Boeing (NYSE:BA) Shares Acquired Rep. Julia Letlow

Representative Julia Letlow (Republican-Louisiana) recently bought shares of The Boeing Company (NYSE:BA). In a filing disclosed on March 12th, the Representative disclosed that they had bought between $1,001 and $15,000 in Boeing stock on February 2nd. The trade occurred in the Representative’s “MERRILL LYNCH INVESTMENT ACCOUNT #025” account.

Representative Julia Letlow also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of HF Sinclair (NYSE:DINO) on 2/20/2026.
• Sold $1,001 – $15,000 in shares of BXP (NYSE:BXP) on 2/20/2026.
• Purchased $1,001 – $15,000 in shares of Travelers Companies (NYSE:TRV) on 2/20/2026.
• Sold $1,001 – $15,000 in shares of Expand Energy (NASDAQ:EXE) on 2/17/2026.
• Sold $1,001 – $15,000 in shares of Public Service Enterprise Group (NYSE:PEG) on 2/17/2026.
• Purchased $1,001 – $15,000 in shares of Vistra (NYSE:VST) on 2/17/2026.
• Sold $1,001 – $15,000 in shares of AT&T (NYSE:T) on 2/12/2026.
• Purchased $1,001 – $15,000 in shares of Extra Space Storage (NYSE:EXR) on 2/12/2026.
• Sold $1,001 – $15,000 in shares of Icon (NASDAQ:ICLR) on 2/12/2026.
• Purchased $1,001 – $15,000 in shares of Regeneron Pharmaceuticals (NASDAQ:REGN) on 2/12/2026.

Boeing Stock Down 1.9%

BA opened at $190.57 on Friday. The Boeing Company has a twelve month low of $128.88 and a twelve month high of $254.35. The company’s 50-day moving average price is $227.92 and its two-hundred day moving average price is $217.01. The stock has a market cap of $149.67 billion, a price-to-earnings ratio of 94.81 and a beta of 1.14. The company has a quick ratio of 0.40, a current ratio of 1.19 and a debt-to-equity ratio of 8.37.

Boeing (NYSE:BA) last issued its quarterly earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.40) by $10.32. The company had revenue of $23.95 billion for the quarter, compared to analysts’ expectations of $22.41 billion. The company’s revenue for the quarter was up 57.1% on a year-over-year basis. During the same quarter in the previous year, the business earned ($5.90) EPS. As a group, equities analysts expect that The Boeing Company will post -2.58 earnings per share for the current year.

Boeing News Roundup

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Europe’s aviation regulator (EASA) signaled improving ties with the U.S. FAA and said Boeing is responding appropriately to scrutiny — a reduction in transatlantic regulatory friction could ease delivery and certification risks that have previously pressured BA. Europe’s aviation agency touts improving ties with FAA, Boeing
• Positive Sentiment: Korean Air said it plans to buy 103 Boeing planes through 2039 (about $36.2B list value) — a large order that boosts Boeing’s future backlog and revenue visibility for commercial jets. Korean Air plans 103 Boeing plane purchases
• Positive Sentiment: Hedge funds and some institutional investors are adding BA exposure, suggesting conviction among “smart money” that Boeing’s operational recovery and backlog will drive upside over time. Hedge Funds are Loading Up on Boeing
• Neutral Sentiment: Coverage noting the stock “slid” even as relations improve highlights mixed market sentiment — some investors may be taking profits or rotating out despite constructive regulatory news. “Trustful Partners” Boeing Stock Slides as European Relations Improve
• Neutral Sentiment: Longer-term space/defense program coverage (e.g., NASA lunar plans) could be incremental upside for Boeing’s defense and space segment but is unlikely to move near-term share price materially. NASA $20 Billion Moon Base and Artemis Launch
• Negative Sentiment: The FAA opened a probe into a near-miss involving a U.S. Army Black Hawk helicopter and a United-operated Boeing 737 — renewed safety and regulatory scrutiny can pressure deliveries, certifications and sentiment. FAA Probing Close Call Between Black Hawk Helicopter, Boeing 737
• Negative Sentiment: Reports that Boeing lost a Chinese carrier deal (with China Eastern buying from Airbus) highlight ongoing competitive pressure in key markets, offsetting some of the new-order positives. Boeing Stock Slides Despite Huge New Order

Analyst Ratings Changes

BA has been the subject of several research reports. Royal Bank Of Canada increased their price objective on Boeing from $265.00 to $275.00 and gave the company an “outperform” rating in a report on Wednesday, January 28th. JPMorgan Chase & Co. boosted their target price on Boeing from $245.00 to $270.00 and gave the company an “overweight” rating in a research note on Wednesday, January 28th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Boeing in a research report on Wednesday, January 28th. UBS Group increased their price target on Boeing from $275.00 to $285.00 and gave the stock a “buy” rating in a research note on Wednesday, January 28th. Finally, Vertical Research restated a “buy” rating and issued a $281.00 price objective on shares of Boeing in a research note on Tuesday, January 27th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have issued a Hold rating and three have given a Sell rating to the company. According to MarketBeat.com, Boeing currently has an average rating of “Moderate Buy” and a consensus target price of $248.86.

Insider Buying and Selling

In other news, EVP Howard E. Mckenzie sold 10,497 shares of the stock in a transaction dated 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 sale, the executive vice president directly owned 14,692 shares of the company’s stock, valued at approximately $3,437,781.08. This represents a 41.67% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, SVP Ann M. Schmidt sold 6,281 shares of the firm’s stock in a transaction that occurred on 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 completion of the transaction, the senior vice president owned 13,978 shares of the company’s stock, valued at $3,401,825.86. This trade represents a 31.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 21,012 shares of company stock valued at $4,980,687. Corporate insiders own 0.10% of the company’s stock.

Institutional Investors Weigh In On Boeing

A number of hedge funds and other institutional investors have recently bought and sold shares of BA. Vanguard Group Inc. grew its position in shares of Boeing by 5.1% in the fourth quarter. Vanguard Group Inc. now owns 70,989,438 shares of the aircraft producer’s stock valued at $15,413,227,000 after purchasing an additional 3,460,021 shares in the last quarter. Newport Trust Company LLC lifted its holdings in Boeing by 1.0% during the 4th quarter. Newport Trust Company LLC now owns 29,485,294 shares of the aircraft producer’s stock worth $6,401,847,000 after purchasing an additional 286,848 shares in the last quarter. Geode Capital Management LLC boosted its stake in Boeing by 3.2% in the 4th quarter. Geode Capital Management LLC now owns 17,025,435 shares of the aircraft producer’s stock worth $3,679,592,000 after purchasing an additional 533,753 shares during the period. Fisher Asset Management LLC boosted its stake in Boeing by 2.5% in the 4th quarter. Fisher Asset Management LLC now owns 5,640,900 shares of the aircraft producer’s stock worth $1,224,752,000 after purchasing an additional 135,860 shares during the period. Finally, Charles Schwab Investment Management Inc. grew its holdings in Boeing by 3.3% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 4,370,415 shares of the aircraft producer’s stock valued at $948,905,000 after buying an additional 138,469 shares in the last quarter. Institutional investors own 64.82% of the company’s stock.

About Representative Letlow

Julia Letlow (Republican Party) is a member of the U.S. House, representing Louisiana’s 5th Congressional District. She assumed office on April 14, 2021. Her current term ends on January 3, 2027.

Letlow (Republican Party) is running for re-election to the U.S. House to represent Louisiana’s 5th Congressional District. She declared candidacy for the primary scheduled on November 3, 2026.

Julia Letlow earned a doctorate. Letlow’s career experience includes working as a senior administrator with the University of Louisiana at Monroe.

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.