Lam Group Inc. Decreases Holdings in The Boeing Company $BA

Posted by Geri Gentry on Jun 28th, 2026

Lam Group Inc. trimmed its holdings in The Boeing Company (NYSE:BA – Free Report) by 65.0% in the first quarter, according to the company in its most recent filing with the SEC. The fund owned 1,926 shares of the aircraft producer’s stock after selling 3,573 shares during the quarter. Lam Group Inc.’s holdings in Boeing were worth $383,000 at the end of the most recent quarter.

Other institutional investors also recently made changes to their positions in the company. Russell Investments Group Ltd. increased its holdings 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 during the period. Fisher Asset Management LLC boosted its holdings in Boeing by 3.3% during the 3rd quarter. Fisher Asset Management LLC now owns 5,505,040 shares of the aircraft producer’s stock valued at $1,188,153,000 after acquiring an additional 177,597 shares during the period. Princeton Capital Management LLC grew its position in Boeing by 78.3% during the 4th quarter. Princeton Capital Management LLC now owns 12,249 shares of the aircraft producer’s stock worth $2,660,000 after acquiring an additional 5,381 shares during the last quarter. Rakuten Investment Management Inc. grew its position in Boeing by 502.3% during the 4th quarter. Rakuten Investment Management Inc. now owns 103,099 shares of the aircraft producer’s stock worth $22,398,000 after acquiring an additional 85,982 shares during the last quarter. Finally, Vaughan Nelson Investment Management L.P. purchased a new position in Boeing in the 4th quarter worth approximately $55,787,000. Hedge funds and other institutional investors own 64.82% of the company’s stock.

Insider Transactions at Boeing

In related news, Director Bradley D. Tilden acquired 1,370 shares of the firm’s stock in a transaction on Wednesday, May 20th. The stock was acquired at an average cost of $218.50 per share, for a total transaction of $299,345.00. Following the acquisition, the director owned 1,370 shares of the company’s stock, valued at $299,345. This trade represents a ∞ increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available at this link. Insiders own 0.10% of the company’s stock.

Boeing Trading Down 0.4%

NYSE BA opened at $217.31 on Friday. The stock has a market cap of $171.30 billion, a P/E ratio of 105.49 and a beta of 1.19. The Boeing Company has a fifty-two week low of $176.77 and a fifty-two week high of $254.35. The stock has a 50 day simple moving average of $223.94 and a two-hundred day simple moving average of $223.48. The company has a debt-to-equity ratio of 7.42, a quick ratio of 0.35 and a current ratio of 1.18.

Boeing (NYSE:BA – Get Free Report) last posted its earnings results on Wednesday, April 22nd. The aircraft producer reported ($0.20) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.68) by $0.48. The business had revenue of $22.22 billion for the quarter, compared to analysts’ expectations of $22.15 billion. Boeing’s quarterly revenue was up 14.0% on a year-over-year basis. During the same period last year, the firm posted ($0.49) earnings per share. On average, analysts forecast that The Boeing Company will post -0.15 earnings per share for the current year.

Boeing News Roundup

Here are the key news stories impacting Boeing this week:

Positive Sentiment: Boeing won a new Space Force/MUOS defense contract worth up to $2 billion, adding to its government and space backlog and providing a longer-term revenue stream. Article Title
Positive Sentiment: The EU extended its suspension of retaliatory tariffs in the Boeing-Airbus dispute, reducing the risk of fresh trade pressure on Boeing’s commercial airplane business. Article Title
Positive Sentiment: Boeing also announced a new cybersecurity-focused SkyGuard service partnership with CYVIATION, a small but constructive sign of product expansion in aviation services. Article Title
Neutral Sentiment: Comments from Boeing leadership about ongoing ETOPS testing and the 777X suggest there is still “a lot of work to do,” reinforcing that certification and execution risks remain. Article Title
Negative Sentiment: A Boeing 777 freighter’s extremely low flyover in Texas drew criticism from pilots, creating another headline that could remind investors of operational and safety scrutiny around the brand. Article Title

Analyst Upgrades and Downgrades

BA has been the subject of several recent research reports. Wolfe Research reiterated an “outperform” rating and issued a $275.00 price objective on shares of Boeing in a research report on Thursday, April 23rd. Tigress Financial lifted their target price on shares of Boeing from $290.00 to $295.00 and gave the stock a “buy” rating in a research note on Wednesday, April 29th. Wells Fargo & Company began coverage on shares of Boeing in a report on Wednesday, April 1st. They set an “overweight” rating and a $250.00 price target for the company. Jefferies Financial Group reissued a “buy” rating on shares of Boeing in a research report on Wednesday, March 4th. Finally, Morgan Stanley raised their price target on shares of Boeing from $245.00 to $250.00 and gave the stock an “equal weight” rating in a report on Thursday, April 23rd. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $261.61.

View Our Latest Report on Boeing

Boeing Company 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.