Black Swift Group LLC Grows Stock Position in The Boeing Company $BA

Black Swift Group LLC raised its position in The Boeing Company (NYSE:BA) by 100.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 10,000 shares of the aircraft producer’s stock after acquiring an additional 5,000 shares during the quarter. Black Swift Group LLC’s holdings in Boeing were worth $2,158,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in BA. Reyes Financial Architecture Inc. purchased a new position in shares of Boeing in the third quarter valued at $32,000. Davis Capital Management acquired a new stake in Boeing during the 3rd quarter valued at $33,000. Howard Hughes Medical Institute purchased a new stake in Boeing during the 2nd quarter worth $34,000. Centerpoint Advisors LLC lifted its holdings in Boeing by 62.4% in the 3rd quarter. Centerpoint Advisors LLC now owns 164 shares of the aircraft producer’s stock worth $35,000 after buying an additional 63 shares in the last quarter. Finally, Decker Retirement Planning Inc. acquired a new position in Boeing in the 2nd quarter worth $35,000. Hedge funds and other institutional investors own 64.82% of the company’s stock.

Boeing Price Performance

BA opened at $231.12 on Friday. The company has a market capitalization of $181.51 billion, a P/E ratio of 114.99 and a beta of 1.14. The company has a 50-day moving average of $235.70 and a 200-day moving average of $219.77. The company has a debt-to-equity ratio of 8.37, a quick ratio of 0.40 and a current ratio of 1.19. The Boeing Company has a 1-year low of $128.88 and a 1-year high of $254.35.

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

Insider Transactions at Boeing

In other Boeing news, SVP Ann M. Schmidt sold 6,281 shares of the company’s stock in a transaction that occurred 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 sale, the senior vice president owned 13,978 shares in the company, valued at $3,401,825.86. This represents a 31.00% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, Director Mortimer J. Buckley bought 2,230 shares of the firm’s stock in a transaction dated Tuesday, March 3rd. The stock was purchased at an average price of $224.20 per share, with a total value of $499,966.00. Following the transaction, the director owned 4,430 shares in the company, valued at approximately $993,206. This represents a 101.36% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last ninety days, insiders have sold 21,012 shares of company stock worth $4,980,687. 0.09% of the stock is owned by corporate insiders.

Trending Headlines about Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Reports say Boeing is closing in on a ~500‑aircraft 737 MAX deal with China, potentially one of the company’s largest orders and a major commercial backlog boost. Boeing close to 500-Jet Order with Trump-Xi Summit, Bloomberg News reports
• Positive Sentiment: After a White House meeting, President Trump said defense CEOs agreed to sharply accelerate production of advanced weaponry — a development that raises near‑term defense revenue expectations for major contractors including Boeing. Trump says defense CEOs agree to quadruple production of `Exquisite Class’ weaponry
• Positive Sentiment: Pentagon moves to secure funds and accelerate munitions production amid Middle East tensions — a potential near‑term tailwind for Boeing’s defense business. Pentagon Races to Secure Money for Iran Operations, Munitions
• Positive Sentiment: Insider buying: Boeing director Mortimer J. Buckley purchased ~2,230 shares (~$500k), a visible signal of insider confidence that can support sentiment. Boeing (NYSE:BA) Director Purchases $499,966.00 in Stock
• Positive Sentiment: Analyst/investor commentary (Gabelli, sector write‑ups) highlights Boeing as a beneficiary of a multi‑year defense buildout, supporting longer‑term conviction. Gabelli Likes Lockheed, RTX, Boeing — and a Small Supplier You’ve Never Heard Of
• Neutral Sentiment: Corporate outreach/PR items such as Boeing’s partnership with Jimma University and conference appearances are positive for brand but have limited near‑term P&L impact. Boeing and Jimma University partner
• Negative Sentiment: NASA shifted a key moon‑mission rocket component to United Launch Alliance after helium flow issues and updated timelines — a setback that adds pressure to Boeing’s space program credibility and revenue timing. NASA Updates Moon Mission Timeline
• Negative Sentiment: NASA labeled Starliner a Type A mishap and flagged governance/culture failings — this raises program risk, potential penalties, and continued investor scrutiny. NASA’s Starliner Mishap Findings
• Negative Sentiment: Coverage of commercial delivery weakness at Boeing and Airbus underscores execution risks that could weigh on near‑term revenue visibility. Deliveries Weakness Analysis
• Negative Sentiment: Regional environmental/legal headlines (lawsuit over hazardous substances in the Lower Duwamish) add a potential liability headline that could distract investors. Hazardous Substances Lawsuit

Analysts Set New Price Targets

BA has been the subject of several recent analyst reports. Wolfe Research restated an “outperform” rating on shares of Boeing in a research note on Tuesday, January 27th. Susquehanna reiterated a “positive” rating and issued a $280.00 price target on shares of Boeing in a research note on Thursday, January 15th. BNP Paribas Exane set a $150.00 price target on Boeing in a report on Tuesday, November 18th. Sanford C. Bernstein restated an “outperform” rating on shares of Boeing in a research note on Wednesday, January 28th. Finally, New Street Research set a $257.00 price objective on Boeing in a report on Tuesday, December 9th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have given a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $246.14.

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.