Boston Standard Wealth Management LLC purchased a new position in The Boeing Company (NYSE:BA – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund purchased 3,523 shares of the aircraft producer’s stock, valued at approximately $765,000.
A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Revolve Wealth Partners LLC acquired a new position in shares of Boeing in the 4th quarter valued at approximately $201,000. Sivia Capital Partners LLC boosted its stake in shares of Boeing by 16.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,529 shares of the aircraft producer’s stock valued at $320,000 after buying an additional 217 shares during the last quarter. NFP Retirement Inc. grew its position in shares of Boeing by 18.5% during the second quarter. NFP Retirement Inc. now owns 2,506 shares of the aircraft producer’s stock worth $525,000 after buying an additional 391 shares in the last quarter. Howe & Rusling Inc. grew its position in shares of Boeing by 8.3% during the second quarter. Howe & Rusling Inc. now owns 1,785 shares of the aircraft producer’s stock worth $374,000 after buying an additional 137 shares in the last quarter. Finally, Dynamic Technology Lab Private Ltd bought a new stake in shares of Boeing in the second quarter worth $1,573,000. Hedge funds and other institutional investors own 64.82% of the company’s stock.
Insider Activity at Boeing
In related news, EVP Howard E. Mckenzie sold 10,497 shares of the business’s stock in a transaction that occurred on Thursday, February 5th. The stock was sold at an average price of $233.99, for a total transaction of $2,456,193.03. Following the sale, the executive vice president owned 14,692 shares of the company’s stock, valued at $3,437,781.08. The trade was a 41.67% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Ann M. Schmidt sold 6,281 shares of the company’s stock in a transaction that occurred on 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 completion of the sale, 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 disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 21,012 shares of company stock valued at $4,980,687. 0.10% of the stock is currently owned by insiders.
Boeing Price Performance
Boeing (NYSE:BA – Get Free Report) last announced its earnings results 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 during the quarter, compared to the consensus estimate of $22.41 billion. The business’s quarterly revenue was up 57.1% on a year-over-year basis. During the same quarter in the prior year, the company earned ($5.90) EPS. Equities analysts expect that The Boeing Company will post -2.58 EPS for the current year.
Boeing News Roundup
Here are the key news stories impacting Boeing this week:
- Positive Sentiment: Tigress Financial raised its price target to $290 and kept a Buy rating, signaling analyst conviction in Boeing’s backlog and longer‑term cash generation — a bullish anchor for upside expectations. Benzinga: Tigress target raise
- Positive Sentiment: FAA cleared Boeing to advance 777‑9 certification testing to the next phase, reducing a key regulatory obstacle for a high-margin widebody program that drives future revenue and backlog conversion. FAA clears 777-9
- Positive Sentiment: Boeing secured a ~$489M Naval Air Systems Command contract, which supports near-term defense revenue and offsets some commercial volatility. Defense wins help diversify cash flow and margin profile. Defense contract
- Neutral Sentiment: Ryanair’s CEO expects MAX 10 certification and deliveries on a timely schedule, which is a customer signal of demand and production recovery but not a catalyst unless Boeing confirms ramp details. Ryanair expects MAX 10 on time
- Neutral Sentiment: Some delivery delays tied to a wiring issue appear limited in scope, described as a modest/temporary hiccup versus more systemic program problems — watch official delivery schedules for clarity. Wiring issue coverage
- Negative Sentiment: NASA is reportedly considering SpaceX’s Starship instead of Boeing’s Space Launch System (SLS) for lunar transit — a direct threat to future SLS revenue and program relevance that spooked investors. NASA considering Starship over SLS
- Negative Sentiment: Reports and commentary (TipRanks / Seeking Alpha) highlight mounting competitive pressure from SpaceX and a “triple blow” narrative (program risk, geopolitical production delays, legal/class action exposure), which has driven negative sentiment and selling. TipRanks: Boeing loses ground to SpaceX Seeking Alpha: The Triple Blow
- Negative Sentiment: Boeing warned that the Iran war could slow production, increasing the risk of delivery delays and revenue disruption for commercial jets — a concrete operational headwind. Boeing cites Iran war for delays
- Negative Sentiment: A judge allowed shareholders to pursue a class action related to 737 MAX safety issues, keeping legal and reputational risk active and potentially increasing future liabilities and distraction for management. Class action allowed
Wall Street Analyst Weigh In
BA has been the topic of several recent analyst reports. TD Cowen reaffirmed a “buy” rating on shares of Boeing in a report on Wednesday, January 28th. Royal Bank Of Canada boosted their target price on shares of Boeing from $265.00 to $275.00 and gave the stock an “outperform” rating in a research report on Wednesday, January 28th. Wolfe Research restated an “outperform” rating on shares of Boeing in a research note on Tuesday, January 27th. Argus raised shares of Boeing to a “hold” rating in a research report on Monday, February 2nd. Finally, Weiss Ratings upgraded Boeing from a “sell (d-)” rating to a “hold (c-)” rating in a research note on Wednesday, February 4th. 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 given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $246.82.
View Our Latest Research Report on BA
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.
Further Reading
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