Boeing Company (The) (BA) reported fourth-quarter 2025 revenue of $23.9 billion, up 57.1% year-over-year, beating the revenue estimate of $23.1 billion. Diluted earnings per share came in at 10.23 versus an estimate of -0.40, a significant beat.
Balance-sheet and cash-flow highlights:
Overall, Boeing (BA) outperformed consensus on both revenue and EPS while showing pressure in gross margin and operating cash flow; capital spending increased and total liabilities edged higher.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Boeing Company (The) Insider Trading Activity
Boeing Company (The) insiders have traded $BA stock on the open market 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $BA stock by insiders over the last 6 months:
- DAVID CHRISTOPHER RAYMOND (EVP, Pres. & CEO, BGS) sold 3,770 shares for an estimated $867,069
- MORTIMER J BUCKLEY purchased 2,200 shares for an estimated $497,420
- UMA M AMULURU (EVP and Chief HR Officer) sold 1,366 shares for an estimated $270,009
- DANA S DEASY (CIDO, SVP IDT&S) purchased 554 shares for an estimated $99,102
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Boeing Company (The) Hedge Fund Activity
We have seen 1,246 institutional investors add shares of Boeing Company (The) stock to their portfolio, and 875 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL RESEARCH GLOBAL INVESTORS removed 19,260,499 shares (-55.5%) from their portfolio in Q3 2025, for an estimated $4,156,993,499
- FMR LLC added 6,063,143 shares (+16.1%) to their portfolio in Q3 2025, for an estimated $1,308,608,153
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 2,407,509 shares (+70.6%) to their portfolio in Q3 2025, for an estimated $519,612,667
- PRICE T ROWE ASSOCIATES INC /MD/ removed 2,277,977 shares (-14.5%) from their portfolio in Q3 2025, for an estimated $491,655,775
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 1,806,226 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $389,837,757
- BLACKROCK, INC. added 1,343,534 shares (+2.7%) to their portfolio in Q3 2025, for an estimated $289,974,943
- JENNISON ASSOCIATES LLC removed 1,250,326 shares (-9.9%) from their portfolio in Q3 2025, for an estimated $269,857,860
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Boeing Company (The) Government Contracts
We have seen $10,824,327,897 of award payments to $BA over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- MANUFACTURE OF HORIZONTAL STABLIZIERS, LEFT, RIGHT AND CENTER FOR THE KC -135 AIRCRAFT.: $671,827,770
- SPACE LAUNCH SYSTEM (SLS) STAGES PRODUCTION AND EVOLUTION CONTRACT (SPEC): $481,821,033
- PROVIDE DEVELOPMENTAL HARDWARE AND TEST ARTICLES, AND MANUFACTURE AND ASSEMBLE ARES I UPPER STAGES. THE UPP...: $448,492,654
- CANADA AND GERMANY LOT 13 P-8A AIRCRAFT: $445,513,028
- C-17 GLOBEMASTER III - TOTAL SUSTAINMENT AND MINOR DEVELOPMENT: $420,772,468
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Boeing Company (The) Congressional Stock Trading
Members of Congress have traded $BA stock 5 times in the past 6 months. Of those trades, 1 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $BA stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 12/19 and 1 sale worth up to $15,000 on 11/12.
- REPRESENTATIVE DAVID ROUZER sold up to $15,000 on 12/09.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 12/03.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Boeing Company (The) Analyst Ratings
Wall Street analysts have issued reports on $BA in the last several months. We have seen 10 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Bernstein issued a "Outperform" rating on 01/15/2026
- Citigroup issued a "Buy" rating on 01/13/2026
- Tigress Financial issued a "Buy" rating on 12/29/2025
- JP Morgan issued a "Overweight" rating on 12/19/2025
- Freedom Capital Markets issued a "Buy" rating on 11/03/2025
- UBS issued a "Buy" rating on 10/30/2025
- RBC Capital issued a "Outperform" rating on 09/29/2025
To track analyst ratings and price targets for Boeing Company (The), check out Quiver Quantitative's $BA forecast page.
Boeing Company (The) Price Targets
Multiple analysts have issued price targets for $BA recently. We have seen 10 analysts offer price targets for $BA in the last 6 months, with a median target of $270.0.
Here are some recent targets:
- Douglas Harned from Bernstein set a target price of $298.0 on 01/15/2026
- John Godyn from Citigroup set a target price of $270.0 on 01/13/2026
- Ivan Feinseth from Tigress Financial set a target price of $275.0 on 12/29/2025
- Seth Seifman from JP Morgan set a target price of $245.0 on 12/19/2025
- Charles Minervino from Susquehanna set a target price of $255.0 on 11/12/2025
- Sergey Glinyanov from Freedom Capital Markets set a target price of $223.0 on 11/03/2025
- Gavin Parsons from UBS set a target price of $275.0 on 10/30/2025
