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Caption Management 13F: New $4.1M Stake in The Boeing (BA)

Caption Management bought 18,900 shares of The Boeing Company, valued at about $4.09 million.

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Caption Management opened a new position of 18,900 shares in The Boeing Company ($BA), according to a 13F filing with the SEC dated May 15, 2026. It reported 18,900 shares worth $4.09 million at the end of the quarter.

Since the filing, $BA is down 0.7% after 1 week, up 3.8% after 1 month and down 13.7% to date (from the $220.49 close on May 15, 2026).

Find the original: Caption Management 13F filings on SEC EDGAR

BA The Boeing Company
$190.21 -16.49% year to date
Daily close · Oct 16, 2026

Key Points

  • Caption Management opened a new position in The Boeing Company NYSE:BA by purchasing 18,900 shares.
  • The newly initiated stake was valued at approximately $4.09 million based on the filing details.
  • The Boeing Company trades near its 200-day moving average of $219.64 with a forward P/E ratio of 50.02.

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Caption Management Opens Position in The Boeing Company

Caption Management filed a Form 13F with the U.S. Securities and Exchange Commission disclosing a brand-new position in The Boeing Company NYSE:BA. During the period, the fund picked up 18,900 shares of the aerospace and defense giant. The reported value of this initial holding sits at approximately $4.09 million.

Inside the New Boeing Investment

Because this is a brand-new purchase for Caption Management, the fund held zero shares of the company prior to this filing. The 18,900 shares establish a fresh position with a cost basis of $228.02 per share. Form 13F filings look backward at holdings from the end of the reporting period and may not reflect the fund's current daily position.

Boeing Stock Performance and Valuation

The Boeing Company shares trade around $216.47, hovering close to the 200-day moving average of $219.64. The stock has a 52-week low of $176.77 and a 52-week high of $254.35. With an earnings per share of $2.80, the company carries a forward P/E ratio of 50.02.

Recent Earnings Overview

The Boeing Company reported revenue of $94.0 billion alongside an 8.0% revenue growth rate. The firm posted a net margin of 2.6% and a return on equity of 1.7%. Investors can look toward the next scheduled earnings report from the company on October 27, 2026.

Earnings drift grade

Outlook vs expectations on the last report — not price action.

B+ 78/100

Reported Apr 22, 2026

  1. Forward outlook

    3 analysts raised price targets.

  2. EPS & revenue

    EPS beat estimates by 76.7%. Revenue missed estimates by 1.0%.

  3. Profit surprise

    EBITDA beat sharply. Operating income beat sharply.

  4. Pre-earnings setup

    Bar was high, analysts already very bullish.

  5. Analyst signal

    3 target raises.

  6. Earnings quality

    Gross margin down 0.9 points. Negative free cash flow.

Earnings Call Summary

Boeing had a strong start to 2026 with 22.2 billion dollars in revenue, up 14 percent. The 737 program delivered 114 aircraft and stabilized at 42 per month after fixing wiring issues on 25 planes. The 787 was held back by seat certification delays but remains on track. Defense revenue grew 21 percent to 7.6 billion dollars, driven by higher demand from military conflicts. Free cash flow usage of 1.5 billion in the quarter was better than expected due to recovery and good timing.

Guidance Boeing expects to deliver 500 737s and 90 to 100 787s in 2026. The company guides for 1 billion to 3 billion dollars in free cash flow for the year. Production rates will increase to 47 per month on the 737 this summer and to 10 per month on the 787 later in the year.

Good report. The company beat and showed some forward improvement, with a few meaningful caveats.

Analysts Set New Price Targets

Wall Street firms continue to update their views on The Boeing Company alongside shifting market conditions. On October 15, 2026, RBC Capital maintained its Outperform rating while lowering its target to $235.00. Bernstein kept an Outperform rating on October 12, 2026, adjusting its target to $278.00. TD Cowen maintained a Buy rating on October 9, 2026, with a $240.00 target, while Barclays initiated coverage with an Overweight rating and a $300.00 target on the same day. Jefferies also maintained a Buy rating on September 21, 2026, setting a $265.00 target. Overall, the stock carries a consensus recommendation of Buy with a mean price target of $268.15 across 27 analyst opinions.

Understanding The Boeing Company

The Boeing Company designs, manufactures, and supports commercial jetliners, military aircraft, and space systems around the globe. The company operates through segments focused on commercial airplanes, defense and space security, and global services.

What to Watch at The Boeing Company

Institutional investors and market participants will monitor upcoming regulatory filings and the next earnings release on October 27, 2026, to track further portfolio adjustments. These 13F disclosures provide a quarterly snapshot of institutional ownership trends.

Related Filing Alerts

Source: Caption Management's 13F filing on $BA (May 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Caption Management 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts

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