In its latest 13F filing with the SEC, Bank Pictet & Cie Europe AG increased its position in Boeing by 92.5% during the third quarter, acquiring an additional 75,192 shares to bring its total holding to 156,470 shares. At the end of the reporting period, the fund’s Boeing stake was valued at 33.77 million USD, reflecting confidence in the aircraft manufacturer’s commercial backlog and anticipated free cash flow improvement as delivery rates ramp up in 2026.

Senior Vice President Dana S. Deasy purchased 554 shares at an average cost of 178.88 USD per share on November 24, representing a 1.99% increase in his personal ownership to 28,442 shares valued at approximately 5.09 million USD. Conversely, Executive Vice President Uma M. Amuluru sold 1,366 shares at an average price of 197.66 USD on November 6, reducing her stake by 8.53% and realizing proceeds of 270,003.56 USD. These opposite moves illustrate a nuanced insider view on valuation levels ahead of the company’s 2026 delivery surge.

The U.S. Department of Defense awarded Boeing a 2.7 billion USD contract for post-production logistics and sustainment services on Apache attack helicopters. This multiyear agreement covers maintenance, spare parts provisioning and field support across multiple global deployments, reinforcing Boeing’s defense segment revenue visibility and underpinning its long-term cash flow stability beyond commercial aviation.

Following a December rebound from recent lows, shares have climbed significantly year-to-date, driven by a robust commercial backlog exceeding 8,000 aircraft. JPMorgan analysts project continued upside if operational execution remains on track, while hedge fund manager Dan Niles identified Boeing as a top pick for 2026, citing accelerating deliveries, secular demand for single-aisle jets and improving working capital dynamics as catalysts for further share gains.