M&T Bank Corp Has $17.36 Million Holdings in The Boeing Company $BA

Key Points

• M&T Bank Corp increased its position in Boeing by 15.5% in Q4, owning 79,966 shares valued at approximately $17.36 million.
• Corporate insiders have been net sellers—21,012 shares worth about $4.98 million sold in the last three months (notably Ann M. Schmidt and Howard E. McKenzie)—leaving insiders with just 0.10% ownership while institutional investors hold 64.82%.
• Boeing beat quarterly EPS estimates (‑$0.20 vs. ‑$0.68) with revenue up 14% to $22.22B, but investor caution persists due to high leverage and valuation (P/E ~107.4, debt/equity 7.42); MarketBeat’s consensus rating is a Moderate Buy with a $259.60 target.

M&T Bank Corp grew its position in The Boeing Company (NYSE:BA - Free Report) by 15.5% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 79,966 shares of the aircraft producer's stock after acquiring an additional 10,710 shares during the period. M&T Bank Corp's holdings in Boeing were worth $17,362,000 as of its most recent filing with the SEC.

Several other hedge funds also recently modified their holdings of the company. Revolve Wealth Partners LLC bought a new stake in shares of Boeing during the fourth quarter worth about $201,000. Sivia Capital Partners LLC raised its holdings in Boeing by 16.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,529 shares of the aircraft producer's stock valued at $320,000 after buying an additional 217 shares during the last quarter. AXA S.A. raised its holdings in Boeing by 1,225.7% in the 2nd quarter. AXA S.A. now owns 34,655 shares of the aircraft producer's stock valued at $7,261,000 after buying an additional 32,041 shares during the last quarter. Ieq Capital LLC boosted its position in Boeing by 243.8% during the 2nd quarter. Ieq Capital LLC now owns 33,485 shares of the aircraft producer's stock worth $7,016,000 after buying an additional 23,746 shares during the period. Finally, Alliancebernstein L.P. boosted its position in Boeing by 4.2% during the 2nd quarter. Alliancebernstein L.P. now owns 1,334,451 shares of the aircraft producer's stock worth $279,608,000 after buying an additional 53,736 shares during the period. Institutional investors and hedge funds own 64.82% of the company's stock.

Insider Activity

In related news, 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 transaction, the senior vice president owned 13,978 shares in the company, valued at $3,401,825.86. The trade was a 31.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Howard E. Mckenzie sold 10,497 shares of the stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $233.99, for a total value of $2,456,193.03. Following the sale, the executive vice president owned 14,692 shares of the company's stock, valued at approximately $3,437,781.08. The trade was a 41.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 21,012 shares of company stock worth $4,980,687 in the last three months. Corporate insiders own 0.10% of the company's stock.

Boeing Stock Down 2.7%

Boeing stock opened at $221.31 on Tuesday. The company has a debt-to-equity ratio of 7.42, a quick ratio of 0.35 and a current ratio of 1.18. The Boeing Company has a 52-week low of $176.77 and a 52-week high of $254.35. The firm has a 50 day moving average price of $217.11 and a two-hundred day moving average price of $217.38. The firm has a market cap of $174.46 billion, a price-to-earnings ratio of 107.43 and a beta of 1.21.

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

Boeing News Roundup

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: EgyptAir took delivery of its first 737 MAX (737‑8), expanding Boeing’s MAX footprint and supporting near‑term cashflows from commercial deliveries. EgyptAir Takes Delivery of First Boeing 737 MAX Jet
• Positive Sentiment: Boeing won new commercial orders (Biman Bangladesh, SCAT Airlines) and is advancing sustainability initiatives, which support backlog growth and order momentum versus Airbus in some markets. Boeing Wins New Orders And Advances Climate Moves As Valuation Lags
• Positive Sentiment: Israel approved a major plan to buy F‑35 and F‑15I aircraft (Lockheed and Boeing involvement), underpinning defense revenues and long‑term government backlog. Israel approves plan to buy F-35 and F-15I aircraft from US
• Positive Sentiment: Southwest is preparing for delivery of the Boeing 737 MAX 7 next year and is even considering hiring mechanics from defunct Spirit — a sign of continued demand for Boeing’s newer 737 variants. Southwest weighs hiring Spirit Airlines mechanics ahead of Boeing MAX 7 arrival
• Neutral Sentiment: Analyst and media coverage notes Boeing’s expanding deliveries (e.g., EgyptAir) and order wins, but also highlights that valuation and balance‑sheet metrics lag peers — mixed signals for near‑term upside. What's Going On With Boeing Stock Monday?
• Negative Sentiment: A United Airlines Boeing 767 struck a truck and light pole while landing at Newark; although it landed safely, the incident can raise safety headlines and investor caution about fleet incidents—even if the aircraft type is an older model. ‘A major catastrophe was avoided by feet’: A United Airlines plane hits a truck and light pole while landing at Newark airport
• Negative Sentiment: Market reaction has been muted or negative despite new deals (commentary notes BA “slides despite new deal with Israel”), suggesting investor concerns over valuation, cash flow, and leverage may be outweighing order news. Boeing Stock NYSE: BA Slides Despite New Deal With Israel

Analyst Ratings Changes

Several equities analysts have issued reports on the stock. Sanford C. Bernstein restated an "outperform" rating on shares of Boeing in a research report on Wednesday, January 28th. Tigress Financial lifted their price target on shares of Boeing from $290.00 to $295.00 and gave the stock a "buy" rating in a report on Wednesday, April 29th. Citigroup reduced their price objective on shares of Boeing from $290.00 to $256.00 and set a "buy" rating on the stock in a research note on Thursday, April 2nd. Susquehanna restated a "positive" rating and issued a $280.00 price objective on shares of Boeing in a report on Thursday, January 15th. Finally, Wolfe Research reaffirmed an "outperform" rating and set a $275.00 target price on shares of Boeing in a research report on Thursday, April 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, four have assigned a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus target price of $259.60.

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.

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