Brokers Set Expectations for Boeing’s Q4 Earnings (NYSE:BA)

The Boeing Company (NYSE:BA) – Research analysts at William Blair lifted their Q4 2025 earnings estimates for Boeing in a report released on Wednesday, March 19th. William Blair analyst L. Dipalma now forecasts that the aircraft producer will post earnings per share of $0.65 for the quarter, up from their previous estimate of $0.52. The consensus estimate for Boeing’s current full-year earnings is ($2.58) per share. William Blair also issued estimates for Boeing’s FY2026 earnings at $3.79 EPS.

Other research analysts have also recently issued reports about the stock. Barclays raised shares of Boeing from an “equal weight” rating to an “overweight” rating and lifted their price target for the company from $190.00 to $210.00 in a research report on Monday, January 6th. UBS Group lifted their price objective on shares of Boeing from $208.00 to $217.00 and gave the company a “buy” rating in a research note on Wednesday, January 29th. JPMorgan Chase & Co. lifted their price objective on shares of Boeing from $190.00 to $200.00 and gave the company an “overweight” rating in a research note on Wednesday, January 29th. Northcoast Research upgraded shares of Boeing from a “sell” rating to a “neutral” rating in a research note on Thursday, December 12th. Finally, Susquehanna lifted their price objective on shares of Boeing from $200.00 to $205.00 and gave the company a “positive” rating in a research note on Wednesday, January 29th. Two equities research analysts have rated the stock with a sell rating, eight have issued a hold rating, thirteen have given a buy rating and one has assigned a strong buy rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $195.68.

Boeing Stock Up 3.2 %

Shares of BA stock opened at $178.32 on Friday. The stock has a market cap of $133.75 billion, a price-to-earnings ratio of -9.73 and a beta of 1.53. Boeing has a fifty-two week low of $137.03 and a fifty-two week high of $196.95. The firm’s 50 day moving average price is $172.98 and its two-hundred day moving average price is $163.59.

Boeing (NYSE:BA) last released its earnings results on Tuesday, January 28th. The aircraft producer reported ($5.90) earnings per share (EPS) for the quarter, missing the consensus estimate of ($1.60) by ($4.30). During the same period last year, the business earned ($0.47) EPS.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the company. Vanguard Group Inc. grew its stake in shares of Boeing by 24.4% in the 4th quarter. Vanguard Group Inc. now owns 64,442,717 shares of the aircraft producer’s stock worth $11,406,361,000 after purchasing an additional 12,641,715 shares during the last quarter. State Street Corp grew its holdings in shares of Boeing by 2.3% in the 3rd quarter. State Street Corp now owns 27,778,195 shares of the aircraft producer’s stock worth $4,223,397,000 after acquiring an additional 636,594 shares during the last quarter. Geode Capital Management LLC raised its position in shares of Boeing by 29.5% during the fourth quarter. Geode Capital Management LLC now owns 15,171,869 shares of the aircraft producer’s stock worth $2,677,170,000 after purchasing an additional 3,452,075 shares during the period. Northern Trust Corp lifted its holdings in shares of Boeing by 33.6% during the fourth quarter. Northern Trust Corp now owns 6,504,610 shares of the aircraft producer’s stock valued at $1,151,316,000 after purchasing an additional 1,634,231 shares during the last quarter. Finally, Fisher Asset Management LLC boosted its position in shares of Boeing by 3.4% in the 4th quarter. Fisher Asset Management LLC now owns 5,030,899 shares of the aircraft producer’s stock valued at $890,469,000 after purchasing an additional 164,042 shares during the period. Institutional investors own 64.82% of the company’s stock.

Insiders Place Their Bets

In other news, EVP Uma M. Amuluru sold 3,159 shares of the stock in a transaction that occurred on Thursday, February 20th. The shares were sold at an average price of $180.69, for a total value of $570,799.71. Following the completion of the transaction, the executive vice president now directly owns 19,213 shares in the company, valued at $3,471,596.97. This trade represents a 14.12 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. 0.16% of the stock is owned by insiders.

About Boeing

The Boeing Company, together with its subsidiaries, designs, develops, manufactures, sells, services, and supports commercial jetliners, military aircraft, satellites, missile defense, human space flight and launch systems, and services worldwide. The company operates through Commercial Airplanes; Defense, Space & Security; and Global Services segments.