Americana Partners LLC Sells 39,417 Shares of The Boeing Company $BA

Americana Partners LLC reduced its stake in shares of The Boeing Company (NYSE:BA) by 24.0% in the 3rd quarter, Holdings Channel.com reports. The fund owned 125,023 shares of the aircraft producer’s stock after selling 39,417 shares during the quarter. Americana Partners LLC’s holdings in Boeing were worth $23,261,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Jupiter Topco LLC acquired a new stake in shares of Boeing during the second quarter worth $911,878,000. Bank of New York Mellon Corp acquired a new stake in shares of Boeing during the 2nd quarter valued at $747,763,000. Legal & General Group Plc purchased a new stake in Boeing during the second quarter valued at about $710,816,000. Deutsche Bank AG acquired a new position in Boeing in the 2nd quarter worth approximately $539,456,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. purchased a new stake in Boeing in the 2nd quarter worth about $441,997,000. Institutional investors and hedge funds own 64.82% of the company’s stock.

Boeing Stock Down 0.7%

BA opened at $171.41 on Friday. The Boeing Company has a fifty-two week low of $165.01 and a fifty-two week high of $254.35. The company has a debt-to-equity ratio of 6.31, a current ratio of 1.13 and a quick ratio of 0.33. The firm’s fifty day moving average price is $196.12 and its two-hundred day moving average price is $217.21. The company has a market capitalization of $135.83 billion, a P/E ratio of 18.65 and a beta of 1.26.

Boeing (NYSE:BA) last issued its earnings results on Tuesday, October 27th. The aircraft producer reported ($0.34) earnings per share for the quarter, missing the consensus estimate of ($0.25) by ($0.09). The business had revenue of $24.19 billion for the quarter, compared to analyst estimates of $23.95 billion. Boeing had a net margin of 7.98% and a negative return on equity of 42.40%. Boeing’s revenue was up 3.9% on a year-over-year basis. During the same quarter last year, the firm posted ($7.47) earnings per share. On average, analysts anticipate that The Boeing Company will post -1.48 EPS for the current year.

Boeing News Summary

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing is positioned to receive a sole-source contract worth up to $945.9 million from the U.S. Space Force for MILSATCOM sustainment, strengthening its defense and space backlog. Boeing To Receive Up to $945.9 Million Sole Source Contract for MILSATCOM Sustainment
• Positive Sentiment: Boeing’s 2026 air-cargo forecast projects global freight traffic will double by 2045, supporting potential demand for nearly 3,000 new and converted freighters over the next two decades. Boeing Sees Air Cargo Traffic Doubling By 2045
• Positive Sentiment: Growth in satellite reconnaissance, driven by defense spending, synthetic-aperture radar and artificial intelligence, provides a favorable long-term backdrop for Boeing’s space and defense activities. Global Satellite Reconnaissance Market Size, Trends and Forecast Report 2026
• Neutral Sentiment: Analysts at Susquehanna added coverage or otherwise expressed support for Boeing, but the broader analyst reaction remains mixed. Boeing Stock Picked Up by Analysts at Susquehanna
• Negative Sentiment: Boeing’s quarterly EPS loss of $0.34 missed the consensus loss estimate of $0.25. Although revenue exceeded expectations and increased year over year, the earnings shortfall renewed concerns about execution and profitability.
• Negative Sentiment: Analysts at JPMorgan, Baird, Morgan Stanley, Wells Fargo and TD Cowen lowered their Boeing price targets or issued cautious forecasts, signaling reduced confidence in the pace of the turnaround. Boeing Stock Price Target Cut by Morgan Stanley
• Negative Sentiment: Recent commentary argues that Boeing’s anticipated $10 billion cash-flow recovery has been pushed out, making the company’s high leverage and balance-sheet weakness more important to investors. Boeing: A $10 Billion Cash Flow Dream Delayed
• Negative Sentiment: A law firm is investigating potential securities-law violations, adding headline and litigation risk, although no wrongdoing has been established. Kaplan Fox Investigation

Analyst Ratings Changes

A number of research firms have recently weighed in on BA. Susquehanna initiated coverage on shares of Boeing in a research note on Wednesday. They issued a “positive” rating and a $250.00 price target on the stock. Roth Capital lowered Boeing to a “neutral” rating in a report on Wednesday. Sanford C. Bernstein decreased their price objective on shares of Boeing from $278.00 to $223.00 and set an “outperform” rating for the company in a report on Thursday. TD Cowen cut their price target on Boeing from $240.00 to $210.00 and set a “buy” rating for the company in a report on Wednesday. Finally, Oppenheimer downgraded shares of Boeing to a “market perform” rating in a research note on Wednesday. One research analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, eight have issued a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $246.92.

About Boeing

The Boeing Company (NYSE: BA) is a global aerospace company that designs, manufactures and supports commercial airplanes, military aircraft, satellites, space systems and related products and services. Its offerings serve airlines, government agencies, defense organizations and other customers worldwide.

Boeing operates through three principal business areas: Commercial Airplanes, which develops and produces passenger and cargo aircraft; Defense, Space & Security, which provides military aircraft, weapons systems, satellites and space-related platforms; and Global Services, which offers parts, maintenance, training, engineering and other lifecycle support.

Founded in 1916 by William Boeing, the company has grown into one of the world’s major aerospace manufacturers.