Oak Family Advisors LLC Has $14.54 Million Stock Holdings in The Boeing Company $BA

Key Points

• Oak Family Advisors LLC raised its Boeing stake 16.1% in Q4 to 66,943 shares worth $14.535 million, making BA its third-largest holding (about 3.9% of the fund).
• Institutional investors own roughly 64.82% of Boeing, with large managers like Fisher Asset Management holding 5.5 million shares (~$1.188 billion) and several funds increasing positions, signaling continued institutional accumulation.
• Near-term catalysts include the Boeing CEO joining a Trump China trip and potential defense wins (a possible $374M JDAM sale and the MQ-25A test flight); analysts keep a "Moderate Buy" consensus with a $259.60 target after Boeing beat quarterly EPS estimates and posted 14% revenue growth year‑over‑year.

Oak Family Advisors LLC raised its stake in The Boeing Company (NYSE:BA - Free Report) by 16.1% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 66,943 shares of the aircraft producer's stock after purchasing an additional 9,271 shares during the period. Boeing accounts for approximately 3.9% of Oak Family Advisors LLC's holdings, making the stock its 3rd biggest holding. Oak Family Advisors LLC's holdings in Boeing were worth $14,535,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Fisher Asset Management LLC grew its position in shares of Boeing by 3.3% during the 3rd quarter. Fisher Asset Management LLC now owns 5,505,040 shares of the aircraft producer's stock valued at $1,188,153,000 after buying an additional 177,597 shares during the last quarter. Russell Investments Group Ltd. grew its position in shares of Boeing by 41.1% during the 3rd quarter. Russell Investments Group Ltd. now owns 223,824 shares of the aircraft producer's stock valued at $48,316,000 after buying an additional 65,216 shares during the last quarter. Sumitomo Mitsui Trust Group Inc. grew its position in shares of Boeing by 0.6% during the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 2,026,896 shares of the aircraft producer's stock valued at $437,465,000 after buying an additional 11,968 shares during the last quarter. Xcel Wealth Management LLC grew its position in shares of Boeing by 12.1% during the 3rd quarter. Xcel Wealth Management LLC now owns 49,230 shares of the aircraft producer's stock valued at $10,625,000 after buying an additional 5,327 shares during the last quarter. Finally, Granite Investment Partners LLC grew its position in shares of Boeing by 1,984.0% during the 3rd quarter. Granite Investment Partners LLC now owns 31,448 shares of the aircraft producer's stock valued at $6,787,000 after buying an additional 29,939 shares during the last quarter. Institutional investors own 64.82% of the company's stock.

Trending Headlines about Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: CEO to accompany Trump on China trip — management face time with Beijing increases the odds of large commercial or narrowbody order momentum for Boeing, which traders interpret as a key upside catalyst. Boeing CEO Kelly Ortberg set to join Trump on China visit
• Positive Sentiment: U.S. clears potential $374M JDAM kit sale to Ukraine — State Department approval for JDAM kits and related equipment would add near-term defense revenue if finalized and underscores Boeing’s exposure to elevated defense procurement. Ukraine Gets Approval For Up To $374 Million Boeing Bomb Kit Purchase
• Positive Sentiment: MQ-25A Stingray completes first test flight with U.S. Navy — successful two‑hour flight demonstrates program momentum on an important naval tanker/drone platform, supporting defense backlog expectations. The Boeing Company (BA), U.S. Navy Complete First Test Flight of MQ-25A Stingray
• Neutral Sentiment: Airbus lands a large AirAsia order while Boeing gets an Air Force One contract update — Airbus’s $19B order highlights competitive pressure in commercial markets, though Boeing’s Air Force One work and China deal hopes temper immediate negative impact. Airbus Lands $19 Bil Order; Boeing Wins Air Force One Contract
• Neutral Sentiment: Analysts remain largely optimistic despite past underperformance — Wall Street’s upbeat forecasts can support multiple expansion, but execution and delivery cadence remain key. Are Wall Street Analysts Predicting Boeing Stock Will Climb or Sink?
• Negative Sentiment: FAA faces Senate scrutiny after NTSB criticism — fresh oversight hearings and recommended safety fixes could lead to regulatory costs, operational constraints or program delays across the industry. This remains a key downside risk for Boeing. FAA Chief to Face Senate Questions After NTSB Blames Agency

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on BA shares. UBS Group boosted their price objective on shares of Boeing from $275.00 to $285.00 and gave the company a "buy" rating in a research report on Wednesday, January 28th. Jefferies Financial Group reaffirmed a "buy" rating on shares of Boeing in a research report on Wednesday, March 4th. Morgan Stanley boosted their price objective on shares of Boeing from $245.00 to $250.00 and gave the company an "equal weight" rating in a research report on Thursday, April 23rd. TD Cowen reaffirmed a "buy" rating on shares of Boeing in a research report on Wednesday, January 28th. Finally, Weiss Ratings downgraded shares of Boeing from a "hold (c-)" rating to a "sell (d+)" rating in a research report on Friday, April 24th. 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 assigned a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus target price of $259.60.

Insiders Place Their Bets

In other Boeing news, SVP Ann M. Schmidt sold 6,281 shares of the company's stock in a transaction dated 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 transaction, the senior vice president owned 13,978 shares in the company, valued at approximately $3,401,825.86. This represents a 31.00% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Mortimer J. Buckley bought 2,230 shares of the firm's stock in a transaction on Tuesday, March 3rd. The stock was purchased at an average price of $224.20 per share, with a total value of $499,966.00. Following the transaction, the director owned 4,430 shares in the company, valued at $993,206. The trade was a 101.36% increase in their position. The SEC filing for this purchase provides additional information. 0.10% of the stock is owned by insiders.

Boeing Price Performance

NYSE BA opened at $231.02 on Friday. The Boeing Company has a 52 week low of $176.77 and a 52 week high of $254.35. The company has a current ratio of 1.18, a quick ratio of 0.35 and a debt-to-equity ratio of 7.42. The stock has a market cap of $182.11 billion, a price-to-earnings ratio of 112.15 and a beta of 1.21. The company has a 50-day moving average price of $216.90 and a two-hundred day moving average price of $217.70.

Boeing (NYSE:BA - Get Free Report) last posted its earnings results on Wednesday, April 22nd. The aircraft producer reported ($0.20) EPS for the quarter, topping the consensus estimate 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 quarter last year, the company posted ($0.49) EPS. Boeing's revenue for the quarter was up 14.0% on a year-over-year basis. Analysts forecast that The Boeing Company will post -0.15 EPS 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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