Jaffetilchin Investment Partners LLC Decreases Stock Holdings in The Boeing Company $BA

Jaffetilchin Investment Partners LLC lowered its position in shares of The Boeing Company (NYSE:BA) by 40.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 13,734 shares of the aircraft producer’s stock after selling 9,193 shares during the period. Jaffetilchin Investment Partners LLC’s holdings in Boeing were worth $2,982,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Vanguard Group Inc. lifted its holdings in Boeing by 1.1% during the 3rd quarter. Vanguard Group Inc. now owns 67,529,417 shares of the aircraft producer’s stock worth $14,574,874,000 after buying an additional 756,057 shares during the last quarter. Newport Trust Company LLC increased its holdings in shares of Boeing by 2.5% in the 3rd quarter. Newport Trust Company LLC now owns 29,198,446 shares of the aircraft producer’s stock valued at $6,301,901,000 after acquiring an additional 707,490 shares during the last quarter. Fisher Asset Management LLC raised its position in shares of Boeing by 3.3% during the 3rd quarter. Fisher Asset Management LLC now owns 5,505,040 shares of the aircraft producer’s stock worth $1,188,153,000 after acquiring an additional 177,597 shares in the last quarter. Legal & General Group Plc raised its position in shares of Boeing by 7.1% during the 3rd quarter. Legal & General Group Plc now owns 3,369,615 shares of the aircraft producer’s stock worth $727,264,000 after acquiring an additional 223,995 shares in the last quarter. Finally, Viking Global Investors LP lifted its stake in Boeing by 6.2% during the third quarter. Viking Global Investors LP now owns 3,010,551 shares of the aircraft producer’s stock worth $649,767,000 after purchasing an additional 175,486 shares during the last quarter. 64.82% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Boeing

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 Trading Down 0.8%

BA opened at $188.96 on Tuesday. The company has a quick ratio of 0.40, a current ratio of 1.19 and a debt-to-equity ratio of 8.37. The Boeing Company has a 52 week low of $128.88 and a 52 week high of $254.35. The business’s 50 day moving average is $226.74 and its two-hundred day moving average is $216.71. The firm has a market cap of $148.40 billion, a price-to-earnings ratio of 94.01 and a beta of 1.14.

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

Analyst Ratings Changes

A number of brokerages recently issued reports on BA. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Boeing in a report on Tuesday, December 9th. Jefferies Financial Group restated a “buy” rating on shares of Boeing in a research report on Wednesday, March 4th. TD Cowen restated a “buy” rating on shares of Boeing in a report on Wednesday, January 28th. Susquehanna reaffirmed a “positive” rating and issued a $280.00 target price on shares of Boeing in a research report on Thursday, January 15th. Finally, Weiss Ratings upgraded shares of Boeing from a “sell (d-)” rating to a “hold (c-)” rating in a research note 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 issued a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat.com, Boeing presently has a consensus rating of “Moderate Buy” and an average target price of $248.86.

Insider Buying and Selling at Boeing

In other Boeing news, EVP Howard E. Mckenzie sold 10,497 shares of Boeing stock in a transaction on Thursday, February 5th. The shares were sold at an average price of $233.99, for a total value of $2,456,193.03. Following the transaction, the executive vice president directly owned 14,692 shares in the company, valued at approximately $3,437,781.08. The trade was a 41.67% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, SVP Ann M. Schmidt sold 6,281 shares of the company’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $243.37, for a total transaction of $1,528,606.97. Following the completion of the sale, the senior vice president directly owned 13,978 shares of the company’s stock, valued at $3,401,825.86. The trade was 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 21,012 shares of company stock worth $4,980,687 in the last 90 days. Company insiders own 0.10% of the company’s stock.

Boeing 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.