Anchor Investment Management LLC Boosts Stake in The Boeing Company $BA

Anchor Investment Management LLC increased its holdings in shares of The Boeing Company (NYSE:BA) by 79.4% during the third quarter, HoldingsChannel reports. The firm owned 9,395 shares of the aircraft producer’s stock after buying an additional 4,159 shares during the period. Anchor Investment Management LLC’s holdings in Boeing were worth $2,028,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently bought and sold shares of the company. Reyes Financial Architecture Inc. bought a new position in Boeing during the 3rd quarter valued at about $32,000. Davis Capital Management bought a new stake in shares of Boeing in the third quarter worth approximately $33,000. Howard Hughes Medical Institute bought a new stake in shares of Boeing in the second quarter worth approximately $34,000. Centerpoint Advisors LLC raised its holdings 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 purchasing an additional 63 shares during the last quarter. Finally, AlphaQuest LLC purchased a new position in shares of Boeing during the third quarter valued at approximately $45,000. 64.82% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In related news, EVP Uma M. Amuluru sold 2,731 shares of the business’s stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $236.00, for a total transaction of $644,516.00. Following the completion of the transaction, the executive vice president directly owned 11,925 shares in the company, valued at approximately $2,814,300. The trade was a 18.63% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, SVP Ann M. 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 in the company, valued at approximately $3,401,825.86. The trade was a 31.00% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 21,012 shares of company stock valued at $4,980,687. Insiders own 0.10% of the company’s stock.

Boeing Price Performance

Shares of Boeing stock opened at $209.97 on Monday. The stock has a market cap of $164.90 billion, a P/E ratio of 104.46 and a beta of 1.14. 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’s fifty day moving average is $235.19 and its 200 day moving average is $219.17. The Boeing Company has a one year low of $128.88 and a one year high of $254.35.

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

Analysts Set New Price Targets

Several equities research analysts recently issued reports on the stock. Tigress Financial restated a “buy” rating and issued a $275.00 target price on shares of Boeing in a report on Monday, December 29th. Susquehanna reissued a “positive” rating and set a $280.00 price target on shares of Boeing in a report on Thursday, January 15th. Vertical Research reaffirmed a “buy” rating and issued a $281.00 price objective on shares of Boeing in a report on Tuesday, January 27th. Jefferies Financial Group reiterated a “buy” rating on shares of Boeing in a research report on Wednesday, March 4th. Finally, Royal Bank Of Canada raised their target price on Boeing from $265.00 to $275.00 and gave the stock an “outperform” rating in a research report on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, five have given a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat.com, Boeing currently has a consensus rating of “Moderate Buy” and a consensus target price of $246.14.

Key Headlines Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Large U.S. Air Force E-7A/Wedgetail contract modification (~$2.34–$2.43B) expands Boeing’s defense backlog through 2032, providing near-term revenue visibility and supporting cash flow forecasts. Boeing wins $2.34B U.S. Air Force contract modification for E-7A aircraft
• Positive Sentiment: Reports note surging demand in military and other segments that could support higher production cadence and longer-term revenue upside (article highlights talk of “quadruple production” in some areas). This narrative boosts investor confidence in Boeing’s recovery trajectory. “Quadruple Production”: Boeing Stock (NYSE:BA) Jumps as Demand Surges
• Neutral Sentiment: Boeing’s commercial deliveries remain strong (February deliveries outpaced Airbus, hitting a multi‑year high), showing operational momentum even as quality checks continue. This helps offset near-term concerns. Boeing Deliveries Outpace Rival. Shares Dip On 737 MAX Wiring Issue.
• Neutral Sentiment: Broader contract awards reporting ( ~$2.49B update) highlights ongoing government work across Boeing and peers — supportive for backlog but not a game changer by itself. Boeing Contracts Get $2.49 Bil. Update; KC-135s Collide Over Iraq
• Negative Sentiment: Boeing is repairing up to ~25 undelivered 737 MAX jets after discovering wiring flaws caused by machining damage; deliveries may be delayed while inspections/rework proceed, pressuring near-term delivery counts and cash flow. Boeing repairing 25 737 MAX jets with wiring flaws, Bloomberg News reports
• Negative Sentiment: U.S. Air Force leadership has told lawmakers Boeing must fix ongoing KC‑46 tanker issues before additional orders, which could limit near-term follow‑on tanker revenue and weigh on program reputation. USAF general says Boeing has to fix tanker problems before US orders more
• Negative Sentiment: Investor sentiment remains cautious: recent wiring disclosures triggered share weakness over the past week as quality concerns persist despite strong delivery guidance and upbeat analyst coverage. Investors Are Betting on Boeing’s Turnaround Even as Quality Questions Linger

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.