KBC Group NV Increases Holdings in The Boeing Company $BA

KBC Group NV raised its stake in shares of The Boeing Company (NYSE:BA) by 4.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 70,090 shares of the aircraft producer’s stock after buying an additional 2,813 shares during the period. KBC Group NV’s holdings in Boeing were worth $15,218,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in BA. Revolve Wealth Partners LLC purchased a new stake in Boeing during the 4th quarter valued at $201,000. Sivia Capital Partners LLC raised its stake in Boeing by 16.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,529 shares of the aircraft producer’s stock valued at $320,000 after buying an additional 217 shares during the last quarter. AXA S.A. increased its stake in shares of Boeing by 1,225.7% in the 2nd quarter. AXA S.A. now owns 34,655 shares of the aircraft producer’s stock worth $7,261,000 after purchasing an additional 32,041 shares in the last quarter. Ieq Capital LLC increased its stake in shares of Boeing by 243.8% in the 2nd quarter. Ieq Capital LLC now owns 33,485 shares of the aircraft producer’s stock worth $7,016,000 after purchasing an additional 23,746 shares in the last quarter. Finally, Alliancebernstein L.P. increased its stake in shares of Boeing by 4.2% in the 2nd quarter. Alliancebernstein L.P. now owns 1,334,451 shares of the aircraft producer’s stock worth $279,608,000 after purchasing an additional 53,736 shares in the last quarter. 64.82% of the stock is currently owned by hedge funds and other institutional investors.

Boeing News Summary

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing is hiring 100–140 factory workers per week to support higher production rates, replace retirees and staff a new 737 MAX line — a clear signal the company is prioritizing volume and delivery growth. Boeing hiring more than 100 factory workers a week
• Positive Sentiment: Boeing/Millennium unveiled a new mid‑class satellite platform and plans for expanded production targeting ~26 deliveries in 2026 — diversifies revenue beyond commercial aircraft and helps monetize backlog. Boeing unveils satellite platform, targets 26 deliveries in 2026
• Positive Sentiment: Defense wins are supporting cash flow: the U.S. Army awarded Boeing a ~$324M Chinook contract, and Boeing markets CH‑47 upgrades that sustain defense backlog. U.S. Army awards Boeing $324M contract
• Positive Sentiment: El Al expanded its 787 order by six jets, reinforcing airline demand and incremental delivery upside for Boeing’s widebody backlog. Israel’s El Al to buy six more 787s
• Neutral Sentiment: Analysts and previews are focused on Q1 metrics (deliveries, revenue, margins); Wall Street estimates will drive volatility into the April 22 earnings print. Unveiling Boeing (BA) Q1 Outlook
• Neutral Sentiment: Macro pressure on airlines from higher fuel costs is noted, but several analysts argue jet demand remains resilient — mixed implications for near-term airline ordering. Boeing: Oil Shock Hits Airlines, But Demand For Jets Won’t Break
• Negative Sentiment: Investors remain sensitive to near‑term delivery timing after disclosures about pauses/rework on some 737 MAX handovers (wiring rework), which has pressured the stock as delivery shifts impact cash flow. Boeing shares slide as investors refocus on near-term delivery uncertainty
• Negative Sentiment: A lawmaker has raised questions about the future of the CH‑47F Block II program, prompting Boeing to seek stronger Army commitment — program uncertainty could affect timing/visibility of defense revenues. Boeing wants Army’s ‘commitment’ to CH‑47F Block II

Insiders Place Their Bets

In other Boeing news, EVP Howard E. Mckenzie sold 10,497 shares of the stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $233.99, for a total value of $2,456,193.03. Following the completion of the sale, the executive vice president owned 14,692 shares in the company, valued at approximately $3,437,781.08. This represents a 41.67% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Mortimer J. Buckley purchased 2,230 shares of the business’s stock in a transaction on Tuesday, March 3rd. The stock was acquired at an average price of $224.20 per share, with a total value of $499,966.00. Following the purchase, the director directly owned 4,430 shares in the company, valued at $993,206. This represents a 101.36% increase in their position. The SEC filing for this purchase provides additional information. Over the last quarter, insiders have sold 21,012 shares of company stock worth $4,980,687. 0.10% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on BA shares. Wolfe Research restated an “outperform” rating on shares of Boeing in a research note on Tuesday, January 27th. Weiss Ratings upgraded Boeing from a “sell (d-)” rating to a “hold (c-)” rating in a research note on Wednesday, February 4th. TD Cowen restated a “buy” rating on shares of Boeing in a research note on Wednesday, January 28th. Sanford C. Bernstein restated an “outperform” rating on shares of Boeing in a research note on Wednesday, January 28th. Finally, UBS Group upped their price objective on Boeing from $275.00 to $285.00 and gave the stock a “buy” rating in a research note on Wednesday, January 28th. Two investment 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 assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $252.48.

Boeing Trading Up 2.0%

Shares of BA stock opened at $223.17 on Friday. The Boeing Company has a 52-week low of $156.47 and a 52-week high of $254.35. The company has a debt-to-equity ratio of 8.37, a quick ratio of 0.40 and a current ratio of 1.19. The firm has a market capitalization of $175.27 billion, a PE ratio of 111.03 and a beta of 1.13. The stock has a fifty day simple moving average of $219.27 and a two-hundred day simple moving average of $216.65.

Boeing (NYSE:BA) last issued its quarterly earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.40) by $10.32. The business had revenue of $23.95 billion during the quarter, compared to analysts’ expectations of $22.41 billion. During the same quarter in the previous year, the company posted ($5.90) EPS. The company’s quarterly revenue was up 57.1% on a year-over-year basis. On average, analysts predict that The Boeing Company will post -2.58 EPS for the current fiscal year.

Boeing Company 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.