Investment House LLC Makes New Investment in The Boeing Company $BA

Investment House LLC purchased a new stake in The Boeing Company (NYSE:BA) during the third quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 2,125 shares of the aircraft producer’s stock, valued at approximately $459,000.

Several other large investors have also recently made changes to their positions in the stock. Wallace Advisory Group LLC raised its position in Boeing by 1.2% in the second quarter. Wallace Advisory Group LLC now owns 3,570 shares of the aircraft producer’s stock valued at $748,000 after purchasing an additional 44 shares during the period. Blue Barn Wealth LLC grew its stake in shares of Boeing by 1.8% in the second quarter. Blue Barn Wealth LLC now owns 2,594 shares of the aircraft producer’s stock valued at $544,000 after buying an additional 46 shares in the last quarter. N.E.W. Advisory Services LLC raised its holdings in shares of Boeing by 3.1% in the 3rd quarter. N.E.W. Advisory Services LLC now owns 1,540 shares of the aircraft producer’s stock valued at $332,000 after buying an additional 46 shares during the period. Motco lifted its stake in Boeing by 5.4% during the 3rd quarter. Motco now owns 921 shares of the aircraft producer’s stock worth $199,000 after acquiring an additional 47 shares in the last quarter. Finally, Encompass Wealth Advisors LLC boosted its holdings in Boeing by 0.9% during the 3rd quarter. Encompass Wealth Advisors LLC now owns 5,045 shares of the aircraft producer’s stock valued at $1,089,000 after acquiring an additional 47 shares during the period. 64.82% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Large overseas order wins: reports say U.S. Commerce-assisted foreign government procurement contracts surged to $244 billion in 2025, led by Boeing’s big increase in jetliner orders — this implies stronger backlog and revenue visibility. US Commerce-assisted foreign contracts jump to $244 billion in 2025 on Boeing order gains
• Positive Sentiment: Media coverage highlights Boeing leading the $244B Commerce-assisted contract surge, reinforcing buyer interest and supporting investor optimism about order momentum. Boeing Leads $244 Billion US Overseas Contract Surge, Nearly Triple 2024 Levels: Report
• Positive Sentiment: Broker/TV bullishness: recent pieces note strong Wall Street sentiment (some strong-buy ratings) and high-profile endorsements (e.g., Jim Cramer), which can attract momentum buyers into BA ahead of earnings. Jim Cramer on Boeing: “It’s my favorite stock in the charitable trust”
• Neutral Sentiment: Earnings calendar focus: multiple previews remind investors Q4 results are due Jan. 27 — this keeps the stock sensitive to guidance/aircraft delivery metrics but doesn’t predict direction. Dear Boeing Stock Fans, Mark Your Calendars for January 27
• Neutral Sentiment: Analyst previews: Zacks and TipRanks pieces outline key metrics to watch (deliveries, backlog, cash flow) and summarize mixed analyst estimates — useful for earnings prep but not a clear buy/sell signal by itself. Boeing (BA) Q4 Earnings on the Horizon: Analysts’ Insights on Key Performance Measures
• Negative Sentiment: Pre-earnings caution: commentary (Seeking Alpha) warns investors to be cautious ahead of earnings due to execution and margin risks — this raises the chance of a pullback if Boeing misses or issues weak guidance. Boeing Before Earnings: You Might Want To Be Cautious
• Negative Sentiment: Regulatory/certification watch: FAA has flagged certification issues for new MAX variants; although some analysts downplay FAA as the main roadblock, lingering certification or delivery delays remain a material downside risk. “I Don’t Think FAA is the Roadblock,” Boeing Stock (NYSE:BA) Gains as FAA Points Out Certification Issues

Insider Transactions at Boeing

In related news, SVP Dana S. Deasy purchased 554 shares of the company’s stock in a transaction on Monday, November 24th. The shares were bought at an average cost of $178.88 per share, for a total transaction of $99,099.52. Following the completion of the purchase, the senior vice president directly owned 28,442 shares of the company’s stock, valued at approximately $5,087,704.96. This trade represents a 1.99% increase in their position. The purchase was disclosed in a legal filing with the SEC, which can be accessed through 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 sale, the executive vice president directly owned 14,656 shares in the company, valued at approximately $2,896,904.96. The trade was a 8.53% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.09% of the company’s stock.

Boeing Trading Up 0.3%

Shares of NYSE:BA opened at $252.16 on Monday. The Boeing Company has a 52 week low of $128.88 and a 52 week high of $254.14. The company’s 50 day moving average is $214.08 and its two-hundred day moving average is $218.29. The company has a market cap of $191.66 billion, a PE ratio of -18.43, a P/E/G ratio of 7.18 and a beta of 1.16.

Boeing (NYSE:BA) last issued its earnings results on Wednesday, October 29th. The aircraft producer reported ($7.47) EPS for the quarter, missing analysts’ consensus estimates of ($0.51) by ($6.96). The company had revenue of $23.27 billion for the quarter, compared to analysts’ expectations of $21.61 billion. The company’s quarterly revenue was up 30.4% on a year-over-year basis. During the same period in the prior year, the firm posted ($10.44) EPS. As a group, equities research analysts expect that The Boeing Company will post -2.58 EPS for the current year.

Analyst Upgrades and Downgrades

A number of analysts have issued reports on the stock. Royal Bank Of Canada reiterated an “outperform” rating and set a $250.00 price target on shares of Boeing in a research note on Monday, September 29th. BNP Paribas Exane set a $150.00 price objective on shares of Boeing in a report on Tuesday, November 18th. Citigroup increased their target price on shares of Boeing from $265.00 to $270.00 and gave the stock a “buy” rating in a report on Tuesday, January 13th. The Goldman Sachs Group reissued a “buy” rating on shares of Boeing in a research report on Tuesday, December 9th. Finally, Tigress Financial reaffirmed a “buy” rating and set a $275.00 price objective on shares of Boeing in a research report on Monday, December 29th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have assigned a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat.com, Boeing currently has a consensus rating of “Moderate Buy” and an average target price of $241.26.

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.