Themes Management Co LLC Boosts Stock Holdings in The Boeing Company $BA

Posted by Brian Himes on Jul 26th, 2026

Themes Management Co LLC grew its holdings in shares of The Boeing Company (NYSE:BA – Free Report) by 72.4% during the 1st quarter, Holdings Channel reports. The institutional investor owned 35,905 shares of the aircraft producer’s stock after acquiring an additional 15,084 shares during the quarter. Boeing makes up 4.4% of Themes Management Co LLC’s holdings, making the stock its 2nd biggest holding. Themes Management Co LLC’s holdings in Boeing were worth $7,146,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in BA. Measured Wealth Private Client Group LLC purchased a new position in Boeing in the third quarter worth about $25,000. Strive Financial Group LLC bought a new stake in shares of Boeing in the 4th quarter valued at approximately $25,000. Ares Financial Consulting LLC bought a new stake in shares of Boeing in the 4th quarter valued at approximately $26,000. CrossGen Wealth LLC purchased a new position in shares of Boeing in the 4th quarter worth approximately $26,000. Finally, Strategic Wealth Advisors LLC purchased a new position in shares of Boeing in the 4th quarter worth approximately $27,000. Institutional investors own 64.82% of the company’s stock.

Insider Transactions at Boeing

In other news, Director Bradley D. Tilden acquired 1,370 shares of the company’s stock in a transaction that occurred on Wednesday, May 20th. The shares were bought at an average price of $218.50 per share, with a total value of $299,345.00. Following the completion of the purchase, the director directly owned 1,370 shares in the company, valued at $299,345. This trade represents a ∞ increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.10% of the stock is currently owned by company insiders.

Boeing Price Performance

Shares of BA stock opened at $209.51 on Friday. The company has a market capitalization of $165.15 billion, a P/E ratio of 101.70 and a beta of 1.21. The company’s 50-day simple moving average is $219.35 and its two-hundred day simple moving average is $224.35. The Boeing Company has a one year low of $176.77 and a one year high of $254.35. The company has a debt-to-equity ratio of 7.42, a current ratio of 1.18 and a quick ratio of 0.35.

Boeing (NYSE:BA – Get Free Report) last posted its quarterly earnings results on Wednesday, April 22nd. The aircraft producer reported ($0.20) earnings per share for the quarter, beating the consensus estimate of ($0.68) by $0.48. The company had revenue of $22.22 billion for the quarter, compared to the consensus estimate of $22.15 billion. The business’s revenue was up 14.0% on a year-over-year basis. During the same period in the prior year, the firm posted ($0.49) EPS. As a group, equities analysts anticipate that The Boeing Company will post -0.33 EPS for the current year.

More Boeing News

Here are the key news stories impacting Boeing this week:

Positive Sentiment: Boeing heads into earnings with a massive backlog of about $695 billion, giving investors visibility into years of future revenue and reinforcing the turnaround narrative. Boeing Has a $695B Backlog and Analysts See 29% Upside. Should You Buy Before July 28 Earnings?
Positive Sentiment: Analysts see meaningful upside in BA, with some reports citing nearly 30% potential gains ahead of Q2 results, and prediction markets are leaning toward a beat. Boeing Has a $695B Backlog and Analysts See 29% Upside. Should You Buy Before July 28 Earnings?
Positive Sentiment: Boeing is nearing FAA certification for the 737 Max 10, with more than 1,500 orders waiting for approval; that could support future deliveries if approvals come through. Boeing Nears Max 10 Certification With 1,500+ Orders Awaiting Approval
Neutral Sentiment: Several previews highlighted improving commercial deliveries and production gains, but also flagged supply-chain bottlenecks that could affect revenue and cash flow in the near term. Buy, Hold or Sell Boeing Stock? Key Insights Ahead of Q2 Earnings
Neutral Sentiment: News that Emirates will not take early 777-9 aircraft was viewed as a setback, but the market appeared to shrug it off given Boeing’s broader backlog and turnaround momentum. Emirates Will Not Take Early 777-9 Aircraft, Boeing Stock (NYSE:BA) Gains Regardless
Negative Sentiment: China is reportedly seeking new terms on Boeing orders, creating uncertainty around a key international growth market and weighing on sentiment. China is said to seek new Boeing order terms, raising doubts on Trump-Xi deal

Analyst Upgrades and Downgrades

Several research firms recently weighed in on BA. Btg Pactual set a $260.00 price target on Boeing in a report on Tuesday, July 14th. Tigress Financial boosted their price objective on shares of Boeing from $290.00 to $295.00 and gave the company a “buy” rating in a research report on Wednesday, April 29th. Morgan Stanley increased their target price on shares of Boeing from $245.00 to $250.00 and gave the company an “equal weight” rating in a research note on Thursday, April 23rd. Citigroup raised their target price on shares of Boeing from $256.00 to $260.00 and gave the stock a “buy” rating in a report on Monday, May 18th. Finally, Wells Fargo & Company began coverage on shares of Boeing in a research note on Wednesday, April 1st. They set an “overweight” rating and a $250.00 price target for the company. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, four have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $261.53.

Check Out Our Latest Stock Analysis on Boeing

Boeing Profile

(Free Report)

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.