Clear Street Group Inc. Takes Position in The Boeing Company $BA

Clear Street Group Inc. bought a new stake in shares of The Boeing Company (NYSE:BA) in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 14,475 shares of the aircraft producer’s stock, valued at approximately $3,124,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Vanguard Group Inc. boosted its holdings in Boeing by 1.7% in the second quarter. Vanguard Group Inc. now owns 66,773,360 shares of the aircraft producer’s stock valued at $13,991,022,000 after acquiring an additional 1,118,316 shares in the last quarter. Ninety One UK Ltd bought a new position in Boeing in the 3rd quarter worth $192,734,000. Amundi lifted its position in shares of Boeing by 75.5% in the 2nd quarter. Amundi now owns 1,776,634 shares of the aircraft producer’s stock worth $376,700,000 after purchasing an additional 764,236 shares during the period. Newport Trust Company LLC lifted its position in shares of Boeing by 2.5% in the 3rd quarter. Newport Trust Company LLC now owns 29,198,446 shares of the aircraft producer’s stock worth $6,301,901,000 after purchasing an additional 707,490 shares during the period. Finally, Rovida Advisors Inc. bought a new stake in shares of Boeing during the 2nd quarter valued at about $129,231,000. Hedge funds and other institutional investors own 64.82% of the company’s stock.

Analyst Ratings Changes

BA has been the topic of several research analyst reports. New Street Research set a $257.00 price target on shares of Boeing in a research report on Tuesday, December 9th. Susquehanna reaffirmed a “positive” rating and set a $280.00 price objective on shares of Boeing in a research report on Thursday, January 15th. Tigress Financial reiterated a “buy” rating and set a $275.00 target price on shares of Boeing in a report on Monday, December 29th. Sanford C. Bernstein reissued an “outperform” rating on shares of Boeing in a research report on Wednesday, January 28th. Finally, Weiss Ratings upgraded Boeing from a “sell (d-)” rating to a “hold (c-)” rating in a research note on Wednesday, February 4th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, five have given a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $246.14.

Key Stories 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 Buying and Selling

In related news, EVP Uma M. Amuluru sold 1,503 shares of the company’s stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $233.78, for a total value of $351,371.34. Following the sale, the executive vice president owned 19,015 shares in the company, valued at $4,445,326.70. This represents a 7.33% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. 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 directly owned 14,692 shares of the company’s stock, valued at approximately $3,437,781.08. This trade represents a 41.67% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 21,012 shares of company stock worth $4,980,687. 0.09% of the stock is currently owned by corporate insiders.

Boeing Trading Up 2.5%

NYSE:BA opened at $209.97 on Friday. The firm has a market capitalization of $164.90 billion, a P/E ratio of 104.46 and a beta of 1.14. The company has a debt-to-equity ratio of 8.37, a current ratio of 1.19 and a quick ratio of 0.40. The Boeing Company has a one year low of $128.88 and a one year high of $254.35. The company’s 50-day simple moving average is $235.19 and its 200 day simple moving average is $219.29.

Boeing (NYSE:BA) last announced its 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 business had revenue of $23.95 billion for the quarter, compared to the consensus estimate of $22.41 billion. During the same period in the prior year, the business posted ($5.90) EPS. Boeing’s revenue for the quarter was up 57.1% on a year-over-year basis. As a group, analysts forecast that The Boeing Company will post -2.58 EPS 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.