WealthPLAN Partners LLC grew its holdings in The Boeing Company (NYSE:BA – Free Report) by 160.7% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 3,861 shares of the aircraft producer’s stock after acquiring an additional 2,380 shares during the period. WealthPLAN Partners LLC’s holdings in Boeing were worth $833,000 at the end of the most recent quarter.
A number of other large investors have also recently made changes to their positions in the business. Revolve Wealth Partners LLC purchased a new stake in Boeing in the fourth quarter worth $201,000. RMR Wealth Builders raised its holdings in Boeing by 3.3% in the 2nd quarter. RMR Wealth Builders now owns 1,779 shares of the aircraft producer’s stock worth $373,000 after purchasing an additional 57 shares in the last quarter. Little House Capital LLC purchased a new stake in shares of Boeing in the 2nd quarter worth about $1,318,000. ACT Wealth Management LLC bought a new stake in shares of Boeing during the 2nd quarter valued at about $226,000. Finally, Sandy Cove Advisors LLC purchased a new position in shares of Boeing during the second quarter valued at about $213,000. 64.82% of the stock is currently owned by institutional investors.
Analyst Upgrades and Downgrades
Several analysts have commented on BA shares. Sanford C. Bernstein set a $277.00 price objective on shares of Boeing and gave the stock an “outperform” rating in a report on Tuesday, January 6th. Tigress Financial restated a “buy” rating and issued a $275.00 target price on shares of Boeing in a research note on Monday, December 29th. Weiss Ratings restated a “sell (d-)” rating on shares of Boeing in a research report on Wednesday, October 8th. BNP Paribas set a $150.00 price target on Boeing in a research note on Tuesday, November 18th. Finally, Loop Capital set a $223.00 price objective on Boeing in a report on Monday, November 3rd. Three investment analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have issued a Hold rating and five have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $235.54.
Boeing News Roundup
Here are the key news stories impacting Boeing this week:
- Positive Sentiment: Boeing outsold Airbus on net orders for the first time since 2018 and recorded 600 deliveries in 2025 — its busiest year since 2018, signaling a production rebound and stronger demand. Boeing turnaround takes hold
- Positive Sentiment: Delta Air Lines placed a major order for up to 60 Boeing 787 Dreamliners (30 firm 787-10s), marking Delta’s first direct 787 order and boosting Boeing’s widebody backlog and revenue visibility. Delta 787 order
- Positive Sentiment: Aviation Capital Group ordered 50 737 MAX aircraft (25 737-8 and 25 737-10), lifting lessor demand for Boeing’s workhorse model and extending the MAX order book. ACG 737 MAX order
- Positive Sentiment: Prominent market voices and technical commentators are bullish — Jim Cramer publicly praised Boeing’s CEO and said he wanted to own BA, and some analysts/technicians flagged a buy point after improving deliveries. Cramer praise
- Neutral Sentiment: Analyst commentary and market write-ups are highlighting the operational recovery (deliveries/orders) but differ on timing and valuation — some note the improvement is still being digested by investors. Investor’s Business Daily coverage
- Negative Sentiment: Critical analysis warns risks remain — a recent Seeking Alpha piece argues that despite the recovery narrative, regulatory, production and margin risks still cloud Boeing’s outlook. Seeking Alpha caution
- Negative Sentiment: Remember: Boeing still carries legacy financial/operational issues (recent negative EPS, past production/regulatory setbacks). Those factors keep downside risk if execution slips or margins underperform expectations. No link
Insider Activity
In other news, EVP Uma M. Amuluru sold 1,366 shares of the stock in a transaction that occurred on Thursday, November 6th. The shares were sold at an average price of $197.66, for a total transaction of $270,003.56. Following the sale, the executive vice president owned 14,656 shares in the company, valued at $2,896,904.96. This represents a 8.53% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, SVP Dana S. Deasy purchased 554 shares of Boeing stock in a transaction that occurred on Monday, November 24th. The shares were purchased at an average cost of $178.88 per share, with a total value of $99,099.52. Following the transaction, the senior vice president directly owned 28,442 shares of the company’s stock, valued at $5,087,704.96. This represents a 1.99% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Corporate insiders own 0.09% of the company’s stock.
Boeing Stock Up 1.9%
BA stock opened at $244.48 on Wednesday. The business has a 50 day moving average of $205.59 and a 200 day moving average of $216.45. The firm has a market cap of $185.82 billion, a PE ratio of -17.87, a price-to-earnings-growth ratio of 6.83 and a beta of 1.16. The Boeing Company has a twelve month low of $128.88 and a twelve month high of $247.40.
Boeing (NYSE:BA – Get Free Report) last released its earnings results on Wednesday, October 29th. The aircraft producer reported ($7.47) EPS for the quarter, missing the consensus estimate of ($0.51) by ($6.96). The business had revenue of $23.27 billion during the quarter, compared to analyst estimates of $21.61 billion. During the same quarter last year, the business earned ($10.44) earnings per share. The company’s quarterly revenue was up 30.4% on a year-over-year basis. On average, research analysts expect that The Boeing Company will post -2.58 earnings per share for the current fiscal year.
Boeing Company Profile
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.
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