FY2026 Earnings Estimate for Boeing Issued By William Blair

Key Points

• William Blair has raised its FY2026 earnings estimate for Boeing to $4.06 per share, up from a previous estimate of $3.98. This contrasts sharply with the current consensus estimate of a loss of ($2.58) per share for the full year.
• Boeing reported a quarterly EPS of ($1.24), missing analysts' expectations, despite a revenue increase of 34.9% year-over-year to $22.75 billion.
• Institutional investors recently increased their stakes in Boeing, with significant growth in holdings from firms like American National Bank & Trust, which saw a 474.1% increase in their position.

The Boeing Company (NYSE:BA - Free Report) - Research analysts at William Blair increased their FY2026 earnings per share estimates for shares of Boeing in a report issued on Tuesday, July 29th. William Blair analyst L. Dipalma now forecasts that the aircraft producer will earn $4.06 per share for the year, up from their prior forecast of $3.98. The consensus estimate for Boeing's current full-year earnings is ($2.58) per share.

Boeing (NYSE:BA - Get Free Report) last announced its quarterly earnings results on Tuesday, July 29th. The aircraft producer reported ($1.24) earnings per share for the quarter, missing analysts' consensus estimates of ($0.92) by ($0.32). The business had revenue of $22.75 billion for the quarter, compared to analysts' expectations of $20.13 billion. The business's quarterly revenue was up 34.9% on a year-over-year basis. During the same quarter in the prior year, the firm posted ($2.90) earnings per share.

A number of other equities analysts also recently weighed in on the company. The Goldman Sachs Group set a $212.00 price target on Boeing and gave the stock a "buy" rating in a research report on Thursday, June 12th. Sanford C. Bernstein reissued an "outperform" rating on shares of Boeing in a research report on Monday, July 14th. Wall Street Zen lowered shares of Boeing from a "hold" rating to a "sell" rating in a research note on Saturday, May 17th. Redburn Atlantic upgraded shares of Boeing from a "hold" rating to a "strong-buy" rating and lifted their price target for the company from $180.00 to $275.00 in a research note on Friday, June 27th. Finally, Citigroup restated a "buy" rating on shares of Boeing in a report on Monday. Three research analysts have rated the stock with a sell rating, three have given a hold rating, seventeen have issued a buy rating and three have issued a strong buy rating to the company's stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $228.90.

Boeing Trading Up 0.0%

Shares of Boeing stock traded up $0.10 during trading on Thursday, reaching $221.94. The stock had a trading volume of 8,556,620 shares, compared to its average volume of 7,665,790. The company has a market capitalization of $167.82 billion, a price-to-earnings ratio of -13.44 and a beta of 1.48. Boeing has a 52 week low of $128.88 and a 52 week high of $242.69. The stock has a fifty day moving average price of $215.23 and a two-hundred day moving average price of $188.67.

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of the stock. Harbor Asset Planning Inc. purchased a new position in shares of Boeing during the 2nd quarter valued at $25,000. American National Bank & Trust lifted its stake in Boeing by 474.1% in the first quarter. American National Bank & Trust now owns 155 shares of the aircraft producer's stock worth $26,000 after purchasing an additional 128 shares during the last quarter. Piscataqua Savings Bank boosted its position in Boeing by 1,712.5% during the second quarter. Piscataqua Savings Bank now owns 145 shares of the aircraft producer's stock valued at $30,000 after buying an additional 137 shares during the period. REAP Financial Group LLC grew its stake in shares of Boeing by 60.2% during the fourth quarter. REAP Financial Group LLC now owns 173 shares of the aircraft producer's stock valued at $31,000 after buying an additional 65 shares during the last quarter. Finally, Dogwood Wealth Management LLC increased its holdings in shares of Boeing by 167.2% in the fourth quarter. Dogwood Wealth Management LLC now owns 179 shares of the aircraft producer's stock worth $32,000 after buying an additional 112 shares during the period. Hedge funds and other institutional investors own 64.82% of the company's stock.

Insider Activity

In other Boeing news, SVP Brendan J. Nelson sold 640 shares of the company's stock in a transaction on Thursday, May 15th. The shares were sold at an average price of $206.28, for a total transaction of $132,019.20. Following the sale, the senior vice president owned 13,258 shares of the company's stock, valued at approximately $2,734,860.24. This represents a 4.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Jeffrey S. Shockey sold 3,205 shares of Boeing stock in a transaction dated Tuesday, May 13th. The stock was sold at an average price of $202.87, for a total value of $650,198.35. Following the completion of the transaction, the executive vice president directly owned 20,513 shares of the company's stock, valued at approximately $4,161,472.31. This trade represents a 13.51% decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.09% of the stock is currently owned by insiders.

Boeing Company Profile

The Boeing Company, together with its subsidiaries, designs, develops, manufactures, sells, services, and supports commercial jetliners, military aircraft, satellites, missile defense, human space flight and launch systems, and services worldwide. The company operates through Commercial Airplanes; Defense, Space & Security; and Global Services segments.