Envestnet Portfolio Solutions Inc. Has $12.73 Million Stock Position in The Boeing Company $BA

Envestnet Portfolio Solutions Inc. increased its position in shares of The Boeing Company (NYSE:BA) by 116.0% in the fourth quarter, HoldingsChannel reports. The firm owned 58,660 shares of the aircraft producer’s stock after purchasing an additional 31,507 shares during the period. Envestnet Portfolio Solutions Inc.’s holdings in Boeing were worth $12,732,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in BA. Purus Wealth Management LLC boosted its holdings in shares of Boeing by 3.6% in the 4th quarter. Purus Wealth Management LLC now owns 1,177 shares of the aircraft producer’s stock worth $256,000 after acquiring an additional 41 shares in the last quarter. West Wealth Group LLC boosted its holdings in shares of Boeing by 0.6% in the 4th quarter. West Wealth Group LLC now owns 7,279 shares of the aircraft producer’s stock worth $1,581,000 after acquiring an additional 42 shares in the last quarter. First Heartland Consultants Inc. boosted its holdings in shares of Boeing by 1.1% in the 4th quarter. First Heartland Consultants Inc. now owns 4,062 shares of the aircraft producer’s stock worth $882,000 after acquiring an additional 43 shares in the last quarter. Global Financial Private Client LLC boosted its holdings in shares of Boeing by 1.1% in the 4th quarter. Global Financial Private Client LLC now owns 4,025 shares of the aircraft producer’s stock worth $874,000 after acquiring an additional 44 shares in the last quarter. Finally, North Star Investment Management Corp. boosted its holdings in shares of Boeing by 1.6% in the 4th quarter. North Star Investment Management Corp. now owns 2,833 shares of the aircraft producer’s stock worth $615,000 after acquiring an additional 44 shares in the last quarter. Institutional investors and hedge funds own 64.82% of the company’s stock.

Wall Street Analyst Weigh In

BA has been the subject of a number of research reports. UBS Group raised their target price on Boeing from $275.00 to $285.00 and gave the company a “buy” rating in a research note on Wednesday, January 28th. TD Cowen restated a “buy” rating on shares of Boeing in a research note on Wednesday, January 28th. Morgan Stanley raised their target price on Boeing from $245.00 to $250.00 and gave the company an “equal weight” rating in a research note on Thursday, April 23rd. Vertical Research restated a “buy” rating and issued a $281.00 target price on shares of Boeing in a research note on Tuesday, January 27th. Finally, Royal Bank Of Canada upped their target price on shares of Boeing from $265.00 to $275.00 and gave the stock an “outperform” rating in a research report on Wednesday, January 28th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, four have given a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $259.80.

Insider Activity

In other Boeing news, EVP Uma M. Amuluru sold 1,503 shares of the stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $233.78, for a total value of $351,371.34. Following the transaction, the executive vice president owned 19,015 shares of the company’s stock, valued at approximately $4,445,326.70. This represents a 7.33% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Mortimer J. Buckley acquired 2,230 shares of the company’s stock in a transaction that occurred on Tuesday, March 3rd. The shares were acquired 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 in the company, valued at $993,206. This trade represents a 101.36% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 0.10% of the company’s stock.

Key Headlines Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Negative Sentiment: Indian regulators are traveling to Seattle to observe Boeing’s fuel-switch testing tied to the Air India crash investigation, keeping safety concerns in focus and raising the risk of additional reputational or regulatory pressure. Exclusive: India to monitor Boeing fuel-switch test tied to Air India London incident
• Negative Sentiment: Federal hearings on the deadly UPS cargo plane crash will question Boeing and the FAA, adding another reminder of aviation-safety liabilities that can weigh on sentiment toward BA. Hearings to focus on why a UPS cargo plane engine fell off, causing deadly crash
• Negative Sentiment: Analysts and media coverage say Boeing’s big China order disappointed high expectations, suggesting the deal was not enough to spark a stronger rerating of the stock. Assessing Boeing’s Valuation As China’s 200 Plane Order Disappoints High Market Expectations
• Negative Sentiment: Another market note said Boeing was falling alongside other industrial stocks as broader market weakness and higher oil prices/Treasury yields pressured sentiment. Boeing, EVgo, Standex, Donaldson, and Flowserve Shares Are Falling, What You Need To Know
• Negative Sentiment: A Seeking Alpha piece argued Boeing was removed from a “core earnings” index because of overstated GAAP earnings and negative core earnings, reinforcing concerns about underlying profitability and valuation. Stocks That Failed The Core Earnings Test In Q2 2026
• Neutral Sentiment: On the positive side, Boeing and Gilat announced a milestone for the Sidewinder in-flight connectivity antenna, which supports Boeing’s cabin connectivity offerings but is unlikely to move the stock materially on its own. Boeing and Gilat Achieve Key In-Cabin Offerability Milestone for Sidewinder Line-fit Multi-Orbit Solution
• Neutral Sentiment: Some analysts remain constructive, with Citi reportedly raising its price target and calling the aerospace selloff a buying opportunity, offering longer-term support for the bull case. Citi Calls the Aerospace Selloff a Gift, Raises Boeing Price Target to 260

Boeing Price Performance

BA opened at $214.80 on Wednesday. The company has a fifty day moving average price of $217.25 and a two-hundred day moving average price of $218.33. The company has a debt-to-equity ratio of 7.42, a quick ratio of 0.35 and a current ratio of 1.18. The Boeing Company has a 52 week low of $176.77 and a 52 week high of $254.35. The firm has a market capitalization of $169.33 billion, a PE ratio of 104.27 and a beta of 1.21.

Boeing (NYSE:BA) last released its earnings results on Wednesday, April 22nd. The aircraft producer reported ($0.20) EPS for the quarter, topping analysts’ consensus estimates of ($0.68) by $0.48. The business had revenue of $22.22 billion for the quarter, compared to analyst estimates of $22.15 billion. During the same period in the prior year, the firm posted ($0.49) EPS. Boeing’s revenue was up 14.0% on a year-over-year basis. As a group, analysts anticipate that The Boeing Company will post -0.15 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.