Vanguard Capital Wealth Advisors Grows Position in The Boeing Company $BA

Vanguard Capital Wealth Advisors lifted its position in The Boeing Company (NYSE:BA) by 92.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 15,337 shares of the aircraft producer’s stock after buying an additional 7,381 shares during the quarter. Boeing comprises approximately 2.7% of Vanguard Capital Wealth Advisors’ holdings, making the stock its 7th largest position. Vanguard Capital Wealth Advisors’ holdings in Boeing were worth $3,330,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of BA. SteelPeak Wealth LLC grew its holdings in Boeing by 50.4% in the 3rd quarter. SteelPeak Wealth LLC now owns 26,360 shares of the aircraft producer’s stock valued at $5,689,000 after buying an additional 8,833 shares during the last quarter. Patton Fund Management Inc. increased its position in Boeing by 734.4% in the 3rd quarter. Patton Fund Management Inc. now owns 10,322 shares of the aircraft producer’s stock worth $2,228,000 after buying an additional 9,085 shares during the period. Fisher Asset Management LLC lifted its holdings in shares of Boeing by 3.3% during the third quarter. Fisher Asset Management LLC now owns 5,505,040 shares of the aircraft producer’s stock worth $1,188,153,000 after buying an additional 177,597 shares during the last quarter. Russell Investments Group Ltd. boosted its position in shares of Boeing by 41.1% in the third quarter. Russell Investments Group Ltd. now owns 223,824 shares of the aircraft producer’s stock valued at $48,316,000 after acquiring an additional 65,216 shares during the period. Finally, Farther Finance Advisors LLC grew its stake in shares of Boeing by 47.7% in the third quarter. Farther Finance Advisors LLC now owns 18,477 shares of the aircraft producer’s stock worth $3,988,000 after acquiring an additional 5,966 shares during the last quarter. 64.82% of the stock is owned by institutional investors.

Boeing News Roundup

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Artemis launch success boosts Boeing’s space credibility and backlog — NASA’s Space Launch System core stage built by Boeing powered the first crewed Artemis mission, highlighting Boeing’s role on Artemis III–V and reinforcing long-term revenue visibility in deep?space programs. Boeing (BA) Is Up 7.1% After Artemis SLS Success And PAC-3 Deal Pivot – Has The Bull Case Changed?
• Positive Sentiment: Pentagon missile deal materially boosts defense revenue prospects — the U.S. announced a seven?year framework to triple PAC?3 MSE seeker production capacity with Boeing and Lockheed, providing multi?year, high?margin defense work and more stable cash flow. Boeing, Lockheed Martin to boost production of PAC-3 MSE seekers, Pentagon says
• Positive Sentiment: Street support from Wells Fargo may attract flows — Wells Fargo initiated coverage with an “overweight”/$250 target, signalling institutional conviction and providing a catalyst for buyers looking for analyst?driven momentum. Wells Fargo initiates coverage of Boeing (BA) with overweight recommendation
• Neutral Sentiment: Analyst consensus is mildly constructive — Marketbeat/DefenseWorld reports a “Moderate Buy” consensus (16 buys, 5 holds, 2 sells) which supports the rally but reflects mixed views on near?term execution and valuation. The Boeing Company (NYSE:BA) Receives Consensus Rating of “Moderate Buy” from Analysts
• Neutral Sentiment: Price?target repricing keeps upside but trims expectations — Citigroup cut its target from $290 to $256 while retaining a buy, which narrows upside but still leaves room for gains on positive execution. Benzinga coverage on Citigroup price target change
• Negative Sentiment: Safety and certification concerns still cloud the commercial outlook — recent coverage highlights a string of safety/quality issues that could drive certification delays and higher costs, limiting free?cash?flow recovery and pressuring multiples. Boeing Has Experienced a Rash of Safety Issues. Can the Company Reassure Investors That the Stock Is a Buy in 2026?
• Negative Sentiment: Commercial production bottlenecks persist — reports of slowed Spirit fuselage rail deliveries and 737 output trailing targets underline ongoing supply?chain and production risks that could delay deliveries and revenue recognition. Boeing 737 fuselage rail deliveries from Spirit appear to slow in March

Boeing Stock Up 0.5%

Shares of BA stock opened at $208.42 on Friday. The Boeing Company has a one year low of $128.88 and a one 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. The stock has a fifty day moving average price of $224.03 and a 200 day moving average price of $216.47. The stock has a market cap of $163.68 billion, a P/E ratio of 103.69 and a beta of 1.13.

Boeing (NYSE:BA) last announced its quarterly earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.40) by $10.32. The business had revenue of $23.95 billion during the quarter, compared to the consensus estimate of $22.41 billion. During the same period last year, the firm earned ($5.90) EPS. The company’s quarterly revenue was up 57.1% compared to the same quarter last year. Analysts predict that The Boeing Company will post -2.58 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on BA shares. 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. Argus upgraded shares of Boeing to a “hold” rating in a research report on Monday, February 2nd. The Goldman Sachs Group restated a “buy” rating on shares of Boeing in a report on Tuesday, December 9th. Wolfe Research reaffirmed an “outperform” rating on shares of Boeing in a research report on Tuesday, January 27th. Finally, JPMorgan Chase & Co. lifted their target price on Boeing from $245.00 to $270.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 28th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $252.48.

Insider Buying and Selling at Boeing

In other Boeing news, SVP Ann M. Schmidt sold 6,281 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $243.37, for a total transaction of $1,528,606.97. Following the completion of the transaction, the senior vice president owned 13,978 shares in the company, valued at $3,401,825.86. This trade represents a 31.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Howard E. Mckenzie sold 10,497 shares of Boeing stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $233.99, for a total value of $2,456,193.03. Following the sale, the executive vice president directly owned 14,692 shares in the company, valued at $3,437,781.08. The trade was a 41.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 21,012 shares of company stock worth $4,980,687. Insiders own 0.10% of the company’s stock.

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.