Phoenix Financial Ltd. Lowers Stock Holdings in The Boeing Company $BA

Phoenix Financial Ltd. reduced its holdings in The Boeing Company (NYSE:BA) by 27.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 30,768 shares of the aircraft producer’s stock after selling 11,666 shares during the period. Phoenix Financial Ltd.’s holdings in Boeing were worth $6,641,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in BA. KPP Advisory Services LLC boosted its stake in shares of Boeing by 9.8% in the third quarter. KPP Advisory Services LLC now owns 1,680 shares of the aircraft producer’s stock worth $363,000 after acquiring an additional 150 shares during the last quarter. Bank of Jackson Hole Trust lifted its holdings in Boeing by 10.9% in the 3rd quarter. Bank of Jackson Hole Trust now owns 846 shares of the aircraft producer’s stock valued at $183,000 after purchasing an additional 83 shares in the last quarter. Fortis Capital Advisors LLC boosted its stake in Boeing by 23.0% during the 3rd quarter. Fortis Capital Advisors LLC now owns 4,522 shares of the aircraft producer’s stock worth $976,000 after purchasing an additional 845 shares during the last quarter. CFS Investment Advisory Services LLC boosted its stake in Boeing by 6.6% during the 3rd quarter. CFS Investment Advisory Services LLC now owns 2,480 shares of the aircraft producer’s stock worth $549,000 after purchasing an additional 154 shares during the last quarter. Finally, B. Riley Wealth Advisors Inc. grew its holdings in shares of Boeing by 63.5% during the third quarter. B. Riley Wealth Advisors Inc. now owns 31,757 shares of the aircraft producer’s stock worth $6,854,000 after buying an additional 12,335 shares in the last quarter. 64.82% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Boeing

In related news, SVP Dana S. Deasy purchased 554 shares of Boeing stock in a transaction dated Monday, November 24th. The shares were acquired at an average cost of $178.88 per share, with a total value of $99,099.52. Following the purchase, the senior vice president owned 28,442 shares of the company’s stock, valued at approximately $5,087,704.96. The trade was a 1.99% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Uma M. Amuluru sold 1,366 shares of the company’s stock in a transaction that occurred on Thursday, November 6th. The stock was sold at an average price of $197.66, for a total transaction of $270,003.56. Following the completion of the transaction, the executive vice president owned 14,656 shares in the company, valued at approximately $2,896,904.96. This represents a 8.53% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.09% of the company’s stock.

Key Boeing News

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: CNBC notes Boeing could post its first annual profit since 2018 and delivered ~600 jets in 2025 (vs. 348 prior year), a concrete sign demand and execution are improving. Boeing is set to report earnings before the bell. Here’s what Wall Street expects
• Positive Sentiment: Multiple outlets highlight Boeing’s plans to raise 737 production and a path to better free cash flow over the coming years — a key driver of longer-term valuation and investor confidence. Boeing 737 production increase plans likely to overshadow expected fourth-quarter loss
• Positive Sentiment: Wall Street forecasters and some analysts have raised or refreshed expectations ahead of Q4, narrowing downside risk if Boeing shows delivery momentum and supply-chain improvement. Top Wall Street Forecasters Revamp Boeing Expectations Ahead Of Q4 Earnings
• Positive Sentiment: Prominent commentators like Jim Cramer have reiterated bullish views, arguing the recent share run and operational improvements justify holding the stock into the earnings catalyst. Jim Cramer Says “This Is the Year One of a Multi-Year Turn in the Stock of Boeing”
• Neutral Sentiment: Broad earnings previews and analyst notes (TalkMarkets, Seeking Alpha, MSN) emphasize key metrics to watch — deliveries, production rates, margin trends and cash flow — but show a split in consensus on whether Q4 will be profitable. Here’s What Wall St. Experts Are Saying About Boeing Ahead Of Earnings
• Neutral Sentiment: Airlines’ operational notes — e.g., Air Lease delivery and Ryanair citing faster Boeing deliveries — validate demand but are incremental confirmations rather than game-changers. Boeing Q4 earnings on deck: What to expect
• Negative Sentiment: Regulatory/safety cloud: a report flagged lavatories as a “dangerous design defect,” creating the potential for reputational, inspection or remediation costs if regulators pursue it further. Boeing Stock (NYSE:BA) Loses Ground, Lavatories Declared “Dangerous Design Defect”
• Negative Sentiment: Consensus still expects a Q4 loss in some models; headlines caution that production-rate news could “overshadow” near-term results if Boeing reports another quarterly loss or weaker-than-expected margins. That near-term earnings risk likely explains part of the downward move. Boeing 737 production increase plans likely to overshadow expected fourth-quarter loss

Wall Street Analysts Forecast Growth

BA has been the topic of a number of recent research reports. Tigress Financial restated a “buy” rating and set a $275.00 price target on shares of Boeing in a research report on Monday, December 29th. Deutsche Bank Aktiengesellschaft cut Boeing from a “buy” rating to a “hold” rating and set a $240.00 target price on the stock. in a report on Thursday, October 30th. Susquehanna reaffirmed a “positive” rating and issued a $280.00 price target on shares of Boeing in a report on Thursday, January 15th. Loop Capital set a $223.00 price objective on Boeing in a research note on Monday, November 3rd. Finally, Zacks Research raised Boeing from a “strong sell” rating to a “hold” rating in a research note on Tuesday, December 2nd. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have issued a Hold rating and four have issued a Sell rating to the company. Based on data from MarketBeat, Boeing has a consensus rating of “Moderate Buy” and an average price target of $241.26.

Boeing Stock Performance

Shares of Boeing stock opened at $248.87 on Tuesday. The stock has a 50 day moving average of $215.22 and a 200 day moving average of $218.45. The firm has a market capitalization of $189.16 billion, a price-to-earnings ratio of -18.19, a PEG ratio of 7.18 and a beta of 1.16. The Boeing Company has a fifty-two week low of $128.88 and a fifty-two week high of $254.14.

Boeing (NYSE:BA) last announced its quarterly earnings results on Tuesday, January 27th. The aircraft producer reported ($1.91) EPS for the quarter, missing the consensus estimate of ($0.37) by ($1.54). Analysts forecast that The Boeing Company will post -2.58 EPS for the current year.

Boeing Company 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.