MH & Associates Securities Management Corp ADV bought a new position in shares of The Boeing Company (NYSE:BA – Free Report) in the 4th quarter, Holdings Channel reports. The fund bought 11,089 shares of the aircraft producer’s stock, valued at approximately $2,408,000. Boeing accounts for 2.0% of MH & Associates Securities Management Corp ADV’s portfolio, making the stock its 24th largest position.
Several other large investors have also added to or reduced their stakes in BA. Revolve Wealth Partners LLC acquired a new stake in Boeing during the fourth quarter worth approximately $201,000. Sivia Capital Partners LLC grew its stake in Boeing by 16.5% during the second quarter. Sivia Capital Partners LLC now owns 1,529 shares of the aircraft producer’s stock worth $320,000 after purchasing an additional 217 shares during the period. CoreFirst Bank & Trust acquired a new stake in Boeing during the second quarter worth approximately $80,000. Lombard Odier Asset Management USA Corp acquired a new stake in Boeing in the second quarter worth $265,000. Finally, AXA S.A. grew its holdings in Boeing by 1,225.7% in the second quarter. AXA S.A. now owns 34,655 shares of the aircraft producer’s stock worth $7,261,000 after purchasing an additional 32,041 shares during the period. Institutional investors and hedge funds own 64.82% of the company’s stock.
Wall Street Analysts Forecast Growth
A number of equities research analysts have commented on the stock. Morgan Stanley set a $245.00 price target on shares of Boeing in a report on Wednesday, January 28th. Wolfe Research restated an “outperform” rating on shares of Boeing in a report on Tuesday, January 27th. Citigroup reduced their price target on shares of Boeing from $290.00 to $256.00 and set a “buy” rating for the company in a report on Thursday, April 2nd. TD Cowen restated a “buy” rating on shares of Boeing in a report on Wednesday, January 28th. Finally, Jefferies Financial Group reissued a “buy” rating on shares of Boeing in a research note on Wednesday, March 4th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $252.48.
Boeing Trading Up 3.8%
Shares of Boeing stock opened at $217.93 on Thursday. The stock has a market capitalization of $171.15 billion, a PE ratio of 108.42 and a beta of 1.13. The stock has a 50 day moving average price of $221.26 and a two-hundred day moving average price of $216.39. The Boeing Company has a 52 week low of $137.94 and a 52 week high of $254.35. The company has a debt-to-equity ratio of 8.37, a quick ratio of 0.40 and a current ratio of 1.19.
Boeing (NYSE:BA – Get Free Report) last issued its quarterly earnings data 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 business had revenue of $23.95 billion for the quarter, compared to analyst estimates of $22.41 billion. The firm’s quarterly revenue was up 57.1% compared to the same quarter last year. During the same quarter in the prior year, the business earned ($5.90) earnings per share. As a group, equities analysts anticipate that The Boeing Company will post -2.58 earnings per share for the current fiscal year.
Insider Buying and Selling at Boeing
In other news, EVP Uma M. Amuluru sold 2,731 shares of Boeing stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $236.00, for a total transaction of $644,516.00. Following the completion of the transaction, the executive vice president directly owned 11,925 shares in the company, valued at $2,814,300. This trade represents a 18.63% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Mortimer J. Buckley acquired 2,230 shares of Boeing stock in a transaction dated Tuesday, March 3rd. The shares were acquired at an average price of $224.20 per share, with a total value of $499,966.00. Following the completion of the acquisition, the director directly owned 4,430 shares of the company’s stock, valued at approximately $993,206. The trade was a 101.36% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have sold 21,012 shares of company stock valued at $4,980,687 over the last three months. Corporate insiders own 0.10% of the company’s stock.
Key Boeing News
Here are the key news stories impacting Boeing this week:
- Positive Sentiment: Boeing won a multi?year PAC?3 missile defense production deal with the U.S. Department of War — a seven?year contract to ramp seeker production that strengthens Boeing’s defense revenue visibility. Article Title
- Positive Sentiment: A White House proposal for a much larger defense budget (reported as a potential boost to defense-related ETFs) suggests a favorable spending backdrop if Congress follows through — a tailwind for Boeing’s defense business. Article Title
- Positive Sentiment: Markets rallied on a temporary U.S.–Iran ceasefire, lifting commercial aerospace names (GE Aerospace jumped); easing geopolitical risk can support airline demand and delivery/redelivery sentiment for Boeing. Article Title
- Positive Sentiment: Analysts remain broadly constructive: some firms trimmed price targets but kept buy ratings, signaling continued Wall Street support despite near?term volatility. Article Title
- Positive Sentiment: Commentary suggests China and Iran developments could become catalysts for orders or deliveries — a potential upside trigger if geopolitical or regulatory barriers ease. Article Title
- Neutral Sentiment: Boeing recently outperformed the broader market in a trading session, reflecting short?term momentum rather than a clear trend change. Article Title
- Negative Sentiment: Investors remain wary: BA is down materially since earnings, and commentary questions whether the market is pricing in a lasting turnaround risk versus creating a buying opportunity — signaling persistent skepticism about operational stability. Article Title
- Negative Sentiment: Strategic headwind: analysts and coverage note Boeing still must fund and develop a new narrow?body aircraft — a necessary but expensive program that poses long?term execution and capital risks. Article Title
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.
See Also
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