Compass Capital Management Inc. Has $10.73 Million Stake in The Boeing Company $BA

Compass Capital Management Inc. lifted its position in shares of The Boeing Company (NYSE:BA) by 5.1% in the first quarter, HoldingsChannel reports. The fund owned 53,900 shares of the aircraft producer’s stock after buying an additional 2,610 shares during the period. Compass Capital Management Inc.’s holdings in Boeing were worth $10,728,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in BA. Revolve Wealth Partners LLC bought a new position in shares of Boeing in the 4th quarter valued at about $201,000. Sivia Capital Partners LLC grew its position 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 worth $320,000 after buying an additional 217 shares during the period. AXA S.A. raised its stake in shares of Boeing by 1,225.7% during the second quarter. AXA S.A. now owns 34,655 shares of the aircraft producer’s stock worth $7,261,000 after buying an additional 32,041 shares during the last quarter. Ieq Capital LLC raised its stake in shares of Boeing by 243.8% during the second quarter. Ieq Capital LLC now owns 33,485 shares of the aircraft producer’s stock worth $7,016,000 after buying an additional 23,746 shares during the last quarter. Finally, Alliancebernstein L.P. lifted its holdings in Boeing by 4.2% in the second quarter. Alliancebernstein L.P. now owns 1,334,451 shares of the aircraft producer’s stock valued at $279,608,000 after buying an additional 53,736 shares during the period. Institutional investors and hedge funds own 64.82% of the company’s stock.

Trending Headlines about Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing’s commercial-airplane recovery remains the key catalyst. Reports indicate accelerating deliveries, with the company targeting as many as 600 commercial aircraft in 2026 and forecasting $1 billion to $3 billion in cash flow. Stronger deliveries could improve liquidity and help convert backlog into earnings and free cash flow. Boeing’s Delivery Pace Is Finally Accelerating Boeing’s recovery momentum surges with $24.6B revenue in Q2
• Positive Sentiment: Boeing has offered a new contract to roughly 17,000 commercial-airplane engineers and technical workers, and union negotiators have endorsed the proposal. A successful agreement could reduce the risk of another labor disruption affecting production and deliveries. Boeing sends contract offer to engineers union
• Positive Sentiment: JPMorgan raised its Boeing price target to $290, signaling greater confidence in the recovery outlook, although target changes are analyst opinions rather than guarantees. JPMorgan boosts Boeing price target
• Neutral Sentiment: Coverage portrays Boeing as rebuilding customer and investor trust after years of safety and execution problems. The longer-term opportunity is significant, but the company still must demonstrate sustained profitability and operational consistency. The return of Boeing, and the long road to restore their reputation
• Neutral Sentiment: RBC lowered its Boeing price target to $265, contrasting with JPMorgan’s increase and highlighting disagreement among analysts about the pace and reliability of the turnaround. RBC lowers Boeing price target
• Negative Sentiment: A Government Accountability Office report found that Boeing’s $21 billion B-52 modernization program is already experiencing cost increases and schedule delays. Further overruns could pressure margins and raise concerns about execution in Boeing’s defense business. Boeing’s $21 billion B-52 upgrade faces cost overruns
• Negative Sentiment: WestJet has begun parking Boeing 737 aircraft while negotiations with flight attendants remain unresolved. A strike or other labor disruption could temporarily reduce aircraft utilization and delay deliveries or related revenue, adding to Boeing’s broader labor and production risks. WestJet starts parking Boeing 737 jets

Insider Activity at Boeing

In related news, Director Bradley D. Tilden acquired 1,370 shares of the firm’s stock in a transaction dated Wednesday, May 20th. The stock was bought at an average price of $218.50 per share, for a total transaction of $299,345.00. Following the acquisition, the director directly owned 1,370 shares of the company’s stock, valued at approximately $299,345. The trade was a ∞ increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 0.10% of the stock is currently owned by corporate insiders.

Boeing Price Performance

Shares of NYSE BA opened at $216.64 on Friday. The company has a fifty day moving average price of $219.14 and a 200 day moving average price of $223.92. The firm has a market cap of $171.23 billion, a PE ratio of 93.78 and a beta of 1.21. The company has a current ratio of 1.14, a quick ratio of 0.35 and a debt-to-equity ratio of 6.77. The Boeing Company has a 1-year low of $176.77 and a 1-year high of $254.35.

Boeing (NYSE:BA) last announced its earnings results on Tuesday, July 28th. The aircraft producer reported ($0.76) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.34) by ($0.42). Boeing had a net margin of 2.41% and a negative return on equity of 346.82%. The firm had revenue of $24.56 billion during the quarter, compared to analyst estimates of $24.26 billion. During the same period in the prior year, the business posted ($1.24) EPS. The firm’s quarterly revenue was up 8.0% compared to the same quarter last year. Research analysts predict that The Boeing Company will post -0.37 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

BA has been the topic of several recent research reports. Royal Bank Of Canada reduced their price target on Boeing from $275.00 to $265.00 and set an “outperform” rating on the stock in a research report on Wednesday. Tigress Financial upped their price objective on Boeing from $290.00 to $295.00 and gave the company a “buy” rating in a report on Wednesday, April 29th. Robert W. Baird set a $300.00 target price on Boeing in a research note on Wednesday. Weiss Ratings restated a “sell (d+)” rating on shares of Boeing in a report on Tuesday, July 21st. Finally, Citigroup boosted their target price on Boeing from $256.00 to $260.00 and gave the stock a “buy” rating in a research report on Monday, May 18th. One research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, four have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $264.11.

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.