Boeing slides as investors refocus on delivery pace amid ongoing 737 MAX rework overhang

The Boeing Company (BA) is down 3.6% today. Here is some analysis on what might have caused this price movement.

Analysis: The pullback looks tied to renewed concern that near-term aircraft deliveries (and therefore cash flow timing) could remain pressured, with investors still focused on production-quality rework in the 737 MAX program. Even with solid order activity, delivery cadence tends to drive sentiment day to day for Boeing.

Details:

Boeing previously disclosed that a machining-related issue caused small scratches on wiring in a group of newly built, undelivered 737 MAX jets, requiring inspections and rework that can push deliveries out.

The company’s recent monthly/quarterly delivery updates have highlighted that reported deliveries are still the key swing factor for revenue and cash flow, and any sign of slippage can weigh on the stock.

Boeing’s April orders-and-deliveries update showed strong order intake but a more modest delivery total, reinforcing the market’s focus on execution rather than bookings.

This could also be amplified by profit-taking after recent strength in the shares, with headline sensitivity remaining high around manufacturing and regulatory scrutiny.

Sources:

Boeing Investor Relations, Investing.com, AeroTime

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$BA Insider Trading Activity

$BA insiders have traded $BA stock on the open market 6 times in the past 6 months. Of those trades, 2 have been purchases and 4 have been sales.

Here’s a breakdown of recent trading of $BA stock by insiders over the last 6 months:

HOWARD E MCKENZIE (Chief Engineer & EVP, ET&T) sold 10,496 shares for an estimated $2,456,150
ANN M SCHMIDT (SVP, Chief Com & Brand Officer) sold 6,281 shares for an estimated $1,528,613
UMA M AMULURU (EVP and Chief HR Officer) has made 0 purchases and 2 sales selling 4,234 shares for an estimated $996,082.
MORTIMER J BUCKLEY purchased 2,230 shares for an estimated $499,966
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. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$BA Hedge Fund Activity

We have seen 1,330 institutional investors add shares of $BA stock to their portfolio, and 957 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

FMR LLC added 9,317,466 shares (+21.3%) to their portfolio in Q4 2025, for an estimated $2,023,008,217
BLACKROCK, INC. added 4,224,207 shares (+7.8%) to their portfolio in Q1 2026, for an estimated $817,510,780
PENTWATER CAPITAL MANAGEMENT LP added 4,115,200 shares (+165.0%) to their portfolio in Q4 2025, for an estimated $893,492,224
WELLINGTON MANAGEMENT GROUP LLP removed 3,933,166 shares (-75.0%) from their portfolio in Q4 2025, for an estimated $853,969,001
VANGUARD GROUP INC added 3,460,021 shares (+5.1%) to their portfolio in Q4 2025, for an estimated $751,239,759
STATE STREET CORP added 2,387,791 shares (+6.9%) to their portfolio in Q4 2025, for an estimated $518,437,181
PRICE T ROWE ASSOCIATES INC /MD/ removed 1,979,762 shares (-14.7%) from their portfolio in Q4 2025, for an estimated $429,845,925

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$BA Government Contracts

We have seen $20,196,871,018 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:

KC-X MODERNIZATION PROGRAM: $2,474,937,347
MANUFACTURE OF HORIZONTAL STABLIZIERS, LEFT, RIGHT AND CENTER FOR THE KC -135 AIRCRAFT.: $671,827,770
F-15 KOREA K+ FMS: $564,000,000
SPACE LAUNCH SYSTEM (SLS) STAGES PRODUCTION AND EVOLUTION CONTRACT (SPEC): $545,173,364

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$BA Congressional Stock Trading

Members of Congress have traded $BA stock 6 times in the past 6 months. Of those trades, 4 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $BA stock by members of Congress over the last 6 months:

REPRESENTATIVE MARIA ELVIRA SALAZAR has traded it 2 times. They made 2 purchases worth up to $65,000 on 03/19 and 0 sales.
REPRESENTATIVE JULIA LETLOW purchased up to $15,000 on 02/02.
REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 12/19.
REPRESENTATIVE DAVID ROUZER sold up to $15,000 on 12/09.
REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 12/03.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$BA Analyst Ratings

Wall Street analysts have issued reports on $BA in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Citigroup issued a "Buy" rating on 01/28/2026
UBS issued a "Buy" rating on 01/28/2026
JP Morgan issued a "Overweight" rating on 01/28/2026
Bernstein issued a "Outperform" rating on 01/15/2026
Tigress Financial issued a "Buy" rating on 12/29/2025

To track analyst ratings and price targets for $BA, check out Quiver Quantitative's $BA forecast page.

$BA Price Targets

Multiple analysts have issued price targets for $BA recently. We have seen 9 analysts offer price targets for $BA in the last 6 months, with a median target of $275.0.

Here are some recent targets:

Ivan Feinseth from Tigress Financial set a target price of $295.0 on 04/29/2026
Kristine Liwag from Morgan Stanley set a target price of $250.0 on 04/23/2026
John Godyn from Citigroup set a target price of $256.0 on 04/02/2026
David Strauss from Wells Fargo set a target price of $250.0 on 04/01/2026
Sheila Kahyaoglu from Jefferies set a target price of $295.0 on 02/02/2026
Gavin Parsons from UBS set a target price of $285.0 on 01/28/2026
Ken Herbert from RBC Capital set a target price of $275.0 on 01/28/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.