Royal Fund Management 13F: Adds $3.7M to The Boeing (BA) Stake

Royal Fund Management lifted its stake in The Boeing Company BA by 1,372.2% during the period, according to a Form 13F filed with the SEC on October 22, 2026. The firm purchased an additional 19,828 shares, growing its total holdings to 21,273 shares valued at approximately $4.0 million.

BA The Boeing Company

$187.55 ▼ -17.66% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in Royal Fund Management's Boeing Position

Royal Fund Management significantly expanded its investment in the aerospace manufacturer. The firm held just 1,445 shares prior to the filing. Following the addition of 19,828 shares, the portfolio now contains 21,273 shares.

Other Institutional Activity in The Boeing Company

Other large investors adjusted their positions in the aerospace firm around the same reporting period. Sepio Capital reduced its holdings by 5,595 shares, ending with 30,866 shares worth about $5.7 million. Newport Trust Company, LLC trimmed its stake by 404,176 shares to hold 28,260,770 shares valued at roughly $5.3 billion. LOOMIS SAYLES & CO L P cut its position by 146,240 shares, leaving it with 13,915,261 shares worth about $2.6 billion.

The Boeing Company Stock Down 1.5%

The stock recently traded around $187.56 as of October 23, 2026, roughly flat compared to its close of $187.55 on the October 22 filing date. Shares sit below both their 50-day moving average of $202.84 and their 200-day moving average of $219.00. The company trades well below its 52-week high of $254.35 while holding above its 52-week low of $176.77.

Recent Earnings

The Boeing Company generated trailing twelve month revenue of $94.0 billion and earnings of $2.80 per share. The company posted a net profit margin of 2.6% and a return on equity of 173.5%. Investors look toward the next scheduled earnings update on October 27, 2026.

Insider Buying and Selling at The Boeing Company

Company insiders engaged in multiple transactions earlier in the year. Officer Ann M Schmidt sold 6,281 shares on February 17, 2026, at $243.37 per share for a total of $1.5 million. Officer Uma M Amuluru disposed of 1,503 shares on February 24, 2026, at $233.78 per share, totaling $351,484. On the buying side, Director Mortimer J. Buckley picked up 2,230 shares on March 3, 2026, at $224.20 per share worth $499,966, and Director Bradley Douglas Tilden purchased 1,370 shares on May 20, 2026, at $218.50 per share for $299,345.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock through October. TD Cowen maintained a buy rating on October 9, 2026, while lowering its price target to $240.00 from $250.00. Barclays initiated coverage on October 9, 2026, with an overweight rating and a $300.00 price target. Bernstein kept an outperform rating on October 12, 2026, while adjusting its target from $298.00 down to $278.00. RBC Capital maintained an outperform rating on October 15, 2026, lowering its target to $235.00 from $265.00. Morgan Stanley kept an equal-weight rating on October 19, 2026, reducing its target to $225.00 from $250.00. Across the broader analyst community, the stock carries a consensus buy rating and a mean price target of $267.22 based on 27 opinions.

About The Boeing Company

The Boeing Company designs, builds, and services commercial jetliners, military aircraft, satellites, and space systems for customers across the globe. It operates through three main divisions focused on commercial airplanes, defense and space systems, and global aerospace services. Institutional interest in the manufacturer remains high as management navigates production goals and operational changes.

Bottom Line

Royal Fund Management's larger stake reflects growing exposure to the aerospace sector despite broader price volatility. Investors will monitor upcoming financial results on October 27, 2026, for fresh details on manufacturing output and cash flow.