Retirement Systems of Alabama Has $36.17 Million Stock Position in The Boeing Company $BA

01 Apr 2026, 09:40 by Kim Johansen · The Markets Daily

Retirement Systems of Alabama grew its holdings in shares of The Boeing Company (NYSE:BA – Free Report) by 3.3% during the fourth quarter, Holdings Channel reports. The firm owned 166,581 shares of the aircraft producer’s stock after purchasing an additional 5,279 shares during the period. Retirement Systems of Alabama’s holdings in Boeing were worth $36,168,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of BA. First Heartland Consultants Inc. boosted its holdings in Boeing by 1.1% in the fourth quarter. First Heartland Consultants Inc. now owns 4,062 shares of the aircraft producer’s stock worth $882,000 after purchasing an additional 43 shares in the last quarter. N.E.W. Advisory Services LLC raised its holdings in Boeing by 3.1% during the third quarter. N.E.W. Advisory Services LLC now owns 1,540 shares of the aircraft producer’s stock valued at $332,000 after buying an additional 46 shares in the last quarter. Motco raised its holdings in Boeing by 5.4% during the third quarter. Motco now owns 921 shares of the aircraft producer’s stock valued at $199,000 after buying an additional 47 shares in the last quarter. Encompass Wealth Advisors LLC lifted its position in shares of Boeing by 0.9% in the third quarter. Encompass Wealth Advisors LLC now owns 5,045 shares of the aircraft producer’s stock worth $1,089,000 after buying an additional 47 shares during the last quarter. Finally, Jacobsen Capital Management lifted its position in shares of Boeing by 4.6% in the third quarter. Jacobsen Capital Management now owns 1,070 shares of the aircraft producer’s stock worth $231,000 after buying an additional 47 shares during the last quarter. Institutional investors and hedge funds own 64.82% of the company’s stock.

Key Stories Impacting Boeing

Here are the key news stories impacting Boeing this week:

Positive Sentiment: Federal appeals court upheld the dismissal of the criminal case tied to the 737 MAX crashes, removing a material legal/shadow risk that had weighed on BA’s valuation. US appeals court upholds decision to dismiss Boeing criminal case
Positive Sentiment: Broader market rally into quarter‑end boosted investor appetite for cyclical and aerospace names, providing an immediate tailwind to BA shares. Dow skyrockets by over 1,100 points, stocks rally to end Q1 2026
Positive Sentiment: Boeing Australia struck a partnership with Rheinmetall to offer autonomous combat aircraft to Germany, highlighting defence revenue opportunities and international backlog diversification. Rheinmetall and Boeing Australia to Supply Combat Aircraft to German Military
Positive Sentiment: BA won a $326M U.S. Army deal for six CH‑47F Block II helicopters, supporting defense cashflow and aftermarket work. The Boeing Company (BA) Secures $326M U.S. Army Contract for Six CH-47F Block II Helicopters
Positive Sentiment: New airline orders in Vietnam and confirmations of growing commercial backlog were highlighted in coverage, supporting medium‑term delivery and revenue outlook. Boeing (BA) Valuation Check After New Vietnam Aircraft Orders And Growing Backlog
Neutral Sentiment: Boeing set its Q1 2026 earnings release date for April 22 — investors will get fresh details on margins, cash flow and orders then. Boeing to Release First Quarter Results on April 22
Neutral Sentiment: Wall Street analyst commentary is starting to skew optimistic in coverage — this could support further upside if guidance and results align, but expectations remain mixed. Is Boeing (BA) a Buy as Wall Street Analysts Look Optimistic?
Negative Sentiment: Coverage warns Boeing may lose some role on NASA’s Artemis/SLS program, highlighting program‑specific revenue and reputation risks in space business lines. NASA May X Out Boeing’s SLS Rocket Ship From Future Moon Landings
Negative Sentiment: Previews and analyst commentary expect a challenging quarter with a potential double‑digit EPS loss, a near‑term headwind to sentiment until April 22 results. Boeing Earnings Preview: What to Expect

Insiders Place Their Bets

In related news, EVP Howard E. Mckenzie sold 10,497 shares of the business’s stock in a transaction on Thursday, February 5th. The shares were sold at an average price of $233.99, for a total transaction of $2,456,193.03. Following the transaction, the executive vice president owned 14,692 shares of the company’s stock, valued at approximately $3,437,781.08. The trade was a 41.67% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Mortimer J. Buckley bought 2,230 shares of the business’s stock in a transaction that occurred on Tuesday, March 3rd. The shares were bought at an average price of $224.20 per share, with a total value of $499,966.00. Following the completion of the purchase, the director owned 4,430 shares in the company, valued at approximately $993,206. The trade was a 101.36% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders have sold 21,012 shares of company stock valued at $4,980,687 in the last three months. 0.10% of the stock is owned by corporate insiders.

Boeing Trading Up 5.2%

Boeing stock opened at $199.03 on Wednesday. The company has a debt-to-equity ratio of 8.37, a quick ratio of 0.40 and a current ratio of 1.19. The business’s 50-day simple moving average is $225.74 and its 200-day simple moving average is $216.59. The firm has a market capitalization of $156.31 billion, a PE ratio of 99.02 and a beta of 1.14. The Boeing Company has a 52 week low of $128.88 and a 52 week high of $254.35.

Boeing (NYSE:BA – Get Free Report) last announced its earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share for the quarter, beating the consensus estimate of ($0.40) by $10.32. The business had revenue of $23.95 billion for the quarter, compared to the consensus estimate of $22.41 billion. Boeing’s revenue for the quarter was up 57.1% compared to the same quarter last year. During the same quarter in the previous year, the company earned ($5.90) EPS. Equities research analysts forecast that The Boeing Company will post -2.58 earnings per share for the current year.

Analysts Set New Price Targets

A number of brokerages have recently commented on BA. TD Cowen reissued a “buy” rating on shares of Boeing in a report on Wednesday, January 28th. Susquehanna restated a “positive” rating and issued a $280.00 target price on shares of Boeing in a report on Thursday, January 15th. New Street Research set a $257.00 target price on Boeing in a research report on Tuesday, December 9th. Tigress Financial increased their price target on Boeing from $275.00 to $290.00 and gave the company a “buy” rating in a report on Thursday, March 19th. Finally, Royal Bank Of Canada lifted their price target on shares of Boeing from $265.00 to $275.00 and gave the company an “outperform” rating in a research report on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $248.86.

Check Out Our Latest Stock Report on BA

Boeing Profile

(Free Report)

Boeing Company (NYSE: BA) is an American multinational corporation that designs, manufactures and services commercial airplanes, defense systems, and space and security technologies. Founded in 1916 by William E. Boeing in Seattle, the company today operates as an integrated aerospace and defense contractor with a global customer base. Boeing relocated its corporate headquarters to Arlington, Virginia in 2022 and maintains extensive engineering, manufacturing and service operations across the United States and around the world.