D L Carlson Investment Group Inc. Acquires Shares of 18,460 The Boeing Company $BA

Key Points

• D L Carlson Investment Group acquired 18,460 Boeing shares in the second quarter, valued at approximately $4.0 million. Institutional investors collectively own 64.82% of Boeing’s outstanding stock.
• Boeing’s latest quarterly results showed revenue rising 8% year over year to $24.56 billion, but the company reported an adjusted loss of $0.76 per share, missing analyst expectations of a $0.34 loss.
• Analysts maintain a generally positive outlook, with a consensus “Moderate Buy” rating and a $272.58 price target, though labor-contract uncertainty, Air Force One schedule risks and Boeing’s high leverage remain key concerns.

D L Carlson Investment Group Inc. bought a new position in shares of The Boeing Company (NYSE:BA - Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought 18,460 shares of the aircraft producer's stock, valued at approximately $3,996,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. XML Financial LLC grew its position in shares of Boeing by 0.5% during the 4th quarter. XML Financial LLC now owns 8,905 shares of the aircraft producer's stock worth $1,933,000 after buying an additional 43 shares during the period. North Star Investment Management Corp. increased its stake in shares of Boeing by 1.6% in the 4th quarter. North Star Investment Management Corp. now owns 2,833 shares of the aircraft producer's stock valued at $615,000 after acquiring an additional 44 shares during the last quarter. Strait & Sound Wealth Management LLC raised its position in shares of Boeing by 1.1% in the 4th quarter. Strait & Sound Wealth Management LLC now owns 3,915 shares of the aircraft producer's stock valued at $850,000 after acquiring an additional 44 shares during the period. B.O.S.S. Retirement Advisors LLC boosted its stake in Boeing by 1.4% during the 1st quarter. B.O.S.S. Retirement Advisors LLC now owns 3,175 shares of the aircraft producer's stock worth $632,000 after acquiring an additional 44 shares during the last quarter. Finally, PKS Advisory Services LLC boosted its stake in Boeing by 2.5% during the 4th quarter. PKS Advisory Services LLC now owns 1,839 shares of the aircraft producer's stock worth $399,000 after acquiring an additional 45 shares during the last quarter. Institutional investors own 64.82% of the company's stock.

Boeing Stock Performance

BA opened at $215.22 on Friday. The business's 50-day simple moving average is $222.21 and its 200 day simple moving average is $222.31. The Boeing Company has a 52-week low of $176.77 and a 52-week high of $254.35. The company has a debt-to-equity ratio of 6.77, a quick ratio of 0.33 and a current ratio of 1.14. The firm has a market capitalization of $170.10 billion, a PE ratio of 93.17 and a beta of 1.21.

Boeing (NYSE:BA - Get Free Report) last announced its quarterly earnings data on Tuesday, July 28th. The aircraft producer reported ($0.76) earnings per share (EPS) for the quarter, missing analysts' consensus estimates of ($0.34) by ($0.42). The company had revenue of $24.56 billion for the quarter, compared to the consensus estimate of $24.26 billion. Boeing had a negative return on equity of 346.82% and a net margin of 2.41%.The company's revenue for the quarter was up 8.0% on a year-over-year basis. During the same quarter in the prior year, the company earned ($1.24) EPS. As a group, sell-side analysts expect that The Boeing Company will post -0.87 earnings per share for the current fiscal year.

Key Boeing News

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: The U.S. State Department approved a potential $4.5 billion sale of KC-46A aerial refueling tankers to Qatar. The deal would support Boeing’s defense backlog and international sales, although it remains subject to final agreements and congressional review. US approves potential $4.5B sale of Boeing KC-46A tankers to Qatar
• Positive Sentiment: Boeing is progressing repairs and interior work on the next Air Force One aircraft, and it recently received a contract worth roughly $75 million for Air Force One parts. These developments provide defense and government-services revenue, though schedule pressure remains. Boeing advances Air Force One repairs
• Neutral Sentiment: Boeing’s partnership with Archer Aviation involves transferring Boeing-owned businesses—including Wisk Aero, Insitu and SkyGrid—in exchange for a strategic equity stake in Archer. The transaction could monetize noncore assets and preserve exposure to future aviation technology, but its near-term financial effect on BA is unclear. Archer Aviation bets big on becoming more than an air taxi company
• Negative Sentiment: The largest near-term overhang is uncertainty surrounding a contract vote by approximately 17,000 SPEEA engineers and technical workers. Rejection could lead to strike authorization after contracts expire on October 6, potentially disrupting Boeing’s recovery, certification work and production ramp. Boeing slides as labor vote uncertainty appears to outweigh recent operational progress
• Negative Sentiment: Air Force One repair work faces potential schedule threats related to windows and interior installation, reinforcing investor concerns about Boeing’s ability to execute complex programs on time and control costs.
• Negative Sentiment: Boeing’s $1.5 billion private bond financing for United Launch Alliance highlights continued capital needs and leverage concerns. With elevated debt and historically weak profitability, additional borrowing may weigh on sentiment despite supporting liquidity. A $1.5 Billion Deal: Why Boeing and Lockheed Stocks Are in Focus

Wall Street Analyst Weigh In

BA has been the subject of a number of recent analyst reports. Btg Pactual set a $260.00 price objective on shares of Boeing in a research report on Tuesday, July 14th. Tigress Financial increased their price target on Boeing from $295.00 to $305.00 and gave the stock a "buy" rating in a report on Thursday, August 6th. William Blair reaffirmed an "outperform" rating on shares of Boeing in a research report on Tuesday, July 28th. JPMorgan Chase & Co. lifted their price objective on Boeing from $270.00 to $290.00 and gave the company an "overweight" rating in a report on Wednesday, July 29th. Finally, The Goldman Sachs Group cut Boeing from a "buy" rating to a "hold" rating in a research note on Tuesday, August 11th. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, six have given a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $272.58.

Boeing Company 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.

Want to see what other hedge funds are holding BA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for The Boeing Company (NYSE:BA - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source