NewEdge Wealth LLC Has $946,000 Position in The Boeing Company $BA

Posted by Francis Steltz on Jul 28th, 2026

NewEdge Wealth LLC trimmed its position in The Boeing Company (NYSE:BA – Free Report) by 39.4% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 4,755 shares of the aircraft producer’s stock after selling 3,086 shares during the quarter. NewEdge Wealth LLC’s holdings in Boeing were worth $946,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in BA. Princeton Capital Management LLC lifted its stake in shares of Boeing by 78.3% in the 4th quarter. Princeton Capital Management LLC now owns 12,249 shares of the aircraft producer’s stock valued at $2,660,000 after acquiring an additional 5,381 shares during the last quarter. Rakuten Investment Management Inc. boosted its holdings in shares of Boeing by 502.3% during the 4th quarter. Rakuten Investment Management Inc. now owns 103,099 shares of the aircraft producer’s stock valued at $22,398,000 after acquiring an additional 85,982 shares in the last quarter. Louisiana State Employees Retirement System bought a new stake in Boeing during the 1st quarter worth $7,961,000. Vaughan Nelson Investment Management L.P. bought a new stake in Boeing during the 4th quarter worth $55,787,000. Finally, Patriot Financial Group Insurance Agency LLC increased its holdings in Boeing by 103.8% in the 1st quarter. Patriot Financial Group Insurance Agency LLC now owns 11,240 shares of the aircraft producer’s stock worth $2,237,000 after purchasing an additional 5,726 shares in the last quarter. 64.82% of the stock is currently owned by institutional investors.

Boeing Stock Up 1.0%

Shares of NYSE BA opened at $211.69 on Tuesday. The company has a market capitalization of $166.88 billion, a P/E ratio of 102.76 and a beta of 1.21. The Boeing Company has a 52-week low of $176.77 and a 52-week high of $254.35. The company has a debt-to-equity ratio of 7.42, a quick ratio of 0.35 and a current ratio of 1.18. The company’s 50 day moving average price is $219.17 and its 200-day moving average price is $224.20.

Key Stories Impacting Boeing

Here are the key news stories impacting Boeing this week:

Positive Sentiment: The Federal Aviation Administration recently restored Boeing’s authority to issue airworthiness certificates for newly produced 737 MAX and 787 aircraft after months of testing and safety audits. The milestone could help reduce delivery bottlenecks and supports the view that the 737 MAX recovery is progressing. Does Boeing’s FAA Win Signal the 737 MAX Turnaround Is Finally Underway?
Positive Sentiment: Emirates reportedly remains eager to receive the larger 777X aircraft, offering a positive demand signal for Boeing’s long-delayed wide-body program. Continued customer interest could reinforce the program’s long-term revenue potential, although delivery timing remains important. Emirates Eager to See Bigger 777X Aircraft, Boeing Stock Gains
Neutral Sentiment: Boeing is scheduled to report second-quarter results before the bell on July 28. Analysts expect a narrower loss, but investors will focus more heavily on free cash flow, production rates, aircraft deliveries, backlog conversion and management’s outlook for the turnaround. Boeing Set to Report Earnings – Here’s What Investors Should Watch
Neutral Sentiment: Boeing earnings are one of the week’s major market events alongside reports from Ford and Visa, consumer-confidence data, inflation figures and the Federal Reserve meeting. These broader catalysts could increase volatility in BA and influence expectations for aerospace demand and interest rates. Boeing & Ford Earnings, July Consumer Confidence: What to Watch
Negative Sentiment: The earnings preview highlights continued turnaround risk. Boeing’s stock has declined over the past year, while its substantial debt burden and weak liquidity metrics leave little room for production setbacks or additional cash needs. Investors are seeking clear evidence that manufacturing and deliveries are improving. Boeing Q2 Earnings Preview: What to Expect

Insider Buying and Selling at Boeing

In other news, Director Bradley D. Tilden bought 1,370 shares of the stock in a transaction that occurred on Wednesday, May 20th. The stock was acquired 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 of the company’s stock, valued at approximately $299,345. This represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is available at this link. 0.10% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several research firms have commented on BA. Wells Fargo & Company assumed coverage on Boeing in a research report on Wednesday, April 1st. They issued an “overweight” rating and a $250.00 target price for the company. Citigroup boosted their price target on Boeing from $256.00 to $260.00 and gave the stock a “buy” rating in a report on Monday, May 18th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Boeing in a research note on Tuesday, July 21st. Btg Pactual set a $260.00 price objective on shares of Boeing in a report on Tuesday, July 14th. Finally, Morgan Stanley lifted their target price on shares of Boeing from $245.00 to $250.00 and gave the stock an “equal weight” rating in a research report on Thursday, April 23rd. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, four have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $261.53.

Get Our Latest Research Report on BA

About Boeing

(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.