CMH Wealth Management LLC Boosts Position in The Boeing Company $BA

CMH Wealth Management LLC increased its position in The Boeing Company (NYSE:BA) by 15.9% in the fourth quarter, Holdings Channel.com reports. The firm owned 64,825 shares of the aircraft producer’s stock after acquiring an additional 8,893 shares during the period. Boeing comprises approximately 3.0% of CMH Wealth Management LLC’s portfolio, making the stock its 9th largest holding. CMH Wealth Management LLC’s holdings in Boeing were worth $14,075,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Ninety One UK Ltd bought a new position in shares of Boeing in the 3rd quarter valued at about $192,734,000. Amundi lifted its holdings in Boeing by 75.5% in the second quarter. Amundi now owns 1,776,634 shares of the aircraft producer’s stock valued at $376,700,000 after buying an additional 764,236 shares during the period. Vanguard Group Inc. boosted its stake in Boeing by 1.1% in 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 acquiring an additional 756,057 shares during the last quarter. Newport Trust Company LLC boosted its stake in Boeing by 2.5% in the third quarter. Newport Trust Company LLC now owns 29,198,446 shares of the aircraft producer’s stock valued at $6,301,901,000 after acquiring an additional 707,490 shares during the last quarter. Finally, Caxton Associates LLP grew its holdings in Boeing by 5,247.3% during the 2nd quarter. Caxton Associates LLP now owns 443,022 shares of the aircraft producer’s stock worth $92,826,000 after acquiring an additional 434,737 shares during the period. 64.82% of the stock is owned by institutional investors.

Key Headlines Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Korean Air announced plans to buy 103 Boeing planes through 2039 (about $36.2B list value), which strengthens Boeing’s long-term commercial backlog and supports future revenue visibility. Korean Air order
• Positive Sentiment: The FAA cleared the Boeing 777-9 to enter the fourth and final phase of certification — a key step toward first deliveries and the cash-flow test for the delayed 777X program. That progress can be a catalyst for upside if Boeing meets certification and delivery milestones. FAA 777-9 certification
• Positive Sentiment: Hedge funds and some analysts are adding to positions—Tigress Financial raised its price target to $290 and commentators including Jim Cramer have called BA a buy—supporting sentiment among institutional investors. These endorsements can stabilize flows into the stock. Tigress price target Jim Cramer comment Hedge funds loading up
• Neutral Sentiment: Space and defense activity creates ancillary opportunities—Artemis/Gateway dynamics and broader defense spending could benefit certain Boeing units, but government program timing and pauses add uncertainty. Investors should view space-related headlines as longer-term, program-specific exposures rather than immediate earnings drivers. NASA/Artemis coverage
• Negative Sentiment: Boeing lost a China Eastern order to Airbus, and coverage highlights that the stock slid despite other big orders — investors worry about market share in key international markets and near-term revenue mix. That competitive loss is a key reason for today’s selling pressure. TipRanks: lost deal to Airbus
• Negative Sentiment: Ongoing scrutiny of widebody program execution and contract adjustments (noted alongside the FAA update) keeps delivery and margin risk in focus — investors may punish BA on any hint of further delays or cost overruns. Delivery/execution scrutiny

Boeing Price Performance

BA opened at $194.54 on Friday. The company has a quick ratio of 0.40, a current ratio of 1.19 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 company has a fifty day simple moving average of $229.06 and a 200 day simple moving average of $217.37. The stock has a market cap of $152.78 billion, a P/E ratio of 96.78 and a beta of 1.14.

Boeing (NYSE:BA) last issued its quarterly earnings data 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 business had revenue of $23.95 billion for the quarter, compared to analyst estimates of $22.41 billion. The business’s quarterly revenue was up 57.1% compared to the same quarter last year. During the same period in the previous year, the business posted ($5.90) EPS. On average, research analysts expect that The Boeing Company will post -2.58 EPS for the current year.

Insiders Place Their Bets

In related news, SVP Ann M. Schmidt sold 6,281 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $243.37, for a total value of $1,528,606.97. Following the completion of the transaction, the senior vice president directly owned 13,978 shares in the company, valued at approximately $3,401,825.86. The trade was a 31.00% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Mortimer J. Buckley bought 2,230 shares of the stock in a transaction that occurred on Tuesday, March 3rd. The shares were acquired at an average cost of $224.20 per share, with a total value of $499,966.00. Following the completion of the purchase, the director owned 4,430 shares in the company, valued at $993,206. This represents a 101.36% increase in their position. The SEC filing for this purchase provides additional information. Insiders have sold 21,012 shares of company stock valued at $4,980,687 over the last ninety days. 0.10% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several analysts have commented on the stock. Vertical Research reiterated a “buy” rating and set a $281.00 target price on shares of Boeing in a research report on Tuesday, January 27th. UBS Group lifted their price objective on Boeing from $275.00 to $285.00 and gave the stock a “buy” rating in a research note on Wednesday, January 28th. TD Cowen reiterated a “buy” rating on shares of Boeing in a report on Wednesday, January 28th. Susquehanna reissued a “positive” rating and issued a $280.00 target price on shares of Boeing in a research note on Thursday, January 15th. Finally, Sanford C. Bernstein restated an “outperform” rating on shares of Boeing in a report on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have assigned a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $248.86.

Boeing Company 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.