BCS Private Wealth Management Inc. Cuts Stock Holdings in The Boeing Company $BA

BCS Private Wealth Management Inc. decreased its holdings in shares of The Boeing Company (NYSE:BA) by 56.5% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,935 shares of the aircraft producer’s stock after selling 3,815 shares during the period. BCS Private Wealth Management Inc.’s holdings in Boeing were worth $633,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Harbor Asset Planning Inc. purchased a new position in Boeing in the second quarter worth $25,000. Piscataqua Savings Bank grew its stake in shares of Boeing by 1,712.5% during the 2nd quarter. Piscataqua Savings Bank now owns 145 shares of the aircraft producer’s stock worth $30,000 after purchasing an additional 137 shares during the period. Davis Capital Management purchased a new position in shares of Boeing in the 3rd quarter valued at about $33,000. Howard Hughes Medical Institute purchased a new position in shares of Boeing in the 2nd quarter valued at about $34,000. Finally, Decker Retirement Planning Inc. acquired a new stake in shares of Boeing in the second quarter valued at about $35,000. 64.82% of the stock is owned by hedge funds and other institutional investors.

Boeing Price Performance

Shares of NYSE BA opened at $242.56 on Thursday. The company has a 50-day simple moving average of $206.49 and a 200-day simple moving average of $216.63. The company has a market cap of $184.37 billion, a PE ratio of -17.73, a price-to-earnings-growth ratio of 6.96 and a beta of 1.16. The Boeing Company has a 12 month low of $128.88 and a 12 month high of $247.40.

Boeing (NYSE:BA) last announced its quarterly earnings data 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 for the quarter, compared to analyst estimates of $21.61 billion. The business’s revenue for the quarter was up 30.4% on a year-over-year basis. During the same quarter last year, the firm earned ($10.44) earnings per share. On average, analysts anticipate that The Boeing Company will post -2.58 EPS for the current year.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on the company. BNP Paribas Exane initiated coverage on Boeing in a report on Tuesday, November 18th. They issued an “underperform” rating and a $150.00 price target on the stock. Jefferies Financial Group set a $255.00 target price on Boeing in a research report on Tuesday, September 30th. Weiss Ratings restated a “sell (d-)” rating on shares of Boeing in a research report on Wednesday, October 8th. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Boeing in a research note on Tuesday, December 9th. Finally, Citigroup raised their target price on shares of Boeing from $265.00 to $270.00 and gave the company a “buy” rating in a report on Tuesday. Three equities research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have given a Hold rating and five have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $235.54.

Boeing News Roundup

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing delivered 600 jets in 2025 — its highest annual total since 2018 — and outpaced Airbus on net orders, signaling improving production execution and backlog strength. Boeing turnaround takes hold with highest annual jet deliveries since 2018
• Positive Sentiment: Major commercial orders continued: Delta placed a large order for 30 787-10s (up to 60), and lessor Aviation Capital Group ordered 50 737 MAX jets — both add to Boeing’s medium‑ and long‑term revenue visibility. Delta Air Lines Orders up to 60 Boeing 787 Dreamliners
• Positive Sentiment: Aviation Capital Group finalized an order for 50 737 MAX jets, expanding Boeing’s MAX orderbook and supporting long‑term production plans. Aviation Capital Group Orders 50 Boeing 737 MAX Jets
• Neutral Sentiment: Analyst and media commentary is bullish on BA’s recovery—some outlets highlight rising deliveries, backlog and management’s positive cash‑flow forecast for 2026—supporting sentiment but leaving valuation/near‑term risks in focus. Buy Or Sell Boeing Stock At $245?
• Negative Sentiment: Boeing reached tentative settlements tied to the 2019 Ethiopian Airlines 737 MAX crash — a reminder of ongoing litigation/settlement risk and potential cash outflows (and reputational impact) even as some suits resolve. Boeing reaches tentative settlements in related 737 MAX crash lawsuits
• Negative Sentiment: The NTSB reported that Boeing issued a 2011 service advisory on an MD‑11 part that later cracked on a UPS MD‑11 that crashed in November, increasing regulatory and liability scrutiny around older fleet parts and Boeing’s historical guidance. NTSB says Boeing issued service advisory in 2011 on MD-11 part
• Negative Sentiment: Reporting shows the failed MD‑11 part had multiple prior failures on other aircraft and that Boeing warned owners in 2011 — heightening concerns over maintenance/inspection practices, potential recalls, and future liabilities. A part that broke on a UPS plane that crashed in Kentucky failed 4 times before on different planes

Insiders Place Their Bets

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

Boeing 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.