Hennion & Walsh Asset Management Inc. Purchases 9,622 Shares of The Boeing Company $BA

Hennion & Walsh Asset Management Inc. boosted its position in shares of The Boeing Company (NYSE:BA) by 81.6% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 21,411 shares of the aircraft producer’s stock after buying an additional 9,622 shares during the period. Hennion & Walsh Asset Management Inc.’s holdings in Boeing were worth $4,649,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. First Heartland Consultants Inc. lifted its holdings in shares of Boeing by 1.1% during the 4th quarter. First Heartland Consultants Inc. now owns 4,062 shares of the aircraft producer’s stock worth $882,000 after acquiring an additional 43 shares during the period. N.E.W. Advisory Services LLC increased its stake in Boeing by 3.1% in the third quarter. N.E.W. Advisory Services LLC now owns 1,540 shares of the aircraft producer’s stock valued at $332,000 after acquiring an additional 46 shares during the last quarter. Motco increased its stake in Boeing by 5.4% in the third quarter. Motco now owns 921 shares of the aircraft producer’s stock valued at $199,000 after acquiring an additional 47 shares during the last quarter. Encompass Wealth Advisors LLC raised its position in Boeing by 0.9% during the third quarter. Encompass Wealth Advisors LLC now owns 5,045 shares of the aircraft producer’s stock valued at $1,089,000 after purchasing an additional 47 shares in the last quarter. Finally, Jacobsen Capital Management lifted its stake in Boeing by 4.6% during the third quarter. Jacobsen Capital Management now owns 1,070 shares of the aircraft producer’s stock worth $231,000 after purchasing an additional 47 shares during the last quarter. 64.82% of the stock is owned by institutional investors.

Boeing News Roundup

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Large commercial orders from Vietnam and growing backlog improve revenue visibility and support valuation as airlines ramp fleet renewal; helps offset recent share weakness. Boeing (BA) Valuation Check After New Vietnam Aircraft Orders And Growing Backlog
• Positive Sentiment: Boeing won a $326M U.S. Army award for six CH-47F Block II remanufactured helicopters, a near-term, funded defense order that supports cash flow and offsets commercial cyclicality. The Boeing Company (BA) Secures $326M U.S. Army Contract for Six CH-47F Block II Helicopters
• Positive Sentiment: Damage to a U.S. E-3 Sentry highlights limited AWACS capacity and underscores demand for modern alternatives like Boeing’s E-7 Wedgetail, potentially boosting defense backlog if procurement accelerates. Damaged U.S. Jet’s Nearest Replacement Will Cost More Than $700 Million
• Neutral Sentiment: Broader market risk from the US‑Israel/Iran conflict is driving oil above $110 and spiking the VIX — this raises macro volatility that can pressure cyclical aerospace stocks even as defense demand rises. Dow Tests 45,000 as War Sends Oil to $110+ and the VIX Surges 50% in a Month
• Negative Sentiment: Reports say NASA may drop Boeing’s SLS from future Artemis missions, threatening a marquee engineering program and future revenue; this raises program-risk concerns and investor uncertainty about long-term space backlog. NASA May X Out Boeing’s SLS Rocket Ship From Future Moon Landings
• Negative Sentiment: Analyst pieces and commentary suggest Boeing may be losing its “moon landing” growth narrative and the stock has slid in recent sessions; an earnings preview warns of a sizable quarterly loss, adding near-term downside risk. Is Boeing Out of the Moon Landing Trade? Boeing Stock (NYSE:BA) Slides Boeing Earnings Preview: What to Expect

Boeing Price Performance

BA stock opened at $188.96 on Tuesday. The company has a market capitalization of $148.40 billion, a P/E ratio of 94.01 and a beta of 1.14. The company has a fifty day moving average price of $226.74 and a 200-day moving average price of $216.71. The company has a debt-to-equity ratio of 8.37, a quick ratio of 0.40 and a current ratio of 1.19. The Boeing Company has a 52-week low of $128.88 and a 52-week high of $254.35.

Boeing (NYSE:BA) last issued its quarterly earnings data on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share for the quarter, topping the consensus estimate of ($0.40) by $10.32. The business had revenue of $23.95 billion during the quarter, compared to the consensus estimate of $22.41 billion. The business’s revenue for the quarter was up 57.1% compared to the same quarter last year. During the same period in the prior year, the firm earned ($5.90) EPS. As a group, equities analysts expect that The Boeing Company will post -2.58 EPS for the current year.

Insider Buying and Selling

In other news, EVP Howard E. Mckenzie sold 10,497 shares of the stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $233.99, for a total value 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 represents a 41.67% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, SVP Ann M. Schmidt sold 6,281 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $243.37, for a total value of $1,528,606.97. Following the transaction, the senior vice president owned 13,978 shares of the company’s stock, valued at $3,401,825.86. This trade represents a 31.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 21,012 shares of company stock worth $4,980,687. Corporate insiders own 0.10% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have recently issued reports on BA. Wolfe Research reiterated an “outperform” rating on shares of Boeing in a research note on Tuesday, January 27th. Vertical Research restated a “buy” rating and set a $281.00 price objective on shares of Boeing in a research report on Tuesday, January 27th. Royal Bank Of Canada raised their price objective on Boeing from $265.00 to $275.00 and gave the company an “outperform” rating in a research note on Wednesday, January 28th. Citigroup reiterated a “buy” rating on shares of Boeing in a research report on Thursday, February 5th. Finally, UBS Group boosted their target price on Boeing from $275.00 to $285.00 and gave the stock a “buy” rating in a research note on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have issued a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $248.86.

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.