THE BOEING COMPANY
In the published model solve dated 2026-Q2, anchored at $209.82, THE BOEING COMPANY (BA) is priced for today's economics sustained for ~8.9 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• The order book is the asset: about 694 billion dollars of contracted work sat in backlog at the end of March 2026, the great bulk of it commercial airplanes, so what limits Boeing now is what it can build rather than what it can sell [Source: Q1 2026 Form 10-Q]. • Program accounting is where the damage shows up: roughly 4.9 billion dollars of losses were booked on the 777X during 2025 against jets not yet handed over, and the same mechanism sits under every fixed-price defense program still in
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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: 2026-08-28 (items 1.01, 2.03, 9.01); 2026-08-21 (items 5.02); 2026-07-28 (items 2.02, 9.01); 2026-04-22 (items 2.02, 9.01); 2026-04-17 (items 5.07).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 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.