U S Global Investors 13F: Adds $810K to The Boeing (BA) Stake

U S Global Investors increased its position in The Boeing Company (NYSE: BA) during the period, according to a Form 13F filing with the Securities and Exchange Commission on October 22, 2026.

BA The Boeing Company

$188.35 ▼ -17.31% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in U S Global Investors's The Boeing Company Position

The firm added 4,353 shares of the aerospace manufacturer, marking a 5.8% increase from its previous holdings of 74,907 shares. The adjustment brought its total ownership to 79,260 shares valued at approximately $14,746,323.

Other Institutional Activity in The Boeing Company

Other large investors adjusted their holdings in the aviation company during recent reporting periods. Brevan Howard Capital Management grew its holdings by 505,528 shares, ending with 511,019 shares worth about $110,620,283.55. Waverly Advisors grew its holdings by 7,532 shares, ending with 49,787 shares worth about $10,777,391.95. Sepio Capital reduced its holdings by 5,595 shares, ending with 30,866 shares worth about $5,742,712. Royal Fund Management grew its holdings by 19,828 shares, ending with 21,273 shares worth about $3,957,842. Dz Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main grew its holdings by 1,309,693 shares, ending with 1,320,628 shares worth about $303,731,240.97.

The Boeing Company Stock Down 2.1%

The stock recently changed hands around $188.32 as of October 24, 2026, which is up about 0.4% from its close of $187.55 on the October 22 filing date. Shares sit roughly 6.8% below the 50-day moving average and about 26.0% below the 52-week high of $254.35.

Recent Earnings

The company generated trailing-twelve-month revenue of $93.99 billion alongside an earnings per share total of $2.80. The firm operates with a net profit margin of 2.6% and reported its next quarterly financial update scheduled for October 27, 2026.

Insider Buying and Selling at The Boeing Company

Corporate insiders conducted several transactions prior to the filing. Officer Ann M Schmidt sold 6,281 shares on February 17, 2026, at an average price of $243.37 for a total of $1,528,613. Officer Uma M Amuluru sold 1,503 shares on February 24, 2026, at $233.78 per share, totaling $351,484. Director Mortimer J. Buckley bought 2,230 shares on March 3, 2026, at $224.20 for $499,966, while Director Bradley Douglas Tilden purchased 1,370 shares on May 20, 2026, at $218.50 for $299,345.

Analysts Set New Price Targets

Financial research firms adjusted their stances on the industrial stock ahead of the filing. On October 9, 2026, TD Cowen maintained its buy rating while adjusting its price target from $250.00 to $240.00. On the same day, Barclays initiated coverage with an overweight rating and a $300.00 target. Bernstein maintained an outperform rating on October 12, 2026, lowering its target from $298.00 to $278.00. RBC Capital kept an outperform rating on October 15, 2026, moving its target from $265.00 to $235.00. Morgan Stanley maintained an equal-weight rating on October 19, 2026, adjusting its target from $250.00 to $225.00. Overall, the stock carries a buy recommendation from 27 analysts with a mean price target of $267.22.

About The Boeing Company

The Boeing Company operates as a major aerospace manufacturer, designing and building commercial jetliners, military aircraft, satellites, and defense systems. Its operations are split into commercial airplanes, defense and space security, and global services segments that serve airlines and governments worldwide.

Bottom Line

Institutional interest in the manufacturer remains active as market participants weigh upcoming earnings results and broader sector conditions. Investors will monitor the upcoming financial report on October 27, 2026, for fresh insights into production rates and operational cash flows.