Bennett Selby Investments LP Makes New $641,000 Investment in The Boeing Company $BA

Bennett Selby Investments LP purchased a new stake in shares of The Boeing Company (NYSE:BA) during the 4th quarter, according to the company in its most recent filing with the SEC. The fund purchased 2,952 shares of the aircraft producer’s stock, valued at approximately $641,000.

A number of other hedge funds have also modified their holdings of the company. Vanguard Group Inc. lifted its holdings in shares of Boeing by 1.1% during 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 period. Newport Trust Company LLC boosted its position in Boeing by 2.5% in the third quarter. Newport Trust Company LLC now owns 29,198,446 shares of the aircraft producer’s stock valued at $6,301,901,000 after buying an additional 707,490 shares during the last quarter. Fisher Asset Management LLC increased its holdings in Boeing by 3.3% in the 3rd quarter. Fisher Asset Management LLC now owns 5,505,040 shares of the aircraft producer’s stock worth $1,188,153,000 after buying an additional 177,597 shares during the period. Charles Schwab Investment Management Inc. raised its position 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 worth $888,910,000 after buying an additional 44,338 shares during the last quarter. 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 worth $727,264,000 after buying an additional 223,995 shares during the last quarter. 64.82% of the stock is owned by institutional investors and hedge funds.

Boeing Trading Down 3.0%

Boeing stock opened at $195.11 on Monday. The firm has a market cap of $153.23 billion, a PE ratio of 97.07 and a beta of 1.14. The Boeing Company has a 12 month low of $128.88 and a 12 month high of $254.35. The stock’s 50 day simple moving average is $232.77 and its two-hundred day simple moving average is $218.12. The company has a current ratio of 1.19, a quick ratio of 0.40 and a debt-to-equity ratio of 8.37.

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

Insider Activity

In other news, SVP Ann M. Schmidt sold 6,281 shares of the stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $243.37, for a total transaction of $1,528,606.97. Following the sale, the senior vice president directly owned 13,978 shares of the company’s stock, valued at $3,401,825.86. This represents a 31.00% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Uma M. Amuluru sold 1,503 shares of the firm’s stock in a transaction dated Tuesday, February 24th. The shares were 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 trade represents a 7.33% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 21,012 shares of company stock worth $4,980,687 in the last ninety days. Corporate insiders own 0.10% of the company’s stock.

Key Headlines Impacting Boeing

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

Analyst Upgrades and Downgrades

Several analysts have recently commented on BA shares. Jefferies Financial Group reaffirmed a “buy” rating on shares of Boeing in a report on Wednesday, March 4th. New Street Research set a $257.00 target price on shares of Boeing in a report on Tuesday, December 9th. Tigress Financial boosted their target price on shares of Boeing from $275.00 to $290.00 and gave the company a “buy” rating in a research report on Thursday. Wolfe Research reaffirmed an “outperform” rating on shares of Boeing in a report on Tuesday, January 27th. Finally, Vertical Research reaffirmed a “buy” rating and set a $281.00 price target on shares of Boeing in a research report on Tuesday, January 27th. 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 assigned a Sell rating to the company. Based on data from MarketBeat, Boeing presently has a consensus rating of “Moderate Buy” and a consensus price target of $246.82.

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.