CIBC Private Wealth Group LLC Grows Holdings in The Boeing Company $BA

CIBC Private Wealth Group LLC boosted its position in shares of The Boeing Company (NYSE:BA) by 463.0% during the third quarter, Holdings Channel.com reports. The fund owned 259,573 shares of the aircraft producer’s stock after acquiring an additional 213,468 shares during the quarter. CIBC Private Wealth Group LLC’s holdings in Boeing were worth $56,024,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also added to or reduced their stakes in the company. Measured Wealth Private Client Group LLC purchased a new stake in shares of Boeing in the third quarter worth $25,000. Reyes Financial Architecture Inc. purchased a new position in shares of Boeing during the 3rd quarter valued at $32,000. Davis Capital Management bought a new position in Boeing in the 3rd quarter worth $33,000. Howard Hughes Medical Institute bought a new position in Boeing in the 2nd quarter worth $34,000. Finally, Centerpoint Advisors LLC increased its stake in 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 buying an additional 63 shares in the last quarter. Hedge funds and other institutional investors own 64.82% of the company’s stock.

Insider Activity

In other news, EVP Howard E. Mckenzie sold 10,497 shares of the firm’s stock in a transaction dated Thursday, February 5th. The shares were sold at an average price of $233.99, for a total value of $2,456,193.03. Following the completion of the sale, the executive vice president owned 14,692 shares in the company, valued at approximately $3,437,781.08. This trade represents a 41.67% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Ann M. Schmidt sold 6,281 shares of Boeing stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $243.37, for a total transaction of $1,528,606.97. Following the transaction, the senior vice president directly owned 13,978 shares of the company’s stock, valued at approximately $3,401,825.86. This represents a 31.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 21,012 shares of company stock worth $4,980,687. 0.10% of the stock is currently owned by insiders.

Trending Headlines about Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: FAA cleared Boeing to advance 777‑9/777X certification testing into the next/fourth phase — progress on the long‑delayed widebody supports future revenue and order conversions. Article Title
• Positive Sentiment: Boeing secured a $489.31M contract from the U.S. Naval Air Systems Command, adding near‑term defense revenue and strengthening Pentagon backlog. Article Title
• Neutral Sentiment: BofA analyst said production ramps and defense tailwinds look steady, but flagged near‑term margin pressure — mixed outlook that tempers both upside and immediate enthusiasm. Article Title
• Neutral Sentiment: Investor interest and search activity in Boeing is elevated (Zacks/Yahoo coverage), which can increase volatility but doesn’t resolve the near‑term margin and legal overhang. Article Title
• Neutral Sentiment: Analysts/coverage note that 777X testing clearance hasn’t yet moved the stock — progress matters long term, but investors are focused on short‑term margins and cash flow. Article Title
• Negative Sentiment: A federal judge certified a shareholder class action alleging Boeing concealed 737 MAX safety defects — heightened legal exposure and potential settlement/award risk increase uncertainty and could weigh on valuation. Article Title
• Negative Sentiment: Boeing’s CFO said the commercial airplane division won’t be profitable until 2027 (later than previously expected) after the Spirit AeroSystems acquisition added unexpected costs — this delays margin recovery and is a key driver for today’s weakness. Article Title
• Negative Sentiment: A wiring issue at the 737 MAX program has delayed some deliveries — while described as modest, it pressures near‑term cash flow and delivery guidance. Article Title
• Negative Sentiment: Cargo customer Atlas Air ordered Airbus A350 freighters, signaling competitive pressure and timing risk for Boeing’s freighter offerings (777‑8F/777‑8F timeline uncertainty). Article Title

Analyst Upgrades and Downgrades

A number of research firms have commented on BA. Susquehanna reissued a “positive” rating and set a $280.00 price target on shares of Boeing in a report on Thursday, January 15th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Boeing in a research report on Wednesday, January 28th. New Street Research set a $257.00 target price on Boeing in a research note on Tuesday, December 9th. Zacks Research raised Boeing from a “strong sell” rating to a “hold” rating in a report on Tuesday, December 2nd. Finally, The Goldman Sachs Group restated a “buy” rating on shares of Boeing in a research note on Tuesday, December 9th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have given a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $246.14.

Boeing Price Performance

Shares of Boeing stock opened at $205.87 on Thursday. The stock has a market cap of $161.68 billion, a price-to-earnings ratio of 102.43 and a beta of 1.14. 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 price of $234.07 and a 200-day moving average price of $218.75. The Boeing Company has a one year low of $128.88 and a one year high of $254.35.

Boeing (NYSE:BA) last released its quarterly earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share for the quarter, beating the consensus estimate of ($0.40) by $10.32. The company had revenue of $23.95 billion for the quarter, compared to analysts’ expectations of $22.41 billion. The business’s quarterly revenue was up 57.1% on a year-over-year basis. During the same quarter in the previous year, the company posted ($5.90) EPS. Equities analysts expect that The Boeing Company will post -2.58 EPS for the current year.

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.