Wellington Shields Capital Management LLC Boosts Holdings in The Boeing Company $BA

Wellington Shields Capital Management LLC raised its holdings in The Boeing Company (NYSE:BA) by 8.4% in the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 44,814 shares of the aircraft producer’s stock after buying an additional 3,474 shares during the quarter. Boeing comprises 1.5% of Wellington Shields Capital Management LLC’s holdings, making the stock its 14th largest position. Wellington Shields Capital Management LLC’s holdings in Boeing were worth $9,672,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Wallace Advisory Group LLC grew its position in Boeing by 1.2% during the 2nd quarter. Wallace Advisory Group LLC now owns 3,570 shares of the aircraft producer’s stock worth $748,000 after purchasing an additional 44 shares during the period. Blue Barn Wealth LLC raised its position in shares of Boeing by 1.8% in the second quarter. Blue Barn Wealth LLC now owns 2,594 shares of the aircraft producer’s stock valued at $544,000 after buying an additional 46 shares during the last quarter. N.E.W. Advisory Services LLC grew its position in shares of Boeing by 3.1% in the third quarter. N.E.W. Advisory Services LLC now owns 1,540 shares of the aircraft producer’s stock valued at $332,000 after purchasing an additional 46 shares in the last quarter. Motco grew its holdings in shares of Boeing by 5.4% in the third quarter. Motco now owns 921 shares of the aircraft producer’s stock valued at $199,000 after purchasing an additional 47 shares during the period. Finally, Encompass Wealth Advisors LLC increased its holdings in shares of Boeing by 0.9% during the 3rd quarter. Encompass Wealth Advisors LLC now owns 5,045 shares of the aircraft producer’s stock worth $1,089,000 after buying an additional 47 shares during the last quarter. 64.82% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research analysts have commented on the stock. Zacks Research raised shares of Boeing from a “strong sell” rating to a “hold” rating in a research note on Tuesday, December 2nd. BNP Paribas Exane set a $150.00 price objective on Boeing in a research note on Tuesday, November 18th. Morgan Stanley set a $245.00 price target on shares of Boeing in a report on Wednesday, January 28th. JPMorgan Chase & Co. raised their price target on Boeing from $245.00 to $270.00 and gave the company an “overweight” rating in a research note on Wednesday, January 28th. Finally, Deutsche Bank Aktiengesellschaft cut shares of Boeing from a “buy” rating to a “hold” rating and set a $240.00 price objective on the stock. in a report on Thursday, October 30th. One 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. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $246.14.

Key Stories Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: India reportedly stands ready to order up to $80 billion of Boeing aircraft following a U.S.–India trade understanding — a multi‑year, high‑value demand opportunity that would materially boost commercial backlog if converted to firm orders. India to reportedly buy up to $80 billion in Boeing aircraft
• Positive Sentiment: Saudia is in early talks with Boeing (and Airbus) for what Bloomberg reports could be ~150 jets — another potential large order that supports narrowbody and widebody production demand. Saudia talks with Boeing, Airbus for large jet order
• Positive Sentiment: Boeing reported a blowout quarterly EPS and revenue beat in late January and has seen upward analyst actions/price‑target increases — this recent earnings strength supports current valuation and investor optimism. MarketBeat: Boeing trading/earnings summary
• Positive Sentiment: Aftermarket and delivery wins: Boeing signed a record landing‑gear services deal with Singapore Airlines and lessor CDB Aviation delivered three 737‑8s to WestJet; Boeing also won a ~$2.8B F‑15 upgrade contract for South Korea — all support recurring revenue and backlog. Landing gear deal CDB Aviation delivery F-15 contract
• Neutral Sentiment: Two Boeing executive VPs disclosed recent share sales (SEC filings) — typical liquidity actions but can attract investor attention; filings are routine and not flagged as insider lack of confidence. Insider sale filing
• Neutral Sentiment: Boeing is shifting some 787 engineering work to South Carolina and targeting a production first flight for the 777X in April — operational moves that could lower costs and unlock new production milestones but carry execution risk. 787 engineering move 777X first flight target
• Negative Sentiment: Thirty‑one families have asked an appeals court to revive a criminal case over two 737 Max crashes — renewed criminal litigation would increase legal exposure and reputational risk. Families ask to revive criminal case
• Negative Sentiment: The UK CAA is probing a Boeing 787 fuel‑switch incident involving Air India — regulatory scrutiny could lead to inspections, operational impacts or further oversight. UK CAA probe
• Negative Sentiment: Boeing’s defense unit is cutting roughly 300 supply‑chain roles and trimming personnel — may reduce costs but signals near‑term disruption and execution risk that could pressure near‑term performance. Defense unit job cuts

Insider Activity at Boeing

In related news, SVP Dana S. Deasy acquired 554 shares of the company’s stock in a transaction dated Monday, November 24th. The stock was bought at an average price of $178.88 per share, with a total value of $99,099.52. Following the purchase, the senior vice president directly owned 28,442 shares in the company, valued at $5,087,704.96. The trade was a 1.99% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Howard E. Mckenzie sold 10,497 shares of the company’s stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $233.99, for a total value of $2,456,193.03. Following the sale, the executive vice president owned 14,692 shares of the company’s stock, valued at approximately $3,437,781.08. The trade was a 41.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 0.09% of the company’s stock.

Boeing Stock Performance

Shares of BA opened at $243.21 on Friday. The Boeing Company has a 52-week low of $128.88 and a 52-week high of $254.35. The company has a quick ratio of 0.40, a current ratio of 1.19 and a debt-to-equity ratio of 8.37. The company has a market capitalization of $191.00 billion, a PE ratio of 121.00, a P/E/G ratio of 11.66 and a beta of 1.15. The company has a 50-day simple moving average of $224.76 and a 200-day simple moving average of $219.09.

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

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.