Waverly Advisors 13F: Adds $1.6M to The Boeing (BA) Stake

Waverly Advisors Increases Exposure to The Boeing Company

Waverly Advisors raised its stake in The Boeing Company NYSE:BA during the quarter, according to a Form 13F filing with the U.S. Securities and Exchange Commission. The firm lifted its holdings by a 17.8% margin, adding 7,532 shares to bring its total portfolio count to 49,787 shares. Because 13F reports look backward at past quarters, this filing reflects holdings as of May 15, 2026, and may not represent the investor's current position.

Inside the Portfolio Adjustment

The added shares brought the firm's total investment in the aerospace giant to about $10.8 million. Waverly Advisors previously held 42,255 shares of the company before making this upward adjustment. Because these filings provide a snapshot from an earlier date, market observers must look to newer reports to track subsequent portfolio changes.

Where The Boeing Company Stock Trades

The stock recently changed hands at $216.47, resting near its 200-day moving average of $219.64 while staying above its 50-day moving average of $206.21. Over the past year, shares have moved between a 52-week low of $176.77 and a high of $254.35. The company carries a market capitalization of roughly $149.2 billion along with a forward P/E ratio of 50.02.

Recent Analyst Updates on the Stock

Wall Street firms continue to update their views on the aerospace manufacturer. On October 15, 2026, RBC Capital maintained its outperform rating while lowering its price target to $235.00 from $265.00. Bernstein kept an outperform rating on October 12, 2026, with a target of $278.00. TD Cowen maintained a buy rating on October 9, 2026, at a $240.00 target, while Barclays initiated coverage on the same day with an overweight rating and a $300.00 target. Jefferies maintained a buy rating on September 21, 2026, at a $265.00 target. Overall, the consensus recommendation stands at a buy with 27 analysts offering opinions and a mean price target of $268.15.

What the Company Does

The Boeing Company designs, builds, and supports commercial jetliners, military aircraft, and space systems for customers around the world. The firm operates through major segments focused on commercial airplanes, defense and security systems, and global services. This institutional investment reflects ongoing portfolio adjustments among major wealth managers watching the aerospace sector.

Looking Ahead for Investors

The company's next earnings report is scheduled for October 27, 2026, which will provide fresh updates on revenue and profit margins. Investors tracking institutional movements will also wait for future SEC filings to see if Waverly Advisors continues building its stake.