The Boeing Company $BA Stock: VestGen Advisors LLC Lowers Holdings

VestGen Advisors LLC reduced its position in The Boeing Company (NYSE:BA) by 27.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 8,244 shares of the aircraft producer’s stock after selling 3,156 shares during the quarter. VestGen Advisors LLC’s holdings in Boeing were worth $1,534,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. SteelPeak Wealth LLC boosted its stake in Boeing by 660.0% in the 3rd quarter. SteelPeak Wealth LLC now owns 94,976 shares of the aircraft producer’s stock worth $17,670,000 after purchasing an additional 82,479 shares in the last quarter. McAlister Sweet & Associates Inc. increased its stake in Boeing by 57.2% during the 3rd quarter. McAlister Sweet & Associates Inc. now owns 45,420 shares of the aircraft producer’s stock valued at $8,450,000 after purchasing an additional 16,531 shares in the last quarter. Integrated Wealth Concepts LLC increased its stake in Boeing by 16.0% during the 2nd quarter. Integrated Wealth Concepts LLC now owns 42,417 shares of the aircraft producer’s stock valued at $9,182,000 after purchasing an additional 5,862 shares in the last quarter. T3 Companies LLC increased its stake in Boeing by 1,487.1% during the 3rd quarter. T3 Companies LLC now owns 17,458 shares of the aircraft producer’s stock valued at $3,248,000 after purchasing an additional 16,358 shares in the last quarter. Finally, Mather Group LLC. raised its holdings in shares of Boeing by 347.3% in the third quarter. Mather Group LLC. now owns 23,183 shares of the aircraft producer’s stock worth $4,313,000 after buying an additional 18,000 shares during the last quarter. 64.82% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities research analysts have recently commented on the stock. Wells Fargo & Company lowered their price objective on shares of Boeing from $250.00 to $210.00 and set an “overweight” rating for the company in a research note on Wednesday. Bank of America reissued a “buy” rating and issued a $270.00 target price on shares of Boeing in a research report on Friday, September 18th. William Blair reissued an “outperform” rating on shares of Boeing in a research report on Wednesday, September 30th. Roth Capital lowered Boeing to a “neutral” rating in a research note on Wednesday. Finally, Zacks Research cut Boeing from a “hold” rating to a “strong sell” rating in a research report on Friday, October 16th. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, eight have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat, Boeing currently has an average rating of “Moderate Buy” and a consensus target price of $246.92.

Boeing News Roundup

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing is positioned to receive a sole-source contract worth up to $945.9 million from the U.S. Space Force for MILSATCOM sustainment, strengthening its defense and space backlog. Boeing To Receive Up to $945.9 Million Sole Source Contract for MILSATCOM Sustainment
• Positive Sentiment: Boeing’s 2026 air-cargo forecast projects global freight traffic will double by 2045, supporting potential demand for nearly 3,000 new and converted freighters over the next two decades. Boeing Sees Air Cargo Traffic Doubling By 2045
• Positive Sentiment: Growth in satellite reconnaissance, driven by defense spending, synthetic-aperture radar and artificial intelligence, provides a favorable long-term backdrop for Boeing’s space and defense activities. Global Satellite Reconnaissance Market Size, Trends and Forecast Report 2026
• Neutral Sentiment: Analysts at Susquehanna added coverage or otherwise expressed support for Boeing, but the broader analyst reaction remains mixed. Boeing Stock Picked Up by Analysts at Susquehanna
• Negative Sentiment: Boeing’s quarterly EPS loss of $0.34 missed the consensus loss estimate of $0.25. Although revenue exceeded expectations and increased year over year, the earnings shortfall renewed concerns about execution and profitability.
• Negative Sentiment: Analysts at JPMorgan, Baird, Morgan Stanley, Wells Fargo and TD Cowen lowered their Boeing price targets or issued cautious forecasts, signaling reduced confidence in the pace of the turnaround. Boeing Stock Price Target Cut by Morgan Stanley
• Negative Sentiment: Recent commentary argues that Boeing’s anticipated $10 billion cash-flow recovery has been pushed out, making the company’s high leverage and balance-sheet weakness more important to investors. Boeing: A $10 Billion Cash Flow Dream Delayed
• Negative Sentiment: A law firm is investigating potential securities-law violations, adding headline and litigation risk, although no wrongdoing has been established. Kaplan Fox Investigation

Boeing Trading Down 0.7%

Shares of Boeing stock opened at $171.41 on Friday. The company has a debt-to-equity ratio of 6.31, a current ratio of 1.13 and a quick ratio of 0.33. The firm has a fifty day moving average price of $196.12 and a 200 day moving average price of $217.21. The Boeing Company has a 1 year low of $165.01 and a 1 year high of $254.35. The stock has a market cap of $135.83 billion, a PE ratio of 18.65 and a beta of 1.26.

Boeing (NYSE:BA) last posted its earnings results on Tuesday, October 27th. The aircraft producer reported ($0.34) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.25) by ($0.09). Boeing had a net margin of 7.98% and a negative return on equity of 42.40%. The business had revenue of $24.19 billion for the quarter, compared to analyst estimates of $23.95 billion. During the same quarter in the prior year, the firm earned ($7.47) earnings per share. The company’s revenue for the quarter was up 3.9% on a year-over-year basis. Equities research analysts predict that The Boeing Company will post -1.48 earnings per share for the current year.

Boeing Company Profile

The Boeing Company (NYSE: BA) is a global aerospace company that designs, manufactures and supports commercial airplanes, military aircraft, satellites, space systems and related products and services. Its offerings serve airlines, government agencies, defense organizations and other customers worldwide.

Boeing operates through three principal business areas: Commercial Airplanes, which develops and produces passenger and cargo aircraft; Defense, Space & Security, which provides military aircraft, weapons systems, satellites and space-related platforms; and Global Services, which offers parts, maintenance, training, engineering and other lifecycle support.

Founded in 1916 by William Boeing, the company has grown into one of the world’s major aerospace manufacturers.