von Borstel & Associates Inc. Takes Position in The Boeing Company $BA

von Borstel & Associates Inc. bought a new position in The Boeing Company (NYSE:BA) in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought 6,482 shares of the aircraft producer’s stock, valued at approximately $1,399,000.

Other institutional investors have also bought and sold shares of the company. Reyes Financial Architecture Inc. purchased a new position in shares of Boeing in the third quarter valued at about $32,000. Davis Capital Management purchased a new stake in shares of Boeing during the third quarter worth about $33,000. Howard Hughes Medical Institute bought a new stake in Boeing during the 2nd quarter valued at approximately $34,000. Centerpoint Advisors LLC raised its stake in Boeing by 62.4% during the 3rd quarter. Centerpoint Advisors LLC now owns 164 shares of the aircraft producer’s stock valued at $35,000 after purchasing an additional 63 shares during the period. Finally, AlphaQuest LLC purchased a new position in Boeing in the 3rd quarter worth approximately $45,000. Hedge funds and other institutional investors own 64.82% of the company’s stock.

Boeing News Summary

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Large U.S. Air Force E-7A/Wedgetail contract modification (~$2.34–$2.43B) expands Boeing’s defense backlog through 2032, providing near-term revenue visibility and supporting cash flow forecasts. Boeing wins $2.34B U.S. Air Force contract modification for E-7A aircraft
• Positive Sentiment: Reports note surging demand in military and other segments that could support higher production cadence and longer-term revenue upside (article highlights talk of “quadruple production” in some areas). This narrative boosts investor confidence in Boeing’s recovery trajectory. “Quadruple Production”: Boeing Stock (NYSE:BA) Jumps as Demand Surges
• Neutral Sentiment: Boeing’s commercial deliveries remain strong (February deliveries outpaced Airbus, hitting a multi‑year high), showing operational momentum even as quality checks continue. This helps offset near-term concerns. Boeing Deliveries Outpace Rival. Shares Dip On 737 MAX Wiring Issue.
• Neutral Sentiment: Broader contract awards reporting ( ~$2.49B update) highlights ongoing government work across Boeing and peers — supportive for backlog but not a game changer by itself. Boeing Contracts Get $2.49 Bil. Update; KC-135s Collide Over Iraq
• Negative Sentiment: Boeing is repairing up to ~25 undelivered 737 MAX jets after discovering wiring flaws caused by machining damage; deliveries may be delayed while inspections/rework proceed, pressuring near-term delivery counts and cash flow. Boeing repairing 25 737 MAX jets with wiring flaws, Bloomberg News reports
• Negative Sentiment: U.S. Air Force leadership has told lawmakers Boeing must fix ongoing KC‑46 tanker issues before additional orders, which could limit near-term follow‑on tanker revenue and weigh on program reputation. USAF general says Boeing has to fix tanker problems before US orders more
• Negative Sentiment: Investor sentiment remains cautious: recent wiring disclosures triggered share weakness over the past week as quality concerns persist despite strong delivery guidance and upbeat analyst coverage. Investors Are Betting on Boeing’s Turnaround Even as Quality Questions Linger

Insider Buying and Selling at Boeing

In other Boeing news, EVP Uma M. Amuluru sold 1,503 shares of the business’s stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $233.78, for a total transaction of $351,371.34. Following the sale, the executive vice president directly owned 19,015 shares of the company’s stock, valued at $4,445,326.70. The trade was a 7.33% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, SVP Ann M. Schmidt sold 6,281 shares of the company’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $243.37, for a total value of $1,528,606.97. Following the sale, the senior vice president owned 13,978 shares in the company, valued at approximately $3,401,825.86. This trade represents a 31.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 21,012 shares of company stock valued at $4,980,687 over the last quarter. 0.09% of the stock is owned by corporate insiders.

Analyst Ratings Changes

BA has been the subject of a number of research analyst reports. TD Cowen reaffirmed a “buy” rating on shares of Boeing in a report on Wednesday, January 28th. Tigress Financial reissued a “buy” rating and issued a $275.00 target price on shares of Boeing in a report on Monday, December 29th. Susquehanna reaffirmed a “positive” rating and set a $280.00 target price on shares of Boeing in a research note on Thursday, January 15th. Argus upgraded shares of Boeing to a “hold” rating in a research note on Monday, February 2nd. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of Boeing in a report on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $246.14.

Boeing Trading Up 2.5%

BA stock opened at $209.97 on Friday. The firm has a fifty day moving average price of $235.19 and a 200 day moving average price of $219.39. The Boeing Company has a fifty-two week low of $128.88 and a fifty-two week high of $254.35. The firm has a market cap of $164.90 billion, a PE ratio of 104.46 and a beta of 1.14. The company has a debt-to-equity ratio of 8.37, a quick ratio of 0.40 and a current ratio of 1.19.

Boeing (NYSE:BA) last released its quarterly earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.40) by $10.32. The business had revenue of $23.95 billion for the quarter, compared to analysts’ expectations of $22.41 billion. During the same period in the previous year, the company earned ($5.90) EPS. Boeing’s revenue for the quarter was up 57.1% compared to the same quarter last year. Sell-side analysts anticipate that The Boeing Company will post -2.58 earnings per share for the current fiscal year.

Boeing Company 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.