First Dallas Securities Inc. Boosts Position in The Boeing Company $BA

First Dallas Securities Inc. increased its position in The Boeing Company (NYSE:BA) by 13.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 31,557 shares of the aircraft producer’s stock after purchasing an additional 3,810 shares during the quarter. Boeing makes up 2.6% of First Dallas Securities Inc.’s portfolio, making the stock its 7th biggest position. First Dallas Securities Inc.’s holdings in Boeing were worth $6,811,000 at the end of the most recent reporting period.

A number of other large investors also recently added to or reduced their stakes in the business. Revolve Wealth Partners LLC bought a new position in Boeing in the fourth quarter valued at approximately $201,000. Sivia Capital Partners LLC lifted its stake in shares of Boeing by 16.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,529 shares of the aircraft producer’s stock valued at $320,000 after purchasing an additional 217 shares during the period. Cyndeo Wealth Partners LLC acquired a new position in shares of Boeing in the 2nd quarter valued at $207,000. Blue Trust Inc. boosted its position in shares of Boeing by 4.7% in the 2nd quarter. Blue Trust Inc. now owns 8,715 shares of the aircraft producer’s stock worth $1,826,000 after purchasing an additional 390 shares during the last quarter. Finally, Strong Tower Advisory Services grew its stake in shares of Boeing by 4.0% during the second quarter. Strong Tower Advisory Services now owns 40,568 shares of the aircraft producer’s stock worth $8,500,000 after purchasing an additional 1,553 shares during the period. 64.82% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

BA has been the topic of several analyst reports. Tigress Financial reissued a “buy” rating and issued a $275.00 target price on shares of Boeing in a research note on Monday, December 29th. Zacks Research upgraded shares of Boeing from a “strong sell” rating to a “hold” rating in a research report on Tuesday, December 2nd. Morgan Stanley set a $245.00 price objective on shares of Boeing in a research note on Wednesday, January 28th. Vertical Research restated a “buy” rating and set a $281.00 price objective on shares of Boeing in a report on Tuesday, January 27th. Finally, Susquehanna reiterated a “positive” rating and issued a $280.00 target price on shares of Boeing in a report on Thursday, January 15th. 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 issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $246.14.

Insider Buying and Selling

In related news, EVP Uma M. Amuluru sold 2,731 shares of the company’s stock in a transaction on Wednesday, February 4th. The shares were 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 approximately $2,814,300. This represents a 18.63% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Howard E. Mckenzie sold 10,497 shares of Boeing 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 directly owned 14,692 shares in the company, valued at $3,437,781.08. This represents a 41.67% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 0.09% of the company’s stock.

Key Headlines 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

Boeing Price Performance

NYSE BA opened at $243.21 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 market cap of $191.00 billion, a price-to-earnings ratio of 121.00, a PEG ratio of 11.96 and a beta of 1.15. The business has a 50 day simple moving average of $224.76 and a 200 day simple moving average of $219.03. The Boeing Company has a 52-week low of $128.88 and a 52-week high of $254.35.

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