Fourpath Capital Management LLC Has $3.03 Million Stock Position in The Boeing Company $BA

Fourpath Capital Management LLC raised its stake in The Boeing Company (NYSE:BA) by 70.0% during the 3rd quarter, Holdings Channel reports. The fund owned 14,039 shares of the aircraft producer’s stock after acquiring an additional 5,779 shares during the period. Fourpath Capital Management LLC’s holdings in Boeing were worth $3,030,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently made changes to their positions in the company. Revolve Wealth Partners LLC acquired a new stake in Boeing during the 4th quarter worth approximately $201,000. Smartleaf Asset Management LLC increased its position in Boeing by 28.9% during the 1st quarter. Smartleaf Asset Management LLC now owns 3,611 shares of the aircraft producer’s stock worth $626,000 after buying an additional 809 shares during the period. ICONIQ Capital LLC increased its position in Boeing by 85.3% during the 1st quarter. ICONIQ Capital LLC now owns 3,806 shares of the aircraft producer’s stock worth $649,000 after buying an additional 1,752 shares during the period. Synovus Financial Corp lifted its holdings in shares of Boeing by 2.1% during the first quarter. Synovus Financial Corp now owns 18,954 shares of the aircraft producer’s stock worth $3,232,000 after buying an additional 388 shares in the last quarter. Finally, Apexium Financial LP boosted its position in shares of Boeing by 4.2% in the first quarter. Apexium Financial LP now owns 3,693 shares of the aircraft producer’s stock valued at $630,000 after acquiring an additional 150 shares during the period. Institutional investors own 64.82% of the company’s stock.

Key Boeing News

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Citi starts coverage with a Buy and Boeing completed the acquisition of Spirit AeroSystems — a strategic move that consolidates parts and MRO capacity and likely improves margins/vertical integration expectations. Boeing (BA) Gets Buy Rating from Citi, Completes Spirit AeroSystems Acquisition
• Positive Sentiment: Boeing won a roughly $930.8M U.S. Navy contract to extend service life of up to 60 F/A‑18 E/F Super Hornets — adds near‑term defense revenue and strengthens backlog visibility. Boeing (BA) Secures Major Navy Contract as Ratings Agencies Turn More Positive
• Positive Sentiment: Other bullish signals: J.P. Morgan and JPMorgan Chase remain positive/forecast upside and media/commentators (e.g., Jim Cramer) say Boeing may have bottomed — these endorsements can drive demand from institutional and retail investors. J.P. Morgan Keeps Their Buy Rating on Boeing (BA)
• Positive Sentiment: Aftermarket opportunity: Coulson Aviation launching a Boeing 767 VLAT (Very Large Airtanker) program highlights continued value in 767 conversions and aftermarket demand for widebodies. Coulson Aviation Announces Launch of Boeing 767 VLAT Program
• Neutral Sentiment: United Launch Alliance CEO Tory Bruno resigned — notable for the space ecosystem but limited direct near‑term impact on Boeing’s commercial aerospace stock story. United Launch Alliance CEO Tory Bruno resigns
• Neutral Sentiment: Artemis II launch rehearsals and Boeing support activity (Starliner ground/logistics work) are ongoing — positive for Boeing’s NASA program profile but not a material stock driver today. Astronauts, launch teams practice Artemis 2 countdown – Spaceflight Now
• Negative Sentiment: Boeing is asking the FAA to allow 35 additional 777 freighter sales ahead of a 2028 emissions rule and seeking waivers — potential regulatory and reputational risk if approvals are denied or if the fight highlights environmental constraints on future widebody sales. This is the main near‑term headwind investors are watching. Boeing (BA) Pushes FAA to Extend 777 Freighter Sales Before 2028 Rule Kicks In

Wall Street Analysts Forecast Growth

A number of research firms recently commented on BA. Zacks Research raised shares of Boeing from a “strong sell” rating to a “hold” rating in a research report on Tuesday, December 2nd. New Street Research set a $257.00 target price on shares of Boeing in a report on Tuesday, December 9th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Boeing in a research report on Wednesday, October 8th. JPMorgan Chase & Co. increased their price target on Boeing from $240.00 to $245.00 and gave the stock an “overweight” rating in a research report on Friday. Finally, Citigroup started coverage on Boeing in a report on Thursday, December 11th. They issued a “buy” rating and a $265.00 price objective for the company. Three analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, three have assigned a Hold rating and five have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $233.17.

Insider Transactions at Boeing

In other news, EVP Uma M. Amuluru sold 1,366 shares of the company’s stock in a transaction on Thursday, November 6th. The shares were sold at an average price of $197.66, for a total transaction of $270,003.56. Following the completion of the transaction, the executive vice president directly owned 14,656 shares in the company, valued at approximately $2,896,904.96. This represents a 8.53% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Dana S. Deasy purchased 554 shares of the company’s stock in a transaction dated Monday, November 24th. The stock was purchased at an average price of $178.88 per share, with a total value of $99,099.52. Following the completion of the purchase, the senior vice president directly owned 28,442 shares in the company, valued at $5,087,704.96. The trade was a 1.99% increase in their position. The SEC filing for this purchase provides additional information. 0.09% of the stock is currently owned by corporate insiders.

Boeing Stock Performance

Shares of BA opened at $216.88 on Tuesday. The Boeing Company has a 52-week low of $128.88 and a 52-week high of $242.69. The firm has a market cap of $164.84 billion, a price-to-earnings ratio of -15.85 and a beta of 1.18. The business’s fifty day moving average is $201.78 and its 200-day moving average is $214.18.

Boeing (NYSE:BA) last announced its quarterly earnings data on Wednesday, October 29th. The aircraft producer reported ($7.47) earnings per share for the quarter, missing the consensus estimate of ($0.51) by ($6.96). The company had revenue of $23.27 billion during the quarter, compared to analyst estimates of $21.61 billion. During the same period in the prior year, the company posted ($10.44) EPS. The firm’s revenue was up 30.4% compared to the same quarter last year. As a group, research analysts forecast that The Boeing Company will post -2.58 EPS for the current fiscal year.

Boeing Profile

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.

Boeing’s principal lines of business include Commercial Airplanes, which produces and supports a range of jetliners used by airlines globally; Defense, Space & Security, which develops military aircraft, rotorcraft, surveillance and reconnaissance systems, satellites, and launch and missile systems; and Boeing Global Services, which provides aftermarket maintenance, training, spare parts, digital analytics and logistics support.