Retirement Systems of Alabama Has $36.17 Million Holdings in The Boeing Company $BA

Key Points

• Retirement Systems of Alabama raised its Boeing stake by 3.3% and now owns 166,581 shares valued at $36.17 million.
• Key catalysts include a federal appeals court upholding the dismissal of the 737 MAX criminal case (removing a major legal overhang), a $326M U.S. Army helicopter award and a Rheinmetall partnership, but Boeing faces risks from potential loss of NASA SLS work and an anticipated challenging quarter ahead of its April 22 earnings release.
• Wall Street sentiment is largely positive—Boeing has an average rating of "Moderate Buy" with a consensus price target of $248.86 and the stock is up ~5.2%—yet analysts forecast -2.58 EPS for the fiscal year despite a prior-quarter EPS beat of $9.92.

Retirement Systems of Alabama raised its position in shares of The Boeing Company (NYSE:BA - Free Report) by 3.3% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 166,581 shares of the aircraft producer's stock after buying an additional 5,279 shares during the quarter. Retirement Systems of Alabama's holdings in Boeing were worth $36,168,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Measured Wealth Private Client Group LLC acquired a new stake in shares of Boeing during the third quarter valued at approximately $25,000. Reyes Financial Architecture Inc. purchased a new stake in shares of Boeing in the 3rd quarter valued at approximately $32,000. Game Plan Financial Advisors LLC boosted its stake in Boeing by 650.0% in the 4th quarter. Game Plan Financial Advisors LLC now owns 150 shares of the aircraft producer's stock worth $33,000 after purchasing an additional 130 shares during the period. Davis Capital Management acquired a new position in Boeing in the 3rd quarter worth approximately $33,000. Finally, Howard Hughes Medical Institute purchased a new position in Boeing during the 2nd quarter worth approximately $34,000. 64.82% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several brokerages have issued reports on BA. Sanford C. Bernstein reissued an "outperform" rating on shares of Boeing in a research note on Wednesday, January 28th. Vertical Research reaffirmed a "buy" rating and issued a $281.00 target price on shares of Boeing in a research report on Tuesday, January 27th. Royal Bank Of Canada lifted their price target on Boeing from $265.00 to $275.00 and gave the company an "outperform" rating in a report on Wednesday, January 28th. JPMorgan Chase & Co. upped their price target on Boeing from $245.00 to $270.00 and gave the company an "overweight" rating in a research report on Wednesday, January 28th. Finally, Morgan Stanley set a $245.00 price objective on Boeing in a research note on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have assigned a Hold rating and three have assigned a Sell rating to the company's stock. According to data from MarketBeat, Boeing has an average rating of "Moderate Buy" and an average price target of $248.86.

Key Stories Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Federal appeals court upheld the dismissal of the criminal case tied to the 737 MAX crashes, removing a material legal/shadow risk that had weighed on BA's valuation. US appeals court upholds decision to dismiss Boeing criminal case
• Positive Sentiment: Broader market rally into quarter‑end boosted investor appetite for cyclical and aerospace names, providing an immediate tailwind to BA shares. Dow skyrockets by over 1,100 points, stocks rally to end Q1 2026
• Positive Sentiment: Boeing Australia struck a partnership with Rheinmetall to offer autonomous combat aircraft to Germany, highlighting defence revenue opportunities and international backlog diversification. Rheinmetall and Boeing Australia to Supply Combat Aircraft to German Military
• Positive Sentiment: BA won a $326M U.S. Army deal for six CH‑47F Block II helicopters, supporting defense cashflow and aftermarket work. The Boeing Company (BA) Secures $326M U.S. Army Contract for Six CH-47F Block II Helicopters
• Positive Sentiment: New airline orders in Vietnam and confirmations of growing commercial backlog were highlighted in coverage, supporting medium‑term delivery and revenue outlook. Boeing (BA) Valuation Check After New Vietnam Aircraft Orders And Growing Backlog
• Neutral Sentiment: Boeing set its Q1 2026 earnings release date for April 22 — investors will get fresh details on margins, cash flow and orders then. Boeing to Release First Quarter Results on April 22
• Neutral Sentiment: Wall Street analyst commentary is starting to skew optimistic in coverage — this could support further upside if guidance and results align, but expectations remain mixed. Is Boeing (BA) a Buy as Wall Street Analysts Look Optimistic?
• Negative Sentiment: Coverage warns Boeing may lose some role on NASA's Artemis/SLS program, highlighting program‑specific revenue and reputation risks in space business lines. NASA May X Out Boeing's SLS Rocket Ship From Future Moon Landings
• Negative Sentiment: Previews and analyst commentary expect a challenging quarter with a potential double‑digit EPS loss, a near‑term headwind to sentiment until April 22 results. Boeing Earnings Preview: What to Expect

Boeing Stock Up 5.2%

BA stock opened at $199.03 on Wednesday. The company has a 50 day moving average of $225.74 and a two-hundred day moving average of $216.59. The company has a market cap of $156.31 billion, a price-to-earnings ratio of 99.02 and a beta of 1.14. The Boeing Company has a 12-month low of $128.88 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 quarterly earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 EPS for the quarter, beating the consensus estimate of ($0.40) by $10.32. The company had revenue of $23.95 billion for the quarter, compared to analysts' expectations of $22.41 billion. During the same quarter in the prior year, the firm earned ($5.90) earnings per share. The company's revenue was up 57.1% on a year-over-year basis. On average, equities analysts anticipate that The Boeing Company will post -2.58 earnings per share for the current fiscal year.

Insider Transactions at Boeing

In other news, EVP Uma M. Amuluru sold 1,503 shares of the firm's stock in a transaction dated Tuesday, February 24th. The stock was 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 of the company's stock, 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 Securities & Exchange Commission, which is available at this hyperlink. Also, Director Mortimer J. Buckley purchased 2,230 shares of Boeing stock in a transaction dated Tuesday, March 3rd. The shares were purchased at an average price of $224.20 per share, with a total value of $499,966.00. Following the completion of the acquisition, the director owned 4,430 shares in the company, valued at $993,206. The trade was a 101.36% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders sold a total of 21,012 shares of company stock worth $4,980,687 in the last ninety days. Company 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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