Channing Capital Management LLC Sells 6,771 Shares of The Boeing Company $BA

Channing Capital Management LLC lowered its position in The Boeing Company (NYSE:BA) by 13.7% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 42,600 shares of the aircraft producer’s stock after selling 6,771 shares during the period. Channing Capital Management LLC’s holdings in Boeing were worth $9,194,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of the company. Davis Capital Management bought a new stake in shares of Boeing during the 3rd quarter valued at about $33,000. Howard Hughes Medical Institute bought a new position in shares of Boeing in the 2nd quarter worth approximately $34,000. Centerpoint Advisors LLC boosted its holdings in shares of Boeing by 62.4% in the third quarter. Centerpoint Advisors LLC now owns 164 shares of the aircraft producer’s stock worth $35,000 after buying an additional 63 shares during the last quarter. Decker Retirement Planning Inc. bought a new stake in Boeing during the second quarter valued at approximately $35,000. Finally, Legacy Investment Solutions LLC bought a new stake in Boeing during the second quarter valued at approximately $39,000. Hedge funds and other institutional investors own 64.82% of the company’s stock.

Insider Activity at Boeing

In other Boeing news, EVP Howard E. Mckenzie sold 10,497 shares of the stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $233.99, for a total transaction of $2,456,193.03. Following the completion of the sale, the executive vice president directly owned 14,692 shares of the company’s stock, valued at $3,437,781.08. This trade represents a 41.67% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, SVP Ann M. Schmidt sold 6,281 shares of the business’s stock in a transaction on Tuesday, February 17th. The stock was 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 directly owned 13,978 shares in the company, valued at $3,401,825.86. This trade represents a 31.00% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 19,509 shares of company stock valued at $4,629,316. Corporate insiders own 0.09% of the company’s stock.

Boeing Price Performance

NYSE:BA opened at $232.01 on Friday. The business’s 50-day simple moving average is $232.55 and its two-hundred day simple moving average is $219.87. The Boeing Company has a 52 week low of $128.88 and a 52 week high of $254.35. The stock has a market cap of $182.21 billion, a PE ratio of 115.43 and a beta of 1.15. 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 released its 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 business had revenue of $23.95 billion for the quarter, compared to analysts’ expectations of $22.41 billion. The business’s revenue for the quarter was up 57.1% compared to the same quarter last year. During the same quarter in the prior year, the business posted ($5.90) EPS. As a group, analysts forecast that The Boeing Company will post -2.58 EPS for the current fiscal year.

Key Stories Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Major commercial order momentum — Vietnamese carriers (Vietnam Airlines, Vietjet and Sun PhuQuoc) signed deals for nearly 100 Boeing jets worth >$30B, boosting near‑ to mid‑term backlog and Asia demand visibility. Vietnamese airlines sign deals for nearly 100 Boeing jets
• Positive Sentiment: Progress on 777‑9 commercialization — FAA and EASA granted initial qualification for 777‑9 flight training simulators, a step toward pilot training and revenue recognition as the jet ramps. Boeing Receives Initial Qualification for 777-9 Training Devices
• Positive Sentiment: Defense tailwind/policy support — DoD officials urged faster, wartime‑pace production and reports hint at possible rapid work on “exquisite” munitions systems with Boeing, which could lift Defense segment revenue if formalized. Hegseth Hints At Potential Boeing Deal To Work Rapidly On ‘Exquisite Systems’ For Munitions
• Neutral Sentiment: Regulatory clearance with strings attached — The FTC finalized a consent order tied to Boeing’s Spirit Aerosystems transaction, clearing a hurdle but adding divestiture/compliance terms that could change deal economics. Federal Trade Commission Finalizes Consent Order In Boeing-Spirit Deal
• Neutral Sentiment: Airbus guidance is mixed — Airbus cut 2026 delivery guidance to ~870 jets (below estimates), which can help Boeing competitively, but the news also highlights ongoing supply‑chain and engine constraints across the industry. Airbus targets 870 deliveries this year, below estimates
• Negative Sentiment: Major reputational and program risk — NASA publicly classified the Starliner crewed flight as a “Type A” mishap and sharply criticized Boeing’s decision‑making and engineering, increasing potential remediation costs, oversight and program delays in the space business. NASA chief slams Boeing, agency failures in botched Starliner astronaut mission
• Negative Sentiment: Insider selling — SVP Ann M. Schmidt sold 6,281 shares (~31% reduction in her position), which can be read negatively by some investors even if routine. SEC filing: Insider sale by Ann M. Schmidt

Wall Street Analyst Weigh In

BA has been the topic of several recent research reports. Jefferies Financial Group increased their price target on shares of Boeing from $290.00 to $295.00 and gave the stock a “buy” rating in a research report on Sunday, February 1st. Zacks Research upgraded Boeing from a “strong sell” rating to a “hold” rating in a research note on Tuesday, December 2nd. Susquehanna reaffirmed a “positive” rating and issued a $280.00 target price on shares of Boeing in a report on Thursday, January 15th. Citigroup reissued a “buy” rating on shares of Boeing in a report on Thursday, February 5th. Finally, UBS Group raised their price objective on Boeing from $275.00 to $285.00 and gave the stock a “buy” rating in a research note on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have given a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $246.14.

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.