Fidelis Capital Partners LLC Grows Stake in The Boeing Company $BA

Fidelis Capital Partners LLC boosted its holdings in The Boeing Company (NYSE:BA) by 75.6% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 5,531 shares of the aircraft producer’s stock after acquiring an additional 2,382 shares during the quarter. Fidelis Capital Partners LLC’s holdings in Boeing were worth $1,194,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of BA. Harbor Asset Planning Inc. bought a new stake in Boeing during the second quarter valued at approximately $25,000. Davis Capital Management purchased a new stake in shares of Boeing during the 3rd quarter valued at $33,000. Howard Hughes Medical Institute purchased a new stake in shares of Boeing during the 2nd quarter valued at $34,000. Decker Retirement Planning Inc. bought a new stake in shares of Boeing during the 2nd quarter worth $35,000. Finally, IMG Wealth Management Inc. grew its position in Boeing by 159.4% in the second quarter. IMG Wealth Management Inc. now owns 179 shares of the aircraft producer’s stock worth $38,000 after acquiring an additional 110 shares in the last quarter. Institutional investors own 64.82% of the company’s stock.

Boeing Trading Down 3.1%

Shares of BA opened at $234.13 on Friday. The stock has a market capitalization of $177.96 billion, a P/E ratio of 116.48, a PEG ratio of 7.70 and a beta of 1.16. The company has a quick ratio of 0.38, a current ratio of 1.19 and a debt-to-equity ratio of 8.37. The firm has a fifty day simple moving average of $218.53 and a two-hundred day simple moving average of $218.85. The Boeing Company has a twelve month low of $128.88 and a twelve month high of $254.35.

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

Insider Activity at Boeing

In other Boeing news, SVP Dana S. Deasy bought 554 shares of the firm’s stock in a transaction that occurred on Monday, November 24th. The stock was bought at an average price of $178.88 per share, for a total transaction of $99,099.52. Following the completion of the acquisition, the senior vice president directly owned 28,442 shares in the company, valued at $5,087,704.96. The trade was a 1.99% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Uma M. Amuluru sold 1,366 shares of the firm’s 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 completion of the sale, the executive vice president directly owned 14,656 shares of the company’s stock, valued at $2,896,904.96. The trade was a 8.53% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.09% of the stock is currently owned by insiders.

Boeing News Summary

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Strong quarter — Boeing reported a better-than-expected Q4 with a large EPS beat and double‑digit revenue growth, which has supported the rebound in sentiment. Read More.
• Positive Sentiment: Order flow pickup — Air India added 30 more 737 MAX jets, boosting Boeing’s single‑aisle backlog; Boeing also won additional military work (MH‑139A) that diversifies near‑term revenue. Read More. · Read More.
• Positive Sentiment: Analyst bullishness — Several firms raised price targets and upgraded BA after the quarter (JPMorgan, Citi, RBC among those cited), giving upside thesis room. Read More.
• Neutral Sentiment: Long‑term demand thesis intact — Boeing projects significant fleet additions in India/South Asia over 20 years, supporting long‑run market opportunity even if near‑term conversion is slow. Read More.
• Neutral Sentiment: R&D and sustainability partnerships — Collaboration on sustainable aviation fuel (Technion) signals longer‑term positioning but limited immediate revenue impact. Read More.
• Negative Sentiment: Production/supply‑chain strains — Multiple reports flag mounting supply‑chain issues that are slowing build rates and could cap deliveries despite strong backlog, a key near‑term earnings lever. Read More.
• Negative Sentiment: Delivery pace remains the real test — Commentary argues that 737 MAX deliveries per month determine how backlog turns into revenue; investors are worried deliveries won’t ramp fast enough. Read More.
• Negative Sentiment: Inventory/finished‑goods risks — Analysts warn Boeing’s finished‑goods cushion is shrinking, which could amplify volatility if production hiccups persist. Read More.
• Negative Sentiment: Investor fatigue — High‑profile criticism (e.g., Jim Cramer) highlights that some investors remain skeptical after repeated missteps, which can pressure the stock when mixed news arrives. Read More.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on BA. New Street Research set a $257.00 price target on Boeing in a research report on Tuesday, December 9th. Sanford C. Bernstein reissued an “outperform” rating on shares of Boeing in a report on Wednesday. Deutsche Bank Aktiengesellschaft lowered Boeing from a “buy” rating to a “hold” rating and set a $240.00 target price for the company. in a research note on Thursday, October 30th. Wolfe Research reissued an “outperform” rating on shares of Boeing in a research note on Tuesday. Finally, JPMorgan Chase & Co. upped their price objective on shares of Boeing from $245.00 to $270.00 and gave the company an “overweight” rating in a research note on Wednesday. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, three have issued a Hold rating and four have assigned a Sell rating to the stock. According to data from MarketBeat, Boeing has a consensus rating of “Moderate Buy” and an average price target of $245.65.

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.