Stephens Consulting LLC Grows Holdings in The Boeing Company $BA

Stephens Consulting LLC increased its stake in The Boeing Company (NYSE:BA) by 100.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 8,022 shares of the aircraft producer’s stock after buying an additional 4,022 shares during the period. Boeing comprises about 0.6% of Stephens Consulting LLC’s investment portfolio, making the stock its 20th largest position. Stephens Consulting LLC’s holdings in Boeing were worth $1,742,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently added to or reduced their stakes in BA. Ninety One UK Ltd acquired a new stake in shares of Boeing during the 3rd quarter valued at approximately $192,734,000. Amundi boosted its holdings in Boeing by 75.5% in the second quarter. Amundi now owns 1,776,634 shares of the aircraft producer’s stock worth $376,700,000 after purchasing an additional 764,236 shares during the period. Vanguard Group Inc. increased its stake in Boeing by 1.1% during the third quarter. Vanguard Group Inc. now owns 67,529,417 shares of the aircraft producer’s stock valued at $14,574,874,000 after purchasing an additional 756,057 shares during the last quarter. Newport Trust Company LLC raised its holdings in shares of Boeing by 2.5% during the third quarter. Newport Trust Company LLC now owns 29,198,446 shares of the aircraft producer’s stock worth $6,301,901,000 after purchasing an additional 707,490 shares during the period. Finally, Caxton Associates LLP lifted its position in shares of Boeing by 5,247.3% in the 2nd quarter. Caxton Associates LLP now owns 443,022 shares of the aircraft producer’s stock worth $92,826,000 after buying an additional 434,737 shares during the last quarter. 64.82% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Boeing

In related news, Director Mortimer J. Buckley bought 2,230 shares of the firm’s stock in a transaction that occurred on Tuesday, March 3rd. The stock was purchased at an average price of $224.20 per share, for a total transaction of $499,966.00. Following the transaction, the director directly owned 4,430 shares of the company’s stock, valued at approximately $993,206. This represents a 101.36% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Ann M. Schmidt sold 6,281 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $243.37, for a total transaction of $1,528,606.97. Following the transaction, the senior vice president owned 13,978 shares in the company, valued at $3,401,825.86. This represents a 31.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 21,012 shares of company stock valued at $4,980,687 in the last ninety days. Company insiders own 0.10% of the company’s stock.

Analyst Ratings Changes

Several research analysts have recently commented on BA shares. Royal Bank Of Canada lifted their price target on shares of Boeing from $265.00 to $275.00 and gave the company an “outperform” rating in a report on Wednesday, January 28th. Weiss Ratings raised shares of Boeing from a “sell (d-)” rating to a “hold (c-)” rating in a report on Wednesday, February 4th. Morgan Stanley set a $245.00 target price on Boeing in a research note on Wednesday, January 28th. Jefferies Financial Group reaffirmed a “buy” rating on shares of Boeing in a report on Wednesday, March 4th. Finally, Citigroup reissued a “buy” rating on shares of Boeing in a report on Thursday, February 5th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have assigned a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $248.86.

Trending Headlines about Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Korean Air announced plans to buy 103 Boeing planes through 2039 (about $36.2B list value), which strengthens Boeing’s long-term commercial backlog and supports future revenue visibility. Korean Air order
• Positive Sentiment: The FAA cleared the Boeing 777-9 to enter the fourth and final phase of certification — a key step toward first deliveries and the cash-flow test for the delayed 777X program. That progress can be a catalyst for upside if Boeing meets certification and delivery milestones. FAA 777-9 certification
• Positive Sentiment: Hedge funds and some analysts are adding to positions—Tigress Financial raised its price target to $290 and commentators including Jim Cramer have called BA a buy—supporting sentiment among institutional investors. These endorsements can stabilize flows into the stock. Tigress price target Jim Cramer comment Hedge funds loading up
• Neutral Sentiment: Space and defense activity creates ancillary opportunities—Artemis/Gateway dynamics and broader defense spending could benefit certain Boeing units, but government program timing and pauses add uncertainty. Investors should view space-related headlines as longer-term, program-specific exposures rather than immediate earnings drivers. NASA/Artemis coverage
• Negative Sentiment: Boeing lost a China Eastern order to Airbus, and coverage highlights that the stock slid despite other big orders — investors worry about market share in key international markets and near-term revenue mix. That competitive loss is a key reason for today’s selling pressure. TipRanks: lost deal to Airbus
• Negative Sentiment: Ongoing scrutiny of widebody program execution and contract adjustments (noted alongside the FAA update) keeps delivery and margin risk in focus — investors may punish BA on any hint of further delays or cost overruns. Delivery/execution scrutiny

Boeing Price Performance

Shares of NYSE:BA opened at $194.54 on Friday. The firm’s 50 day moving average is $229.06 and its two-hundred day moving average is $217.37. The firm has a market capitalization of $152.78 billion, a P/E ratio of 96.78 and a beta of 1.14. The company has a current ratio of 1.19, a quick ratio of 0.40 and a debt-to-equity ratio of 8.37. 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 quarterly earnings data on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.40) by $10.32. The business had revenue of $23.95 billion during the quarter, compared to the consensus estimate of $22.41 billion. During the same period last year, the company earned ($5.90) earnings per share. The business’s quarterly revenue was up 57.1% compared to the same quarter last year. Analysts anticipate that The Boeing Company will post -2.58 earnings per share for the current year.

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.