Doliver Advisors LP Increases Position in The Boeing Company $BA

Doliver Advisors LP increased its holdings in The Boeing Company (NYSE:BA) by 49.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 7,916 shares of the aircraft producer’s stock after purchasing an additional 2,629 shares during the quarter. Doliver Advisors LP’s holdings in Boeing were worth $1,719,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of BA. Revolve Wealth Partners LLC acquired a new position in shares of Boeing during the 4th quarter worth approximately $201,000. Sivia Capital Partners LLC lifted its position in shares of Boeing by 16.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,529 shares of the aircraft producer’s stock valued at $320,000 after buying an additional 217 shares in the last quarter. Rovida Advisors Inc. acquired a new stake in Boeing in the 2nd quarter valued at $129,231,000. United Advisor Group LLC acquired a new stake in Boeing in the 2nd quarter valued at $296,000. Finally, Wealthspire Advisors LLC increased its holdings in Boeing by 3.4% in the 2nd quarter. Wealthspire Advisors LLC now owns 15,085 shares of the aircraft producer’s stock worth $3,161,000 after acquiring an additional 496 shares in the last quarter. Hedge funds and other institutional investors own 64.82% of the company’s stock.

Insider Buying and Selling at Boeing

In other Boeing news, Director Mortimer J. Buckley bought 2,230 shares of the firm’s stock in a transaction on Tuesday, March 3rd. The shares were acquired at an average cost of $224.20 per share, with a total value of $499,966.00. Following the purchase, the director directly owned 4,430 shares of the company’s stock, valued at $993,206. This trade represents a 101.36% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through this hyperlink. Also, EVP Howard E. Mckenzie sold 10,497 shares of the business’s stock in a transaction that occurred on 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 owned 14,692 shares in the company, valued at approximately $3,437,781.08. This represents a 41.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 21,012 shares of company stock valued at $4,980,687. Insiders own 0.10% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the stock. Vertical Research restated a “buy” rating and set a $281.00 price objective on shares of Boeing in a research report on Tuesday, January 27th. Jefferies Financial Group reissued a “buy” rating on shares of Boeing in a research note on Wednesday, March 4th. Royal Bank Of Canada upped their price target on shares of Boeing from $265.00 to $275.00 and gave the stock an “outperform” rating in a research report on Wednesday, January 28th. TD Cowen reaffirmed a “buy” rating on shares of Boeing in a research note on Wednesday, January 28th. Finally, Susquehanna reiterated a “positive” rating and issued a $280.00 price objective on shares of Boeing in a report on Thursday, January 15th. One 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 issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $246.82.

Boeing Trading Down 2.2%

Shares of BA stock opened at $201.36 on Friday. The Boeing Company has a fifty-two week low of $128.88 and a fifty-two week 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 stock’s fifty day moving average is $233.56 and its two-hundred day moving average is $218.63. The firm has a market capitalization of $158.14 billion, a P/E ratio of 100.18 and a beta of 1.14.

Boeing (NYSE:BA) last released its earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share (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 analysts’ expectations of $22.41 billion. Boeing’s quarterly revenue was up 57.1% compared to the same quarter last year. During the same period in the previous year, the company earned ($5.90) EPS. Research analysts expect that The Boeing Company will post -2.58 earnings per share for the current fiscal year.

Key Stories Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Tigress Financial raised its price target on BA to $290 and reiterated a “buy” rating, signaling sizable upside expectations from that shop and supporting bullish investor sentiment. Tigress Raises Target (Benzinga)
• Positive Sentiment: Ryanair’s CEO said he expects Boeing MAX 10 certification in Q3 and deliveries to begin on time early next year, which eases near‑term delivery concerns for that variant and supports commercial backlog visibility. Ryanair Expects MAX 10 On Time (Reuters)
• Positive Sentiment: The FAA has cleared Boeing’s 777‑9 to advance to the fourth phase of certification testing, a constructive regulatory step for the long‑delayed widebody program and future revenue potential. FAA Clears 777‑9 to Next Stage (Reuters)
• Positive Sentiment: Boeing won a ~$489M contract from the U.S. Naval Air Systems Command, bolstering near‑term defense revenue and cashflow visibility. $489M Naval Contract (Yahoo)
• Neutral Sentiment: Analysts at Bank of America note production ramps and defense upside but warn of near‑term margin pressure as Boeing absorbs Spirit AeroSystems; that frames a mixed but watchable outlook. BofA Outlook (Benzinga)
• Negative Sentiment: Boeing told investors the war involving Iran will likely slow commercial production, creating delivery delays and near‑term cashflow/throughput risk — a direct headwind to revenue timing. Iran War May Slow Production (TipRanks)
• Negative Sentiment: Boeing warned commercial‑division profit recovery is delayed (now pushing profit toward 2027) as Spirit integration adds unexpected costs and margins are pressured this year. That lowers near‑term earnings visibility. Commercial Profit Delayed to 2027 (MSN)
• Negative Sentiment: A judge allowed a class action by shareholders over 737 MAX safety issues to proceed, increasing potential legal and reputational risk for Boeing. Shareholders’ Class Action Allowed (Globe and Mail)
• Negative Sentiment: Atlas Air’s order for Airbus A350 freighters signals competitive pressure in the cargo widebody market and questions about Boeing’s 777‑8F timeline, which could hurt future freighter sales momentum. Atlas Air Moves Toward Airbus (Yahoo)

Boeing 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.