Uma Amuluru Sells 1,503 Shares of Boeing (NYSE:BA) Stock

The Boeing Company (NYSE:BA) EVP Uma Amuluru sold 1,503 shares of the stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $233.78, for a total transaction of $351,371.34. Following the sale, the executive vice president directly owned 19,015 shares of the company’s stock, valued at approximately $4,445,326.70. This represents a 7.33% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link.

Boeing Price Performance

Boeing stock traded down $1.03 during mid-day trading on Thursday, hitting $229.33. The company’s stock had a trading volume of 4,606,727 shares, compared to its average volume of 7,549,323. The stock has a market capitalization of $180.10 billion, a P/E ratio of 114.10 and a beta of 1.15. The Boeing Company has a twelve month low of $128.88 and a twelve month high of $254.35. The stock’s fifty day moving average price is $234.05 and its two-hundred day moving average price is $219.96. The company has a quick ratio of 0.40, a current ratio of 1.19 and a debt-to-equity ratio of 8.37.

Boeing (NYSE:BA) last released its quarterly earnings data on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share for the quarter, topping the consensus estimate of ($0.40) by $10.32. The company had revenue of $23.95 billion for the quarter, compared to the consensus estimate of $22.41 billion. The business’s revenue was up 57.1% compared to the same quarter last year. During the same period in the prior year, the business earned ($5.90) earnings per share. Research analysts forecast that The Boeing Company will post -2.58 earnings per share for the current year.

Boeing News Summary

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Delivery momentum — two Boeing 737 MAX 8 aircraft were delivered to WestJet via Aviation Capital Group, supporting MAX lease/sales activity and near‑term cash flow for the commercial backlog. Aviation Capital Group Announces the Delivery of Two Boeing 737 MAX 8 Aircraft to WestJet
• Positive Sentiment: Training & product progress — Boeing’s 777‑9 flight training simulators received FAA and EASA qualification, removing a potential operational hurdle for 777‑9 pilot training and supporting aircraft introduction timelines. The Boeing Company’s (BA) 777-9 Flight Training Simulators Receives Qualification Certification
• Neutral Sentiment: Longer‑term market opportunities — industry reports highlight growth in refurbishing, zero‑emission and advanced air mobility markets where Boeing is a named participant; positive for strategic optionality but not an immediate earnings catalyst. Aircraft Refurbishing Industry Forecast Report 2026-2035
• Neutral Sentiment: Analyst context — sector pieces comparing Boeing to peers (e.g., RTX) and post‑earnings commentary help explain valuation debates; useful for investors but reflect opinion rather than new company events. Boeing vs. RTX: Which Defense Stock Offers Better Value in 2026?
• Negative Sentiment: Regulatory hit — the FAA issued an airworthiness directive covering certain 737 MAX models to fix a circuit‑breaker issue that can cause excessive temperatures in the cabin/flight deck; that raises inspection/repair costs and operational disruption risk for airlines and lessors, a clear near‑term negative for MAX fleet utilization and Boeing’s reputation. FAA issues directive to address Boeing 737 circuit breaker issue
• Negative Sentiment: Pentagon audit/AI supply‑chain risk — the DoD has asked Boeing to assess its exposure to Anthropic’s AI models as part of a potential “supply chain risk” review; the inquiry could force vendor changes or program delays in defense AI projects and has already pressured the stock. Pentagon asks Boeing, Lockheed Martin about their exposure to Anthropic, Axios reports
• Negative Sentiment: Regional order scrutiny & legal pressure — reports say new Vietnam orders coincide with heightened FAA scrutiny (the AD noted above), NASA classification of a Starliner mishap and a Supreme Court decision allowing a lawsuit over pilot training to proceed — a confluence that amplifies regulatory and legal risk. Boeing’s Vietnam Orders Confront Mounting Safety And Legal Pressures
• Negative Sentiment: Market reaction & sentiment pieces — multiple headlines note the stock has slid since the earnings beat, highlighting investor caution despite strong quarterly numbers; this suggests sentiment and regulatory headlines are dominating fundamentals right now. Why Is Boeing (BA) Down 4.7% Since Last Earnings Report?

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of the company. Measured Wealth Private Client Group LLC acquired a new position in Boeing in the third quarter worth approximately $25,000. Strive Financial Group LLC bought a new stake in Boeing in the fourth quarter worth approximately $25,000. Ares Financial Consulting LLC acquired a new position in shares of Boeing during the 4th quarter worth $26,000. CrossGen Wealth LLC acquired a new position in shares of Boeing during the 4th quarter worth $26,000. Finally, Strategic Wealth Advisors LLC bought a new position in shares of Boeing during the 4th quarter valued at $27,000. Hedge funds and other institutional investors own 64.82% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms recently commented on BA. Wolfe Research reaffirmed an “outperform” rating on shares of Boeing in a research note on Tuesday, January 27th. BNP Paribas Exane set a $150.00 target price on shares of Boeing in a research note on Tuesday, November 18th. Royal Bank Of Canada raised their target price on Boeing from $265.00 to $275.00 and gave the stock an “outperform” rating in a research report on Wednesday, January 28th. Argus upgraded Boeing to a “hold” rating in a report on Monday, February 2nd. Finally, Morgan Stanley set a $245.00 price target on 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 given a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat, Boeing presently has a consensus rating of “Moderate Buy” and an average target price of $246.14.

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.