Optiver Holding B.V. Acquires Shares of 2,226 The Boeing Company $BA

Optiver Holding B.V. acquired a new position in shares of The Boeing Company (NYSE:BA) during the 3rd quarter, HoldingsChannel.com reports. The institutional investor acquired 2,226 shares of the aircraft producer’s stock, valued at approximately $480,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Davis Capital Management purchased a new position in Boeing during the 3rd quarter worth approximately $33,000. Howard Hughes Medical Institute acquired a new stake in shares of Boeing in the second quarter valued at approximately $34,000. Decker Retirement Planning Inc. purchased a new position in shares of Boeing during the second quarter worth approximately $35,000. Centerpoint Advisors LLC increased its holdings in shares of Boeing by 62.4% in the 3rd quarter. Centerpoint Advisors LLC now owns 164 shares of the aircraft producer’s stock valued at $35,000 after acquiring an additional 63 shares during the period. Finally, Legacy Investment Solutions LLC purchased a new stake in Boeing in the 2nd quarter valued at $39,000. Institutional investors and hedge funds own 64.82% of the company’s stock.

More Boeing News

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Large F‑15EX production plan supports Boeing’s defense backlog and near‑term cash flow, a structural positive for BA’s defense revenue despite short‑term share weakness. Boeing Stock Slides Despite Huge New F-15EX Production Plan
• Positive Sentiment: 777‑9 flight‑training simulators received FAA and EASA qualification, advancing a revenue and services stream tied to widebody training and aftermarket support. 777-9 Flight Training Simulators Receives Qualification Certification
• Positive Sentiment: Announcements around integrating AI into space‑grade hardware signal new technology wins that could expand Boeing’s TAM in aerospace systems and services. Boeing Brings AI to Space-Grade Hardware
• Neutral Sentiment: Media commentary and analyst attention (including mentions on shows like Jim Cramer) can boost sentiment but are unlikely to change fundamentals on their own. Jim Cramer Discusses Boeing’s Defense Production
• Negative Sentiment: The Pentagon has asked Boeing to detail its exposure to Anthropic’s Claude AI as part of a potential “supply‑chain risk” assessment — a move that could force costly vendor changes, slow AI deployments in defense programs, and create near‑term uncertainty around classified contracts that rely on third‑party models. Pentagon Asks Boeing, Lockheed Martin About Exposure to Anthropic Lockheed and Boeing Audited by Defense Department Over Anthropic
• Negative Sentiment: The FAA issued an airworthiness directive for certain 737 MAX 8 and 8200 series airplanes to address a circuit‑breaker issue that can cause excessive cabin/flight‑deck temperatures — this raises potential compliance costs, grounding risk for affected aircraft, and near‑term operational scrutiny. FAA Issues Directive to Address Boeing 737 Circuit Breaker Issue

Wall Street Analysts Forecast Growth

BA has been the topic of several research reports. Tigress Financial reissued a “buy” rating and set a $275.00 price objective on shares of Boeing in a research report on Monday, December 29th. Jefferies Financial Group raised their price target on Boeing from $290.00 to $295.00 and gave the stock a “buy” rating in a report on Sunday, February 1st. UBS Group upped their price objective on Boeing from $275.00 to $285.00 and gave the company a “buy” rating in a research note on Wednesday, January 28th. Loop Capital set a $223.00 target price on Boeing in a report on Monday, November 3rd. Finally, The Goldman Sachs Group reaffirmed a “buy” rating on shares of Boeing in a report on Tuesday, December 9th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, five have given a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $246.14.

Insider Transactions at Boeing

In other Boeing news, EVP Howard E. Mckenzie sold 10,497 shares of the company’s stock in a transaction dated Thursday, February 5th. The shares were sold at an average price of $233.99, for a total transaction of $2,456,193.03. Following the transaction, the executive vice president directly owned 14,692 shares in the company, valued at approximately $3,437,781.08. This represents a 41.67% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, SVP Ann M. Schmidt sold 6,281 shares of Boeing stock in a transaction that occurred on 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 sale, the senior vice president owned 13,978 shares of the company’s stock, valued at approximately $3,401,825.86. The trade was a 31.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 19,509 shares of company stock valued at $4,629,316 in the last ninety days. 0.09% of the stock is currently owned by company insiders.

Boeing Stock Down 1.3%

BA opened at $230.29 on Thursday. 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 Boeing Company has a 12 month low of $128.88 and a 12 month high of $254.35. The stock has a market capitalization of $180.86 billion, a P/E ratio of 114.57 and a beta of 1.15. The business has a 50 day simple moving average of $234.05 and a 200-day simple moving average of $219.96.

Boeing (NYSE:BA) last announced its quarterly earnings data on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share 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 analyst estimates of $22.41 billion. During the same period in the prior year, the company earned ($5.90) EPS. The company’s revenue was up 57.1% on a year-over-year basis. On average, equities analysts anticipate that The Boeing Company will post -2.58 earnings per share for the current fiscal 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.