InvesTrust Purchases Shares of 3,650 The Boeing Company $BA

InvesTrust purchased a new stake in The Boeing Company (NYSE:BA) during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased 3,650 shares of the aircraft producer’s stock, valued at approximately $792,000.

Other institutional investors have also made changes to their positions in the company. Hourglass Capital LLC acquired a new position in shares of Boeing during the 4th quarter worth about $326,000. KMG Fiduciary Partners LLC grew its holdings in Boeing by 2.8% in the 4th quarter. KMG Fiduciary Partners LLC now owns 16,918 shares of the aircraft producer’s stock valued at $3,673,000 after buying an additional 462 shares during the last quarter. Emergent Wealth Advisors LLC grew its holdings in Boeing by 97.5% in the 4th quarter. Emergent Wealth Advisors LLC now owns 3,193 shares of the aircraft producer’s stock valued at $693,000 after buying an additional 1,576 shares during the last quarter. Accurate Wealth Management LLC increased its position in Boeing by 3.4% in the 4th quarter. Accurate Wealth Management LLC now owns 1,942 shares of the aircraft producer’s stock worth $455,000 after buying an additional 64 shares during the period. Finally, Net Worth Advisory Group acquired a new position in shares of Boeing during the fourth quarter worth approximately $893,000. 64.82% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other Boeing news, EVP Uma M. Amuluru sold 2,731 shares of the business’s stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $236.00, for a total value of $644,516.00. Following the transaction, the executive vice president owned 11,925 shares of the company’s stock, valued at approximately $2,814,300. The trade was a 18.63% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Mortimer J. Buckley purchased 2,230 shares of the business’s stock in a transaction that occurred on Tuesday, March 3rd. The stock was acquired at an average cost of $224.20 per share, with a total value of $499,966.00. Following the completion of the acquisition, the director directly owned 4,430 shares of the company’s stock, valued at $993,206. The trade was a 101.36% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last 90 days, insiders have sold 21,012 shares of company stock worth $4,980,687. 0.10% of the stock is owned by company insiders.

Key Headlines Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Europe’s aviation regulator (EASA) signaled improving ties with the U.S. FAA and said Boeing is responding appropriately to scrutiny — a reduction in transatlantic regulatory friction could ease delivery and certification risks that have previously pressured BA. Europe’s aviation agency touts improving ties with FAA, Boeing
• Positive Sentiment: Korean Air said it plans to buy 103 Boeing planes through 2039 (about $36.2B list value) — a large order that boosts Boeing’s future backlog and revenue visibility for commercial jets. Korean Air plans 103 Boeing plane purchases
• Positive Sentiment: Hedge funds and some institutional investors are adding BA exposure, suggesting conviction among “smart money” that Boeing’s operational recovery and backlog will drive upside over time. Hedge Funds are Loading Up on Boeing
• Neutral Sentiment: Coverage noting the stock “slid” even as relations improve highlights mixed market sentiment — some investors may be taking profits or rotating out despite constructive regulatory news. “Trustful Partners” Boeing Stock Slides as European Relations Improve
• Neutral Sentiment: Longer-term space/defense program coverage (e.g., NASA lunar plans) could be incremental upside for Boeing’s defense and space segment but is unlikely to move near-term share price materially. NASA $20 Billion Moon Base and Artemis Launch
• Negative Sentiment: The FAA opened a probe into a near-miss involving a U.S. Army Black Hawk helicopter and a United-operated Boeing 737 — renewed safety and regulatory scrutiny can pressure deliveries, certifications and sentiment. FAA Probing Close Call Between Black Hawk Helicopter, Boeing 737
• Negative Sentiment: Reports that Boeing lost a Chinese carrier deal (with China Eastern buying from Airbus) highlight ongoing competitive pressure in key markets, offsetting some of the new-order positives. Boeing Stock Slides Despite Huge New Order

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on BA shares. The Goldman Sachs Group reissued a “buy” rating on shares of Boeing in a research report on Tuesday, December 9th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Boeing in a research note on Wednesday, January 28th. Citigroup reissued a “buy” rating on shares of Boeing in a report on Thursday, February 5th. Zacks Research upgraded shares of Boeing from a “strong sell” rating to a “hold” rating in a research report on Tuesday, December 2nd. Finally, Weiss Ratings upgraded shares of Boeing from a “sell (d-)” rating to a “hold (c-)” rating in a report on Wednesday, February 4th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have assigned a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, Boeing has a consensus rating of “Moderate Buy” and a consensus target price of $248.86.

Boeing Trading Down 1.9%

BA stock opened at $190.57 on Friday. The business’s 50 day moving average is $227.92 and its 200-day moving average is $217.09. The Boeing Company has a 1-year low of $128.88 and a 1-year high of $254.35. The firm has a market cap of $149.67 billion, a P/E ratio of 94.81 and a beta of 1.14. The company has a current ratio of 1.19, a quick ratio of 0.40 and a debt-to-equity ratio of 8.37.

Boeing (NYSE:BA) last issued its quarterly earnings data 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 company had revenue of $23.95 billion for the quarter, compared to the consensus estimate of $22.41 billion. During the same period in the previous year, the business posted ($5.90) earnings per share. The firm’s revenue was up 57.1% compared to the same quarter last year. Equities 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.