CMH Wealth Management LLC increased its holdings in shares of The Boeing Company (NYSE:BA – Free Report) by 15.9% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 64,825 shares of the aircraft producer’s stock after acquiring an additional 8,893 shares during the period. Boeing comprises about 3.0% of CMH Wealth Management LLC’s investment portfolio, making the stock its 9th biggest position. CMH Wealth Management LLC’s holdings in Boeing were worth $14,075,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. Measured Wealth Private Client Group LLC acquired a new stake in Boeing during the third quarter valued at approximately $25,000. Reyes Financial Architecture Inc. acquired a new position in shares of Boeing in the 3rd quarter worth approximately $32,000. Davis Capital Management bought a new position in shares of Boeing during the 3rd quarter worth approximately $33,000. Howard Hughes Medical Institute acquired a new stake in Boeing in the 2nd quarter valued at $34,000. Finally, Centerpoint Advisors LLC boosted its stake in Boeing by 62.4% in the 3rd quarter. Centerpoint Advisors LLC now owns 164 shares of the aircraft producer’s stock valued at $35,000 after buying an additional 63 shares in the last quarter. Institutional investors own 64.82% of the company’s stock.
Analysts Set New Price Targets
BA has been the subject of several recent analyst reports. Zacks Research upgraded Boeing from a “strong sell” rating to a “hold” rating in a research note on Tuesday, December 2nd. Citigroup reaffirmed a “buy” rating on shares of Boeing in a report on Thursday, February 5th. Royal Bank Of Canada increased their target price 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. Wolfe Research reissued an “outperform” rating on shares of Boeing in a report on Tuesday, January 27th. Finally, Jefferies Financial Group restated a “buy” rating on shares of Boeing in a research report on Wednesday, March 4th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have assigned a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $248.86.
Insider Activity at Boeing
In other Boeing news, EVP Uma M. Amuluru sold 1,503 shares of the business’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 completion of the transaction, the executive vice president directly owned 19,015 shares of the company’s stock, valued at approximately $4,445,326.70. The trade was a 7.33% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Mortimer J. Buckley bought 2,230 shares of Boeing stock in a transaction dated Tuesday, March 3rd. The shares were bought at an average price of $224.20 per share, for a total transaction of $499,966.00. Following the completion of the transaction, the director directly owned 4,430 shares of the company’s stock, valued at $993,206. This represents a 101.36% increase in their position. The SEC filing for this purchase provides additional information. Over the last 90 days, insiders have sold 21,012 shares of company stock worth $4,980,687. 0.10% of the stock is owned by insiders.
Boeing Price Performance
Boeing stock opened at $194.54 on Friday. The business’s fifty day moving average is $229.06 and its two-hundred day moving average is $217.37. 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 firm has a market cap of $152.78 billion, a P/E ratio of 96.78 and a beta of 1.14. The Boeing Company has a 52 week low of $128.88 and a 52 week high of $254.35.
Boeing (NYSE:BA – Get Free Report) last announced its earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share for the quarter, beating analysts’ consensus estimates 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. The business’s quarterly revenue was up 57.1% compared to the same quarter last year. During the same quarter last year, the business posted ($5.90) earnings per share. Equities research analysts forecast that The Boeing Company will post -2.58 earnings per share for the current fiscal year.
Key Boeing News
Here are the key news stories impacting Boeing this week:
- Positive Sentiment: Korean Air announced plans to buy 103 Boeing planes through 2039 (about $36.2B list value), which strengthens Boeing’s long-term commercial backlog and supports future revenue visibility. Korean Air order
- Positive Sentiment: The FAA cleared the Boeing 777-9 to enter the fourth and final phase of certification — a key step toward first deliveries and the cash-flow test for the delayed 777X program. That progress can be a catalyst for upside if Boeing meets certification and delivery milestones. FAA 777-9 certification
- Positive Sentiment: Hedge funds and some analysts are adding to positions—Tigress Financial raised its price target to $290 and commentators including Jim Cramer have called BA a buy—supporting sentiment among institutional investors. These endorsements can stabilize flows into the stock. Tigress price target Jim Cramer comment Hedge funds loading up
- Neutral Sentiment: Space and defense activity creates ancillary opportunities—Artemis/Gateway dynamics and broader defense spending could benefit certain Boeing units, but government program timing and pauses add uncertainty. Investors should view space-related headlines as longer-term, program-specific exposures rather than immediate earnings drivers. NASA/Artemis coverage
- Negative Sentiment: Boeing lost a China Eastern order to Airbus, and coverage highlights that the stock slid despite other big orders — investors worry about market share in key international markets and near-term revenue mix. That competitive loss is a key reason for today’s selling pressure. TipRanks: lost deal to Airbus
- Negative Sentiment: Ongoing scrutiny of widebody program execution and contract adjustments (noted alongside the FAA update) keeps delivery and margin risk in focus — investors may punish BA on any hint of further delays or cost overruns. Delivery/execution scrutiny
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.
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