Insider Selling: Boeing (NYSE:BA) SVP Sells $1,528,606.97 in Stock

The Boeing Company (NYSE:BA) SVP Ann Schmidt sold 6,281 shares of the stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $243.37, for a total value of $1,528,606.97. Following the completion of the sale, the senior vice president owned 13,978 shares of the company’s stock, valued at $3,401,825.86. The trade was a 31.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link.

Boeing Stock Down 0.7%

Boeing stock opened at $232.01 on Friday. The firm has a market capitalization of $182.21 billion, a price-to-earnings ratio of 115.43 and a beta of 1.15. The Boeing Company has a 1-year low of $128.88 and a 1-year high of $254.35. The firm’s fifty day moving average price is $232.55 and its two-hundred day moving average price is $219.87. The company has a current ratio of 1.19, a quick ratio of 0.40 and a debt-to-equity ratio of 8.37.

Boeing (NYSE:BA) last issued its quarterly earnings data on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.40) by $10.32. The firm had revenue of $23.95 billion during the quarter, compared to the consensus estimate of $22.41 billion. During the same period in the previous year, the company posted ($5.90) earnings per share. The company’s revenue for the quarter was up 57.1% on a year-over-year basis. On average, equities research analysts predict that The Boeing Company will post -2.58 earnings per share for the current fiscal year.

Institutional Trading of Boeing

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Measured Wealth Private Client Group LLC purchased a new stake in Boeing in the third quarter worth about $25,000. Strive Financial Group LLC purchased a new stake in shares of Boeing during the fourth quarter valued at $25,000. Ares Financial Consulting LLC acquired a new position in shares of Boeing in the fourth quarter valued at about $26,000. CrossGen Wealth LLC purchased a new stake in Boeing in the fourth quarter valued at approximately $26,000. Finally, Strategic Wealth Advisors LLC acquired a new position in Boeing in the 4th quarter worth approximately $27,000. 64.82% of the stock is owned by hedge funds and other institutional investors.

Key Boeing News

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

Analysts Set New Price Targets

A number of equities analysts have commented on BA shares. Loop Capital set a $223.00 price target on Boeing in a research note on Monday, November 3rd. Wolfe Research reaffirmed an “outperform” rating on shares of Boeing in a research note on Tuesday, January 27th. Jefferies Financial Group boosted their price objective on shares of Boeing from $290.00 to $295.00 and gave the stock a “buy” rating in a report on Sunday, February 1st. TD Cowen reaffirmed a “buy” rating on shares of Boeing in a research report on Wednesday, January 28th. Finally, Royal Bank Of Canada upped their price target on shares of Boeing from $265.00 to $275.00 and gave the company an “outperform” rating in a research report on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have assigned a Hold rating and three have given a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $246.14.

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.