The Boeing Company $BA Shares Sold by Clal Insurance Enterprises Holdings Ltd

Clal Insurance Enterprises Holdings Ltd decreased its holdings in shares of The Boeing Company (NYSE:BA) by 44.4% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 5,000 shares of the aircraft producer’s stock after selling 4,000 shares during the period. Clal Insurance Enterprises Holdings Ltd’s holdings in Boeing were worth $1,079,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in BA. Trivium Point Advisory LLC acquired a new position in Boeing in the third quarter valued at approximately $416,000. Rafferty Asset Management LLC boosted its stake in Boeing by 7.1% during the third quarter. Rafferty Asset Management LLC now owns 169,360 shares of the aircraft producer’s stock worth $36,553,000 after buying an additional 11,241 shares during the last quarter. Landing Point Financial Group LLC purchased a new stake in shares of Boeing during the 3rd quarter valued at approximately $262,000. Mosaic Family Wealth Partners LLC lifted its position in Boeing by 25.7% in the third quarter. Mosaic Family Wealth Partners LLC now owns 6,111 shares of the aircraft producer’s stock valued at $1,326,000 after buying an additional 1,251 shares during the last quarter. Finally, Accredited Wealth Management LLC lifted its stake in Boeing by 2,531.6% during the third quarter. Accredited Wealth Management LLC now owns 8,237 shares of the aircraft producer’s stock worth $1,778,000 after purchasing an additional 7,924 shares in the last quarter. 64.82% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of analysts recently weighed in on BA shares. Citigroup restated a “buy” rating on shares of Boeing in a research note on Thursday, February 5th. TD Cowen reissued a “buy” rating on shares of Boeing in a report on Wednesday, January 28th. UBS Group lifted their price objective on Boeing from $275.00 to $285.00 and gave the stock a “buy” rating in a research report on Wednesday, January 28th. Zacks Research raised shares of Boeing from a “strong sell” rating to a “hold” rating in a research note on Tuesday, December 2nd. Finally, Tigress Financial restated a “buy” rating and issued a $275.00 price target on shares of Boeing in a report on Monday, December 29th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have issued a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat, Boeing has a consensus rating of “Moderate Buy” and an average price target of $246.14.

Insider Buying and Selling at Boeing

In related news, EVP Howard E. Mckenzie sold 10,497 shares of Boeing stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $233.99, for a total transaction of $2,456,193.03. Following the completion of the sale, the executive vice president owned 14,692 shares of the company’s stock, valued at approximately $3,437,781.08. This trade represents a 41.67% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Uma M. Amuluru sold 1,503 shares of Boeing stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $233.78, for a total transaction of $351,371.34. Following the completion of the sale, the executive vice president directly owned 19,015 shares of the company’s stock, valued at approximately $4,445,326.70. The trade was a 7.33% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 21,012 shares of company stock valued at $4,980,687 in the last quarter. Company insiders own 0.09% of the company’s stock.

Boeing Price Performance

NYSE BA opened at $227.66 on Friday. The Boeing Company has a 52 week low of $128.88 and a 52 week high of $254.35. The company has a 50-day moving average price of $234.75 and a two-hundred day moving average price of $220.03. The company has a current ratio of 1.19, a quick ratio of 0.40 and a debt-to-equity ratio of 8.37. The stock has a market cap of $178.79 billion, a price-to-earnings ratio of 113.26 and a beta of 1.15.

Boeing (NYSE:BA) last issued its quarterly earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.40) by $10.32. The firm had revenue of $23.95 billion for the quarter, compared to analyst estimates of $22.41 billion. The firm’s revenue for the quarter was up 57.1% compared to the same quarter last year. During the same quarter last year, the business posted ($5.90) earnings per share. Analysts forecast that The Boeing Company will post -2.58 EPS for the current year.

Boeing News Summary

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Delta agreed to purchase up to 60 Boeing 787‑10s as part of a wider long‑haul fleet refresh, a material commercial win that supports future widebody demand and production ramp plans. Delta Air Lines Balances Major Fleet Orders With Winter Disruption Risks
• Positive Sentiment: Analysts and trade press say Boeing is positioning for a production surge after the surprise Delta order — signaling potential revenue and backlog expansion if delivery rates accelerate. Boeing: Quietly Setting Up The Next Production Surge After A Surprise Delta Win
• Positive Sentiment: Boeing raised its Africa demand outlook (up ~40%), supporting medium‑term commercial aircraft TAM expansion and reinforcing tailwinds for both single‑aisle and widebody sales. Boeing lifts Africa aircraft demand forecast by 40% on strong economic growth
• Positive Sentiment: Two Boeing 737 MAX 8s were delivered to WestJet in a sale‑and‑leaseback — a near‑term confirmation of MAX production and delivery momentum and incremental cash/lease market activity. Aviation Capital Group Announces the Delivery of Two Boeing 737 MAX 8 Aircraft to WestJet
• Neutral Sentiment: Media coverage (including Jim Cramer) highlights Boeing’s defense production pipeline — positive for narrative but not an immediate earnings swing unless new contracts are announced. Jim Cramer Discusses Boeing (BA)’s Defense Production
• Neutral Sentiment: Long‑lead programs like the 777X and reports on TAM expansion (refurbishing, zero‑emission, AAM) support strategic optionality but are distant catalysts. 5 Ways The Boeing 777X Will Change Aviation Forever
• Negative Sentiment: The Pentagon has asked Boeing (and Lockheed) to disclose exposure to Anthropic’s AI models as part of a potential “supply‑chain risk” review — a development that could force costly vendor changes or slow defense AI deployments tied to Boeing programs. Pentagon asks Boeing, Lockheed Martin about their exposure to Anthropic, Axios reports
• Negative Sentiment: Reports detail the Pentagon audit and broader risk of an Anthropic “supply‑chain” designation — a scenario that could disrupt Boeing’s AI toolchains and cause program delays/costs. Lockheed (LMT) and Boeing (BA) Audited by Defense Department Over Anthropic
• Negative Sentiment: The FAA issued an airworthiness directive for certain 737 MAX models over a circuit‑breaker heating issue — this raises inspection/compliance costs and near‑term operational risk for airlines and lessors. FAA issues directive to address Boeing 737 circuit breaker issue
• Negative Sentiment: Boeing faces mounting safety and legal pressure tied to Vietnam orders, Starliner classification and a Supreme Court decision allowing a pilot‑training lawsuit to proceed — these items increase litigation and regulatory uncertainty. Boeing’s Vietnam Orders Confront Mounting Safety And Legal Pressures
• Negative Sentiment: An EVP insider sale (Uma Amuluru sold ~1,500 shares) was disclosed — small on its own but watched by traders as a signal when combined with other headwinds. SEC filing: insider sale disclosure

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.