Ann Schmidt Sells 6,281 Shares of Boeing (NYSE:BA) Stock

The Boeing Company (NYSE:BA) SVP Ann Schmidt sold 6,281 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $243.37, for a total transaction of $1,528,606.97. Following the sale, the senior vice president owned 13,978 shares of the company’s stock, valued at $3,401,825.86. This represents a 31.00% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink.

Boeing Trading Down 0.7%

BA opened at $232.01 on Friday. The stock has a market capitalization of $182.21 billion, a PE ratio of 115.43 and a beta of 1.15. The Boeing Company has a one year low of $128.88 and a one year high of $254.35. The company has a debt-to-equity ratio of 8.37, a quick ratio of 0.40 and a current ratio of 1.19. The business’s 50 day moving average price is $232.55 and its 200 day moving average price is $219.90.

Boeing (NYSE:BA) last posted its earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 EPS for the quarter, beating analysts’ consensus estimates of ($0.40) by $10.32. The business 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 firm earned ($5.90) EPS. Boeing’s revenue for the quarter was up 57.1% compared to the same quarter last year. As a group, equities research analysts expect that The Boeing Company will post -2.58 EPS for the current year.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on the stock. Vertical Research reiterated a “buy” rating and set a $281.00 price target on shares of Boeing in a research report on Tuesday, January 27th. Citigroup reiterated a “buy” rating on shares of Boeing in a report on Thursday, February 5th. Zacks Research upgraded Boeing from a “strong sell” rating to a “hold” rating in a research note on Tuesday, December 2nd. Tigress Financial reaffirmed a “buy” rating and issued a $275.00 price objective on shares of Boeing in a research note on Monday, December 29th. Finally, UBS Group raised their target price on Boeing from $275.00 to $285.00 and gave the company a “buy” rating in a report on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat, Boeing has an average rating of “Moderate Buy” and a consensus price target of $246.14.

Key Headlines Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Major commercial order momentum — Vietnamese carriers (Vietnam Airlines, Vietjet and Sun PhuQuoc) signed deals for nearly 100 Boeing jets worth >$30B, boosting near‑ to mid‑term backlog and Asia demand visibility. Vietnamese airlines sign deals for nearly 100 Boeing jets
• Positive Sentiment: Progress on 777‑9 commercialization — FAA and EASA granted initial qualification for 777‑9 flight training simulators, a step toward pilot training and revenue recognition as the jet ramps. Boeing Receives Initial Qualification for 777-9 Training Devices
• Positive Sentiment: Defense tailwind/policy support — DoD officials urged faster, wartime‑pace production and reports hint at possible rapid work on “exquisite” munitions systems with Boeing, which could lift Defense segment revenue if formalized. Hegseth Hints At Potential Boeing Deal To Work Rapidly On ‘Exquisite Systems’ For Munitions
• Neutral Sentiment: Regulatory clearance with strings attached — The FTC finalized a consent order tied to Boeing’s Spirit Aerosystems transaction, clearing a hurdle but adding divestiture/compliance terms that could change deal economics. Federal Trade Commission Finalizes Consent Order In Boeing-Spirit Deal
• Neutral Sentiment: Airbus guidance is mixed — Airbus cut 2026 delivery guidance to ~870 jets (below estimates), which can help Boeing competitively, but the news also highlights ongoing supply‑chain and engine constraints across the industry. Airbus targets 870 deliveries this year, below estimates
• Negative Sentiment: Major reputational and program risk — NASA publicly classified the Starliner crewed flight as a “Type A” mishap and sharply criticized Boeing’s decision‑making and engineering, increasing potential remediation costs, oversight and program delays in the space business. NASA chief slams Boeing, agency failures in botched Starliner astronaut mission
• Negative Sentiment: Insider selling — SVP Ann M. Schmidt sold 6,281 shares (~31% reduction in her position), which can be read negatively by some investors even if routine. SEC filing: Insider sale by Ann M. Schmidt

Institutional Investors Weigh In On Boeing

A number of hedge funds have recently bought and sold shares of the stock. Vanguard Group Inc. lifted its stake in Boeing by 5.1% in the fourth quarter. Vanguard Group Inc. now owns 70,989,438 shares of the aircraft producer’s stock worth $15,413,227,000 after acquiring an additional 3,460,021 shares during the last quarter. Alyeska Investment Group L.P. raised its holdings in shares of Boeing by 245.7% in the 4th quarter. Alyeska Investment Group L.P. now owns 2,252,450 shares of the aircraft producer’s stock valued at $489,052,000 after purchasing an additional 1,600,909 shares in the last quarter. Janus Henderson Group PLC raised its holdings in shares of Boeing by 43.1% in the 4th quarter. Janus Henderson Group PLC now owns 3,907,876 shares of the aircraft producer’s stock valued at $840,204,000 after purchasing an additional 1,176,074 shares in the last quarter. Viking Global Investors LP lifted its position in shares of Boeing by 31.3% during the 4th quarter. Viking Global Investors LP now owns 3,953,087 shares of the aircraft producer’s stock worth $858,294,000 after purchasing an additional 942,536 shares during the last quarter. Finally, Ninety One UK Ltd acquired a new position in shares of Boeing during the third quarter worth $192,734,000. Institutional investors and hedge funds own 64.82% of the company’s stock.

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.