The Boeing Company $BA Shares Acquired by Orion Porfolio Solutions LLC

Orion Porfolio Solutions LLC increased its position in The Boeing Company (NYSE:BA) by 5.6% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 56,468 shares of the aircraft producer’s stock after purchasing an additional 2,984 shares during the period. Orion Porfolio Solutions LLC’s holdings in Boeing were worth $12,188,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in BA. Stonebridge Capital Advisors LLC increased its position in Boeing by 2.2% during the third quarter. Stonebridge Capital Advisors LLC now owns 56,019 shares of the aircraft producer’s stock worth $12,091,000 after buying an additional 1,202 shares during the period. Reyes Financial Architecture Inc. purchased a new position in Boeing during the 3rd quarter worth $32,000. Tower Bridge Advisors acquired a new position in Boeing in the third quarter valued at $245,000. Element Pointe Advisors LLC purchased a new stake in shares of Boeing in the third quarter valued at about $203,000. Finally, Mengis Capital Management Inc. boosted its stake in shares of Boeing by 7.2% during the third quarter. Mengis Capital Management Inc. now owns 19,775 shares of the aircraft producer’s stock worth $4,268,000 after buying an additional 1,330 shares during the period. Hedge funds and other institutional investors own 64.82% of the company’s stock.

Analyst Ratings Changes

BA has been the subject of several analyst reports. Wolfe Research reaffirmed an “outperform” rating on shares of Boeing in a research note on Tuesday, January 27th. New Street Research set a $257.00 target price on Boeing in a report on Tuesday, December 9th. Weiss Ratings upgraded Boeing from a “sell (d-)” rating to a “hold (c-)” rating in a research note on Wednesday, February 4th. Royal Bank Of Canada lifted their price objective on shares of Boeing from $265.00 to $275.00 and gave the company an “outperform” rating in a research report on Wednesday, January 28th. Finally, Zacks Research raised shares of Boeing from a “strong sell” rating to a “hold” rating in a research note on Tuesday, December 2nd. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, five have assigned a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, Boeing presently has an average rating of “Moderate Buy” and an average target price of $246.14.

Boeing Trading Down 2.3%

NYSE:BA opened at $222.01 on Friday. The Boeing Company has a 1 year low of $128.88 and a 1 year 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 stock has a fifty day moving average price of $235.41 and a two-hundred day moving average price of $219.82. The stock has a market capitalization of $174.36 billion, a price-to-earnings ratio of 110.45 and a beta of 1.14.

Boeing (NYSE:BA) last issued its earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 EPS for the quarter, topping the consensus estimate of ($0.40) by $10.32. The company had revenue of $23.95 billion for the quarter, compared to analysts’ expectations of $22.41 billion. Boeing’s revenue for the quarter was up 57.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted ($5.90) earnings per share. As a group, sell-side analysts anticipate that The Boeing Company will post -2.58 earnings per share for the current fiscal year.

Key Boeing News

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Insider buying: Director Mortimer J. Buckley purchased 2,230 BA shares (~$224.20 avg), signaling management confidence and providing a modest governance-positive signal to the market. Insider filing
• Positive Sentiment: Defense revenue support: Boeing won a $166.84M Navy contract for P-8A systems engineering and modernization — steady, recurring defense work that helps offset commercial cyclicality. The Boeing Company (BA) is Awarded a $166.84M Navy Contract
• Positive Sentiment: Commercial order momentum: Reports show Boeing rebounded in orders and secured multi‑billion sales to Vietnamese carriers, helping revive the commercial recovery narrative versus Airbus. That supports long‑term revenue visibility. Boeing Order Rebound And Vietnam Deals Revive Commercial Recovery Story
• Positive Sentiment: Analyst/industry interest: Noted value investors (e.g., Mario Gabelli) and some commentators cite Boeing as a defense/industrial play, supporting longer‑term investor demand. Gabelli Likes Lockheed, RTX, Boeing — and a Small Supplier You’ve Never Heard Of
• Neutral Sentiment: Investor communications: CFO Jay Malave will speak at the BofA Industrials conference (March 17), offering a near-term forum for management to update investors on cashflow, margins and program timelines. Boeing CFO Jay Malave to Speak at Bank of America Global Industrials Conference
• Neutral Sentiment: Media/retail attention: Jim Cramer and Zacks coverage keep BA in the retail spotlight, which can amplify intraday moves but is not a fundamental driver by itself. Jim Cramer on Boeing: “It’s The Right Stock, Right Time”
• Neutral Sentiment: Partnership/PR: Boeing’s tie-up with Jimma University is a positive for education/outreach but is unlikely to move near‑term revenue. Boeing and Jimma University partner
• Negative Sentiment: Delivery/demand concerns: Analysis from Seeking Alpha highlights delivery weakness at Boeing and Airbus, raising questions about production bottlenecks or softer airline demand — a direct negative for near‑term commercial revenue. Boeing And Airbus Deliveries Weakness Show Critical Challenge
• Negative Sentiment: NASA/space program setbacks: NASA shifted a moon-mission rocket subcontract to ULA and is reportedly canceling part of a $3.2B award, while Starliner mishap findings have intensified governance concerns — both weaken investor confidence in Boeing’s crewed-space business. NASA Updates Moon Mission Timeline, Taps Alliance For Key Rocket Part NASA’s Starliner Mishap Findings Deepen the Governance And Culture Story
• Negative Sentiment: Geopolitical/travel disruption: Escalating violence in Mexico and the Middle East is cited as a drag on industry sentiment and travel demand, pressuring airline stocks and suppliers like Boeing in the near term. Boeing Stock Is Dipping Today: What’s Going On?

Insider Activity at Boeing

In other Boeing news, SVP Ann M. Schmidt sold 6,281 shares of Boeing stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $243.37, for a total transaction of $1,528,606.97. Following the completion of the transaction, the senior vice president owned 13,978 shares in the company, valued at approximately $3,401,825.86. The trade was a 31.00% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Mortimer J. Buckley acquired 2,230 shares of Boeing stock in a transaction dated Tuesday, March 3rd. The stock was bought at an average price of $224.20 per share, for a total transaction of $499,966.00. Following the completion of the transaction, the director directly owned 4,430 shares of the company’s stock, valued at approximately $993,206. This represents a 101.36% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last three months, insiders have sold 21,012 shares of company stock valued at $4,980,687. 0.09% of the stock is owned by corporate 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.