THE BOEING COMPANY
At today's price, THE BOEING COMPANY (BA) is priced for today's economics sustained for ~6.9 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Boeing is three businesses stitched together: commercial airplanes carrying roughly 46% of the weight, defense and space near 30%, and a higher-margin services arm around 23% that sells spare parts and maintenance on a global installed fleet the company recognizes part by part at discrete unit prices. • The single largest risk is that the profit engine still runs in reverse on its newest programs: Boeing booked roughly $4.9 billion in reach-forward losses on the 777X in 2025 alone, and a fixed
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2,456 institutional managers reported holding BA in 13F filings for the quarter ended 2026-03-31. Together they hold about 74% of the company; the top 10 hold 42%. 184 opened new positions that quarter. Held by Vanguard Group, BlackRock, FMR (Fidelity), among others. On the short side, 14.9M shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (2.3 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
BA's share count grew 34.2% over the past five years. It pays a dividend, and has for 1 year running; the current rate is $8.22 a share annually. Cash returned over the past three years: $417.00M in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at BA over the trailing three years: 2023: 1 buy totaling $201k; 2025: 2 buys totaling $597k; 2026: 2 buys totaling $799k. 16 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
BA's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-27 | +9.2% | -18.5% |
| 2023-10-26 | -1.8% | +45.4% |
| 2024-02-01 | +4.7% | -12.6% |
| 2024-04-25 | -1.4% | +9.4% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
BA's latest 8-K filings: 2026-04-22 (items 2.02, 9.01); 2026-04-17 (items 5.07); 2026-01-27 (items 2.02, 9.01); 2025-12-08 (items 7.01, 9.01); 2025-12-03 (items 5.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: July 1, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.