Gamco Investors INC. ET AL Cuts Stock Position in The Boeing Company $BA

Gamco Investors INC. ET AL lessened its position in shares of The Boeing Company (NYSE:BA) by 7.7% in the 3rd quarter, HoldingsChannel reports. The fund owned 99,025 shares of the aircraft producer’s stock after selling 8,268 shares during the period. Gamco Investors INC. ET AL’s holdings in Boeing were worth $21,373,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently bought and sold shares of BA. Reyes Financial Architecture Inc. purchased a new position in Boeing in the third quarter worth $32,000. Davis Capital Management purchased a new stake in shares of Boeing during the 3rd quarter valued at $33,000. Howard Hughes Medical Institute purchased a new stake in shares of Boeing during the 2nd quarter valued at $34,000. Centerpoint Advisors LLC boosted its position in shares of Boeing by 62.4% in the 3rd quarter. Centerpoint Advisors LLC now owns 164 shares of the aircraft producer’s stock worth $35,000 after purchasing an additional 63 shares in the last quarter. Finally, Decker Retirement Planning Inc. purchased a new position in Boeing during the 2nd quarter worth $35,000. Hedge funds and other institutional investors own 64.82% of the company’s stock.

Insider Transactions at Boeing

In other Boeing news, EVP Howard E. Mckenzie sold 10,497 shares of Boeing stock in a transaction that occurred on 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 completion of the sale, the executive vice president directly owned 14,692 shares in the company, valued at approximately $3,437,781.08. The trade was a 41.67% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, SVP Ann M. Schmidt sold 6,281 shares of the company’s stock in a transaction 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 completion of the sale, the senior vice president directly owned 13,978 shares in the company, valued at $3,401,825.86. This trade represents a 31.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 21,012 shares of company stock worth $4,980,687 in the last ninety days. Corporate insiders own 0.09% of the company’s stock.

Boeing Stock Performance

Shares of BA opened at $231.12 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 stock has a 50-day moving average of $235.70 and a two-hundred day moving average of $219.77. The stock has a market cap of $181.51 billion, a P/E ratio of 114.99 and a beta of 1.14. The Boeing Company has a one year low of $128.88 and a one year high of $254.35.

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, beating analysts’ consensus estimates of ($0.40) by $10.32. The firm had revenue of $23.95 billion during the quarter, compared to analyst estimates of $22.41 billion. During the same period in the prior year, the company posted ($5.90) earnings per share. The firm’s revenue for the quarter was up 57.1% on a year-over-year basis. As a group, research analysts predict that The Boeing Company will post -2.58 EPS for the current year.

Wall Street Analyst Weigh In

BA has been the topic of several recent analyst reports. Zacks Research raised Boeing from a “strong sell” rating to a “hold” rating in a research report on Tuesday, December 2nd. JPMorgan Chase & Co. raised their price target on Boeing from $245.00 to $270.00 and gave the stock an “overweight” rating in a report on Wednesday, January 28th. UBS Group upped their price objective on shares of Boeing from $275.00 to $285.00 and gave the company a “buy” rating in a report on Wednesday, January 28th. New Street Research set a $257.00 price objective on shares of Boeing in a research report on Tuesday, December 9th. Finally, Vertical Research reiterated a “buy” rating and issued a $281.00 target price on shares of Boeing in a research note on Tuesday, January 27th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, five have assigned a Hold rating and three have given a Sell rating to the company. 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 News Roundup

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Reports say Boeing is closing in on a ~500‑aircraft 737 MAX deal with China, potentially one of the company’s largest orders and a major commercial backlog boost. Boeing close to 500-Jet Order with Trump-Xi Summit, Bloomberg News reports
• Positive Sentiment: After a White House meeting, President Trump said defense CEOs agreed to sharply accelerate production of advanced weaponry — a development that raises near‑term defense revenue expectations for major contractors including Boeing. Trump says defense CEOs agree to quadruple production of `Exquisite Class’ weaponry
• Positive Sentiment: Pentagon moves to secure funds and accelerate munitions production amid Middle East tensions — a potential near‑term tailwind for Boeing’s defense business. Pentagon Races to Secure Money for Iran Operations, Munitions
• Positive Sentiment: Insider buying: Boeing director Mortimer J. Buckley purchased ~2,230 shares (~$500k), a visible signal of insider confidence that can support sentiment. Boeing (NYSE:BA) Director Purchases $499,966.00 in Stock
• Positive Sentiment: Analyst/investor commentary (Gabelli, sector write‑ups) highlights Boeing as a beneficiary of a multi‑year defense buildout, supporting longer‑term conviction. Gabelli Likes Lockheed, RTX, Boeing — and a Small Supplier You’ve Never Heard Of
• Neutral Sentiment: Corporate outreach/PR items such as Boeing’s partnership with Jimma University and conference appearances are positive for brand but have limited near‑term P&L impact. Boeing and Jimma University partner
• Negative Sentiment: NASA shifted a key moon‑mission rocket component to United Launch Alliance after helium flow issues and updated timelines — a setback that adds pressure to Boeing’s space program credibility and revenue timing. NASA Updates Moon Mission Timeline
• Negative Sentiment: NASA labeled Starliner a Type A mishap and flagged governance/culture failings — this raises program risk, potential penalties, and continued investor scrutiny. NASA’s Starliner Mishap Findings
• Negative Sentiment: Coverage of commercial delivery weakness at Boeing and Airbus underscores execution risks that could weigh on near‑term revenue visibility. Deliveries Weakness Analysis
• Negative Sentiment: Regional environmental/legal headlines (lawsuit over hazardous substances in the Lower Duwamish) add a potential liability headline that could distract investors. Hazardous Substances Lawsuit

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.