Clifford Swan Investment Counsel LLC Trims Stock Position in The Boeing Company $BA

Clifford Swan Investment Counsel LLC cut its holdings in The Boeing Company (NYSE:BA) by 9.5% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 40,616 shares of the aircraft producer’s stock after selling 4,257 shares during the period. Clifford Swan Investment Counsel LLC’s holdings in Boeing were worth $8,766,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in BA. Davis Capital Management acquired a new position in shares of Boeing in the 3rd quarter valued at $33,000. Howard Hughes Medical Institute acquired a new position in Boeing in the second quarter valued at about $34,000. Decker Retirement Planning Inc. purchased a new position in Boeing during the second quarter worth about $35,000. Centerpoint Advisors LLC increased its position in shares of Boeing by 62.4% during the third quarter. Centerpoint Advisors LLC now owns 164 shares of the aircraft producer’s stock valued at $35,000 after acquiring an additional 63 shares during the last quarter. Finally, Legacy Investment Solutions LLC purchased a new stake in shares of Boeing in the 2nd quarter valued at approximately $39,000. Institutional investors and hedge funds own 64.82% of the company’s stock.

Analysts Set New Price Targets

Several research firms recently weighed in on BA. Zacks Research upgraded shares of Boeing from a “strong sell” rating to a “hold” rating in a report on Tuesday, December 2nd. Argus raised Boeing to a “hold” rating in a research note on Monday, February 2nd. Citigroup reiterated a “buy” rating on shares of Boeing in a report on Thursday, February 5th. Loop Capital set a $223.00 target price on Boeing in a report on Monday, November 3rd. Finally, TD Cowen reiterated a “buy” rating on shares of Boeing in a research note on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have issued a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $246.14.

Insider Transactions at Boeing

In other Boeing news, EVP Uma M. Amuluru sold 1,503 shares of Boeing stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $233.78, for a total transaction of $351,371.34. Following the completion of the sale, the executive vice president directly owned 19,015 shares of the company’s stock, valued at $4,445,326.70. The trade was a 7.33% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Howard E. Mckenzie sold 10,497 shares of the company’s stock in a transaction dated 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 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 ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 21,012 shares of company stock valued at $4,980,687. Insiders own 0.09% of the company’s stock.

Boeing Stock Performance

Shares of BA opened at $229.33 on Friday. The Boeing Company has a 1 year low of $128.88 and a 1 year high of $254.35. The stock has a market capitalization of $180.10 billion, a PE ratio of 114.10 and a beta of 1.15. 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 stock has a 50-day simple moving average of $234.48 and a 200-day simple moving average of $220.02.

Boeing (NYSE:BA) last issued its earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share for the quarter, beating the consensus estimate of ($0.40) by $10.32. The firm had revenue of $23.95 billion during the quarter, compared to analyst estimates of $22.41 billion. During the same period last year, the business earned ($5.90) EPS. The firm’s revenue was up 57.1% compared to the same quarter last year. On average, analysts predict 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: Delivery of two 737 MAX 8 jets to WestJet via Aviation Capital Group completes a sale-and-leaseback, supporting Boeing production momentum and lease-market demand. Article Title
• Positive Sentiment: FAA and EASA qualification of Boeing’s 777-9 flight simulators advances pilot training capability for the widebody program, reducing a training bottleneck risk as deliveries ramp. Article Title
• Neutral Sentiment: Analyst and comparative pieces (Boeing vs. RTX; review of post-earnings performance) keep attention on valuations, backlog quality and defense exposure but do not introduce new company-specific catalysts. These pieces help frame investor expectations but are not immediate drivers. Article Title
• Negative Sentiment: FAA issued an airworthiness directive for Boeing 737 MAX 8 and 8200 airplanes to address a circuit breaker issue that can cause excessive cabin/flight-deck temperatures — a regulatory action that raises inspection, compliance and potential operational-disruption risks for MAX operators. Article Title
• Negative Sentiment: The Pentagon has asked Boeing to assess its exposure to Anthropic’s AI (Claude) as part of a potential “supply chain risk” review — a probe that could force contractors to decouple from certain AI vendors or face program disruption and extra compliance costs. This adds defense-contract execution and supplier-risk uncertainty. Article Title
• Negative Sentiment: Insider sale: EVP Uma M. Amuluru sold 1,503 shares (~7.3% reduction of her holding) at about $233.78, a disclosed SEC transaction that can be perceived as a modest negative sentiment signal by some investors even if routine diversification. Article Title

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.