The Boeing Company $BA Stock: VestGen Advisors LLC Decreases Stake

VestGen Advisors LLC reduced its stake in shares of The Boeing Company (NYSE:BA) by 27.7% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 8,244 shares of the aircraft producer’s stock after selling 3,156 shares during the quarter. VestGen Advisors LLC’s holdings in Boeing were worth $1,534,000 at the end of the most recent quarter.

Other hedge funds have also recently made changes to their positions in the company. Financial Insights Inc. grew its stake in Boeing by 8.4% in the 3rd quarter. Financial Insights Inc. now owns 1,934 shares of the aircraft producer’s stock worth $360,000 after acquiring an additional 150 shares in the last quarter. Laurel Wealth Advisors LLC purchased a new position in shares of Boeing during the third quarter worth approximately $52,000. William Mack & Associates Inc. bought a new stake in shares of Boeing during the third quarter valued at approximately $119,000. Generali Asset Management SPA SGR raised its stake in shares of Boeing by 14.1% during the third quarter. Generali Asset Management SPA SGR now owns 2,360 shares of the aircraft producer’s stock valued at $439,000 after acquiring an additional 292 shares in the last quarter. Finally, Jacobsen Capital Management raised its stake in shares of Boeing by 41.5% during the third quarter. Jacobsen Capital Management now owns 1,578 shares of the aircraft producer’s stock valued at $294,000 after acquiring an additional 463 shares in the last quarter. 64.82% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on the company. Glj Research started coverage on Boeing in a research note on Wednesday. They issued a “buy” rating on the stock. The Goldman Sachs Group restated a “buy” rating and set a $238.00 price objective on shares of Boeing in a report on Wednesday. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $235.00 target price on shares of Boeing in a research report on Monday. Piper Sandler cut Boeing from an “overweight” rating to a “neutral” rating in a report on Wednesday. Finally, Rothschild & Co Redburn upped their target price on Boeing from $260.00 to $285.00 and gave the stock a “buy” rating in a report on Thursday, July 30th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, eight have assigned a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $246.92.

Boeing Trading Down 0.7%

Shares of NYSE BA opened at $171.41 on Friday. The Boeing Company has a 1-year low of $165.01 and a 1-year high of $254.35. The business has a fifty day moving average price of $196.12 and a 200 day moving average price of $217.21. The stock has a market capitalization of $135.83 billion, a P/E ratio of 18.65 and a beta of 1.26. The company has a debt-to-equity ratio of 6.31, a current ratio of 1.13 and a quick ratio of 0.33.

Boeing (NYSE:BA) last posted its earnings results on Tuesday, October 27th. The aircraft producer reported ($0.34) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.25) by ($0.09). The company had revenue of $24.19 billion during the quarter, compared to analysts’ expectations of $23.95 billion. Boeing had a net margin of 7.98% and a negative return on equity of 42.40%. Boeing’s revenue for the quarter was up 3.9% on a year-over-year basis. During the same quarter last year, the firm earned ($7.47) EPS. Equities research analysts expect that The Boeing Company will post -1.48 EPS for the current fiscal year.

Boeing News Roundup

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing is positioned to receive a sole-source contract worth up to $945.9 million from the U.S. Space Force for MILSATCOM sustainment, strengthening its defense and space backlog. Boeing To Receive Up to $945.9 Million Sole Source Contract for MILSATCOM Sustainment
• Positive Sentiment: Boeing’s 2026 air-cargo forecast projects global freight traffic will double by 2045, supporting potential demand for nearly 3,000 new and converted freighters over the next two decades. Boeing Sees Air Cargo Traffic Doubling By 2045
• Positive Sentiment: Growth in satellite reconnaissance, driven by defense spending, synthetic-aperture radar and artificial intelligence, provides a favorable long-term backdrop for Boeing’s space and defense activities. Global Satellite Reconnaissance Market Size, Trends and Forecast Report 2026
• Neutral Sentiment: Analysts at Susquehanna added coverage or otherwise expressed support for Boeing, but the broader analyst reaction remains mixed. Boeing Stock Picked Up by Analysts at Susquehanna
• Negative Sentiment: Boeing’s quarterly EPS loss of $0.34 missed the consensus loss estimate of $0.25. Although revenue exceeded expectations and increased year over year, the earnings shortfall renewed concerns about execution and profitability.
• Negative Sentiment: Analysts at JPMorgan, Baird, Morgan Stanley, Wells Fargo and TD Cowen lowered their Boeing price targets or issued cautious forecasts, signaling reduced confidence in the pace of the turnaround. Boeing Stock Price Target Cut by Morgan Stanley
• Negative Sentiment: Recent commentary argues that Boeing’s anticipated $10 billion cash-flow recovery has been pushed out, making the company’s high leverage and balance-sheet weakness more important to investors. Boeing: A $10 Billion Cash Flow Dream Delayed
• Negative Sentiment: A law firm is investigating potential securities-law violations, adding headline and litigation risk, although no wrongdoing has been established. Kaplan Fox Investigation

About Boeing

The Boeing Company (NYSE: BA) is a global aerospace company that designs, manufactures and supports commercial airplanes, military aircraft, satellites, space systems and related products and services. Its offerings serve airlines, government agencies, defense organizations and other customers worldwide.

Boeing operates through three principal business areas: Commercial Airplanes, which develops and produces passenger and cargo aircraft; Defense, Space & Security, which provides military aircraft, weapons systems, satellites and space-related platforms; and Global Services, which offers parts, maintenance, training, engineering and other lifecycle support.

Founded in 1916 by William Boeing, the company has grown into one of the world’s major aerospace manufacturers.