Coldstream Capital Management Inc. Boosts Holdings in The Boeing Company $BA

Coldstream Capital Management Inc. boosted its holdings in The Boeing Company (NYSE:BA) by 12.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 22,013 shares of the aircraft producer’s stock after purchasing an additional 2,477 shares during the period. Coldstream Capital Management Inc.’s holdings in Boeing were worth $4,751,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Vanguard Group Inc. grew its holdings in shares of Boeing by 1.1% in the third quarter. Vanguard Group Inc. now owns 67,529,417 shares of the aircraft producer’s stock worth $14,574,874,000 after purchasing an additional 756,057 shares during the last quarter. Newport Trust Company LLC grew its stake in shares of Boeing by 2.5% in the third quarter. Newport Trust Company LLC now owns 29,198,446 shares of the aircraft producer’s stock worth $6,301,901,000 after purchasing an additional 707,490 shares during the last quarter. Fisher Asset Management LLC increased its holdings in Boeing by 3.3% during the 3rd quarter. Fisher Asset Management LLC now owns 5,505,040 shares of the aircraft producer’s stock valued at $1,188,153,000 after purchasing an additional 177,597 shares during the period. Charles Schwab Investment Management Inc. increased its holdings in Boeing by 1.1% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 4,242,397 shares of the aircraft producer’s stock valued at $888,910,000 after purchasing an additional 44,338 shares during the period. Finally, Legal & General Group Plc raised its position in Boeing by 7.1% during the 3rd quarter. Legal & General Group Plc now owns 3,369,615 shares of the aircraft producer’s stock valued at $727,264,000 after purchasing an additional 223,995 shares during the last quarter. 64.82% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

BA has been the subject of several research analyst reports. Morgan Stanley set a $245.00 price objective on Boeing in a report on Wednesday, January 28th. Vertical Research restated a “buy” rating and set a $281.00 target price on shares of Boeing in a report on Tuesday, January 27th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Boeing in a report on Wednesday, January 28th. Argus raised shares of Boeing to a “hold” rating in a research report on Monday, February 2nd. Finally, Susquehanna restated a “positive” rating and issued a $280.00 price objective on shares of Boeing in a report on Thursday, January 15th. One equities research 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 given a Sell rating to the stock. According to data from MarketBeat, Boeing presently has an average rating of “Moderate Buy” and an average price target of $246.14.

Key Stories Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: FAA cleared Boeing to advance 777‑9/777X certification testing into the next/fourth phase — progress on the long‑delayed widebody supports future revenue and order conversions. Article Title
• Positive Sentiment: Boeing secured a $489.31M contract from the U.S. Naval Air Systems Command, adding near‑term defense revenue and strengthening Pentagon backlog. Article Title
• Neutral Sentiment: BofA analyst said production ramps and defense tailwinds look steady, but flagged near‑term margin pressure — mixed outlook that tempers both upside and immediate enthusiasm. Article Title
• Neutral Sentiment: Investor interest and search activity in Boeing is elevated (Zacks/Yahoo coverage), which can increase volatility but doesn’t resolve the near‑term margin and legal overhang. Article Title
• Neutral Sentiment: Analysts/coverage note that 777X testing clearance hasn’t yet moved the stock — progress matters long term, but investors are focused on short‑term margins and cash flow. Article Title
• Negative Sentiment: A federal judge certified a shareholder class action alleging Boeing concealed 737 MAX safety defects — heightened legal exposure and potential settlement/award risk increase uncertainty and could weigh on valuation. Article Title
• Negative Sentiment: Boeing’s CFO said the commercial airplane division won’t be profitable until 2027 (later than previously expected) after the Spirit AeroSystems acquisition added unexpected costs — this delays margin recovery and is a key driver for today’s weakness. Article Title
• Negative Sentiment: A wiring issue at the 737 MAX program has delayed some deliveries — while described as modest, it pressures near‑term cash flow and delivery guidance. Article Title
• Negative Sentiment: Cargo customer Atlas Air ordered Airbus A350 freighters, signaling competitive pressure and timing risk for Boeing’s freighter offerings (777‑8F/777‑8F timeline uncertainty). Article Title

Insider Buying and Selling

In related news, EVP Uma M. Amuluru sold 1,503 shares of the company’s stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $233.78, for a total value of $351,371.34. Following the sale, the executive vice president owned 19,015 shares in the company, valued at $4,445,326.70. This represents a 7.33% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, EVP Howard E. Mckenzie sold 10,497 shares of Boeing stock in a transaction on Thursday, February 5th. The shares were sold at an average price of $233.99, for a total value of $2,456,193.03. Following the transaction, the executive vice president owned 14,692 shares of the company’s stock, valued at $3,437,781.08. The trade was a 41.67% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 21,012 shares of company stock worth $4,980,687. 0.10% of the stock is currently owned by corporate insiders.

Boeing Stock Performance

Shares of BA stock opened at $205.87 on Thursday. The Boeing Company has a 12 month low of $128.88 and a 12 month high of $254.35. The stock has a market cap of $161.68 billion, a PE ratio of 102.43 and a beta of 1.14. The company has a current ratio of 1.19, a quick ratio of 0.40 and a debt-to-equity ratio of 8.37. The company’s fifty day moving average price is $234.07 and its 200-day moving average price is $218.75.

Boeing (NYSE:BA) last announced its quarterly earnings data on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share for the quarter, topping 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 last year, the company posted ($5.90) EPS. Boeing’s revenue for the quarter was up 57.1% compared to the same quarter last year. On average, equities analysts expect 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.