The Boeing Company $BA Stock: Grandfield & Dodd LLC Grows Position

Key Points

• Grandfield & Dodd increased its Boeing position by 30.9% in the third quarter to 93,327 shares valued at approximately $17.4 million. Institutional investors collectively own 64.82% of Boeing’s outstanding stock.
• Boeing reported a quarterly loss of $0.34 per share, missing the $0.25 consensus loss estimate, although revenue of $24.19 billion exceeded expectations and rose 3.9% year over year.
• Analyst sentiment remains cautiously positive, with Boeing holding a “Moderate Buy” consensus rating and an average price target of $246.92, but several firms recently cut their targets or downgraded the stock amid concerns about execution, leverage and delayed cash-flow recovery.

Grandfield & Dodd LLC lifted its position in The Boeing Company (NYSE:BA - Free Report) by 30.9% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 93,327 shares of the aircraft producer's stock after acquiring an additional 22,015 shares during the period. Grandfield & Dodd LLC's holdings in Boeing were worth $17,364,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently made changes to their positions in the company. Investment Partners LTD. raised its holdings in Boeing by 38.6% in the 3rd quarter. Investment Partners LTD. now owns 2,300 shares of the aircraft producer's stock valued at $428,000 after acquiring an additional 641 shares during the last quarter. Summit Global Investments lifted its stake in Boeing by 65.7% in the 3rd quarter. Summit Global Investments now owns 5,052 shares of the aircraft producer's stock worth $940,000 after purchasing an additional 2,004 shares in the last quarter. Kassira Wealth Management LLC boosted its holdings in shares of Boeing by 37.0% during the 3rd quarter. Kassira Wealth Management LLC now owns 13,141 shares of the aircraft producer's stock worth $2,445,000 after purchasing an additional 3,549 shares during the last quarter. MGO One Seven LLC boosted its holdings in shares of Boeing by 0.6% during the 3rd quarter. MGO One Seven LLC now owns 12,248 shares of the aircraft producer's stock worth $2,279,000 after purchasing an additional 71 shares during the last quarter. Finally, Aprio Wealth Management LLC boosted its holdings in shares of Boeing by 3.4% during the 3rd quarter. Aprio Wealth Management LLC now owns 4,797 shares of the aircraft producer's stock worth $892,000 after purchasing an additional 158 shares during the last quarter. 64.82% of the stock is currently owned by hedge funds and other institutional investors.

Boeing Stock Performance

Boeing stock opened at $171.41 on Friday. The firm has a 50 day simple moving average of $196.12 and a 200-day simple moving average of $217.21. The Boeing Company has a 1-year low of $165.01 and a 1-year high of $254.35. The company has a debt-to-equity ratio of 6.31, a current ratio of 1.13 and a quick ratio of 0.33. The stock has a market cap of $135.83 billion, a price-to-earnings ratio of 18.65 and a beta of 1.26.

Boeing (NYSE:BA - Get Free Report) last released its quarterly earnings results on Tuesday, October 27th. The aircraft producer reported ($0.34) EPS for the quarter, missing the consensus estimate of ($0.25) by ($0.09). The firm had revenue of $24.19 billion for the quarter, compared to analysts' expectations of $23.95 billion. Boeing had a net margin of 7.98% and a negative return on equity of 42.40%. The firm's quarterly revenue was up 3.9% compared to the same quarter last year. During the same period in the previous year, the firm posted ($7.47) EPS. On average, analysts expect that The Boeing Company will post -1.72 EPS for the current year.

Wall Street Analyst Weigh In

Several research firms recently commented on BA. Wells Fargo & Company cut their price target on Boeing from $250.00 to $210.00 and set an "overweight" rating for the company in a report on Wednesday. Jefferies Financial Group lowered Boeing from a "buy" rating to a "hold" rating in a research note on Wednesday. Tigress Financial boosted their price objective on Boeing from $295.00 to $305.00 and gave the stock a "buy" rating in a research note on Thursday, August 6th. Barclays dropped their target price on Boeing from $300.00 to $250.00 and set an "overweight" rating for the company in a report on Wednesday. Finally, Btg Pactual set a $260.00 target price on Boeing in a research note on Tuesday, July 14th. One research analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, eight have assigned a Hold rating and three have given a Sell rating to the company's stock. According to data from MarketBeat.com, Boeing presently has an average rating of "Moderate Buy" and an average price target of $246.92.

More Boeing News

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing is positioned to receive a sole-source contract worth up to $945.9 million from the U.S. Space Force for MILSATCOM sustainment, strengthening its defense and space backlog. Boeing To Receive Up to $945.9 Million Sole Source Contract for MILSATCOM Sustainment
• Positive Sentiment: Boeing’s 2026 air-cargo forecast projects global freight traffic will double by 2045, supporting potential demand for nearly 3,000 new and converted freighters over the next two decades. Boeing Sees Air Cargo Traffic Doubling By 2045
• Positive Sentiment: Growth in satellite reconnaissance, driven by defense spending, synthetic-aperture radar and artificial intelligence, provides a favorable long-term backdrop for Boeing’s space and defense activities. Global Satellite Reconnaissance Market Size, Trends and Forecast Report 2026
• Neutral Sentiment: Analysts at Susquehanna added coverage or otherwise expressed support for Boeing, but the broader analyst reaction remains mixed. Boeing Stock Picked Up by Analysts at Susquehanna
• Negative Sentiment: Boeing’s quarterly EPS loss of $0.34 missed the consensus loss estimate of $0.25. Although revenue exceeded expectations and increased year over year, the earnings shortfall renewed concerns about execution and profitability.
• Negative Sentiment: Analysts at JPMorgan, Baird, Morgan Stanley, Wells Fargo and TD Cowen lowered their Boeing price targets or issued cautious forecasts, signaling reduced confidence in the pace of the turnaround. Boeing Stock Price Target Cut by Morgan Stanley
• Negative Sentiment: Recent commentary argues that Boeing’s anticipated $10 billion cash-flow recovery has been pushed out, making the company’s high leverage and balance-sheet weakness more important to investors. Boeing: A $10 Billion Cash Flow Dream Delayed
• Negative Sentiment: A law firm is investigating potential securities-law violations, adding headline and litigation risk, although no wrongdoing has been established. Kaplan Fox Investigation

About Boeing

The Boeing Company NYSE: BA is a global aerospace company that designs, manufactures and supports commercial airplanes, military aircraft, satellites, space systems and related products and services. Its offerings serve airlines, government agencies, defense organizations and other customers worldwide.

Boeing operates through three principal business areas: Commercial Airplanes, which develops and produces passenger and cargo aircraft; Defense, Space & Security, which provides military aircraft, weapons systems, satellites and space-related platforms; and Global Services, which offers parts, maintenance, training, engineering and other lifecycle support.

Founded in 1916 by William Boeing, the company has grown into one of the world's major aerospace manufacturers.

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.