Ceeto Capital Group LLC Acquires 6,000 Shares of The Boeing Company $BA

Ceeto Capital Group LLC lifted its stake in The Boeing Company (NYSE:BA) by 93.8% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,397 shares of the aircraft producer’s stock after purchasing an additional 6,000 shares during the period. Boeing accounts for approximately 0.8% of Ceeto Capital Group LLC’s holdings, making the stock its 23rd largest position. Ceeto Capital Group LLC’s holdings in Boeing were worth $2,676,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Vanguard Group Inc. grew its holdings in Boeing by 1.1% during the third quarter. Vanguard Group Inc. now owns 67,529,417 shares of the aircraft producer’s stock valued at $14,574,874,000 after purchasing an additional 756,057 shares during the period. Newport Trust Company LLC raised its stake in shares of Boeing by 2.5% in the third quarter. Newport Trust Company LLC now owns 29,198,446 shares of the aircraft producer’s stock worth $6,301,901,000 after buying an additional 707,490 shares during the period. Fisher Asset Management LLC raised its stake in shares of Boeing by 3.3% in the third quarter. Fisher Asset Management LLC now owns 5,505,040 shares of the aircraft producer’s stock worth $1,188,153,000 after buying an additional 177,597 shares during the period. Charles Schwab Investment Management Inc. lifted its position in shares of Boeing by 1.1% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 4,242,397 shares of the aircraft producer’s stock valued at $888,910,000 after buying an additional 44,338 shares in the last quarter. Finally, Legal & General Group Plc lifted its position in shares of Boeing by 7.1% during the 3rd quarter. Legal & General Group Plc now owns 3,369,615 shares of the aircraft producer’s stock valued at $727,264,000 after buying an additional 223,995 shares in the last quarter. 64.82% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Large U.S. Air Force E-7A/Wedgetail contract modification (~$2.34–$2.43B) expands Boeing’s defense backlog through 2032, providing near-term revenue visibility and supporting cash flow forecasts. Boeing wins $2.34B U.S. Air Force contract modification for E-7A aircraft
• Positive Sentiment: Reports note surging demand in military and other segments that could support higher production cadence and longer-term revenue upside (article highlights talk of “quadruple production” in some areas). This narrative boosts investor confidence in Boeing’s recovery trajectory. “Quadruple Production”: Boeing Stock (NYSE:BA) Jumps as Demand Surges
• Neutral Sentiment: Boeing’s commercial deliveries remain strong (February deliveries outpaced Airbus, hitting a multi‑year high), showing operational momentum even as quality checks continue. This helps offset near-term concerns. Boeing Deliveries Outpace Rival. Shares Dip On 737 MAX Wiring Issue.
• Neutral Sentiment: Broader contract awards reporting ( ~$2.49B update) highlights ongoing government work across Boeing and peers — supportive for backlog but not a game changer by itself. Boeing Contracts Get $2.49 Bil. Update; KC-135s Collide Over Iraq
• Negative Sentiment: Boeing is repairing up to ~25 undelivered 737 MAX jets after discovering wiring flaws caused by machining damage; deliveries may be delayed while inspections/rework proceed, pressuring near-term delivery counts and cash flow. Boeing repairing 25 737 MAX jets with wiring flaws, Bloomberg News reports
• Negative Sentiment: U.S. Air Force leadership has told lawmakers Boeing must fix ongoing KC‑46 tanker issues before additional orders, which could limit near-term follow‑on tanker revenue and weigh on program reputation. USAF general says Boeing has to fix tanker problems before US orders more
• Negative Sentiment: Investor sentiment remains cautious: recent wiring disclosures triggered share weakness over the past week as quality concerns persist despite strong delivery guidance and upbeat analyst coverage. Investors Are Betting on Boeing’s Turnaround Even as Quality Questions Linger

Insider Transactions at Boeing

In related news, EVP Uma M. Amuluru sold 1,503 shares of the stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $233.78, for a total transaction of $351,371.34. Following the completion of the transaction, the executive vice president directly owned 19,015 shares of the company’s stock, valued at approximately $4,445,326.70. This represents a 7.33% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Howard E. Mckenzie sold 10,497 shares of the firm’s 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 owned 14,692 shares of the company’s stock, valued at $3,437,781.08. This represents a 41.67% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 21,012 shares of company stock valued at $4,980,687 over the last three months. Corporate insiders own 0.09% of the company’s stock.

Analysts Set New Price Targets

Several research firms recently issued reports on BA. TD Cowen reissued a “buy” rating on shares of Boeing in a report on Wednesday, January 28th. Weiss Ratings raised shares of Boeing from a “sell (d-)” rating to a “hold (c-)” rating in a report on Wednesday, February 4th. Morgan Stanley set a $245.00 price target on shares of Boeing in a research report on Wednesday, January 28th. Zacks Research raised shares of Boeing from a “strong sell” rating to a “hold” rating in a research note on Tuesday, December 2nd. Finally, New Street Research set a $257.00 price objective on shares of Boeing in a research report on Tuesday, December 9th. One 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. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $246.14.

Boeing Stock Performance

Shares of NYSE BA opened at $209.97 on Friday. The company has a market cap of $164.90 billion, a P/E ratio of 104.46 and a beta of 1.14. The Boeing Company has a 52-week low of $128.88 and a 52-week high of $254.35. 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 firm’s fifty day moving average is $235.19 and its two-hundred day moving average is $219.29.

Boeing (NYSE:BA) last released its quarterly earnings data 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 company 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 period last year, the company earned ($5.90) EPS. As a group, analysts anticipate that The Boeing Company will post -2.58 EPS 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.