U S Global Investors Inc. Boosts Stock Position in The Boeing Company $BA

Key Points

• U S Global Investors increased its stake in Boeing by 16.6% in Q4 to 77,292 shares (worth about $16.78M), making BA its 14th largest holding and 1.8% of the fund's portfolio.
• Boeing reported a Q1 beat with revenue of roughly $22.2B and EPS of -$0.20 (vs. -$0.68 est.), cited a record backlog (~$695B) and potential to raise 737 MAX production, while analysts maintain a "Moderate Buy" consensus and ~$259.35 target amid ongoing cash‑flow and leverage concerns.
• Insiders have sold 21,012 shares (~$4.98M) over the past 90 days (including recent sales by SVP Ann M. Schmidt and EVP Uma M. Amuluru), leaving insiders with just 0.10% ownership while institutions hold about 64.82% of the stock.

U S Global Investors Inc. lifted its stake in shares of The Boeing Company (NYSE:BA - Free Report) by 16.6% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 77,292 shares of the aircraft producer's stock after buying an additional 11,018 shares during the quarter. Boeing comprises 1.8% of U S Global Investors Inc.'s portfolio, making the stock its 14th largest position. U S Global Investors Inc.'s holdings in Boeing were worth $16,782,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors also recently modified their holdings of BA. SteelPeak Wealth LLC lifted its stake in shares of Boeing by 50.4% in the third quarter. SteelPeak Wealth LLC now owns 26,360 shares of the aircraft producer's stock worth $5,689,000 after buying an additional 8,833 shares in the last quarter. Fisher Asset Management LLC lifted its stake in shares of Boeing by 3.3% in the third quarter. Fisher Asset Management LLC now owns 5,505,040 shares of the aircraft producer's stock worth $1,188,153,000 after buying an additional 177,597 shares in the last quarter. Russell Investments Group Ltd. lifted its stake in shares of Boeing by 41.1% in the third quarter. Russell Investments Group Ltd. now owns 223,824 shares of the aircraft producer's stock worth $48,316,000 after buying an additional 65,216 shares in the last quarter. Farther Finance Advisors LLC lifted its stake in shares of Boeing by 47.7% in the third quarter. Farther Finance Advisors LLC now owns 18,477 shares of the aircraft producer's stock worth $3,988,000 after buying an additional 5,966 shares in the last quarter. Finally, Sumitomo Mitsui Trust Group Inc. lifted its stake in shares of Boeing by 0.6% in the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 2,026,896 shares of the aircraft producer's stock worth $437,465,000 after buying an additional 11,968 shares in the last quarter. Hedge funds and other institutional investors own 64.82% of the company's stock.

Insider Activity

In other news, SVP Ann M. Schmidt sold 6,281 shares of the firm's stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $243.37, for a total value of $1,528,606.97. Following the completion of the sale, the senior vice president owned 13,978 shares in the company, valued at approximately $3,401,825.86. This trade represents a 31.00% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, 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 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 SEC filing for this sale provides additional information. Insiders have sold a total of 21,012 shares of company stock worth $4,980,687 over the last 90 days. Insiders own 0.10% of the company's stock.

More Boeing News

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Q1 beats and delivery momentum: Boeing reported stronger‑than‑expected Q1 results (revenue ~$22.2B, narrower non‑GAAP loss) and higher deliveries, lifting confidence in the turnaround. Boeing Shares Up After Earnings
• Positive Sentiment: Record backlog and rising production optionality: Backlog hit a record (~$695B) and management signaled the 737 MAX production can be increased, supporting revenue visibility. Production Increase Story
• Positive Sentiment: Bullish positioning in options: Unusually large call‑option buying and elevated call volumes suggest short‑term speculative and institutional bullish bets. Large Call Option Volume
• Positive Sentiment: Analyst support: Some firms raised targets/maintained buy views (e.g., Morgan Stanley raised its target), reinforcing upside expectations. Price Target Raise Note
• Neutral Sentiment: Retail and long‑term bullish narratives: Multiple outlets and community theses highlight BA as a long‑term recovery play — helpful for sentiment but not a near‑term catalyst by itself. Bullish Thesis Summary
• Neutral Sentiment: Management optimism on China orders: CEO comments express confidence a US‑China summit could unlock major Chinese airline orders — a potential upside that depends on politics/diplomacy. CEO China Orders Comment
• Negative Sentiment: Cash‑flow and leverage remain concerns: Despite improvement, operating/free cash flow is still pressured and the firm carries high leverage — these fundamentals cap valuation and increase sensitivity to execution slips. Cash Strain Analysis
• Negative Sentiment: Order/certification and geopolitical risk: Some larger orders depend on political/diplomatic developments and key certifications (and spare‑parts access) — risks that could delay revenue recognition. Order Dependency Risk

Analyst Upgrades and Downgrades

BA has been the topic of several analyst reports. TD Cowen reiterated a "buy" rating on shares of Boeing in a research note on Wednesday, January 28th. Wolfe Research reiterated an "outperform" rating and issued a $275.00 target price on shares of Boeing in a research note on Thursday. Weiss Ratings upgraded shares of Boeing from a "sell (d-)" rating to a "hold (c-)" rating in a research report on Wednesday, February 4th. Jefferies Financial Group reiterated a "buy" rating on shares of Boeing in a research report on Wednesday, March 4th. Finally, Royal Bank Of Canada increased their price objective on shares of Boeing from $265.00 to $275.00 and gave the stock an "outperform" rating in a research note on Wednesday, January 28th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus target price of $259.35.

Boeing Price Performance

Boeing stock opened at $234.29 on Friday. The firm has a 50-day moving average price of $218.21 and a 200-day moving average price of $216.97. The firm has a market capitalization of $184.00 billion, a PE ratio of 113.73 and a beta of 1.13. The company has a current ratio of 1.18, a quick ratio of 0.40 and a debt-to-equity ratio of 7.42. The Boeing Company has a 12-month low of $169.00 and a 12-month high of $254.35.

Boeing (NYSE:BA - Get Free Report) last released its earnings results on Wednesday, April 22nd. The aircraft producer reported ($0.20) earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.68) by $0.48. The firm had revenue of $22.22 billion during the quarter, compared to the consensus estimate of $22.15 billion. Boeing's revenue was up 14.0% compared to the same quarter last year. During the same quarter last year, the business posted ($0.49) EPS. As a group, equities research analysts forecast that The Boeing Company will post -0.29 EPS for the current year.

About Boeing

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.

Want to see what other hedge funds are holding BA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for The Boeing Company (NYSE:BA - Free Report).

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.