Phoenix Financial Ltd. Lowers Stock Position in The Boeing Company $BA

Phoenix Financial Ltd. cut its holdings in shares of The Boeing Company (NYSE:BA) by 27.5% during the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 30,768 shares of the aircraft producer’s stock after selling 11,666 shares during the period. Phoenix Financial Ltd.’s holdings in Boeing were worth $6,641,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of the business. Revolve Wealth Partners LLC acquired a new position in shares of Boeing during the fourth quarter worth $201,000. Sivia Capital Partners LLC grew its stake in Boeing by 16.5% during 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 last quarter. Kathmere Capital Management LLC increased its position in Boeing by 17.9% during the 2nd quarter. Kathmere Capital Management LLC now owns 1,944 shares of the aircraft producer’s stock valued at $407,000 after buying an additional 295 shares in the last quarter. ORG Partners LLC raised its stake in Boeing by 7.7% in the second quarter. ORG Partners LLC now owns 964 shares of the aircraft producer’s stock valued at $202,000 after buying an additional 69 shares during the last quarter. Finally, TBH Global Asset Management LLC acquired a new stake in Boeing in the second quarter worth about $283,000. Institutional investors own 64.82% of the company’s stock.

Boeing News Summary

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: CNBC notes Boeing could post its first annual profit since 2018 and delivered ~600 jets in 2025 (vs. 348 prior year), a concrete sign demand and execution are improving. Boeing is set to report earnings before the bell. Here’s what Wall Street expects
• Positive Sentiment: Multiple outlets highlight Boeing’s plans to raise 737 production and a path to better free cash flow over the coming years — a key driver of longer-term valuation and investor confidence. Boeing 737 production increase plans likely to overshadow expected fourth-quarter loss
• Positive Sentiment: Wall Street forecasters and some analysts have raised or refreshed expectations ahead of Q4, narrowing downside risk if Boeing shows delivery momentum and supply-chain improvement. Top Wall Street Forecasters Revamp Boeing Expectations Ahead Of Q4 Earnings
• Positive Sentiment: Prominent commentators like Jim Cramer have reiterated bullish views, arguing the recent share run and operational improvements justify holding the stock into the earnings catalyst. Jim Cramer Says “This Is the Year One of a Multi-Year Turn in the Stock of Boeing”
• Neutral Sentiment: Broad earnings previews and analyst notes (TalkMarkets, Seeking Alpha, MSN) emphasize key metrics to watch — deliveries, production rates, margin trends and cash flow — but show a split in consensus on whether Q4 will be profitable. Here’s What Wall St. Experts Are Saying About Boeing Ahead Of Earnings
• Neutral Sentiment: Airlines’ operational notes — e.g., Air Lease delivery and Ryanair citing faster Boeing deliveries — validate demand but are incremental confirmations rather than game-changers. Boeing Q4 earnings on deck: What to expect
• Negative Sentiment: Regulatory/safety cloud: a report flagged lavatories as a “dangerous design defect,” creating the potential for reputational, inspection or remediation costs if regulators pursue it further. Boeing Stock (NYSE:BA) Loses Ground, Lavatories Declared “Dangerous Design Defect”
• Negative Sentiment: Consensus still expects a Q4 loss in some models; headlines caution that production-rate news could “overshadow” near-term results if Boeing reports another quarterly loss or weaker-than-expected margins. That near-term earnings risk likely explains part of the downward move. Boeing 737 production increase plans likely to overshadow expected fourth-quarter loss

Boeing Stock Performance

NYSE:BA opened at $248.87 on Tuesday. The firm’s fifty day moving average is $215.22 and its two-hundred day moving average is $218.45. The firm has a market cap of $189.16 billion, a price-to-earnings ratio of -18.19, a PEG ratio of 7.18 and a beta of 1.16. The Boeing Company has a one year low of $128.88 and a one year high of $254.14.

Boeing (NYSE:BA) last released its quarterly earnings data on Tuesday, January 27th. The aircraft producer reported ($1.91) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.37) by ($1.54). As a group, equities research analysts predict that The Boeing Company will post -2.58 earnings per share for the current fiscal year.

Insider Activity at Boeing

In related news, SVP Dana S. Deasy purchased 554 shares of the firm’s stock in a transaction on Monday, November 24th. The stock was bought at an average cost of $178.88 per share, with a total value of $99,099.52. Following the completion of the acquisition, the senior vice president owned 28,442 shares of the company’s stock, valued at $5,087,704.96. The trade was a 1.99% increase in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Uma M. Amuluru sold 1,366 shares of the company’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 value of $270,003.56. Following the completion of the sale, the executive vice president owned 14,656 shares in the company, valued at approximately $2,896,904.96. This represents a 8.53% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.09% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several research firms have recently issued reports on BA. Citigroup upped their price objective on shares of Boeing from $265.00 to $270.00 and gave the company a “buy” rating in a report on Tuesday, January 13th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Boeing in a report on Wednesday, January 21st. UBS Group reiterated a “buy” rating on shares of Boeing in a research note on Wednesday, December 10th. Susquehanna reissued a “positive” rating and issued a $280.00 target price on shares of Boeing in a research report on Thursday, January 15th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating on shares of Boeing in a research report on Tuesday, December 9th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have given a Hold rating and four have issued a Sell rating to the company. According to MarketBeat.com, Boeing presently has an average rating of “Moderate Buy” and a consensus price target of $241.26.

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.