Danske Bank A S Increases Stock Position in The Boeing Company $BA

Key Points

• Danske Bank raised its stake in Boeing by 20.5% in Q4 to 226,519 shares, worth about $49.2 million per its latest 13F filing.
• Boeing reported a better-than-expected quarter (EPS -$0.20 vs. -$0.68 consensus) with revenue up 14%, and recent commercial and defense wins — including a ~$3.7B Biman Bangladesh order and U.S. Air Force interest in five E‑7A aircraft — have boosted backlog and analyst optimism (consensus rating: Moderate Buy, avg. target ≈ $259.60).
• Risks remain: Boeing’s debt-to-equity is high (7.42) with a trailing P/E above 100, insiders have sold shares (~21,012 shares worth ~$5M in 90 days), and uneven execution leaves the stock sensitive to operational setbacks.

Danske Bank A S raised its stake in shares of The Boeing Company (NYSE:BA - Free Report) by 20.5% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 226,519 shares of the aircraft producer's stock after purchasing an additional 38,478 shares during the period. Danske Bank A S's holdings in Boeing were worth $49,182,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently made changes to their positions in the company. Measured Wealth Private Client Group LLC bought a new stake in Boeing in the third quarter worth $25,000. Ares Financial Consulting LLC bought a new position in Boeing during the fourth quarter valued at $26,000. Kohmann Bosshard Financial Services LLC bought a new position in Boeing during the fourth quarter valued at $28,000. American National Bank & Trust grew its stake in shares of Boeing by 124.2% in the 4th quarter. American National Bank & Trust now owns 139 shares of the aircraft producer's stock worth $30,000 after buying an additional 77 shares in the last quarter. Finally, Reyes Financial Architecture Inc. bought a new stake in shares of Boeing in the 3rd quarter worth about $32,000. Hedge funds and other institutional investors own 64.82% of the company's stock.

Boeing Trading Down 0.6%

BA stock opened at $227.58 on Friday. The company has a market capitalization of $179.40 billion, a PE ratio of 110.48 and a beta of 1.13. The Boeing Company has a 12 month low of $176.77 and a 12 month high of $254.35. The firm's 50-day moving average is $217.11 and its 200 day moving average is $217.34. The company has a debt-to-equity ratio of 7.42, a current ratio of 1.18 and a quick ratio of 0.35.

Boeing (NYSE:BA - Get Free Report) last announced its quarterly earnings data on Wednesday, April 22nd. The aircraft producer reported ($0.20) earnings per share for the quarter, beating analysts' consensus estimates of ($0.68) by $0.48. The company had revenue of $22.22 billion for the quarter, compared to the consensus estimate of $22.15 billion. The company's quarterly revenue was up 14.0% compared to the same quarter last year. During the same quarter in the previous year, the business earned ($0.49) EPS. On average, research analysts anticipate that The Boeing Company will post 0.04 EPS for the current year.

Key Boeing News

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Biman Bangladesh placed a 14‑aircraft order (mix of 787‑10, 787‑9 and 737‑8) worth about $3.7B, boosting Boeing's commercial backlog and near‑term delivery visibility. Biman Bangladesh Airlines Orders 14 Boeing 787 Dreamliner and 737 MAX Jets
• Positive Sentiment: The U.S. Air Force plans to buy five additional Boeing E‑7A Wedgetail surveillance aircraft (on top of two prototypes), supporting Boeing’s defense revenue and government backlog. US Air Force plans to buy five more Boeing E-7A surveillance aircraft
• Positive Sentiment: Bank of America reiterated a Buy rating and $270 price target, saying Boeing’s core operational trajectory remains positive even though the turnaround is uneven — a vote of confidence from a major broker. Boeing continues to show turnaround progress, keeping Banking of America bullish
• Neutral Sentiment: Analyst consensus price target sits around $259.35 — above current levels but below some broker targets, offering mixed signals on upside. The Boeing Company NYSE: BA Receives $259.35 Average Price Target from Brokerages
• Neutral Sentiment: Boeing made a carbon‑purchase move highlighted by ESG coverage — positive for sustainability positioning but likely limited near‑term financial impact. “…Supporting the Responsible Growth of our Industry…” Boeing Stock NYSE: BA Notches Up With Carbon Purchase
• Negative Sentiment: Concerns remain: Boeing’s turnaround has uneven execution, debt levels are high and valuation is elevated (P/E >100 on trailing figures), leaving shares sensitive to any operational hiccups or delivery delays. Investors appear to be trimming positions into the upbeat headlines.

Wall Street Analyst Weigh In

Several research analysts recently commented on the company. Sanford C. Bernstein reiterated an "outperform" rating on shares of Boeing in a research report on Wednesday, January 28th. Vertical Research restated a "buy" rating and set a $281.00 price objective on shares of Boeing in a research report on Tuesday, January 27th. Argus raised Boeing to a "hold" rating in a research note on Monday, February 2nd. Tigress Financial lifted their target price on Boeing from $290.00 to $295.00 and gave the stock a "buy" rating in a report on Wednesday. Finally, Weiss Ratings cut shares of Boeing from a "hold (c-)" rating to a "sell (d+)" rating in a research note on Friday, April 24th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, four have given a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $259.60.

Insider Activity at Boeing

In other Boeing news, EVP Uma M. Amuluru sold 1,503 shares of the firm's stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $233.78, for a total transaction of $351,371.34. Following the transaction, the executive vice president directly owned 19,015 shares in the company, valued at $4,445,326.70. This trade represents a 7.33% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, SVP Ann M. Schmidt sold 6,281 shares of Boeing stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $243.37, for a total value of $1,528,606.97. Following the sale, the senior vice president directly owned 13,978 shares of the company's stock, valued at approximately $3,401,825.86. This trade represents a 31.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 21,012 shares of company stock worth $4,980,687. 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.

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