rating and a $250.00 target price on the stock. JPMorgan Chase & Co. upped their price target on Boeing from $270.00 to $290.00 and gave the stock an “overweight” rating in a report on Wednesday. Robert W. Baird set a $300.00 price target on Boeing in a research report on Wednesday. Wolfe Research restated an “outperform” rating and set a $275.00 price objective on shares of Boeing in a research note on Thursday, April 23rd. Finally, Morgan Stanley lifted their price objective on shares of Boeing from $245.00 to $250.00 and gave the stock an “equal weight” rating in a report on Thursday, April 23rd. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, Boeing currently has a consensus rating of “Moderate Buy” and an average price target of $264.42.

Insiders Place Their Bets

In other Boeing news, Director Bradley D. Tilden acquired 1,370 shares of the business’s stock in a transaction on Wednesday, May 20th. The shares were acquired at an average price of $218.50 per share, with a total value of $299,345.00. Following the completion of the transaction, the director owned 1,370 shares in the company, valued at approximately $299,345. This trade represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this link. Corporate insiders own 0.10% of the company’s stock.

Boeing Profile

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.