The Boeing Company $BA Shares Bought by KKM Financial LLC

KKM Financial LLC grew its stake in The Boeing Company (NYSE:BA) by 29.5% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 22,658 shares of the aircraft producer’s stock after buying an additional 5,162 shares during the quarter. Boeing accounts for approximately 1.5% of KKM Financial LLC’s portfolio, making the stock its 21st biggest position. KKM Financial LLC’s holdings in Boeing were worth $4,890,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in the company. Hilltop Holdings Inc. acquired a new stake in shares of Boeing in the 3rd quarter valued at $1,445,000. Gotham Asset Management LLC raised its stake in Boeing by 6.3% during the third quarter. Gotham Asset Management LLC now owns 10,967 shares of the aircraft producer’s stock worth $2,367,000 after purchasing an additional 646 shares during the period. Fagan Associates Inc. boosted its holdings in shares of Boeing by 5.6% in the 3rd quarter. Fagan Associates Inc. now owns 35,547 shares of the aircraft producer’s stock valued at $7,672,000 after purchasing an additional 1,895 shares during the last quarter. Flow Traders U.S. LLC purchased a new stake in shares of Boeing during the 3rd quarter valued at $708,000. Finally, Destination Wealth Management increased its holdings in shares of Boeing by 3.4% during the 3rd quarter. Destination Wealth Management now owns 3,515 shares of the aircraft producer’s stock worth $759,000 after buying an additional 117 shares during the last quarter. 64.82% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other news, EVP Howard E. Mckenzie sold 10,497 shares of Boeing 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 completion of the transaction, the executive vice president owned 14,692 shares in the company, valued at approximately $3,437,781.08. The trade was a 41.67% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, SVP Ann M. Schmidt sold 6,281 shares of the firm’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $243.37, for a total value of $1,528,606.97. Following the sale, the senior vice president directly owned 13,978 shares of the company’s stock, valued at $3,401,825.86. This represents a 31.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 21,012 shares of company stock worth $4,980,687. Corporate insiders own 0.10% of the company’s stock.

Key Headlines 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

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on the company. 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 report on Wednesday, February 4th. Argus raised Boeing to a “hold” rating in a research note on Monday, February 2nd. Zacks Research raised shares of Boeing from a “strong sell” rating to a “hold” rating in a research report on Tuesday, December 2nd. Finally, Vertical Research reaffirmed a “buy” rating and set a $281.00 price target on shares of Boeing in a research report on Tuesday, January 27th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have assigned a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $246.14.

Boeing Trading Up 2.5%

Boeing stock opened at $209.97 on Monday. The firm has a 50-day moving average price of $235.19 and a two-hundred day moving average price of $219.17. 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 firm has a market capitalization of $164.90 billion, a price-to-earnings ratio of 104.46 and a beta of 1.14. The Boeing Company has a 52-week low of $128.88 and a 52-week high of $254.35.

Boeing (NYSE:BA) last posted its quarterly earnings data on Tuesday, January 27th. The aircraft producer reported $9.92 EPS for the quarter, beating analysts’ consensus estimates of ($0.40) by $10.32. The firm had revenue of $23.95 billion for the quarter, compared to analysts’ expectations of $22.41 billion. Boeing’s quarterly revenue was up 57.1% compared to the same quarter last year. During the same period in the prior year, the company posted ($5.90) earnings per share. Sell-side analysts expect that The Boeing Company will post -2.58 earnings per share for the current year.

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.