Joel Isaacson & Co. LLC Buys 5,500 Shares of The Boeing Company $BA

Joel Isaacson & Co. LLC lifted its position in The Boeing Company (NYSE:BA) by 146.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,254 shares of the aircraft producer’s stock after buying an additional 5,500 shares during the quarter. Joel Isaacson & Co. LLC’s holdings in Boeing were worth $1,997,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Alpha Cubed Investments LLC raised its position in Boeing by 43.3% in the second quarter. Alpha Cubed Investments LLC now owns 3,598 shares of the aircraft producer’s stock valued at $754,000 after purchasing an additional 1,088 shares during the last quarter. McElhenny Sheffield Capital Management LLC acquired a new stake in Boeing during the 2nd quarter worth approximately $62,859,000. Vanguard Group Inc. grew its holdings in Boeing by 1.7% during the 2nd quarter. Vanguard Group Inc. now owns 66,773,360 shares of the aircraft producer’s stock worth $13,991,022,000 after acquiring an additional 1,118,316 shares during the last quarter. SteelPeak Wealth LLC increased its position in Boeing by 50.4% in the 3rd quarter. SteelPeak Wealth LLC now owns 26,360 shares of the aircraft producer’s stock valued at $5,689,000 after acquiring an additional 8,833 shares during the period. Finally, Patton Fund Management Inc. raised its stake in shares of Boeing by 734.4% during the third quarter. Patton Fund Management Inc. now owns 10,322 shares of the aircraft producer’s stock valued at $2,228,000 after acquiring an additional 9,085 shares during the last quarter. 64.82% of the stock is owned by institutional investors.

Boeing Stock Up 0.5%

Boeing stock opened at $249.00 on Wednesday. The company has a market capitalization of $189.26 billion, a PE ratio of -18.20, a PEG ratio of 7.05 and a beta of 1.16. The Boeing Company has a 12-month low of $128.88 and a 12-month high of $249.52. The firm’s fifty day moving average is $210.71 and its 200 day moving average is $217.66.

Boeing (NYSE:BA) last posted its quarterly earnings results 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 business had revenue of $23.27 billion for the quarter, compared to analysts’ expectations of $21.61 billion. The company’s quarterly revenue was up 30.4% on a year-over-year basis. During the same period in the prior year, the business posted ($10.44) earnings per share. Sell-side analysts expect that The Boeing Company will post -2.58 EPS for the current fiscal year.

Key Stories Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Bernstein raised its price target and named Boeing its “top pick in the US for 2026,” giving investors a high-profile buy-side endorsement that can lift sentiment and attract flows. Bernstein Raises Boeing (BA) Target
• Positive Sentiment: Ethiopian Airlines finalized an order for nine 787 Dreamliners (and additional 737 MAX purchases), adding to Boeing’s backlog and supporting long‑haul demand recovery narratives. Large commercial orders directly bolster revenue visibility. Ethiopian Airlines orders nine Boeing 787s
• Positive Sentiment: UBS Dreamlifter tracking and other data suggest 787 production picked up in early January (Dreamlifter flights +69% YoY over a 30‑day period), signaling improving delivery cadence and revenue conversion from Boeing’s large backlog. UBS: 787 production signals improve
• Positive Sentiment: Political and defense tailwinds — coverage credits the current administration’s policies (higher defense spending and pro‑aerospace posture) with supporting Boeing’s recovery, which can translate into stronger defense segment revenues and investor confidence. Boeing is back on top – thanks to Trump
• Neutral Sentiment: Despite the Dreamliner order, market reaction has been muted in places — analysts note smaller single-digit orders may not move the stock much versus expectations already baked into the backlog. TipRanks: Big Dreamliner order proves little help
• Neutral Sentiment: Operational/PR items (e.g., a feature on why the 757 uses two engine types, and a report of Trump’s plane delay en route to Davos) are background interest items that don’t materially change fundamentals but keep Boeing in headlines. Why does the Boeing 757 have 2 engine types? Trump’s plane delayed
• Neutral Sentiment: Upcoming quarterly earnings (release scheduled next week) remain the next major catalyst — results and guidance will determine whether production and order momentum translate into improved profitability. Boeing (BA) to Release Quarterly Earnings
• Negative Sentiment: Underlying risk remains: Boeing’s recent quarters showed large EPS losses, suspended dividend and cash‑flow pressures — so positive headlines can be offset if earnings or cash conversion miss expectations. (Investor caution persists until sustained profitability and delivery targets are proven.)

Analyst Ratings Changes

Several analysts recently weighed in on the stock. New Street Research set a $257.00 price objective on shares of Boeing in a research note on Tuesday, December 9th. Jefferies Financial Group set a $255.00 price target on Boeing in a research report on Tuesday, September 30th. Citigroup raised their price objective on Boeing from $265.00 to $270.00 and gave the stock a “buy” rating in a research report on Tuesday, January 13th. Deutsche Bank Aktiengesellschaft lowered Boeing from a “buy” rating to a “hold” rating and set a $240.00 price objective on the stock. in a research note on Thursday, October 30th. Finally, BNP Paribas Exane began coverage on shares of Boeing in a report on Tuesday, November 18th. They set an “underperform” rating and a $150.00 price target for the company. Three analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have issued a Hold rating and five have issued a Sell rating to the company. According to data from MarketBeat, Boeing has an average rating of “Moderate Buy” and a consensus target price of $237.46.

Insider Buying and Selling

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

About Boeing

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.