Clifford Swan Investment Counsel LLC Decreases Stake in The Boeing Company $BA

Clifford Swan Investment Counsel LLC decreased its stake in shares of The Boeing Company (NYSE:BA) by 9.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 40,616 shares of the aircraft producer’s stock after selling 4,257 shares during the quarter. Clifford Swan Investment Counsel LLC’s holdings in Boeing were worth $8,766,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in BA. Davis Capital Management purchased a new stake in Boeing during the 3rd quarter valued at about $33,000. Howard Hughes Medical Institute purchased a new position in Boeing during the 2nd quarter worth approximately $34,000. Centerpoint Advisors LLC boosted its holdings in shares of Boeing by 62.4% in the 3rd quarter. Centerpoint Advisors LLC now owns 164 shares of the aircraft producer’s stock valued at $35,000 after acquiring an additional 63 shares during the last quarter. Decker Retirement Planning Inc. acquired a new stake in shares of Boeing in the second quarter worth $35,000. Finally, Legacy Investment Solutions LLC acquired a new position in Boeing during the second quarter valued at $39,000. 64.82% of the stock is owned by hedge funds and other institutional investors.

Boeing Stock Performance

NYSE:BA opened at $229.33 on Friday. The company has a market cap of $180.10 billion, a P/E ratio of 114.10 and a beta of 1.15. The Boeing Company has a twelve month low of $128.88 and a twelve month high of $254.35. The company’s 50-day moving average price is $234.48 and its 200-day moving average price is $220.02. 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 released its quarterly earnings data on Tuesday, January 27th. The aircraft producer reported $9.92 EPS for the quarter, beating analysts’ consensus estimates of ($0.40) by $10.32. The business had revenue of $23.95 billion during the quarter, compared to analyst estimates of $22.41 billion. During the same quarter in the previous year, the company posted ($5.90) EPS. The firm’s revenue was up 57.1% on a year-over-year basis. On average, sell-side analysts forecast that The Boeing Company will post -2.58 earnings per share for the current fiscal year.

Key Headlines Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Delivery of two 737 MAX 8 jets to WestJet via Aviation Capital Group completes a sale-and-leaseback, supporting Boeing production momentum and lease-market demand. Article Title
• Positive Sentiment: FAA and EASA qualification of Boeing’s 777-9 flight simulators advances pilot training capability for the widebody program, reducing a training bottleneck risk as deliveries ramp. Article Title
• Neutral Sentiment: Analyst and comparative pieces (Boeing vs. RTX; review of post-earnings performance) keep attention on valuations, backlog quality and defense exposure but do not introduce new company-specific catalysts. These pieces help frame investor expectations but are not immediate drivers. Article Title
• Negative Sentiment: FAA issued an airworthiness directive for Boeing 737 MAX 8 and 8200 airplanes to address a circuit breaker issue that can cause excessive cabin/flight-deck temperatures — a regulatory action that raises inspection, compliance and potential operational-disruption risks for MAX operators. Article Title
• Negative Sentiment: The Pentagon has asked Boeing to assess its exposure to Anthropic’s AI (Claude) as part of a potential “supply chain risk” review — a probe that could force contractors to decouple from certain AI vendors or face program disruption and extra compliance costs. This adds defense-contract execution and supplier-risk uncertainty. Article Title
• Negative Sentiment: Insider sale: EVP Uma M. Amuluru sold 1,503 shares (~7.3% reduction of her holding) at about $233.78, a disclosed SEC transaction that can be perceived as a modest negative sentiment signal by some investors even if routine diversification. Article Title

Insider Activity

In other Boeing news, EVP Howard E. Mckenzie sold 10,497 shares of the company’s stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $233.99, for a total value of $2,456,193.03. Following the completion of the sale, the executive vice president directly owned 14,692 shares in the company, valued at $3,437,781.08. This represents a 41.67% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Ann M. Schmidt sold 6,281 shares of Boeing stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $243.37, for a total value of $1,528,606.97. Following the transaction, the senior vice president owned 13,978 shares in the company, valued at approximately $3,401,825.86. This represents a 31.00% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 21,012 shares of company stock worth $4,980,687 over the last ninety days. Corporate insiders own 0.09% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have recently commented on the company. Morgan Stanley set a $245.00 target price on Boeing in a research note on Wednesday, January 28th. UBS Group upped their price objective on shares of Boeing from $275.00 to $285.00 and gave the stock a “buy” rating in a research report on Wednesday, January 28th. Jefferies Financial Group upped their price target on Boeing from $290.00 to $295.00 and gave the stock a “buy” rating in a report on Sunday, February 1st. The Goldman Sachs Group reiterated a “buy” rating on shares of Boeing in a research report on Tuesday, December 9th. Finally, New Street Research set a $257.00 target price on shares of Boeing in a research note on Tuesday, December 9th. One investment 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 data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target 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.