BA
Outperforming without a clear catalyst yet
- BA +0.66% on the last session vs SPY −0.29%: +0.9 pts of stock-specific move.
- 3 analyst actions in the past 10 days (0 positive, 2 negative); latest: Bernstein maintained Outperform, lowered target $298 → $278.
- 1 insider or congressional trade in the past 30 days.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Aug 28, 2026 | Stephen Kenneth Parker | CEO | Tax | tax withholding | 629.68 | $209.08 | $131.7K | Sep 1 |
| Aug 17, 2026 | Jesus Jr Malave | CFO | Tax | tax withholding | 4,205.138 | $228.65 | $961.5K | Aug 19 |
| Aug 10, 2026 | Robert Kelly Ortberg | CEO | Tax | tax withholding | 6,232.647 | $234.09 | $1.5M | Aug 12 |
| May 20, 2026 | Bradley D Tilden | Director | Buy | open-market buy | 1,370 | $218.50 | $299.3K | May 22 |
| Mar 3, 2026 | Mortimer J Buckley | Director | Buy | open-market buy | 2,230 | $224.20 | $500K | Mar 5 |
| Feb 24, 2026 | Uma M Amuluru | EVP | Sell | unplanned | 1,503.45 | $233.78 | $351.5K | Feb 26 |
| Feb 24, 2026 | Jeffrey S Shockey | EVP | Tax | tax withholding | 4,444.18 | $232.26 | $1M | Feb 26 |
| Feb 19, 2026 | Ann M Schmidt | SVP | Tax | tax withholding | 500.18 | $236.71 | $118.4K | Feb 23 |
| Feb 19, 2026 | David Christopher Raymond | CEO | Tax | tax withholding | 965.453 | $236.71 | $228.5K | Feb 23 |
| Feb 19, 2026 | Stephanie F Pope | CEO | Tax | tax withholding | 3,166.645 | $236.71 | $749.6K | Feb 23 |
| Feb 19, 2026 | Stephen Kenneth Parker | CEO | Tax | tax withholding | 967.694 | $236.71 | $229.1K | Feb 23 |
| Feb 19, 2026 | Robert Kelly Ortberg | CEO | Tax | tax withholding | 5,016.643 | $236.71 | $1.2M | Feb 23 |
| Feb 19, 2026 | Howard E McKenzie | EVP | Tax | tax withholding | 965.591 | $236.71 | $228.6K | Feb 23 |
| Feb 19, 2026 | Brett C. Gerry | EVP | Tax | tax withholding | 1,445.902 | $236.71 | $342.3K | Feb 23 |
| Feb 19, 2026 | Dana S Deasy | SVP | Tax | tax withholding | 814.889 | $236.71 | $192.9K | Feb 23 |
| Feb 19, 2026 | Michael J Cleary | Controller | Tax | tax withholding | 557.284 | $236.71 | $131.9K | Feb 23 |
| Feb 19, 2026 | Uma M Amuluru | EVP | Tax | tax withholding | 1,232.58 | $236.71 | $291.8K | Feb 23 |
| Feb 17, 2026 | Ann M Schmidt | SVP | Sell | unplanned | 6,281 | $243.37 | $1.5M | Feb 19 |
| Feb 17, 2026 | Stephanie F Pope | CEO | Tax | tax withholding | 4,143.549 | $242.18 | $1M | Feb 19 |
| Feb 17, 2026 | Stephen Kenneth Parker | CEO | Tax | tax withholding | 484.315 | $242.18 | $117.3K | Feb 19 |
| Feb 17, 2026 | Howard E McKenzie | EVP | Tax | tax withholding | 765.097 | $242.18 | $185.3K | Feb 19 |
| Feb 17, 2026 | Brett C. Gerry | EVP | Tax | tax withholding | 4,009.272 | $242.18 | $971K | Feb 19 |
| Feb 5, 2026 | Howard E McKenzie | EVP | Sell | unplanned | 10,496.818 | $233.99 | $2.5M | Feb 5 |
| Feb 4, 2026 | Uma M Amuluru | EVP | Sell | unplanned | 2,731.348 | $236.00 | $644.6K | Feb 5 |
| Dec 1, 2025 | Stephanie F Pope | CEO | Tax | tax withholding | 369.532 | $188.18 | $69.5K | Dec 3 |
| Dec 1, 2025 | David Christopher Raymond | CEO | Tax | tax withholding | 64.637 | $188.18 | $12.2K | Dec 3 |
| Dec 1, 2025 | Howard E McKenzie | EVP | Tax | tax withholding | 93.881 | $188.18 | $17.7K | Dec 3 |
| Dec 1, 2025 | Robert Kelly Ortberg | CEO | Tax | tax withholding | 1,591.845 | $188.18 | $299.6K | Dec 3 |
| Dec 1, 2025 | Michael J Cleary | Controller | Tax | tax withholding | 176.846 | $188.18 | $33.3K | Dec 3 |
| Dec 1, 2025 | Dana S Deasy | SVP | Tax | tax withholding | 257.061 | $188.18 | $48.4K | Dec 3 |
| Nov 24, 2025 | Dana S Deasy | SVP | Buy | open-market buy | 554 | $178.88 | $99.1K | Nov 25 |
| Nov 6, 2025 | Uma M Amuluru | EVP | Sell | unplanned | 1,366 | $197.66 | $270K | Nov 10 |
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| Sep 24, 2026 | Maria Elvira Salazar | House | Sell | $1K–$15K | Oct 7 |
| Aug 13, 2026 | Kevin Hern | House | Sell | $15K–$50K | Sep 1 |
| Aug 13, 2026 | Kevin Hern | House | Sell | $1K–$15K | Sep 1 |
| Mar 27, 2026 | Alan Armstrong | Senate | Buy | $1K–$15K | Jul 21 |
| Mar 19, 2026 | Maria Elvira Salazar | House | Buy | $1K–$15K | Apr 21 |
| Mar 19, 2026 | Maria Elvira Salazar | House | Buy | $15K–$50K | Apr 21 |
| Feb 2, 2026 | Julia Letlow | House | Buy | $1K–$15K | Mar 12 |
| Dec 19, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Jan 12 |
| Dec 9, 2025 | David Rouzer | House | Sell | $1K–$15K | Jan 7 |
| Dec 9, 2025 | David Rouzer | House | Sell | $1K–$15K | Jan 7 |
| Dec 3, 2025 | Julie Johnson | House | Sell | $1K–$15K | Jan 15 |
| Dec 2, 2025 | Julie Johnson | House | Sell | $1K–$15K | Aug 5 |
| Dec 2, 2025 | Julie Johnson | House | Buy | $1K–$15K | Aug 5 |
| Nov 12, 2025 | Gilbert Cisneros | House | Sell | $1K–$15K | Dec 15 |
| Sep 23, 2025 | Valerie Hoyle | House | Sell | $1K–$15K | Oct 10 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| Viking Global (Andreas Halvorsen) | 3,274,825 | $708.9M | 2.0% | +2% | Q2 2026 |
| Appaloosa (David Tepper) | 800,000 | $173.2M | 2.3% | new | Q2 2026 |
| Bridgewater (Ray Dalio's firm) | 4,995 | $1.1M | 0.00% | new | Q2 2026 |
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Appaloosa (David Tepper) | New stake | 13F, Q2 2026 | 800,000 | $173.2M | 2.3% | Aug 14 |
| Feb 17, 2026 | Viking Global (Andreas Halvorsen) | Added | 13F, Q4 2025 | 942,536 | $204.6M | 2.3% | Feb 17 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves