Clear Street Group Inc. Acquires Shares of 14,475 The Boeing Company $BA

Clear Street Group Inc. bought a new position in The Boeing Company (NYSE:BA) in the 3rd quarter, Holdings Channel.com reports. The institutional investor bought 14,475 shares of the aircraft producer’s stock, valued at approximately $3,124,000.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the company. Revolve Wealth Partners LLC purchased a new position in Boeing in the 4th quarter worth approximately $201,000. Sivia Capital Partners LLC boosted its stake in Boeing by 16.5% during 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 last quarter. Wealth Alliance LLC purchased a new stake in Boeing during the 2nd quarter valued at $251,000. Rovida Advisors Inc. bought a new stake in shares of Boeing in the 2nd quarter worth $129,231,000. Finally, Bailard Inc. increased its holdings in shares of Boeing by 54.9% in the 2nd quarter. Bailard Inc. now owns 2,119 shares of the aircraft producer’s stock worth $444,000 after purchasing an additional 751 shares in the last quarter. Institutional investors own 64.82% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on the company. UBS Group boosted their price target on Boeing from $275.00 to $285.00 and gave the stock a “buy” rating in a research note on Wednesday, January 28th. Wolfe Research reiterated an “outperform” rating on shares of Boeing in a report on Tuesday, January 27th. The Goldman Sachs Group reissued a “buy” rating on shares of Boeing in a research report on Tuesday, December 9th. JPMorgan Chase & Co. upped their target price on shares of Boeing from $245.00 to $270.00 and gave the company an “overweight” rating in a research note on Wednesday, January 28th. Finally, Susquehanna reaffirmed a “positive” rating and set a $280.00 price target on shares of Boeing in a report on Thursday, January 15th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have given a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, Boeing has a consensus rating of “Moderate Buy” and a consensus price target of $246.14.

Insider Buying and Selling

In other Boeing news, SVP Ann M. Schmidt sold 6,281 shares of the business’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $243.37, for a total transaction of $1,528,606.97. Following the completion of the sale, the senior vice president owned 13,978 shares of the company’s stock, valued at approximately $3,401,825.86. The trade was a 31.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Mortimer J. Buckley acquired 2,230 shares of the firm’s stock in a transaction dated Tuesday, March 3rd. The stock was bought at an average cost of $224.20 per share, for a total transaction of $499,966.00. Following the purchase, the director directly owned 4,430 shares of the company’s stock, valued at approximately $993,206. This trade represents a 101.36% increase in their ownership of the stock. The SEC filing for this purchase 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. 0.09% of the stock is currently owned by company insiders.

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

Boeing Stock Performance

Shares of NYSE BA opened at $209.97 on Friday. The company has a current ratio of 1.19, a quick ratio of 0.40 and a debt-to-equity ratio of 8.37. The Boeing Company has a 12-month low of $128.88 and a 12-month high of $254.35. The firm has a market capitalization of $164.90 billion, a price-to-earnings ratio of 104.46 and a beta of 1.14. The firm has a 50 day moving average of $235.19 and a 200 day moving average of $219.29.

Boeing (NYSE:BA) last issued its quarterly earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share for the quarter, topping the consensus estimate of ($0.40) by $10.32. The business had revenue of $23.95 billion for the quarter, compared to analysts’ expectations of $22.41 billion. During the same quarter in the prior year, the business earned ($5.90) EPS. The company’s revenue was up 57.1% compared to the same quarter last year. On average, research analysts anticipate that The Boeing Company will post -2.58 earnings per share for the current 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.