Osborne Partners Capital Management LLC Invests $459,000 in The Boeing Company $BA

Osborne Partners Capital Management LLC bought a new stake in The Boeing Company (NYSE:BA) in the 3rd quarter, Holdings Channel.com reports. The fund bought 2,125 shares of the aircraft producer’s stock, valued at approximately $459,000.

Other hedge funds have also recently added to or reduced their stakes in the company. Revolve Wealth Partners LLC purchased a new position in Boeing during the fourth quarter worth approximately $201,000. Sivia Capital Partners LLC raised its position in shares of Boeing by 16.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,529 shares of the aircraft producer’s stock worth $320,000 after buying an additional 217 shares during the period. Diversified Trust Co boosted its holdings in Boeing by 6.5% in the second quarter. Diversified Trust Co now owns 2,832 shares of the aircraft producer’s stock valued at $593,000 after acquiring an additional 173 shares during the last quarter. AdvisorNet Financial Inc grew its holdings in shares of Boeing by 5.1% during the 2nd quarter. AdvisorNet Financial Inc now owns 1,701 shares of the aircraft producer’s stock worth $356,000 after purchasing an additional 83 shares during the period. Finally, Retirement Income Solutions Inc acquired a new stake in shares of Boeing in the 2nd quarter valued at about $204,000. 64.82% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, SVP Dana S. Deasy purchased 554 shares of Boeing stock in a transaction that occurred on Monday, November 24th. The stock was acquired at an average price of $178.88 per share, for a total transaction of $99,099.52. Following the transaction, the senior vice president owned 28,442 shares in the company, valued at $5,087,704.96. The trade was a 1.99% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Uma M. Amuluru sold 1,366 shares of the firm’s stock in a transaction that occurred on Thursday, November 6th. The stock was sold at an average price of $197.66, for a total transaction of $270,003.56. Following the completion of the transaction, the executive vice president directly owned 14,656 shares of the company’s stock, valued at $2,896,904.96. This represents a 8.53% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.09% of the company’s stock.

Boeing Stock Up 0.4%

Shares of NYSE BA opened at $250.04 on Thursday. The stock’s fifty day simple moving average is $211.80 and its 200 day simple moving average is $217.88. The stock has a market capitalization of $190.05 billion, a price-to-earnings ratio of -18.28, a PEG ratio of 7.09 and a beta of 1.16. The Boeing Company has a 52-week low of $128.88 and a 52-week high of $251.31.

Boeing (NYSE:BA) last released its quarterly earnings results on Wednesday, October 29th. The aircraft producer reported ($7.47) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.51) by ($6.96). The company had revenue of $23.27 billion during the quarter, compared to analyst estimates of $21.61 billion. The firm’s revenue for the quarter was up 30.4% compared to the same quarter last year. During the same period last year, the business earned ($10.44) EPS. As a group, analysts anticipate that The Boeing Company will post -2.58 earnings per share for the current year.

Analyst Upgrades and Downgrades

BA has been the subject of several analyst reports. BNP Paribas Exane set a $150.00 price objective on Boeing in a research report on Tuesday, November 18th. The Goldman Sachs Group reiterated a “buy” rating on shares of Boeing in a research report on Tuesday, December 9th. Jefferies Financial Group set a $255.00 price target on Boeing in a report on Tuesday, September 30th. New Street Research set a $257.00 price objective on shares of Boeing in a research note on Tuesday, December 9th. Finally, Sanford C. Bernstein raised their target price on Boeing from $277.00 to $298.00 and gave the company an “outperform” rating in a research note on Thursday, January 15th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have issued a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat, Boeing presently has an average rating of “Moderate Buy” and a consensus target price of $241.26.

More Boeing News

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: FAA official says the agency is not the roadblock to certification of the 737 MAX 7 and MAX 10, reducing regulatory uncertainty around fleet expansion and future deliveries. US official: FAA not roadblock to MAX 7, 10 certification
• Positive Sentiment: Data trackers and UBS analysts point to accelerating Boeing 787 production (Dreamlifter flights up sharply), suggesting supply-chain and manufacturing momentum is recovering — a direct driver of revenue and backlog conversion. UBS Dreamlifter tracker: accelerating 787 production
• Positive Sentiment: Boeing and Ethiopian Airlines finalized an order for nine 787 Dreamliners (plus additional 737 MAX buys), adding to Boeing’s large backlog and signalling demand strength in long-haul markets. Ethiopian Airlines orders nine 787 Dreamliners
• Positive Sentiment: Bernstein raised its price target and named Boeing a top U.S. pick for 2026, which can support investor sentiment and flows into the stock. Bernstein raises Boeing target, names top pick
• Positive Sentiment: Macro/defense tailwinds (higher projected U.S. defense spending) support Boeing’s defense backlog (~$76B) and help the company’s revenue mix beyond commercial aviation. Defense spending lifts aerospace names including Boeing
• Neutral Sentiment: Analyst and investor pieces emphasize that the story now hinges on production execution rather than valuation — reinforcing that upcoming delivery and production data (and Q4 earnings) will be decisive. Production, not valuation, is the story
• Neutral Sentiment: Pre-earnings commentary notes potential Q4 upside from deliveries and the Spirit AeroSystems deal but warns supply-chain and cost pressures could weigh on margins. Zacks: buy/sell/hold before Q4 earnings
• Neutral Sentiment: Reminder: Boeing reports quarterly results next week — earnings and delivery figures will likely drive short-term moves. Boeing to Release Quarterly Earnings
• Negative Sentiment: Some market commentary (TipRanks pieces) argues recent orders and isolated projects aren’t materially helping the stock — implying investor skepticism that orders alone will translate into near-term earnings or a re-rating. TipRanks: Dreamliner order proves little help
• Negative Sentiment: Another commentary flags that re-start projects (e.g., North Line) and single large orders have had limited impact on share price, underscoring that execution and margin recovery are still required for sustainable upside. TipRanks: North Line restart little help

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.