Freemont Management S.A. Has $496,000 Stock Holdings in The Boeing Company $BA

Freemont Management S.A. trimmed its position in The Boeing Company (NYSE:BA) by 88.1% during the third quarter, HoldingsChannel.com reports. The fund owned 2,300 shares of the aircraft producer’s stock after selling 17,100 shares during the quarter. Freemont Management S.A.’s holdings in Boeing were worth $496,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Alpha Cubed Investments LLC lifted its stake in shares of Boeing by 43.3% in the 2nd quarter. Alpha Cubed Investments LLC now owns 3,598 shares of the aircraft producer’s stock valued at $754,000 after acquiring an additional 1,088 shares during the last quarter. SteelPeak Wealth LLC increased its holdings in Boeing by 50.4% in the 3rd quarter. SteelPeak Wealth LLC now owns 26,360 shares of the aircraft producer’s stock worth $5,689,000 after purchasing an additional 8,833 shares in the last quarter. Vanguard Group Inc. increased its holdings in Boeing by 1.7% in the 2nd quarter. Vanguard Group Inc. now owns 66,773,360 shares of the aircraft producer’s stock worth $13,991,022,000 after purchasing an additional 1,118,316 shares in the last quarter. Patton Fund Management Inc. raised its position in Boeing by 734.4% in the third quarter. Patton Fund Management Inc. now owns 10,322 shares of the aircraft producer’s stock valued at $2,228,000 after purchasing an additional 9,085 shares during the last quarter. Finally, Moors & Cabot Inc. boosted its stake in shares of Boeing by 7.1% during the second quarter. Moors & Cabot Inc. now owns 21,990 shares of the aircraft producer’s stock valued at $4,607,000 after purchasing an additional 1,461 shares in the last quarter. 64.82% of the stock is currently owned by institutional investors.

Boeing Trading Up 1.3%

BA opened at $239.36 on Friday. The stock has a market cap of $187.98 billion, a PE ratio of 119.09 and a beta of 1.15. 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 Boeing Company has a twelve month low of $128.88 and a twelve month high of $254.35. The company has a fifty day moving average of $228.10 and a 200-day moving average of $219.35.

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

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on BA shares. Jefferies Financial Group raised their price objective on shares of Boeing from $290.00 to $295.00 and gave the company a “buy” rating in a report on Sunday, February 1st. Tigress Financial reaffirmed a “buy” rating and set a $275.00 price target on shares of Boeing in a research note on Monday, December 29th. Citigroup reissued a “buy” rating on shares of Boeing in a research note on Thursday, February 5th. Susquehanna restated a “positive” rating and issued a $280.00 price objective on shares of Boeing in a report on Thursday, January 15th. Finally, Deutsche Bank Aktiengesellschaft lowered Boeing from a “buy” rating to a “hold” rating and set a $240.00 target price for the company. in a research report on Thursday, October 30th. One investment 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 stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $246.14.

Key Boeing News

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing says it has seen significant supply‑chain quality gains over the past two years, which should reduce rework, support higher delivery rates and help margins as production ramps. Boeing sees significant supply chain quality gains
• Positive Sentiment: Boeing plans to add a fourth 737 MAX assembly line in Everett to accelerate production — a direct driver of future revenue and delivery growth if ramp execution stays on track. Boeing to add fourth 737 Max assembly line
• Positive Sentiment: High‑profile endorsement: Jim Cramer publicly called Boeing “one of my favorites,” which can boost short‑term retail flows and sentiment. “One of My Favorites”: Boeing Stock Jumps With Jim Cramer’s Nod
• Neutral Sentiment: Analyst deep dive: Seeking Alpha frames 2025 as a foundational year for a turnaround — commercial and services segments show progress, but some gains are attributed to divestitures rather than core operating improvement. This is a mixed read for fundamentals. Boeing’s Profit Illusion: The Real Turnaround Starts Now
• Negative Sentiment: Policy risk: The Fool highlights White House pressure on defense contractors to deliver on time, which could constrain Boeing’s defense cash flow (penalties, accelerated fixes or working‑capital impacts). That raises near‑term cash‑flow risk. Is White House Pressure Curbing Boeing’s Cash Flow?
• Negative Sentiment: Program execution and legacy issues remain: Coverage notes Starliner delays and 777X-related cash outflows and inventory liquidation that could pressure near‑term cash and earnings despite production gains. These program risks can weigh on the stock until resolved. Boeing’s Profit Illusion: The Real Turnaround Starts Now

Insider Activity at Boeing

In other news, EVP Uma M. Amuluru sold 2,731 shares of the firm’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 transaction, the executive vice president owned 11,925 shares in the company, valued at $2,814,300. This trade represents a 18.63% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, 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 value of $2,456,193.03. Following the transaction, 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 disclosure for this sale is available in the SEC filing. 0.09% of the stock is owned by insiders.

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.