Insider Selling: Boeing (NYSE:BA) EVP Sells $2,456,193.03 in Stock

The Boeing Company (NYSE:BA) EVP Howard Mckenzie sold 10,497 shares of Boeing stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $233.99, for a total transaction of $2,456,193.03. Following the transaction, the executive vice president directly owned 14,692 shares in the company, valued at approximately $3,437,781.08. This represents a 41.67% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link.

Boeing Trading Up 2.6%

NYSE:BA opened at $243.21 on Friday. The company has a debt-to-equity ratio of 8.37, a current ratio of 1.19 and a quick ratio of 0.40. The business’s 50-day simple moving average is $224.76 and its 200-day simple moving average is $219.03. The Boeing Company has a fifty-two week low of $128.88 and a fifty-two week high of $254.35. The stock has a market capitalization of $191.00 billion, a PE ratio of 121.00, a price-to-earnings-growth ratio of 11.96 and a beta of 1.15.

Boeing (NYSE:BA) last announced its earnings results 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 for the quarter, compared to analyst estimates of $22.41 billion. The business’s quarterly revenue was up 57.1% on a year-over-year basis. During the same quarter last year, the business posted ($5.90) earnings per share. Sell-side analysts expect that The Boeing Company will post -2.58 earnings per share for the current fiscal year.

Key Boeing News

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: India reportedly stands ready to order up to $80 billion of Boeing aircraft following a U.S.–India trade understanding — a multi‑year, high‑value demand opportunity that would materially boost commercial backlog if converted to firm orders. India to reportedly buy up to $80 billion in Boeing aircraft
• Positive Sentiment: Saudia is in early talks with Boeing (and Airbus) for what Bloomberg reports could be ~150 jets — another potential large order that supports narrowbody and widebody production demand. Saudia talks with Boeing, Airbus for large jet order
• Positive Sentiment: Boeing reported a blowout quarterly EPS and revenue beat in late January and has seen upward analyst actions/price‑target increases — this recent earnings strength supports current valuation and investor optimism. MarketBeat: Boeing trading/earnings summary
• Positive Sentiment: Aftermarket and delivery wins: Boeing signed a record landing‑gear services deal with Singapore Airlines and lessor CDB Aviation delivered three 737‑8s to WestJet; Boeing also won a ~$2.8B F‑15 upgrade contract for South Korea — all support recurring revenue and backlog. Landing gear deal CDB Aviation delivery F-15 contract
• Neutral Sentiment: Two Boeing executive VPs disclosed recent share sales (SEC filings) — typical liquidity actions but can attract investor attention; filings are routine and not flagged as insider lack of confidence. Insider sale filing
• Neutral Sentiment: Boeing is shifting some 787 engineering work to South Carolina and targeting a production first flight for the 777X in April — operational moves that could lower costs and unlock new production milestones but carry execution risk. 787 engineering move 777X first flight target
• Negative Sentiment: Thirty‑one families have asked an appeals court to revive a criminal case over two 737 Max crashes — renewed criminal litigation would increase legal exposure and reputational risk. Families ask to revive criminal case
• Negative Sentiment: The UK CAA is probing a Boeing 787 fuel‑switch incident involving Air India — regulatory scrutiny could lead to inspections, operational impacts or further oversight. UK CAA probe
• Negative Sentiment: Boeing’s defense unit is cutting roughly 300 supply‑chain roles and trimming personnel — may reduce costs but signals near‑term disruption and execution risk that could pressure near‑term performance. Defense unit job cuts

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on BA. Morgan Stanley set a $245.00 target price on Boeing in a research report on Wednesday, January 28th. Zacks Research upgraded shares of Boeing from a “strong sell” rating to a “hold” rating in a report on Tuesday, December 2nd. Susquehanna reissued a “positive” rating and issued a $280.00 price objective on shares of Boeing in a research report on Thursday, January 15th. Royal Bank Of Canada raised their target price on shares of Boeing from $265.00 to $275.00 and gave the company an “outperform” rating in a research report on Wednesday, January 28th. Finally, Weiss Ratings raised shares of Boeing from a “sell (d-)” rating to a “hold (c-)” rating in a research report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have given a Hold rating and three have issued a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $246.14.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the business. Vanguard Group Inc. increased its holdings in shares of Boeing by 5.1% in the fourth quarter. Vanguard Group Inc. now owns 70,989,438 shares of the aircraft producer’s stock valued at $15,413,227,000 after purchasing an additional 3,460,021 shares during the last quarter. Ninety One UK Ltd bought a new stake in shares of Boeing during the 3rd quarter worth about $192,734,000. Amundi grew its stake in Boeing by 75.5% in the 2nd quarter. Amundi now owns 1,776,634 shares of the aircraft producer’s stock valued at $376,700,000 after buying an additional 764,236 shares during the last quarter. Newport Trust Company LLC raised its holdings in Boeing by 2.5% in the 3rd quarter. Newport Trust Company LLC now owns 29,198,446 shares of the aircraft producer’s stock valued at $6,301,901,000 after acquiring an additional 707,490 shares during the period. Finally, Bessemer Group Inc. lifted its position in Boeing by 3,581.5% during the second quarter. Bessemer Group Inc. now owns 711,824 shares of the aircraft producer’s stock worth $149,149,000 after acquiring an additional 692,489 shares during the last quarter. 64.82% of the stock is currently owned by institutional investors.

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.