Birmingham Capital Management Co. Inc. AL Takes Position in The Boeing Company $BA

Posted by Brenda Bartman on Aug 27th, 2026

Birmingham Capital Management Co. Inc. AL purchased a new stake in shares of The Boeing Company (NYSE:BA – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 12,731 shares of the aircraft producer’s stock, valued at approximately $2,756,000. Boeing comprises approximately 1.0% of Birmingham Capital Management Co. Inc. AL’s portfolio, making the stock its 28th biggest holding.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Revolve Wealth Partners LLC purchased a new stake in shares of Boeing during the 4th quarter valued at approximately $201,000. Sivia Capital Partners LLC grew its position in Boeing by 16.5% in the second quarter. Sivia Capital Partners LLC now owns 1,529 shares of the aircraft producer’s stock worth $320,000 after acquiring an additional 217 shares during the period. AXA S.A. grew its position in Boeing by 1,225.7% in the second quarter. AXA S.A. now owns 34,655 shares of the aircraft producer’s stock worth $7,261,000 after acquiring an additional 32,041 shares during the period. Ieq Capital LLC increased its stake in Boeing by 243.8% during the second quarter. Ieq Capital LLC now owns 33,485 shares of the aircraft producer’s stock worth $7,016,000 after acquiring an additional 23,746 shares during the last quarter. Finally, Alliancebernstein L.P. increased its stake in Boeing by 4.2% during the second quarter. Alliancebernstein L.P. now owns 1,334,451 shares of the aircraft producer’s stock worth $279,608,000 after acquiring an additional 53,736 shares during the last quarter. 64.82% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on BA. UBS Group assumed coverage on Boeing in a research note on Tuesday, August 11th. They issued a “buy” rating on the stock. Weiss Ratings restated a “sell (d+)” rating on shares of Boeing in a report on Tuesday, July 21st. Citigroup cut shares of Boeing from a “buy” rating to a “sell” rating in a research report on Tuesday, August 11th. Royal Bank Of Canada lowered their target price on shares of Boeing from $275.00 to $265.00 and set an “outperform” rating for the company in a research note on Wednesday, July 29th. Finally, BNP Paribas Exane upgraded shares of Boeing from an “underperform” rating to an “outperform” rating and lifted their price target for the company from $230.00 to $300.00 in a research report on Monday, August 3rd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, six have assigned a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, Boeing currently has a consensus rating of “Moderate Buy” and an average price target of $272.58.

Check Out Our Latest Stock Report on Boeing

Boeing Stock Performance

NYSE BA opened at $212.48 on Thursday. The company has a market cap of $167.94 billion, a P/E ratio of 91.98 and a beta of 1.21. The company has a debt-to-equity ratio of 6.77, a current ratio of 1.14 and a quick ratio of 0.33. The stock has a 50-day moving average of $221.15 and a two-hundred day moving average of $221.68. The Boeing Company has a 1-year low of $176.77 and a 1-year high of $254.35.

Boeing (NYSE:BA – Get Free Report) last issued its quarterly earnings results on Tuesday, July 28th. The aircraft producer reported ($0.76) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.34) by ($0.42). Boeing had a negative return on equity of 346.82% and a net margin of 2.41%.The business had revenue of $24.56 billion for the quarter, compared to analysts’ expectations of $24.26 billion. During the same quarter last year, the company earned ($1.24) earnings per share. The firm’s revenue for the quarter was up 8.0% on a year-over-year basis. As a group, analysts anticipate that The Boeing Company will post -0.87 EPS for the current year.

Trending Headlines about Boeing

Here are the key news stories impacting Boeing this week:

Positive Sentiment: Bernstein initiated or reiterated a Buy view on Boeing, providing support for the stock despite recent operational concerns. Boeing Gets a Buy from Bernstein
Positive Sentiment: Boeing and RTX won approximately $766 million in U.S. Air Force contracts tied to B-52 modernization. The award reinforces Boeing’s defense exposure and provides incremental backlog and revenue visibility. Boeing and RTX Win B-52 Modernization Contracts
Positive Sentiment: The market continues to focus on Boeing’s potential $131.23 billion F-15 Eagle contract ceiling, which could support defense revenue through 2037 and include modernization, sustainment, and foreign military sales. However, the indefinite-delivery/indefinite-quantity award is a maximum authorization—not guaranteed revenue—and only about $344,000 was initially funded. F-15 Eagle Contract Announcement
Positive Sentiment: Some valuation analysis argues Boeing may be undervalued after a roughly 10% annual decline, citing long-term defense contracts and technology partnerships as potential cash-flow catalysts. Execution remains the key risk. Boeing Stock Could Be Undervalued

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.