Generali Powszechne Towarzystwo Emerytalne Acquires 29,882 Shares of The Boeing Company $BA

Key Points

• Generali Powszechne Towarzystwo Emerytalne boosted its stake in Boeing by 148.5% in Q4, buying an additional 29,882 shares to hold 50,000 shares worth about $10.86 million, representing 1.9% of its portfolio and the fund's 21st largest holding.
• Major institutions also shifted positions—Vanguard now owns 67,529,417 shares (≈$14.57 billion) and institutional investors collectively own 64.82% of Boeing, signaling heavy institutional exposure.
• Boeing recently won a UK helicopter maintenance deal (~£879m/$1.19bn) and reported solid Q1 deliveries, but March deliveries slowed due to 737 MAX wiring repairs; analysts still rate the stock a consensus "Moderate Buy" with a target of $252.48.

Generali Powszechne Towarzystwo Emerytalne boosted its holdings in The Boeing Company (NYSE:BA - Free Report) by 148.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 50,000 shares of the aircraft producer's stock after purchasing an additional 29,882 shares during the period. Boeing comprises about 1.9% of Generali Powszechne Towarzystwo Emerytalne's portfolio, making the stock its 21st largest holding. Generali Powszechne Towarzystwo Emerytalne's holdings in Boeing were worth $10,856,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of BA. Ninety One UK Ltd bought a new position in shares of Boeing in the 3rd quarter valued at about $192,734,000. Vanguard Group Inc. grew its holdings in shares of Boeing by 1.1% in the 3rd quarter. Vanguard Group Inc. now owns 67,529,417 shares of the aircraft producer's stock valued at $14,574,874,000 after acquiring an additional 756,057 shares in the last quarter. Newport Trust Company LLC grew its holdings in shares of Boeing by 2.5% in the 3rd quarter. Newport Trust Company LLC now owns 29,198,446 shares of the aircraft producer's stock valued at $6,301,901,000 after acquiring an additional 707,490 shares in the last quarter. Great Lakes Advisors LLC grew its holdings in shares of Boeing by 25,532.3% in the 3rd quarter. Great Lakes Advisors LLC now owns 424,983 shares of the aircraft producer's stock valued at $91,725,000 after acquiring an additional 423,325 shares in the last quarter. Finally, Bessemer Group Inc. grew its holdings in shares of Boeing by 50.3% in the 3rd quarter. Bessemer Group Inc. now owns 1,069,819 shares of the aircraft producer's stock valued at $230,900,000 after acquiring an additional 357,995 shares in the last quarter. Institutional investors own 64.82% of the company's stock.

Key Boeing News

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: UK awards Boeing a three‑year £879m (~$1.19bn) contract to maintain Apache and Chinook helicopters, adding near‑term revenue visibility in defense services and supporting back‑log monetization. Read More.
• Positive Sentiment: Boeing announced first‑quarter deliveries showing continued production and defense deliveries (notable commercial totals and multiple defense program shipments), reinforcing operational momentum ahead of earnings. Read More.
• Positive Sentiment: Connectivity progress: Boeing and partners (SES, Viasat) reached milestones toward factory line‑fit options and Boeing has entered evaluation processes for next‑gen antennas—this enhances new‑aircraft value, aftermarket upsell potential and long‑term customer differentiation. Read More.
• Neutral Sentiment: Zacks notes elevated investor attention to BA and highlights key factors to watch (deliveries, defense contracts, and upcoming earnings), useful context but not a direct catalyst. Read More.
• Negative Sentiment: Analysts expect Boeing to report a decline in earnings and Zacks flags that BA lacks the mix of factors typically needed for an earnings beat—this analyst caution can pressure sentiment into earnings. Read More.
• Negative Sentiment: March deliveries slowed (46 jets) vs. February as Boeing repaired damaged wiring in roughly 25 737 MAX aircraft — a short‑term delivery/revenue timing headwind that could temper near‑term results. Read More.
• Negative Sentiment: Some market commentary noted the new U.K. helicopter deal coincided with a mild share pullback, reflecting that investors are balancing contract wins with macro/earnings concerns and near‑term operational noise. Read More.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on BA shares. Tigress Financial raised their price objective on Boeing from $275.00 to $290.00 and gave the company a "buy" rating in a report on Thursday, March 19th. Wells Fargo & Company started coverage on Boeing in a report on Wednesday, April 1st. They issued an "overweight" rating and a $250.00 price objective for the company. Sanford C. Bernstein restated an "outperform" rating on shares of Boeing in a report on Wednesday, January 28th. Susquehanna restated a "positive" rating and issued a $280.00 price objective on shares of Boeing in a report on Thursday, January 15th. Finally, JPMorgan Chase & Co. lifted their price target on Boeing from $245.00 to $270.00 and gave the stock an "overweight" rating in a report on Wednesday, January 28th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $252.48.

Insider Activity at Boeing

In other Boeing news, EVP Uma M. Amuluru sold 1,503 shares of the firm's stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $233.78, for a total transaction of $351,371.34. Following the completion of the sale, 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 ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, SVP Ann M. Schmidt sold 6,281 shares of the business's 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 completion of the sale, the senior vice president owned 13,978 shares of the company's stock, valued at $3,401,825.86. This trade represents a 31.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 21,012 shares of company stock worth $4,980,687. 0.10% of the stock is owned by corporate insiders.

Boeing Price Performance

NYSE:BA opened at $224.21 on Thursday. The firm has a market capitalization of $176.09 billion, a price-to-earnings ratio of 111.55 and a beta of 1.13. The stock's 50 day moving average price is $220.02 and its two-hundred day moving average price is $216.59. The Boeing Company has a 12-month low of $153.54 and a 12-month high of $254.35. The company has a quick ratio of 0.40, a current ratio of 1.19 and a debt-to-equity ratio of 8.37.

Boeing (NYSE:BA - Get Free Report) last posted its earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of ($0.40) by $10.32. The company had revenue of $23.95 billion for the quarter, compared to analyst estimates of $22.41 billion. The business's quarterly revenue was up 57.1% compared to the same quarter last year. During the same quarter in the prior year, the business posted ($5.90) EPS. On average, analysts anticipate that The Boeing Company will post -2.58 earnings per share for the current year.

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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