BCS Private Wealth Management Inc. Cuts Position in The Boeing Company $BA

BCS Private Wealth Management Inc. decreased its holdings in The Boeing Company (NYSE:BA) by 56.5% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 2,935 shares of the aircraft producer’s stock after selling 3,815 shares during the quarter. BCS Private Wealth Management Inc.’s holdings in Boeing were worth $633,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Revolve Wealth Partners LLC acquired a new position in shares of Boeing during the fourth quarter worth about $201,000. Fiduciary Alliance LLC raised its holdings in shares of Boeing by 154.7% during the 2nd quarter. Fiduciary Alliance LLC now owns 6,034 shares of the aircraft producer’s stock valued at $1,264,000 after buying an additional 3,665 shares during the period. Fragasso Financial Advisors Inc acquired a new stake in Boeing in the second quarter valued at approximately $212,000. Alesco Advisors LLC acquired a new stake in Boeing in the second quarter valued at approximately $242,000. Finally, Inspirion Wealth Advisors LLC raised its stake in shares of Boeing by 34.8% during the second quarter. Inspirion Wealth Advisors LLC now owns 1,672 shares of the aircraft producer’s stock valued at $350,000 after purchasing an additional 432 shares during the period. 64.82% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing delivered 600 jets in 2025 — its highest annual total since 2018 — and outpaced Airbus on net orders, signaling improving production execution and backlog strength. Boeing turnaround takes hold with highest annual jet deliveries since 2018
• Positive Sentiment: Major commercial orders continued: Delta placed a large order for 30 787-10s (up to 60), and lessor Aviation Capital Group ordered 50 737 MAX jets — both add to Boeing’s medium‑ and long‑term revenue visibility. Delta Air Lines Orders up to 60 Boeing 787 Dreamliners
• Positive Sentiment: Aviation Capital Group finalized an order for 50 737 MAX jets, expanding Boeing’s MAX orderbook and supporting long‑term production plans. Aviation Capital Group Orders 50 Boeing 737 MAX Jets
• Neutral Sentiment: Analyst and media commentary is bullish on BA’s recovery—some outlets highlight rising deliveries, backlog and management’s positive cash‑flow forecast for 2026—supporting sentiment but leaving valuation/near‑term risks in focus. Buy Or Sell Boeing Stock At $245?
• Negative Sentiment: Boeing reached tentative settlements tied to the 2019 Ethiopian Airlines 737 MAX crash — a reminder of ongoing litigation/settlement risk and potential cash outflows (and reputational impact) even as some suits resolve. Boeing reaches tentative settlements in related 737 MAX crash lawsuits
• Negative Sentiment: The NTSB reported that Boeing issued a 2011 service advisory on an MD‑11 part that later cracked on a UPS MD‑11 that crashed in November, increasing regulatory and liability scrutiny around older fleet parts and Boeing’s historical guidance. NTSB says Boeing issued service advisory in 2011 on MD-11 part
• Negative Sentiment: Reporting shows the failed MD‑11 part had multiple prior failures on other aircraft and that Boeing warned owners in 2011 — heightening concerns over maintenance/inspection practices, potential recalls, and future liabilities. A part that broke on a UPS plane that crashed in Kentucky failed 4 times before on different planes

Analyst Ratings Changes

Several research analysts have recently weighed in on BA shares. JPMorgan Chase & Co. raised their price target on shares of Boeing from $240.00 to $245.00 and gave the company an “overweight” rating in a report on Friday, December 19th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Boeing in a research report on Wednesday, October 8th. The Goldman Sachs Group reissued a “buy” rating on shares of Boeing in a report on Tuesday, December 9th. BNP Paribas set a $150.00 price objective on Boeing in a report on Tuesday, November 18th. Finally, Zacks Research raised Boeing from a “strong sell” rating to a “hold” rating in a research report on Tuesday, December 2nd. Three investment analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have assigned a Hold rating and five have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $235.54.

Boeing Trading Down 0.8%

Shares of NYSE BA opened at $242.56 on Thursday. The company has a market capitalization of $184.37 billion, a price-to-earnings ratio of -17.73, a price-to-earnings-growth ratio of 6.96 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. The business has a 50 day simple moving average of $206.49 and a 200-day simple moving average of $216.63.

Boeing (NYSE:BA) last announced its quarterly earnings data on Wednesday, October 29th. The aircraft producer reported ($7.47) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.51) by ($6.96). The company had revenue of $23.27 billion during the quarter, compared to analysts’ expectations of $21.61 billion. During the same quarter in the previous year, the business earned ($10.44) EPS. Boeing’s revenue was up 30.4% compared to the same quarter last year. As a group, equities analysts predict that The Boeing Company will post -2.58 earnings per share for the current year.

Insider Activity at Boeing

In other Boeing news, EVP Uma M. Amuluru sold 1,366 shares of the stock in a transaction 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 sale, the executive vice president directly owned 14,656 shares of the company’s stock, valued at $2,896,904.96. This trade represents a 8.53% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, SVP Dana S. Deasy acquired 554 shares of the company’s stock in a transaction that occurred on Monday, November 24th. The stock was purchased at an average cost of $178.88 per share, for a total transaction of $99,099.52. Following the acquisition, the senior vice president owned 28,442 shares in the company, valued at approximately $5,087,704.96. This trade represents a 1.99% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Company insiders own 0.09% of the company’s stock.

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.