Formuepleje A S Invests $1.18 Million in The Boeing Company $BA

Key Points

• Formuepleje A S initiated a Boeing position in the second quarter, purchasing 5,446 shares valued at approximately $1.18 million.
• Institutional investors own 64.82% of Boeing, with several major firms increasing their holdings. Analysts maintain a consensus “Moderate Buy” rating and an average price target of $272.58.
• Boeing’s revenue rose 8% year over year to $24.56 billion, but the company missed quarterly EPS expectations and continues to face high leverage, production delays, safety concerns and losses tied to the Spirit AeroSystems acquisition.

Formuepleje A S bought a new position in The Boeing Company (NYSE:BA - Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 5,446 shares of the aircraft producer's stock, valued at approximately $1,179,000.

Several other large investors have also recently added to or reduced their stakes in BA. California State Teachers Retirement System lifted its stake in shares of Boeing by 20,689.6% in the 2nd quarter. California State Teachers Retirement System now owns 245,894,334 shares of the aircraft producer's stock worth $53,228,746,000 after acquiring an additional 244,711,560 shares during the period. Newport Trust Company LLC raised its holdings in Boeing by 1.0% during the fourth quarter. Newport Trust Company LLC now owns 29,485,294 shares of the aircraft producer's stock worth $6,401,847,000 after purchasing an additional 286,848 shares in the last quarter. Geode Capital Management LLC raised its holdings in Boeing by 3.2% during the fourth quarter. Geode Capital Management LLC now owns 17,025,435 shares of the aircraft producer's stock worth $3,679,592,000 after purchasing an additional 533,753 shares in the last quarter. Fisher Asset Management LLC lifted its position in Boeing by 2.5% in the fourth quarter. Fisher Asset Management LLC now owns 5,640,900 shares of the aircraft producer's stock worth $1,224,752,000 after purchasing an additional 135,860 shares during the period. Finally, Charles Schwab Investment Management Inc. grew its stake in shares of Boeing by 3.3% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 4,370,415 shares of the aircraft producer's stock worth $948,905,000 after purchasing an additional 138,469 shares during the last quarter. 64.82% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several analysts recently commented on the stock. Robert W. Baird set a $300.00 target price on shares of Boeing in a research note on Wednesday, July 29th. Citigroup cut Boeing from a "buy" rating to a "sell" rating in a research note on Tuesday, August 11th. William Blair restated an "outperform" rating on shares of Boeing in a report on Tuesday, July 28th. Weiss Ratings restated a "sell (d+)" rating on shares of Boeing in a report on Tuesday, July 21st. Finally, BNP Paribas Exane raised Boeing from an "underperform" rating to an "outperform" rating and raised their target price for the stock from $230.00 to $300.00 in a research report on Monday, August 3rd. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, six have issued a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, Boeing has a consensus rating of "Moderate Buy" and an average price target of $272.58.

More Boeing News

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Recovery and backlog support the bull case: Recent coverage highlights Boeing’s improving financial performance, growing commercial-aircraft demand, record backlog and improving cash flow. Analysts also see potential upside from defense growth and a valuation discount relative to some aerospace peers. Boeing vs. Lockheed Martin: Which Aerospace Stock Is a Better Buy in 2026?
• Positive Sentiment: Longer-term demand remains constructive: Boeing’s projection for substantial growth in Africa’s commercial aircraft fleet by 2045 reinforces the company’s long-range aircraft-demand opportunity. In addition, Albany International extended its agreement to manufacture composite fuselage frames for Boeing’s 787 program, supporting continued supplier activity. Boeing Projects Africa’s Commercial Aircraft Fleet in 2045
• Positive Sentiment: Institutional interest signals potential turnaround value: Reports that David Tepper and Paul Tudor Jones initiated Boeing positions may be encouraging investors who believe the company’s recovery prospects are stronger than its recent technical weakness suggests. What Do Tepper, Tudor See in Boeing That the Market Doesn't?
• Neutral Sentiment: Recovery remains incomplete: Boeing’s revenue growth and narrowing aircraft-production losses are positive trends, but the company continues to face elevated valuation, weak profitability and significant balance-sheet leverage while it works through its turnaround. Should You Buy Boeing Stock While It Still Loses Money On Airplanes?
• Negative Sentiment: Spirit AeroSystems deal is weighing on sentiment: Boeing’s $8.4 billion acquisition has reportedly uncovered larger-than-expected liabilities and continues to lose money, raising concerns that integrating the supplier could delay the payoff from fixing Boeing’s supply chain. Boeing's $8.4 Billion Deal Is Bleeding Red Ink
• Negative Sentiment: FAA safety enforcement renews quality concerns: Boeing paid a $3.1 million FAA fine tied to alleged interference with safety oversight, certification of non-airworthy aircraft and hundreds of quality-system violations related to the 737 MAX. The company’s failure to publicly disclose the penalty has added reputational and regulatory risk. Boeing paid $3.1M FAA safety fine without public disclosure
• Negative Sentiment: Execution risks remain: Production delays, cancellations and challenges surrounding the 777X continue to cloud Boeing’s outlook, limiting how quickly demand and backlog can translate into earnings and cash flow.

Boeing Price Performance

Shares of BA opened at $212.15 on Monday. 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 cap of $167.68 billion, a PE ratio of 91.84 and a beta of 1.21. The firm's 50 day moving average price is $219.63 and its 200 day moving average price is $220.07. The Boeing Company has a twelve month low of $176.77 and a twelve month high of $254.35.

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

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