Fox Run Management L.L.C. Increases Stock Holdings in The Boeing Company $BA

Fox Run Management L.L.C. increased its stake in The Boeing Company (NYSE:BA) by 161.8% in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 5,328 shares of the aircraft producer’s stock after acquiring an additional 3,293 shares during the quarter. Fox Run Management L.L.C.’s holdings in Boeing were worth $1,150,000 at the end of the most recent reporting period.

A number of other large investors also recently added to or reduced their stakes in the stock. Blue Barn Wealth LLC grew its position in shares of Boeing by 1.8% in the second quarter. Blue Barn Wealth LLC now owns 2,594 shares of the aircraft producer’s stock valued at $544,000 after purchasing an additional 46 shares during the period. N.E.W. Advisory Services LLC raised its position in shares of Boeing by 3.1% during the 3rd quarter. N.E.W. Advisory Services LLC now owns 1,540 shares of the aircraft producer’s stock worth $332,000 after purchasing an additional 46 shares during the last quarter. Motco lifted its stake in Boeing by 5.4% in the 3rd quarter. Motco now owns 921 shares of the aircraft producer’s stock valued at $199,000 after buying an additional 47 shares in the last quarter. Encompass Wealth Advisors LLC lifted its stake in Boeing by 0.9% in the 3rd quarter. Encompass Wealth Advisors LLC now owns 5,045 shares of the aircraft producer’s stock valued at $1,089,000 after buying an additional 47 shares in the last quarter. Finally, Jacobsen Capital Management boosted its holdings in Boeing by 4.6% in the 3rd quarter. Jacobsen Capital Management now owns 1,070 shares of the aircraft producer’s stock worth $231,000 after buying an additional 47 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 F‑15EX production plan supports Boeing’s defense backlog and near‑term cash flow, a structural positive for BA’s defense revenue despite short‑term share weakness. Boeing Stock Slides Despite Huge New F-15EX Production Plan
• Positive Sentiment: 777‑9 flight‑training simulators received FAA and EASA qualification, advancing a revenue and services stream tied to widebody training and aftermarket support. 777-9 Flight Training Simulators Receives Qualification Certification
• Positive Sentiment: Announcements around integrating AI into space‑grade hardware signal new technology wins that could expand Boeing’s TAM in aerospace systems and services. Boeing Brings AI to Space-Grade Hardware
• Neutral Sentiment: Media commentary and analyst attention (including mentions on shows like Jim Cramer) can boost sentiment but are unlikely to change fundamentals on their own. Jim Cramer Discusses Boeing’s Defense Production
• Negative Sentiment: The Pentagon has asked Boeing to detail its exposure to Anthropic’s Claude AI as part of a potential “supply‑chain risk” assessment — a move that could force costly vendor changes, slow AI deployments in defense programs, and create near‑term uncertainty around classified contracts that rely on third‑party models. Pentagon Asks Boeing, Lockheed Martin About Exposure to Anthropic Lockheed and Boeing Audited by Defense Department Over Anthropic
• Negative Sentiment: The FAA issued an airworthiness directive for certain 737 MAX 8 and 8200 series airplanes to address a circuit‑breaker issue that can cause excessive cabin/flight‑deck temperatures — this raises potential compliance costs, grounding risk for affected aircraft, and near‑term operational scrutiny. FAA Issues Directive to Address Boeing 737 Circuit Breaker Issue

Boeing Trading Down 1.3%

Shares of BA stock opened at $230.29 on Thursday. 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 Boeing Company has a twelve month low of $128.88 and a twelve month high of $254.35. The company’s 50-day moving average price is $234.05 and its 200-day moving average price is $219.96. The stock has a market cap of $180.86 billion, a price-to-earnings ratio of 114.57 and a beta of 1.15.

Boeing (NYSE:BA) last released its quarterly earnings data on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share (EPS) for the quarter, topping 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. During the same quarter in the previous year, the business posted ($5.90) earnings per share. Boeing’s revenue for the quarter was up 57.1% on a year-over-year basis. As a group, equities analysts predict that The Boeing Company will post -2.58 earnings per share for the current year.

Analyst Ratings Changes

BA has been the subject of a number of research analyst reports. Tigress Financial reissued a “buy” rating and set a $275.00 target price on shares of Boeing in a report on Monday, December 29th. Weiss Ratings raised Boeing from a “sell (d-)” rating to a “hold (c-)” rating in a research note on Wednesday, February 4th. Morgan Stanley set a $245.00 price objective on Boeing in a research note on Wednesday, January 28th. Susquehanna restated a “positive” rating and issued a $280.00 price objective on shares of Boeing in a report on Thursday, January 15th. Finally, Argus raised shares of Boeing to a “hold” rating in a research note on Monday, February 2nd. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, five have given a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Boeing presently has a consensus rating of “Moderate Buy” and a consensus target price of $246.14.

Insider Transactions at Boeing

In related news, EVP Howard E. Mckenzie sold 10,497 shares of the stock in a transaction that occurred on 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 transaction, the executive vice president directly owned 14,692 shares in the company, 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 legal filing with the SEC, which is accessible through this link. Also, EVP Uma M. Amuluru sold 2,731 shares of the firm’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 sale, the executive vice president directly owned 11,925 shares of the company’s stock, valued at approximately $2,814,300. This trade represents a 18.63% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 19,509 shares of company stock worth $4,629,316 in the last 90 days. Insiders own 0.09% of the company’s stock.

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.