Insider Selling: Boeing (NYSE:BA) EVP Sells $351,371.34 in Stock

The Boeing Company (NYSE:BA) EVP Uma Amuluru sold 1,503 shares of the stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $233.78, for a total value of $351,371.34. Following the completion of the transaction, the executive vice president directly owned 19,015 shares in the company, valued at $4,445,326.70. This trade represents a 7.33% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website.

Boeing Stock Down 0.8%

Shares of NYSE BA opened at $227.66 on Friday. The business has a 50-day moving average of $234.75 and a two-hundred day moving average of $219.95. The company has a market capitalization of $178.79 billion, a price-to-earnings ratio of 113.26 and a beta of 1.15. The Boeing Company has a 1 year low of $128.88 and a 1 year high of $254.35. The company has a debt-to-equity ratio of 8.37, a current ratio of 1.19 and a quick ratio of 0.40.

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

Institutional Trading of Boeing

A number of hedge funds have recently added to or reduced their stakes in the stock. Measured Wealth Private Client Group LLC purchased a new position in Boeing in the 3rd quarter valued at $25,000. Strive Financial Group LLC purchased a new position in Boeing during the 4th quarter worth $25,000. Ares Financial Consulting LLC acquired a new stake in shares of Boeing in the 4th quarter worth $26,000. CrossGen Wealth LLC acquired a new stake in shares of Boeing in the 4th quarter worth $26,000. Finally, Strategic Wealth Advisors LLC purchased a new stake in shares of Boeing in the fourth quarter valued at about $27,000. 64.82% of the stock is owned by institutional investors and hedge funds.

Boeing News Summary

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Delta agreed to purchase up to 60 Boeing 787‑10s as part of a wider long‑haul fleet refresh, a material commercial win that supports future widebody demand and production ramp plans. Delta Air Lines Balances Major Fleet Orders With Winter Disruption Risks
• Positive Sentiment: Analysts and trade press say Boeing is positioning for a production surge after the surprise Delta order — signaling potential revenue and backlog expansion if delivery rates accelerate. Boeing: Quietly Setting Up The Next Production Surge After A Surprise Delta Win
• Positive Sentiment: Boeing raised its Africa demand outlook (up ~40%), supporting medium‑term commercial aircraft TAM expansion and reinforcing tailwinds for both single‑aisle and widebody sales. Boeing lifts Africa aircraft demand forecast by 40% on strong economic growth
• Positive Sentiment: Two Boeing 737 MAX 8s were delivered to WestJet in a sale‑and‑leaseback — a near‑term confirmation of MAX production and delivery momentum and incremental cash/lease market activity. Aviation Capital Group Announces the Delivery of Two Boeing 737 MAX 8 Aircraft to WestJet
• Neutral Sentiment: Media coverage (including Jim Cramer) highlights Boeing’s defense production pipeline — positive for narrative but not an immediate earnings swing unless new contracts are announced. Jim Cramer Discusses Boeing (BA)’s Defense Production
• Neutral Sentiment: Long‑lead programs like the 777X and reports on TAM expansion (refurbishing, zero‑emission, AAM) support strategic optionality but are distant catalysts. 5 Ways The Boeing 777X Will Change Aviation Forever
• Negative Sentiment: The Pentagon has asked Boeing (and Lockheed) to disclose exposure to Anthropic’s AI models as part of a potential “supply‑chain risk” review — a development that could force costly vendor changes or slow defense AI deployments tied to Boeing programs. Pentagon asks Boeing, Lockheed Martin about their exposure to Anthropic, Axios reports
• Negative Sentiment: Reports detail the Pentagon audit and broader risk of an Anthropic “supply‑chain” designation — a scenario that could disrupt Boeing’s AI toolchains and cause program delays/costs. Lockheed (LMT) and Boeing (BA) Audited by Defense Department Over Anthropic
• Negative Sentiment: The FAA issued an airworthiness directive for certain 737 MAX models over a circuit‑breaker heating issue — this raises inspection/compliance costs and near‑term operational risk for airlines and lessors. FAA issues directive to address Boeing 737 circuit breaker issue
• Negative Sentiment: Boeing faces mounting safety and legal pressure tied to Vietnam orders, Starliner classification and a Supreme Court decision allowing a pilot‑training lawsuit to proceed — these items increase litigation and regulatory uncertainty. Boeing’s Vietnam Orders Confront Mounting Safety And Legal Pressures
• Negative Sentiment: An EVP insider sale (Uma Amuluru sold ~1,500 shares) was disclosed — small on its own but watched by traders as a signal when combined with other headwinds. SEC filing: insider sale disclosure

Analyst Upgrades and Downgrades

A number of research analysts recently commented on BA shares. BNP Paribas Exane set a $150.00 target price on shares of Boeing in a research report on Tuesday, November 18th. Royal Bank Of Canada upped their price objective on shares of Boeing from $265.00 to $275.00 and gave the company an “outperform” rating in a research note on Wednesday, January 28th. JPMorgan Chase & Co. raised their price objective on Boeing from $245.00 to $270.00 and gave the stock an “overweight” rating in a report on Wednesday, January 28th. New Street Research set a $257.00 target price on Boeing in a research report on Tuesday, December 9th. Finally, Morgan Stanley set a $245.00 target price on Boeing in a research report on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, five have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $246.14.

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.