Verus Capital Partners LLC Has $2.71 Million Stock Position in The Boeing Company $BA

Verus Capital Partners LLC reduced its stake in The Boeing Company (NYSE:BA) by 25.7% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 13,589 shares of the aircraft producer’s stock after selling 4,704 shares during the period. Verus Capital Partners LLC’s holdings in Boeing were worth $2,705,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Princeton Capital Management LLC increased its stake in shares of Boeing by 78.3% in the 4th quarter. Princeton Capital Management LLC now owns 12,249 shares of the aircraft producer’s stock valued at $2,660,000 after acquiring an additional 5,381 shares during the last quarter. Rakuten Investment Management Inc. raised its position in shares of Boeing by 502.3% in the 4th quarter. Rakuten Investment Management Inc. now owns 103,099 shares of the aircraft producer’s stock valued at $22,398,000 after acquiring an additional 85,982 shares during the period. Louisiana State Employees Retirement System acquired a new stake in shares of Boeing in the 1st quarter valued at approximately $7,961,000. Patriot Financial Group Insurance Agency LLC boosted its stake in Boeing by 103.8% during the 1st quarter. Patriot Financial Group Insurance Agency LLC now owns 11,240 shares of the aircraft producer’s stock worth $2,237,000 after acquiring an additional 5,726 shares during the last quarter. Finally, MH & Associates Securities Management Corp ADV bought a new position in Boeing during the 4th quarter worth approximately $2,408,000. 64.82% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting 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

Boeing Stock Performance

BA opened at $216.64 on Friday. The business’s 50-day moving average price is $219.14 and its two-hundred day moving average price is $223.92. The Boeing Company has a 1 year low of $176.77 and a 1 year high of $254.35. The company has a market capitalization of $171.23 billion, a price-to-earnings ratio of 93.78 and a beta of 1.21. The company has a debt-to-equity ratio of 6.77, a current ratio of 1.14 and a quick ratio of 0.35.

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

Analyst Upgrades and Downgrades

BA has been the subject of a number of analyst reports. Morgan Stanley boosted their price objective on shares of Boeing from $245.00 to $250.00 and gave the company an “equal weight” rating in a report on Thursday, April 23rd. JPMorgan Chase & Co. increased their target price on shares of Boeing from $270.00 to $290.00 and gave the stock an “overweight” rating in a report on Wednesday. Weiss Ratings reissued a “sell (d+)” rating on shares of Boeing in a research report on Tuesday, July 21st. Tigress Financial boosted their price target on shares of Boeing from $290.00 to $295.00 and gave the company a “buy” rating in a report on Wednesday, April 29th. Finally, Btg Pactual set a $260.00 price objective on shares of Boeing in a research report on Tuesday, July 14th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating, four have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $264.11.

Insider Transactions at Boeing

In other news, Director Bradley D. Tilden purchased 1,370 shares of Boeing stock in a transaction on Wednesday, May 20th. The stock was purchased at an average price of $218.50 per share, with a total value of $299,345.00. Following the transaction, the director directly owned 1,370 shares in the company, valued at $299,345. The trade was a ? increase in their position. The acquisition was disclosed in a document filed with the SEC, which can be accessed through this link. Corporate 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.