Permanent Capital Management LP Takes Position in The Boeing Company $BA

Permanent Capital Management LP purchased a new position in shares of The Boeing Company (NYSE:BA) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 7,152 shares of the aircraft producer’s stock, valued at approximately $1,553,000.

Several other institutional investors have also recently made changes to their positions in BA. N.E.W. Advisory Services LLC raised its position in Boeing by 3.1% in the third quarter. N.E.W. Advisory Services LLC now owns 1,540 shares of the aircraft producer’s stock worth $332,000 after acquiring an additional 46 shares in the last quarter. Motco grew its stake in shares of Boeing by 5.4% during the 3rd quarter. Motco now owns 921 shares of the aircraft producer’s stock worth $199,000 after purchasing an additional 47 shares during the period. Encompass Wealth Advisors LLC increased its holdings in shares of Boeing by 0.9% in the 3rd quarter. Encompass Wealth Advisors LLC now owns 5,045 shares of the aircraft producer’s stock valued at $1,089,000 after purchasing an additional 47 shares in the last quarter. Jacobsen Capital Management lifted its stake in shares of Boeing by 4.6% in the third quarter. Jacobsen Capital Management now owns 1,070 shares of the aircraft producer’s stock valued at $231,000 after purchasing an additional 47 shares during the period. Finally, Hemington Wealth Management boosted its holdings in Boeing by 8.9% during the third quarter. Hemington Wealth Management now owns 586 shares of the aircraft producer’s stock worth $126,000 after buying an additional 48 shares in the last quarter. Hedge funds and other institutional investors own 64.82% of the company’s stock.

Insider Buying and Selling

In other Boeing news, SVP Ann M. Schmidt sold 6,281 shares of the stock in a transaction 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. This represents a 31.00% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, 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 value of $2,456,193.03. Following the completion of the transaction, the executive vice president directly owned 14,692 shares of the company’s stock, valued at approximately $3,437,781.08. This trade represents a 41.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 21,012 shares of company stock worth $4,980,687 in the last 90 days. Corporate insiders own 0.10% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on the stock. New Street Research set a $257.00 target price on shares of Boeing in a research report on Tuesday, December 9th. Morgan Stanley set a $245.00 price target on shares of Boeing in a research report on Wednesday, January 28th. Vertical Research reissued a “buy” rating and set a $281.00 price target on shares of Boeing in a research note on Tuesday, January 27th. Royal Bank Of Canada raised their price objective on Boeing from $265.00 to $275.00 and gave the company an “outperform” rating in a research note on Wednesday, January 28th. Finally, Tigress Financial lifted their price objective on Boeing from $275.00 to $290.00 and gave the stock a “buy” rating in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have given a Hold rating and three have given a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $246.82.

More Boeing News

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Tigress Financial raised its price target to $290 and kept a Buy rating, signaling analyst conviction in Boeing’s backlog and longer‑term cash generation — a bullish anchor for upside expectations. Benzinga: Tigress target raise
• Positive Sentiment: FAA cleared Boeing to advance 777‑9 certification testing to the next phase, reducing a key regulatory obstacle for a high-margin widebody program that drives future revenue and backlog conversion. FAA clears 777-9
• Positive Sentiment: Boeing secured a ~$489M Naval Air Systems Command contract, which supports near-term defense revenue and offsets some commercial volatility. Defense wins help diversify cash flow and margin profile. Defense contract
• Neutral Sentiment: Ryanair’s CEO expects MAX 10 certification and deliveries on a timely schedule, which is a customer signal of demand and production recovery but not a catalyst unless Boeing confirms ramp details. Ryanair expects MAX 10 on time
• Neutral Sentiment: Some delivery delays tied to a wiring issue appear limited in scope, described as a modest/temporary hiccup versus more systemic program problems — watch official delivery schedules for clarity. Wiring issue coverage
• Negative Sentiment: NASA is reportedly considering SpaceX’s Starship instead of Boeing’s Space Launch System (SLS) for lunar transit — a direct threat to future SLS revenue and program relevance that spooked investors. NASA considering Starship over SLS
• Negative Sentiment: Reports and commentary (TipRanks / Seeking Alpha) highlight mounting competitive pressure from SpaceX and a “triple blow” narrative (program risk, geopolitical production delays, legal/class action exposure), which has driven negative sentiment and selling. TipRanks: Boeing loses ground to SpaceX Seeking Alpha: The Triple Blow
• Negative Sentiment: Boeing warned that the Iran war could slow production, increasing the risk of delivery delays and revenue disruption for commercial jets — a concrete operational headwind. Boeing cites Iran war for delays
• Negative Sentiment: A judge allowed shareholders to pursue a class action related to 737 MAX safety issues, keeping legal and reputational risk active and potentially increasing future liabilities and distraction for management. Class action allowed

Boeing Stock Performance

Shares of BA opened at $195.11 on Friday. 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 $153.23 billion, a P/E ratio of 97.07 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 has a 50-day moving average of $232.77 and a two-hundred day moving average of $218.22.

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

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.