Stanley Laman Group Ltd. Increases Stock Position in The Boeing Company $BA

Key Points

• Stanley Laman Group Ltd. increased its stake in The Boeing Company by 22.2% in Q4, adding 5,131 shares to hold 28,291 shares worth about $6.14 million, representing roughly 0.8% of the firm's portfolio (its 26th largest holding).
• Boeing reported a surprise quarterly profit of $9.92 EPS (vs. consensus -$0.40) and revenue of $23.95 billion, up 57.1% year‑over‑year.
• Analysts are broadly positive with a consensus rating of "Moderate Buy" and an average target of $252.48, even as insiders have sold about 21,012 shares (~$4.98M) over the past 90 days and institutional investors hold roughly 64.82% of the stock.

Stanley Laman Group Ltd. lifted its holdings in shares of The Boeing Company (NYSE:BA - Free Report) by 22.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 28,291 shares of the aircraft producer's stock after purchasing an additional 5,131 shares during the period. Boeing comprises approximately 0.8% of Stanley Laman Group Ltd.'s holdings, making the stock its 26th biggest holding. Stanley Laman Group Ltd.'s holdings in Boeing were worth $6,143,000 as of its most recent SEC filing.

Several other institutional investors have also recently modified their holdings of the stock. Live Oak Private Wealth LLC raised its position in shares of Boeing by 0.7% during the 4th quarter. Live Oak Private Wealth LLC now owns 35,360 shares of the aircraft producer's stock worth $7,677,000 after purchasing an additional 243 shares during the last quarter. Burney Co. lifted its stake in Boeing by 6.9% in the 4th quarter. Burney Co. now owns 6,203 shares of the aircraft producer's stock valued at $1,347,000 after buying an additional 402 shares in the last quarter. U.S. Capital Wealth Advisors LLC lifted its stake in Boeing by 2.6% in the 4th quarter. U.S. Capital Wealth Advisors LLC now owns 64,316 shares of the aircraft producer's stock valued at $13,964,000 after buying an additional 1,608 shares in the last quarter. TCV Trust & Wealth Management Inc. purchased a new stake in Boeing in the 4th quarter valued at approximately $444,000. Finally, HF Advisory Group LLC lifted its stake in Boeing by 6.4% in the 4th quarter. HF Advisory Group LLC now owns 2,902 shares of the aircraft producer's stock valued at $630,000 after buying an additional 174 shares in the last quarter. 64.82% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing won multiple government and commercial-space contracts (including a US$101M U.S. Air Force KC-46 support contract), agreed a multi‑year PAC‑3 seeker production deal, and delivered the ViaSat‑3 Flight 3 satellite — tangible revenue and cash‑flow catalysts that support near‑term topline recovery. Boeing Contracts And Satellite Delivery Support Recovery Story As Lawsuit Emerges
• Positive Sentiment: Media coverage highlights the Air Force deal as a notable contract win that delivered a positive market reaction, reinforcing the defense backlog narrative that can stabilize revenue while commercial production normalizes. Boeing Stock NYSE: BA Notches Up With Air Force Deal
• Positive Sentiment: Airline demand signals are improving — LATAM reported double‑digit March traffic and capacity growth, a macro datapoint that supports long‑term aircraft demand and aftermarket services for OEMs like Boeing. LATAM Airlines March 2026 Traffic Improves Year Over Year
• Neutral Sentiment: Broader aerospace/space industry moves (e.g., SpaceX confidential IPO filing) could reshape capital flows in the sector but are not an immediate Boeing-specific driver. Monitor for changes in launch market dynamics or M&A that could indirectly affect Boeing’s space business. SpaceX Is Going Public. Why a Tesla Merger Could Be Musk’s Real Endgame.
• Neutral Sentiment: Analyst/media mentions of suppliers (e.g., Jim Cramer on GE Aerospace) underscore ecosystem demand (engines, services) but are indirect for BA stock moves. Jim Cramer on GE Aerospace
• Negative Sentiment: Reports note investor concern about conversions of new Boeings into freighters and operational complexity — coverage says the conversion theme helped push BA lower as markets reassess unit economics and aftermarket strategy. “Next-Generation Widebody Freighter Solution”: Boeing Stock Slides
• Negative Sentiment: Near‑term performance worries persist: coverage highlighting a ~9% three‑month decline points to ongoing production delays, cancellations and supply issues that keep execution risk priced into the stock. Boeing Declines 9.2% in Three Months
• Negative Sentiment: Legal and governance headlines — a shareholder solicitation about alleged breaches and a worker class‑action claiming unpaid time — add litigation and reputational risk that can pressure the multiple. Did The Boeing Company Insiders Breach their Fiduciary Duties?

Boeing Trading Up 0.0%

Shares of BA opened at $217.64 on Monday. The stock has a fifty day moving average of $220.66 and a two-hundred day moving average of $216.46. The company has a debt-to-equity ratio of 8.37, a quick ratio of 0.40 and a current ratio of 1.19. The company has a market capitalization of $170.92 billion, a PE ratio of 108.28 and a beta of 1.13. The Boeing Company has a fifty-two week low of $152.00 and a fifty-two week high of $254.35.

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

Analyst Upgrades and Downgrades

BA has been the topic of a number of recent research reports. Royal Bank Of Canada upped their target price on Boeing from $265.00 to $275.00 and gave the company an "outperform" rating in a research note on Wednesday, January 28th. Susquehanna reaffirmed a "positive" rating and issued a $280.00 target price on shares of Boeing in a research note on Thursday, January 15th. Argus raised Boeing to a "hold" rating in a research note on Monday, February 2nd. Wells Fargo & Company initiated coverage on Boeing in a research note on Wednesday, April 1st. They issued an "overweight" rating and a $250.00 target price on the stock. Finally, UBS Group upped their target price on Boeing from $275.00 to $285.00 and gave the company a "buy" rating in a research note on Wednesday, January 28th. Two 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 stock. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $252.48.

Insiders Place Their Bets

In other Boeing news, SVP Ann M. Schmidt sold 6,281 shares of the business's stock in a transaction on Tuesday, February 17th. The stock was 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 directly owned 13,978 shares in the company, valued at approximately $3,401,825.86. The trade was a 31.00% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Uma M. Amuluru sold 2,731 shares of the business's stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $236.00, for a total value of $644,516.00. Following the completion of the transaction, the executive vice president owned 11,925 shares of the company's stock, valued at $2,814,300. This trade represents a 18.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 21,012 shares of company stock valued at $4,980,687. Insiders own 0.10% of the company's stock.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.