Royal London Asset Management Ltd. Trims Stock Position in The Boeing Company $BA

Posted by Brenda Bartman on Aug 29th, 2026

Royal London Asset Management Ltd. lessened its position in shares of The Boeing Company (NYSE:BA – Free Report) by 0.9% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 377,030 shares of the aircraft producer’s stock after selling 3,237 shares during the period. Royal London Asset Management Ltd.’s holdings in Boeing were worth $81,616,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also bought and sold shares of the company. Mufg Securities Americas Inc. grew its position in shares of Boeing by 9.3% during the 2nd quarter. Mufg Securities Americas Inc. now owns 23,743 shares of the aircraft producer’s stock valued at $5,140,000 after purchasing an additional 2,012 shares in the last quarter. Field & Main Bank purchased a new stake in shares of Boeing in the second quarter worth $137,000. Archer Investment Corp bought a new stake in Boeing during the second quarter valued at $984,000. Kingsview Wealth Management LLC purchased a new position in Boeing during the second quarter worth about $5,471,000. Finally, Henson Edgewater Management LLC purchased a new position in Boeing during the second quarter worth about $3,964,000. 64.82% of the stock is currently owned by hedge funds and other institutional investors.

Boeing Stock Performance

Shares of NYSE BA opened at $209.84 on Friday. The stock has a market cap of $165.85 billion, a price-to-earnings ratio of 90.84 and a beta of 1.21. The company has a current ratio of 1.14, a quick ratio of 0.33 and a debt-to-equity ratio of 6.77. The Boeing Company has a 1-year low of $176.77 and a 1-year high of $254.35. The stock’s 50-day moving average is $220.60 and its 200 day moving average is $221.36.

Boeing (NYSE:BA – Get Free Report) last released its earnings results on Tuesday, July 28th. The aircraft producer reported ($0.76) earnings per share 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 firm had revenue of $24.56 billion during the quarter, compared to the consensus estimate of $24.26 billion. During the same quarter in the previous year, the firm earned ($1.24) EPS. The business’s quarterly revenue was up 8.0% compared to the same quarter last year. On average, sell-side analysts anticipate that The Boeing Company will post -0.87 EPS for the current fiscal year.

Key Boeing News

Here are the key news stories impacting Boeing this week:

Positive Sentiment: Boeing expanded and extended its credit facilities, including a new 364-day agreement with a lender syndicate. The move should improve near-term liquidity and financial flexibility, although it also underscores the company’s substantial funding needs. Boeing Expands and Extends Credit Facilities to Bolster Liquidity
Positive Sentiment: The Pentagon awarded Boeing a sole-source F-15 sustainment contract with a potential ceiling of roughly $131.2 billion through 2037. The headline figure strengthens Boeing’s defense backlog, though only a smaller portion has been obligated so far, limiting the immediate financial impact. Boeing’s $131B F-15 Win
Positive Sentiment: GE Aerospace’s LEAP engine deliveries rose sharply this year. Higher engine availability is important for Boeing because engine supply remains a bottleneck to increasing 737 and other aircraft deliveries, revenue recognition, and cash generation. GE Aerospace’s LEAP Engine Deliveries Jumped 41%
Neutral Sentiment: Analysts continue to view Boeing and other defense contractors as beneficiaries of elevated military spending, strong backlogs, and geopolitical demand. However, comparisons with General Dynamics highlight Boeing’s execution, debt, and profitability challenges. BA vs. GD: Which Defense Contractor Has Stronger Growth Prospects?
Negative Sentiment: Boeing engineers and technical workers overwhelmingly rejected a four-year contract proposal and authorized a strike, raising the risk of higher labor costs, production disruption, and delays to commercial-aircraft recovery. Negotiators are scheduled to resume talks Monday. Boeing and Union Negotiators to Meet Monday
Negative Sentiment: Boeing has reportedly posted contractor openings for engineering and technical positions as the labor dispute escalates. The apparent preparation for replacement or contingency staffing increases uncertainty and may further strain relations with the union. Boeing Posts Contract Jobs in Labor Dispute
Negative Sentiment: Investor commentary continues to flag Boeing’s heavy debt burden and the risk that large contract ceilings may not translate into near-term cash flow. Financing actions and elevated valuation make execution particularly important for BA.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on BA. Citigroup downgraded Boeing from a “buy” rating to a “sell” rating in a research report on Tuesday, August 11th. Argus raised shares of Boeing from a “hold” rating to a “buy” rating and set a $265.00 target price on the stock in a research note on Tuesday, August 11th. JPMorgan Chase & Co. lifted their target price on shares of Boeing from $270.00 to $290.00 and gave the company an “overweight” rating in a research report on Wednesday, July 29th. Robert W. Baird set a $300.00 price target on shares of Boeing in a research note on Wednesday, July 29th. Finally, BNP Paribas Exane raised shares of Boeing from an “underperform” rating to an “outperform” rating and increased their price target for the stock from $230.00 to $300.00 in a report on Monday, August 3rd. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, six have given a Hold rating and three have given a Sell rating to the company. According to MarketBeat, Boeing currently has an average rating of “Moderate Buy” and an average price target of $272.58.

Check Out Our Latest Analysis on BA

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.

Royal London Asset Management Ltd. Trims Stock Position in The Boeing Company $BA

Boeing Stock Performance

Key Boeing News

Wall Street Analyst Weigh In

Boeing Company Profile

Recommended Stories

You might be interested in: