Sumitomo Mitsui Trust Group Inc. Trims Position in The Boeing Company $BA

Key Points

• Sumitomo Mitsui Trust Group trimmed its stake in Boeing by 0.8% in Q4, selling 16,465 shares and leaving it with 2,010,431 shares (about 0.26% of the company) valued at $436.5 million.
• Insider activity was mixed: EVP Howard E. Mckenzie sold 10,497 shares at an average $233.99 (a 41.7% drop in his holdings), while director Mortimer J. Buckley bought 2,230 shares; insiders sold 21,012 shares worth $4.98 million over the past 90 days.
• Boeing reported a strong quarter with $9.92 EPS vs. a ($0.40) estimate and $23.95 billion revenue (up 57.1% YoY); analysts maintain a consensus rating of Moderate Buy with an average price target of $252.48.

Sumitomo Mitsui Trust Group Inc. trimmed its holdings in The Boeing Company (NYSE:BA - Free Report) by 0.8% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 2,010,431 shares of the aircraft producer's stock after selling 16,465 shares during the period. Sumitomo Mitsui Trust Group Inc. owned 0.26% of Boeing worth $436,505,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. First Heartland Consultants Inc. raised its holdings in shares of Boeing by 1.1% in the fourth quarter. First Heartland Consultants Inc. now owns 4,062 shares of the aircraft producer's stock valued at $882,000 after buying an additional 43 shares during the last quarter. N.E.W. Advisory Services LLC raised its holdings in shares of Boeing by 3.1% in the third quarter. N.E.W. Advisory Services LLC now owns 1,540 shares of the aircraft producer's stock valued at $332,000 after buying an additional 46 shares during the last quarter. Motco raised its holdings in shares of Boeing by 5.4% in the third quarter. Motco now owns 921 shares of the aircraft producer's stock valued at $199,000 after buying an additional 47 shares during the last quarter. Encompass Wealth Advisors LLC raised its holdings in shares of Boeing by 0.9% in the third quarter. Encompass Wealth Advisors LLC now owns 5,045 shares of the aircraft producer's stock valued at $1,089,000 after buying an additional 47 shares during the last quarter. Finally, Jacobsen Capital Management raised its holdings in shares of Boeing by 4.6% in the third quarter. Jacobsen Capital Management now owns 1,070 shares of the aircraft producer's stock valued at $231,000 after buying an additional 47 shares during the last quarter. 64.82% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In related news, EVP Howard E. Mckenzie sold 10,497 shares of the stock in a transaction dated Thursday, February 5th. The shares were sold at an average price of $233.99, for a total transaction of $2,456,193.03. Following the completion of the transaction, the executive vice president directly owned 14,692 shares of the company's stock, valued at $3,437,781.08. This represents a 41.67% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, Director Mortimer J. Buckley purchased 2,230 shares of the business's stock in a transaction that occurred on Tuesday, March 3rd. The shares were purchased at an average cost of $224.20 per share, with a total value of $499,966.00. Following the completion of the acquisition, the director directly owned 4,430 shares of the company's stock, valued at $993,206. This represents a 101.36% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last ninety days, insiders sold 21,012 shares of company stock valued at $4,980,687. Company insiders own 0.10% of the company's stock.

Boeing Trading Down 1.1%

NYSE BA opened at $217.64 on Friday. The stock has a market capitalization of $170.92 billion, a P/E ratio of 108.28 and a beta of 1.13. The Boeing Company has a 52-week low of $152.00 and a 52-week high of $254.35. The firm has a 50-day moving average price of $220.66 and a 200 day moving average price of $216.46. 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 earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.40) by $10.32. The firm had revenue of $23.95 billion for the quarter, compared to analysts' expectations of $22.41 billion. The company's revenue for the quarter was up 57.1% on a year-over-year basis. During the same period in the prior year, the company earned ($5.90) earnings per share. Equities research analysts expect that The Boeing Company will post -2.58 EPS for the current year.

Analyst Ratings Changes

A number of equities research analysts have recently commented on BA shares. Vertical Research reaffirmed a "buy" rating and issued a $281.00 target price on shares of Boeing in a report on Tuesday, January 27th. Tigress Financial upped their target price on shares of Boeing from $275.00 to $290.00 and gave the company a "buy" rating in a report on Thursday, March 19th. JPMorgan Chase & Co. upped their target price on shares of Boeing from $245.00 to $270.00 and gave the company an "overweight" rating in a report on Wednesday, January 28th. UBS Group upped their target price on shares of Boeing from $275.00 to $285.00 and gave the company a "buy" rating in a report on Wednesday, January 28th. Finally, Jefferies Financial Group reaffirmed a "buy" rating on shares of Boeing in a report on Wednesday, March 4th. 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 given a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average price target of $252.48.

Boeing News Roundup

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 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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