Accredited Wealth Management LLC raised its holdings in The Boeing Company (NYSE:BA – Free Report) by 2,531.6% during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 8,237 shares of the aircraft producer’s stock after purchasing an additional 7,924 shares during the quarter. Boeing accounts for approximately 1.5% of Accredited Wealth Management LLC’s investment portfolio, making the stock its 17th biggest position. Accredited Wealth Management LLC’s holdings in Boeing were worth $1,778,000 at the end of the most recent quarter.
Several other institutional investors have also recently bought and sold shares of BA. Revolve Wealth Partners LLC acquired a new position in shares of Boeing during the fourth quarter worth $201,000. Sivia Capital Partners LLC grew its holdings in Boeing by 16.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,529 shares of the aircraft producer’s stock worth $320,000 after acquiring an additional 217 shares during the last quarter. Flagship Harbor Advisors LLC lifted its holdings in shares of Boeing by 1.4% during the second quarter. Flagship Harbor Advisors LLC now owns 4,293 shares of the aircraft producer’s stock worth $899,000 after purchasing an additional 59 shares during the period. World Investment Advisors raised its position in Boeing by 13.9% during the 2nd quarter. World Investment Advisors now owns 9,956 shares of the aircraft producer’s stock worth $2,086,000 after purchasing an additional 1,216 shares during the last quarter. Finally, Hantz Financial Services Inc. increased its stake in shares of Boeing by 41.6% in the second quarter. Hantz Financial Services Inc. now owns 1,086 shares of the aircraft producer’s stock valued at $228,000 after buying an additional 319 shares during the period. Institutional investors and hedge funds own 64.82% of the company’s stock.
Key Boeing News
Here are the key news stories impacting Boeing this week:
- Positive Sentiment: Delta agreed to purchase up to 60 Boeing 787‑10s as part of a wider long‑haul fleet refresh, a material commercial win that supports future widebody demand and production ramp plans. Delta Air Lines Balances Major Fleet Orders With Winter Disruption Risks
- Positive Sentiment: Analysts and trade press say Boeing is positioning for a production surge after the surprise Delta order — signaling potential revenue and backlog expansion if delivery rates accelerate. Boeing: Quietly Setting Up The Next Production Surge After A Surprise Delta Win
- Positive Sentiment: Boeing raised its Africa demand outlook (up ~40%), supporting medium‑term commercial aircraft TAM expansion and reinforcing tailwinds for both single‑aisle and widebody sales. Boeing lifts Africa aircraft demand forecast by 40% on strong economic growth
- Positive Sentiment: Two Boeing 737 MAX 8s were delivered to WestJet in a sale‑and‑leaseback — a near‑term confirmation of MAX production and delivery momentum and incremental cash/lease market activity. Aviation Capital Group Announces the Delivery of Two Boeing 737 MAX 8 Aircraft to WestJet
- Neutral Sentiment: Media coverage (including Jim Cramer) highlights Boeing’s defense production pipeline — positive for narrative but not an immediate earnings swing unless new contracts are announced. Jim Cramer Discusses Boeing (BA)’s Defense Production
- Neutral Sentiment: Long‑lead programs like the 777X and reports on TAM expansion (refurbishing, zero‑emission, AAM) support strategic optionality but are distant catalysts. 5 Ways The Boeing 777X Will Change Aviation Forever
- Negative Sentiment: The Pentagon has asked Boeing (and Lockheed) to disclose exposure to Anthropic’s AI models as part of a potential “supply‑chain risk” review — a development that could force costly vendor changes or slow defense AI deployments tied to Boeing programs. Pentagon asks Boeing, Lockheed Martin about their exposure to Anthropic, Axios reports
- Negative Sentiment: Reports detail the Pentagon audit and broader risk of an Anthropic “supply‑chain” designation — a scenario that could disrupt Boeing’s AI toolchains and cause program delays/costs. Lockheed (LMT) and Boeing (BA) Audited by Defense Department Over Anthropic
- Negative Sentiment: The FAA issued an airworthiness directive for certain 737 MAX models over a circuit‑breaker heating issue — this raises inspection/compliance costs and near‑term operational risk for airlines and lessors. FAA issues directive to address Boeing 737 circuit breaker issue
- Negative Sentiment: Boeing faces mounting safety and legal pressure tied to Vietnam orders, Starliner classification and a Supreme Court decision allowing a pilot‑training lawsuit to proceed — these items increase litigation and regulatory uncertainty. Boeing’s Vietnam Orders Confront Mounting Safety And Legal Pressures
- Negative Sentiment: An EVP insider sale (Uma Amuluru sold ~1,500 shares) was disclosed — small on its own but watched by traders as a signal when combined with other headwinds. SEC filing: insider sale disclosure
Analyst Upgrades and Downgrades
Get Our Latest Research Report on Boeing
Insiders Place Their Bets
In related news, EVP Howard E. Mckenzie sold 10,497 shares of the business’s 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 sale, the executive vice president directly owned 14,692 shares in the company, valued at approximately $3,437,781.08. The trade was a 41.67% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, SVP Ann M. Schmidt sold 6,281 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $243.37, for a total value of $1,528,606.97. Following the completion of the transaction, the senior vice president owned 13,978 shares of the company’s stock, valued at approximately $3,401,825.86. This represents a 31.00% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 21,012 shares of company stock worth $4,980,687 over the last quarter. 0.09% of the stock is currently owned by company insiders.
Boeing Stock Down 0.8%
Boeing stock opened at $227.66 on Friday. The Boeing Company has a fifty-two week low of $128.88 and a fifty-two week high of $254.35. The firm’s 50-day simple moving average is $234.75 and its 200 day simple moving average is $220.03. 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 market cap of $178.79 billion, a PE ratio of 113.26 and a beta of 1.15.
Boeing (NYSE:BA – Get Free Report) last released its earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 EPS for the quarter, topping analysts’ consensus estimates of ($0.40) by $10.32. The business had revenue of $23.95 billion for the quarter, compared to the consensus estimate of $22.41 billion. The company’s revenue for the quarter was up 57.1% on a year-over-year basis. During the same quarter in the previous year, the firm earned ($5.90) earnings per share. Research analysts predict that The Boeing Company will post -2.58 EPS for the current fiscal year.
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.
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