ARS Investment Partners LLC Sells 16,460 Shares of The Boeing Company $BA

ARS Investment Partners LLC lowered its position in The Boeing Company (NYSE:BA) by 13.4% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 106,061 shares of the aircraft producer’s stock after selling 16,460 shares during the quarter. Boeing accounts for approximately 1.5% of ARS Investment Partners LLC’s investment portfolio, making the stock its 22nd largest position. ARS Investment Partners LLC’s holdings in Boeing were worth $22,891,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in BA. Vanguard Group Inc. lifted its holdings in Boeing by 1.7% during the 2nd quarter. Vanguard Group Inc. now owns 66,773,360 shares of the aircraft producer’s stock worth $13,991,022,000 after buying an additional 1,118,316 shares during the period. Geode Capital Management LLC raised its position in shares of Boeing by 2.7% during the second quarter. Geode Capital Management LLC now owns 16,316,838 shares of the aircraft producer’s stock worth $3,402,073,000 after acquiring an additional 432,026 shares during the last quarter. Fisher Asset Management LLC raised its position in shares of Boeing by 3.8% during the second quarter. Fisher Asset Management LLC now owns 5,327,443 shares of the aircraft producer’s stock worth $1,116,259,000 after acquiring an additional 196,666 shares during the last quarter. Charles Schwab Investment Management Inc. lifted its stake in shares of Boeing by 1.1% in the second quarter. Charles Schwab Investment Management Inc. now owns 4,242,397 shares of the aircraft producer’s stock worth $888,910,000 after acquiring an additional 44,338 shares during the period. Finally, Legal & General Group Plc boosted its holdings in Boeing by 6.3% in the second quarter. Legal & General Group Plc now owns 3,145,620 shares of the aircraft producer’s stock valued at $659,102,000 after acquiring an additional 187,545 shares during the last quarter. 64.82% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research analysts have issued reports on the stock. Zacks Research upgraded shares of Boeing from a “strong sell” rating to a “hold” rating in a report on Tuesday, December 2nd. Sanford C. Bernstein reissued an “outperform” rating and set a $267.00 target price on shares of Boeing in a research note on Friday, November 14th. Weiss Ratings restated a “sell (d-)” rating on shares of Boeing in a report on Wednesday, October 8th. Loop Capital set a $223.00 price target on Boeing in a report on Monday, November 3rd. Finally, JPMorgan Chase & Co. lifted their price objective on Boeing from $240.00 to $245.00 and gave the stock an “overweight” rating in a research report on Friday, December 19th. Three investment analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, three have issued a Hold rating and five 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 target price of $233.17.

Boeing Price Performance

NYSE:BA opened at $218.03 on Thursday. The Boeing Company has a one year low of $128.88 and a one year high of $242.69. The company has a market cap of $165.72 billion, a PE ratio of -15.94 and a beta of 1.18. The firm has a 50-day moving average of $201.91 and a 200-day moving average of $214.25.

Boeing (NYSE:BA) last announced its earnings results on Wednesday, October 29th. The aircraft producer reported ($7.47) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.51) by ($6.96). The company had revenue of $23.27 billion during the quarter, compared to the consensus estimate of $21.61 billion. The firm’s revenue was up 30.4% compared to the same quarter last year. During the same quarter last year, the firm posted ($10.44) earnings per share. On average, equities research analysts expect that The Boeing Company will post -2.58 earnings per share for the current fiscal year.

Trending Headlines about Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing won a roughly $2 billion U.S. Air Force award tied to the B‑52 engine replacement program — a sizable, near‑term defense revenue win that boosts backlog and cash‑flow visibility for the aerospace/defense segment. Article Title
• Positive Sentiment: Additional defense contract and sole‑source awards (C‑17 flight deck replacement) further support aftermarket and sustainment revenue, reinforcing Boeing’s steady defense cash flows beyond commercial cycles. Article Title
• Positive Sentiment: Coverage and sentiment picked up after pieces highlighting Boeing’s expanding work (including firefighting capabilities/areas of growth), supporting the narrative of diversified revenue streams beyond commercial jets. Article Title
• Positive Sentiment: Analyst activity is supportive — aggregate broker sentiment recently showed a “Moderate Buy” consensus and at least one analyst upgrade, which can attract institutional flows and lift the stock. Article Title
• Neutral Sentiment: Options-flow commentary shows large‑lot (whale) activity in Boeing paper — useful for short‑term volatility/readers but not a directional fundamental driver on its own. Monitor concentrations and implied‑volatility moves. Article Title
• Neutral Sentiment: Analysts hold mixed views across industrial peers (including BA), so expect divergent price reactions as earnings and program updates arrive; consensus ratings can change quickly. Article Title
• Negative Sentiment: Halper Sadeh LLC announced an investor‑rights probe into whether Boeing officers/directors breached fiduciary duties — a governance/legal overhang that can pressure sentiment and invite litigation costs or settlements. Article Title
• Negative Sentiment: Safety scrutiny tied to NASA/Starliner program continues to create program‑execution risk; active criticism from safety panels can delay revenue recognition or increase remediation costs for crewed space efforts. Article Title

Insider Activity

In related news, EVP Uma M. Amuluru sold 1,366 shares of the stock in a transaction dated Thursday, November 6th. The stock was sold at an average price of $197.66, for a total transaction of $270,003.56. Following the sale, the executive vice president owned 14,656 shares of the company’s stock, valued at approximately $2,896,904.96. This represents a 8.53% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, SVP Dana S. Deasy acquired 554 shares of the business’s stock in a transaction dated Monday, November 24th. The stock was purchased at an average price of $178.88 per share, with a total value of $99,099.52. Following the completion of the transaction, the senior vice president directly owned 28,442 shares of the company’s stock, valued at $5,087,704.96. This trade represents a 1.99% increase in their position. The SEC filing for this purchase provides additional information. Company insiders own 0.09% of the company’s stock.

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.