Research Analysts Set Expectations for Boeing Q4 Earnings

The Boeing Company (NYSE:BA) – Research analysts at William Blair lifted their Q4 2025 earnings estimates for shares of Boeing in a research report issued on Wednesday, March 19th. William Blair analyst L. Dipalma now anticipates that the aircraft producer will earn $0.65 per share 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.

A number of other research analysts also recently weighed in on BA. Barclays raised Boeing from an “equal weight” rating to an “overweight” rating and increased their target price for the company from $190.00 to $210.00 in a report on Monday, January 6th. Deutsche Bank Aktiengesellschaft increased their price objective on shares of Boeing from $184.00 to $215.00 and gave the stock a “buy” rating in a research note on Thursday, January 2nd. JPMorgan Chase & Co. boosted their target price on shares of Boeing from $190.00 to $200.00 and gave the company an “overweight” rating in a research report on Wednesday, January 29th. Wells Fargo & Company increased their price target on shares of Boeing from $103.00 to $113.00 and gave the stock an “underweight” rating in a research report on Monday, March 17th. Finally, Northcoast Research upgraded shares of Boeing from a “sell” rating to a “neutral” rating in a research note on Thursday, December 12th. Two equities research analysts have rated the stock with a sell rating, eight have issued a hold rating, thirteen have issued a buy rating and one has assigned a strong buy rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $195.68.

Boeing Price Performance

NYSE BA opened at $178.32 on Friday. Boeing has a 1-year low of $137.03 and a 1-year high of $196.95. The stock has a market capitalization of $133.75 billion, a price-to-earnings ratio of -9.73 and a beta of 1.53. The business’s fifty day moving average price is $172.98 and its 200-day moving average price is $163.57.

Boeing (NYSE:BA) last issued 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 in the prior year, the firm posted ($0.47) EPS.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of the business. Sierra Ocean LLC bought a new position in Boeing during the fourth quarter valued at $26,000. Sugar Maple Asset Management LLC bought a new position in shares of Boeing in the 4th quarter valued at about $27,000. Fiduciary Advisors Inc. bought a new position in shares of Boeing in the 4th quarter valued at about $28,000. HighMark Wealth Management LLC grew its position in Boeing by 121.6% in the fourth quarter. HighMark Wealth Management LLC now owns 164 shares of the aircraft producer’s stock worth $29,000 after acquiring an additional 90 shares in the last quarter. Finally, REAP Financial Group LLC increased its stake in Boeing by 60.2% during the fourth quarter. REAP Financial Group LLC now owns 173 shares of the aircraft producer’s stock worth $31,000 after acquiring an additional 65 shares during the last quarter. 64.82% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Boeing

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

Boeing Company Profile

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.