Stratos Wealth Advisors LLC grew its stake in shares of The Boeing Company (NYSE:BA – Free Report) by 37.4% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 8,255 shares of the aircraft producer’s stock after acquiring an additional 2,247 shares during the period. Stratos Wealth Advisors LLC’s holdings in Boeing were worth $1,782,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors have also modified their holdings of BA. Alpha Cubed Investments LLC raised its stake in shares of Boeing by 43.3% in the 2nd quarter. Alpha Cubed Investments LLC now owns 3,598 shares of the aircraft producer’s stock valued at $754,000 after acquiring an additional 1,088 shares in the last quarter. SteelPeak Wealth LLC grew its holdings in Boeing by 50.4% during the third quarter. SteelPeak Wealth LLC now owns 26,360 shares of the aircraft producer’s stock valued at $5,689,000 after purchasing an additional 8,833 shares during the last quarter. Vanguard Group Inc. raised its position in shares of Boeing by 1.7% in the second quarter. Vanguard Group Inc. now owns 66,773,360 shares of the aircraft producer’s stock valued at $13,991,022,000 after purchasing an additional 1,118,316 shares during the period. Patton Fund Management Inc. lifted its stake in shares of Boeing by 734.4% in the third 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 last quarter. Finally, Moors & Cabot Inc. boosted its holdings in shares of Boeing by 7.1% during the 2nd quarter. Moors & Cabot Inc. now owns 21,990 shares of the aircraft producer’s stock worth $4,607,000 after buying an additional 1,461 shares during the period. 64.82% of the stock is currently owned by hedge funds and other institutional investors.
Key Stories Impacting Boeing
Here are the key news stories impacting Boeing this week:
- Positive Sentiment: Management says supply‑chain quality has improved “huge[ly]” over the last two years, cutting rework risk and supporting higher throughput and margins as production ramps. Boeing sees significant supply chain quality gains
- Positive Sentiment: Boeing plans to open a fourth 737 MAX assembly line in Everett in mid‑summer — a clear signal management expects to accelerate deliveries to meet backlog and airline demand. Boeing plans to open fourth 737 production line in mid-summer
- Positive Sentiment: Strong operational data: January deliveries were busy (46 jets, including 38 737 MAX and five 787s), reinforcing demand and execution improvements. Boeing opens year with busy January for deliveries and orders
- Positive Sentiment: Boeing won a C‑17 upgrade deal and recorded new 737 MAX orders — additional topline support while market valuation lags peers. Boeing Wins C-17 Upgrade Deal And 737 MAX Order As Valuation Lags
- Positive Sentiment: Short interest dropped ~17% in January to ~13.8M shares (1.8% of float), reducing a potential short‑squeeze overhang and signaling fewer active bearish bets.
- Positive Sentiment: High‑profile endorsement: Jim Cramer listed Boeing as one of his favorites — can spur retail interest and short‑term flows. Boeing’s (BA) One of My Favorites, Says Jim Cramer
- Neutral Sentiment: Analyst/news summaries note January was strong but the stock slipped as investors digest data and re‑rate Boeing ahead of upcoming milestones — implies mixed near‑term sentiment. Boeing Stock (NYSE:BA) Slips Despite a Big January
- Negative Sentiment: Starliner program remains a work in progress; ongoing schedule and performance concerns tied to the crewed space effort have driven headline risk and contributed to recent sell‑offs. This remains the clearest near‑term catalyst for negative moves. “Great Progress”: Boeing Stock (NYSE:BA) Plunges as Starliner Remains a Work in Progress
Boeing Trading Down 2.4%
Boeing (NYSE:BA – Get Free Report) last announced its quarterly earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 EPS for the quarter, topping analysts’ consensus estimates of ($0.40) by $10.32. The business had revenue of $23.95 billion for the quarter, compared to the consensus estimate of $22.41 billion. During the same quarter in the prior year, the business earned ($5.90) EPS. The firm’s revenue for the quarter was up 57.1% on a year-over-year basis. On average, equities research analysts forecast that The Boeing Company will post -2.58 earnings per share for the current fiscal year.
Analyst Upgrades and Downgrades
A number of research analysts have weighed in on BA shares. Susquehanna reissued a “positive” rating and set a $280.00 target price on shares of Boeing in a research report on Thursday, January 15th. Argus upgraded Boeing to a “hold” rating in a research note on Monday, February 2nd. Royal Bank Of Canada raised their target price on Boeing from $265.00 to $275.00 and gave the company an “outperform” rating in a report on Wednesday, January 28th. New Street Research set a $257.00 price target on Boeing in a research report on Tuesday, December 9th. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of Boeing in a research report on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $246.14.
Check Out Our Latest Stock Analysis on BA
Insiders Place Their Bets
In other Boeing news, EVP Uma M. Amuluru sold 2,731 shares of the stock in a transaction on Wednesday, February 4th. The stock was 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 represents a 18.63% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, SVP Dana S. Deasy bought 554 shares of the stock in a transaction dated Monday, November 24th. The stock was purchased at an average cost of $178.88 per share, for a total transaction of $99,099.52. Following the acquisition, the senior vice president owned 28,442 shares in the company, valued at $5,087,704.96. The trade was a 1.99% increase in their position. The disclosure for this purchase is available in the SEC filing. Corporate insiders own 0.09% 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.
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