Sigma Planning Corp Increases Stock Holdings in The Boeing Company $BA

Sigma Planning Corp lifted its position in shares of The Boeing Company (NYSE:BA) by 28.3% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 21,075 shares of the aircraft producer’s stock after buying an additional 4,651 shares during the quarter. Sigma Planning Corp’s holdings in Boeing were worth $4,549,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. Blue Barn Wealth LLC lifted its holdings in shares of Boeing by 1.8% in the second quarter. Blue Barn Wealth LLC now owns 2,594 shares of the aircraft producer’s stock valued at $544,000 after purchasing an additional 46 shares in the last quarter. N.E.W. Advisory Services LLC increased its stake in shares of Boeing by 3.1% during the 3rd quarter. N.E.W. Advisory Services LLC now owns 1,540 shares of the aircraft producer’s stock worth $332,000 after purchasing an additional 46 shares in the last quarter. Motco raised its position in shares of Boeing by 5.4% during the 3rd quarter. Motco now owns 921 shares of the aircraft producer’s stock worth $199,000 after purchasing an additional 47 shares during the last quarter. Encompass Wealth Advisors LLC lifted its stake in Boeing by 0.9% in the 3rd quarter. Encompass Wealth Advisors LLC now owns 5,045 shares of the aircraft producer’s stock valued at $1,089,000 after buying an additional 47 shares in the last quarter. Finally, Jacobsen Capital Management grew its holdings in Boeing by 4.6% during the 3rd quarter. Jacobsen Capital Management now owns 1,070 shares of the aircraft producer’s stock valued at $231,000 after buying an additional 47 shares during the last quarter. 64.82% of the stock is owned by institutional investors and hedge funds.

Boeing News Summary

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Major commercial order momentum — Vietnamese carriers (Vietnam Airlines, Vietjet and Sun PhuQuoc) signed deals for nearly 100 Boeing jets worth >$30B, boosting near‑ to mid‑term backlog and Asia demand visibility. Vietnamese airlines sign deals for nearly 100 Boeing jets
• Positive Sentiment: Progress on 777‑9 commercialization — FAA and EASA granted initial qualification for 777‑9 flight training simulators, a step toward pilot training and revenue recognition as the jet ramps. Boeing Receives Initial Qualification for 777-9 Training Devices
• Positive Sentiment: Defense tailwind/policy support — DoD officials urged faster, wartime‑pace production and reports hint at possible rapid work on “exquisite” munitions systems with Boeing, which could lift Defense segment revenue if formalized. Hegseth Hints At Potential Boeing Deal To Work Rapidly On ‘Exquisite Systems’ For Munitions
• Neutral Sentiment: Regulatory clearance with strings attached — The FTC finalized a consent order tied to Boeing’s Spirit Aerosystems transaction, clearing a hurdle but adding divestiture/compliance terms that could change deal economics. Federal Trade Commission Finalizes Consent Order In Boeing-Spirit Deal
• Neutral Sentiment: Airbus guidance is mixed — Airbus cut 2026 delivery guidance to ~870 jets (below estimates), which can help Boeing competitively, but the news also highlights ongoing supply‑chain and engine constraints across the industry. Airbus targets 870 deliveries this year, below estimates
• Negative Sentiment: Major reputational and program risk — NASA publicly classified the Starliner crewed flight as a “Type A” mishap and sharply criticized Boeing’s decision‑making and engineering, increasing potential remediation costs, oversight and program delays in the space business. NASA chief slams Boeing, agency failures in botched Starliner astronaut mission
• Negative Sentiment: Insider selling — SVP Ann M. Schmidt sold 6,281 shares (~31% reduction in her position), which can be read negatively by some investors even if routine. SEC filing: Insider sale by Ann M. Schmidt

Boeing Stock Down 0.7%

Shares of NYSE BA opened at $232.01 on Monday. The stock has a market capitalization of $182.21 billion, a PE ratio of 115.43 and a beta of 1.15. 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 fifty day moving average of $232.55 and a 200-day moving average of $219.83. The Boeing Company has a 52-week low of $128.88 and a 52-week high of $254.35.

Boeing (NYSE:BA) last issued its earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share for the quarter, beating analysts’ consensus estimates of ($0.40) by $10.32. The firm had revenue of $23.95 billion during the quarter, compared to analyst estimates of $22.41 billion. During the same quarter in the previous year, the business posted ($5.90) EPS. Boeing’s revenue was up 57.1% compared to the same quarter last year. On average, analysts anticipate that The Boeing Company will post -2.58 EPS for the current year.

Insider Transactions at Boeing

In other news, EVP Uma M. Amuluru sold 2,731 shares of Boeing stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $236.00, for a total value of $644,516.00. Following the transaction, the executive vice president directly owned 11,925 shares of the company’s stock, valued at $2,814,300. The trade was a 18.63% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, SVP Ann M. Schmidt sold 6,281 shares of the stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $243.37, for a total transaction of $1,528,606.97. Following the sale, the senior vice president directly owned 13,978 shares of the company’s stock, valued at approximately $3,401,825.86. This trade represents a 31.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 19,509 shares of company stock worth $4,629,316 in the last three months. 0.09% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several research firms have weighed in on BA. Tigress Financial reissued a “buy” rating and set a $275.00 price target on shares of Boeing in a research report on Monday, December 29th. Deutsche Bank Aktiengesellschaft cut shares of Boeing from a “buy” rating to a “hold” rating and set a $240.00 price target on the stock. in a research note on Thursday, October 30th. Zacks Research raised shares of Boeing from a “strong sell” rating to a “hold” rating in a research note on Tuesday, December 2nd. BNP Paribas Exane set a $150.00 target price on shares of Boeing in a research note on Tuesday, November 18th. Finally, Citigroup reiterated a “buy” rating on shares of Boeing in a report on Thursday, February 5th. One 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 issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Boeing has a consensus rating of “Moderate Buy” and an average target price of $246.14.

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.