The Boeing Company $BA Shares Purchased by Orion Porfolio Solutions LLC

Orion Porfolio Solutions LLC grew its holdings in shares of The Boeing Company (NYSE:BA) by 5.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 56,468 shares of the aircraft producer’s stock after purchasing an additional 2,984 shares during the quarter. Orion Porfolio Solutions LLC’s holdings in Boeing were worth $12,188,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Reyes Financial Architecture Inc. acquired a new stake in Boeing in the 3rd quarter valued at about $32,000. Davis Capital Management acquired a new stake in shares of Boeing in the third quarter valued at approximately $33,000. Howard Hughes Medical Institute purchased a new position in Boeing during the second quarter worth approximately $34,000. Decker Retirement Planning Inc. acquired a new position in Boeing during the second quarter worth $35,000. Finally, Centerpoint Advisors LLC boosted its stake in Boeing by 62.4% during the third quarter. Centerpoint Advisors LLC now owns 164 shares of the aircraft producer’s stock worth $35,000 after buying an additional 63 shares during the last quarter. 64.82% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, EVP Uma M. Amuluru sold 2,731 shares of the company’s stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $236.00, for a total value of $644,516.00. Following the completion of the transaction, the executive vice president directly owned 11,925 shares of the company’s stock, valued at $2,814,300. This represents a 18.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Mortimer J. Buckley acquired 2,230 shares of the business’s stock in a transaction on Tuesday, March 3rd. The shares were bought at an average cost of $224.20 per share, for a total transaction of $499,966.00. Following the acquisition, the director owned 4,430 shares of the company’s stock, valued at $993,206. This represents a 101.36% increase in their position. The disclosure for this purchase is available in the SEC filing. In the last 90 days, insiders sold 21,012 shares of company stock valued at $4,980,687. 0.09% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on BA shares. UBS Group lifted their price target on Boeing from $275.00 to $285.00 and gave the stock a “buy” rating in a report on Wednesday, January 28th. BNP Paribas Exane set a $150.00 price objective on shares of Boeing in a research report on Tuesday, November 18th. Morgan Stanley set a $245.00 target price on shares of Boeing in a report on Wednesday, January 28th. Citigroup restated a “buy” rating on shares of Boeing in a report on Thursday, February 5th. Finally, Weiss Ratings raised shares of Boeing from a “sell (d-)” rating to a “hold (c-)” rating in a research report on Wednesday, February 4th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have issued a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $246.14.

Boeing Stock Down 2.3%

Shares of BA opened at $222.01 on Friday. The company has a debt-to-equity ratio of 8.37, a quick ratio of 0.40 and a current ratio of 1.19. The Boeing Company has a 1 year low of $128.88 and a 1 year high of $254.35. The stock has a market capitalization of $174.36 billion, a PE ratio of 110.45 and a beta of 1.14. The company’s 50-day simple moving average is $235.41 and its 200-day simple moving average is $219.82.

Boeing (NYSE:BA) last announced its quarterly earnings data 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 company had revenue of $23.95 billion for the quarter, compared to analyst estimates of $22.41 billion. The business’s quarterly revenue was up 57.1% compared to the same quarter last year. During the same period in the prior year, the firm posted ($5.90) earnings per share. Analysts forecast that The Boeing Company will post -2.58 earnings per share for the current fiscal year.

Boeing News Roundup

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Insider buying: Director Mortimer J. Buckley purchased 2,230 BA shares (~$224.20 avg), signaling management confidence and providing a modest governance-positive signal to the market. Insider filing
• Positive Sentiment: Defense revenue support: Boeing won a $166.84M Navy contract for P-8A systems engineering and modernization — steady, recurring defense work that helps offset commercial cyclicality. The Boeing Company (BA) is Awarded a $166.84M Navy Contract
• Positive Sentiment: Commercial order momentum: Reports show Boeing rebounded in orders and secured multi‑billion sales to Vietnamese carriers, helping revive the commercial recovery narrative versus Airbus. That supports long‑term revenue visibility. Boeing Order Rebound And Vietnam Deals Revive Commercial Recovery Story
• Positive Sentiment: Analyst/industry interest: Noted value investors (e.g., Mario Gabelli) and some commentators cite Boeing as a defense/industrial play, supporting longer‑term investor demand. Gabelli Likes Lockheed, RTX, Boeing — and a Small Supplier You’ve Never Heard Of
• Neutral Sentiment: Investor communications: CFO Jay Malave will speak at the BofA Industrials conference (March 17), offering a near-term forum for management to update investors on cashflow, margins and program timelines. Boeing CFO Jay Malave to Speak at Bank of America Global Industrials Conference
• Neutral Sentiment: Media/retail attention: Jim Cramer and Zacks coverage keep BA in the retail spotlight, which can amplify intraday moves but is not a fundamental driver by itself. Jim Cramer on Boeing: “It’s The Right Stock, Right Time”
• Neutral Sentiment: Partnership/PR: Boeing’s tie-up with Jimma University is a positive for education/outreach but is unlikely to move near‑term revenue. Boeing and Jimma University partner
• Negative Sentiment: Delivery/demand concerns: Analysis from Seeking Alpha highlights delivery weakness at Boeing and Airbus, raising questions about production bottlenecks or softer airline demand — a direct negative for near‑term commercial revenue. Boeing And Airbus Deliveries Weakness Show Critical Challenge
• Negative Sentiment: NASA/space program setbacks: NASA shifted a moon-mission rocket subcontract to ULA and is reportedly canceling part of a $3.2B award, while Starliner mishap findings have intensified governance concerns — both weaken investor confidence in Boeing’s crewed-space business. NASA Updates Moon Mission Timeline, Taps Alliance For Key Rocket Part NASA’s Starliner Mishap Findings Deepen the Governance And Culture Story
• Negative Sentiment: Geopolitical/travel disruption: Escalating violence in Mexico and the Middle East is cited as a drag on industry sentiment and travel demand, pressuring airline stocks and suppliers like Boeing in the near term. Boeing Stock Is Dipping Today: What’s Going On?

Boeing 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.