The Boeing Company $BA Stock: Ninety One UK Ltd Lowers Stake

Key Points

• Ninety One UK Ltd. reduced its Boeing stake by 4.2% in the third quarter, selling 53,809 shares and retaining 1.24 million shares valued at approximately $230 million. Institutional investors collectively own 64.82% of Boeing.
• Boeing shares traded at $187.14, near their one-year low of $176.77, while the company reported a quarterly EPS loss that missed expectations. Boeing’s high leverage and negative return on equity remain key financial concerns.
• Analysts maintain a generally positive outlook, with a consensus “Moderate Buy” rating and a $267.96 price target. Improving aircraft deliveries, a large order backlog and defense contracts provide potential support for the company’s recovery.

Ninety One UK Ltd cut its stake in The Boeing Company (NYSE:BA - Free Report) by 4.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,236,258 shares of the aircraft producer's stock after selling 53,809 shares during the period. Ninety One UK Ltd owned 0.16% of Boeing worth $230,006,000 as of its most recent SEC filing.

A number of other hedge funds also recently added to or reduced their stakes in the stock. Jupiter Topco LLC acquired a new stake in shares of Boeing in the 2nd quarter worth about $911,878,000. Janus Henderson Group PLC boosted its stake in Boeing by 43.1% during the 4th quarter. Janus Henderson Group PLC now owns 3,907,876 shares of the aircraft producer's stock valued at $840,204,000 after purchasing an additional 1,176,074 shares during the period. Bank of New York Mellon Corp acquired a new position in Boeing during the 2nd quarter valued at about $747,763,000. Legal & General Group Plc acquired a new position in Boeing during the 2nd quarter valued at about $710,816,000. Finally, Deutsche Bank AG bought a new position in Boeing in the 2nd quarter worth about $539,456,000. 64.82% of the stock is currently owned by institutional investors.

Boeing Price Performance

Boeing stock traded up $2.48 during trading hours on Thursday, hitting $187.14. 2,721,034 shares of the company traded hands, compared to its average volume of 6,803,415. The firm has a market cap of $147.91 billion, a P/E ratio of 80.88 and a beta of 1.26. The company has a quick ratio of 0.33, a current ratio of 1.14 and a debt-to-equity ratio of 6.77. The firm's 50-day simple moving average is $206.69 and its two-hundred day simple moving average is $215.77. The Boeing Company has a 1-year low of $176.77 and a 1-year high of $254.35.

Boeing (NYSE:BA - Get Free Report) last released its quarterly earnings results on Tuesday, July 28th. The aircraft producer reported ($0.76) EPS for the quarter, missing analysts' consensus estimates of ($0.34) by ($0.42). The company had revenue of $24.56 billion for the quarter, compared to the consensus estimate of $24.26 billion. Boeing had a negative return on equity of 346.82% and a net margin of 2.41%. The firm's quarterly revenue was up 8.0% compared to the same quarter last year. During the same quarter last year, the firm posted ($1.24) earnings per share. As a group, analysts forecast that The Boeing Company will post -0.95 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several brokerages have commented on BA. Wolfe Research upgraded shares of Boeing from a "hold" rating to a "strong-buy" rating in a research note on Thursday, September 24th. TD Cowen reduced their price objective on Boeing from $250.00 to $240.00 and set a "buy" rating for the company in a research report on Friday, October 9th. Royal Bank Of Canada reduced their price objective on Boeing from $265.00 to $235.00 and set an "outperform" rating for the company in a research report on Thursday. Btg Pactual set a $260.00 price objective on Boeing in a report on Tuesday, July 14th. Finally, JPMorgan Chase & Co. reissued a "buy" rating on shares of Boeing in a report on Sunday, September 27th. Two analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, four have issued a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat, Boeing presently has a consensus rating of "Moderate Buy" and a consensus target price of $267.96.

Key Headlines Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Improving deliveries: Boeing delivered 161 commercial aircraft in the third quarter, including 124 737s, while September’s 57-jet total was the company’s highest monthly figure of 2026. Rising deliveries could improve revenue and cash flow and signal progress in stabilizing production. What's Going On With Boeing Stock Wednesday?
• Positive Sentiment: Defense and backlog support: Reports highlight Boeing’s approximately $715 billion order book, improving commercial activity and the U.S. Navy’s selection of Boeing for the F/A-XX carrier-based fighter. A new military deal with Israel also adds to confidence in the defense business. A $715B Order Book and Fighter Jet Wins: Time to Buy Boeing
• Positive Sentiment: Analyst support: RBC retained an “outperform” rating and reduced its price target to $235 from $265, still implying roughly 25% upside. Barclays also began coverage with an “overweight” rating, reinforcing the view that Boeing’s recovery potential is not fully reflected in the shares.
• Positive Sentiment: Boardroom expertise: Boeing’s board now includes more directors with deep aviation experience, which could improve strategic oversight and help position the company for next-generation aircraft programs. Boeing's Secret Weapon Isn't on the Factory Floor

Boeing Profile

The Boeing Company NYSE: BA is a global aerospace company that designs, manufactures and supports commercial airplanes, military aircraft, spacecraft and related systems. Its commercial portfolio includes the 737, 787 Dreamliner and 777 families, as well as the 777X program. Boeing sells aircraft to airlines, cargo operators and leasing companies around the world.

Through its defense and space operations, Boeing provides products and services for the U.S. government, allied governments and other institutional customers.

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