The Boeing Company $BA Position Raised by CMH Wealth Management LLC

CMH Wealth Management LLC grew its position in shares of The Boeing Company (NYSE:BA) by 4.2% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 71,558 shares of the aircraft producer’s stock after acquiring an additional 2,908 shares during the quarter. Boeing comprises about 2.4% of CMH Wealth Management LLC’s investment portfolio, making the stock its 12th largest holding. CMH Wealth Management LLC’s holdings in Boeing were worth $15,490,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Revolve Wealth Partners LLC bought a new position in Boeing in the 4th quarter valued at about $201,000. Sivia Capital Partners LLC raised 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 in the last quarter. AXA S.A. lifted its stake in shares of Boeing by 1,225.7% in the 2nd quarter. AXA S.A. now owns 34,655 shares of the aircraft producer’s stock worth $7,261,000 after acquiring an additional 32,041 shares during the period. Ieq Capital LLC lifted its stake in shares of Boeing by 243.8% in the 2nd quarter. Ieq Capital LLC now owns 33,485 shares of the aircraft producer’s stock worth $7,016,000 after acquiring an additional 23,746 shares during the period. Finally, Alliancebernstein L.P. boosted its holdings in shares of 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 acquiring an additional 53,736 shares in the last quarter. Institutional investors own 64.82% of the company’s stock.

Analyst Upgrades and Downgrades

BA has been the topic of a number of research analyst reports. BNP Paribas Exane raised Boeing from an “underperform” rating to an “outperform” rating and lifted their target price for the stock from $230.00 to $300.00 in a report on Monday, August 3rd. Argus upgraded shares of Boeing from a “hold” rating to a “buy” rating and set a $265.00 price objective for the company in a research report on Tuesday, August 11th. The Goldman Sachs Group cut shares of Boeing from a “buy” rating to a “hold” rating in a research note on Tuesday, August 11th. UBS Group began coverage on shares of Boeing in a report on Tuesday, August 11th. They issued a “buy” rating on the stock. Finally, Tigress Financial increased their target price on shares of Boeing from $295.00 to $305.00 and gave the company a “buy” rating in a research note on Thursday, August 6th. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, six have assigned a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat, Boeing currently has a consensus rating of “Moderate Buy” and an average price target of $272.58.

Boeing News Roundup

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Contract negotiations will resume: Boeing and the union representing approximately 17,000 engineers and technical workers agreed to restart negotiations on September 8. Resuming talks could reduce the immediate risk of a work stoppage if the parties reach an agreement. Boeing, engineers union agree to resume contract talks on Sept 8, union says
• Positive Sentiment: 737 production is accelerating: Reports indicate Boeing’s 737 production line is operating at its fastest pace in years. Higher output could support aircraft deliveries, revenue, cash generation and backlog reduction, although investors remain focused on whether Boeing can sustain the pace while maintaining quality. Boeing Is Building 737s Faster Than It Has in Years. But Its Engineers Just Authorized an October Strike.
• Neutral Sentiment: Additional credit capacity improves financial flexibility: Boeing reportedly secured a new $3 billion facility and expanded total credit lines to about $10 billion. The liquidity provides a buffer against production or labor disruptions, but also underscores the company’s need to preserve cash and manage its heavy debt burden. Boeing secures $10B in total credit lines
• Neutral Sentiment: Finance leadership transition: Boeing appointed Ryan L. Shedd as senior vice president and controller, succeeding retiring executive Michael J. Cleary. The planned transition is not expected to materially alter near-term earnings, but financial reporting oversight remains important during Boeing’s recovery. Boeing names Ryan L. Shedd senior vice president and controller
• Negative Sentiment: Strike risk remains the main overhang: Engineers rejected Boeing’s four-year contract proposals by wide margins and authorized a potential strike. Existing contracts expire October 6, creating a risk that a walkout could interrupt engineering, production and certification work just as 737 output is improving. Boeing engineers authorize potential October strike
• Negative Sentiment: Delivery concerns temper the production news: Commentary warns that a faster build rate does not automatically translate into deliveries or cash flow if aircraft remain held for inspections, rework or customer acceptance. This keeps execution and quality-control risks central to the BA investment case. Boeing: Don’t Let the Delivery Drop Fool You

Boeing Stock Performance

BA stock opened at $207.93 on Tuesday. The company has a quick ratio of 0.33, a current ratio of 1.14 and a debt-to-equity ratio of 6.77. The company has a market capitalization of $164.34 billion, a price-to-earnings ratio of 90.01 and a beta of 1.21. The Boeing Company has a 12 month low of $176.77 and a 12 month high of $254.35. The firm has a 50 day moving average of $220.34 and a two-hundred day moving average of $220.95.

Boeing (NYSE:BA) last announced its quarterly earnings results on Tuesday, July 28th. The aircraft producer reported ($0.76) EPS for the quarter, missing the consensus estimate of ($0.34) by ($0.42). Boeing had a net margin of 2.41% and a negative return on equity of 346.82%. The company had revenue of $24.56 billion for the quarter, compared to analyst estimates of $24.26 billion. During the same quarter last year, the business earned ($1.24) EPS. The company’s revenue for the quarter was up 8.0% on a year-over-year basis. As a group, equities analysts anticipate that The Boeing Company will post -0.87 EPS for the current fiscal year.

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.