Ashton Thomas Private Wealth LLC Boosts Stock Holdings in The Boeing Company $BA

Ashton Thomas Private Wealth LLC boosted its holdings in shares of The Boeing Company (NYSE:BA) by 28.9% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 12,948 shares of the aircraft producer’s stock after buying an additional 2,902 shares during the quarter. Ashton Thomas Private Wealth LLC’s holdings in Boeing were worth $2,795,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of BA. Vanguard Group Inc. boosted its stake in Boeing by 1.7% in the second quarter. Vanguard Group Inc. now owns 66,773,360 shares of the aircraft producer’s stock valued at $13,991,022,000 after acquiring an additional 1,118,316 shares in the last quarter. Ninety One UK Ltd purchased a new stake in shares of Boeing during the 3rd quarter valued at $192,734,000. Amundi boosted its position in shares of Boeing by 75.5% in the 2nd 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 in the last quarter. Newport Trust Company LLC grew its stake in Boeing by 2.5% during the 3rd quarter. Newport Trust Company LLC now owns 29,198,446 shares of the aircraft producer’s stock worth $6,301,901,000 after buying an additional 707,490 shares during the last quarter. Finally, Bessemer Group Inc. grew its stake in Boeing by 3,581.5% during the 2nd quarter. Bessemer Group Inc. now owns 711,824 shares of the aircraft producer’s stock worth $149,149,000 after buying an additional 692,489 shares during the last quarter. Hedge funds and other institutional investors own 64.82% of the company’s stock.

Key Headlines Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Saudia is in early talks with Boeing (and Airbus) for at least 150 narrowbody and widebody jets — a potential multi‑year, high‑value order that would materially boost Boeing’s commercial backlog and forward revenue visibility. Saudia in talks with Boeing, Airbus for its largest jet order to date, Bloomberg News reports
• Positive Sentiment: Multiple delivery and services wins: CDB Aviation delivered three 737‑8s to WestJet (adds to narrowbody deliveries), and Boeing signed a record landing‑gear services deal with Singapore Airlines — both support near‑term revenue and aftermarket/service backlog. CDB Aviation Delivers Three Boeing 737-8 Aircraft to WestJet Boeing Lands Biggest-Ever Landing Gear Deal At Singapore Airshow
• Positive Sentiment: Program progress: Boeing targets a first flight of a production 777X in April and expects to begin delivering improved 787‑9/10 Dreamliners in H1 2026 — milestones that reduce program risk and support future deliveries. Boeing plans first flight of production 777X in April, document shows Boeing expects to start delivering improved 787 Dreamliners in first half
• Positive Sentiment: Defense & contracts: Boeing won a ~$2.8B F‑15 upgrade contract for South Korea and continues to see defense backlog strength, supporting cash flow outside commercial aviation. Boeing snags $2.8B contract to upgrade St. Louis-made F-15s for South Korea
• Neutral Sentiment: Corporate/operations moves: Reports say Boeing plans to move some 787 engineering work to South Carolina — could lower costs or create near‑term disruption depending on execution. Boeing plans to move 787 engineering work to South Carolina
• Negative Sentiment: Legal/regulatory risk: 31 families from two 737 Max crashes have asked an appeals court to revive a criminal case against Boeing — renewed legal exposure and reputational risk that could pressure sentiment. Families of plane crash victims ask US appeals court to revive a criminal case against Boeing
• Negative Sentiment: Workforce & supply‑chain cuts: Reports the defense unit is cutting ~300 supply‑chain roles and broader defense supply‑chain trimming continue — potential near‑term disruption and morale/headcount risks. Boeing’s defense unit to cut 300 jobs, Bloomberg News reports Boeing is said to trim defense supply-chain roles as workforce reshuffle continues
• Negative Sentiment: Insider selling: Two Boeing EVPs disclosed large share sales this week (Howard E. Mckenzie and Uma M. Amuluru), which investors sometimes view as a cautionary signal even if sales are routine. SEC filing – Howard E. Mckenzie sale SEC filing – Uma M. Amuluru sale
• Negative Sentiment: Operational scrutiny: UK CAA questioned Air India over a 787 fuel‑switch incident, keeping the 787 program under regulatory attention — potential for operational/regulatory follow‑ups. Boeing 787 Under Spotlight Again As UK Regulator Questions Air India Over Fuel Switch Incident

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on the company. Vertical Research reissued a “buy” rating and issued a $281.00 price target on shares of Boeing in a report on Tuesday, January 27th. TD Cowen reiterated a “buy” rating on shares of Boeing in a research note on Wednesday, January 28th. Sanford C. Bernstein reissued an “outperform” rating on shares of Boeing in a research report on Wednesday, January 28th. Tigress Financial restated a “buy” rating and set a $275.00 price target on shares of Boeing in a research note on Monday, December 29th. Finally, Susquehanna reiterated a “positive” rating and set a $280.00 price objective on shares of Boeing in a research note on Thursday, January 15th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, four have given a Hold rating and four have issued a Sell rating to the stock. According to MarketBeat.com, Boeing currently has an average rating of “Moderate Buy” and an average price target of $247.39.

Boeing Trading Up 0.3%

Shares of Boeing stock opened at $236.68 on Friday. The stock has a market cap of $185.88 billion, a PE ratio of 117.75, a price-to-earnings-growth ratio of 11.61 and a beta of 1.15. The firm has a fifty day moving average price of $223.68 and a 200 day moving average price of $218.99. The Boeing Company has a 1 year low of $128.88 and a 1 year high of $254.35. The company has a debt-to-equity ratio of 8.37, a current ratio of 1.19 and a quick ratio of 0.40.

Boeing (NYSE:BA) last released its quarterly earnings data on Tuesday, January 27th. The aircraft producer reported $9.92 EPS for the quarter, topping the consensus estimate of ($0.40) by $10.32. The company had revenue of $23.95 billion during the quarter, compared to analysts’ expectations of $22.41 billion. During the same quarter in the prior year, the company posted ($5.90) EPS. The company’s revenue for the quarter was up 57.1% on a year-over-year basis. Equities research analysts predict that The Boeing Company will post -2.58 earnings per share for the current year.

Insider Activity at Boeing

In related news, EVP Howard E. Mckenzie sold 10,497 shares of the stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $233.99, for a total value of $2,456,193.03. Following the completion of the transaction, the executive vice president directly owned 14,692 shares of the company’s stock, valued at approximately $3,437,781.08. This represents a 41.67% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Dana S. Deasy bought 554 shares of Boeing stock in a transaction dated Monday, November 24th. The stock was acquired at an average price of $178.88 per share, with a total value of $99,099.52. Following the completion of the transaction, the senior vice president directly owned 28,442 shares of the company’s stock, valued at approximately $5,087,704.96. The trade was a 1.99% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 0.09% of the stock is owned by corporate insiders.

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.