4,140 Shares in The Boeing Company $BA Purchased by Game Creek Capital LP

Game Creek Capital LP purchased a new position in shares of The Boeing Company (NYSE:BA) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 4,140 shares of the aircraft producer’s stock, valued at approximately $894,000.

A number of other institutional investors also recently added to or reduced their stakes in BA. Revolve Wealth Partners LLC bought a new stake in Boeing in the fourth quarter valued at $201,000. Sivia Capital Partners LLC grew its holdings in shares of Boeing by 16.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,529 shares of the aircraft producer’s stock worth $320,000 after purchasing an additional 217 shares during the last quarter. KBC Group NV increased its position in shares of Boeing by 6.8% during the 2nd quarter. KBC Group NV now owns 65,035 shares of the aircraft producer’s stock worth $13,627,000 after purchasing an additional 4,163 shares in the last quarter. Wealth Alliance LLC bought a new position in Boeing during the 2nd quarter valued at about $251,000. Finally, Rovida Advisors Inc. acquired a new position in Boeing in the second quarter valued at about $129,231,000. 64.82% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on the company. Citigroup reaffirmed a “buy” rating on shares of Boeing in a research note on Thursday, February 5th. Argus upgraded Boeing to a “hold” rating in a report on Monday, February 2nd. New Street Research set a $257.00 price target on Boeing in a research note on Tuesday, December 9th. Zacks Research upgraded shares of Boeing from a “strong sell” rating to a “hold” rating in a research report on Tuesday, December 2nd. Finally, Susquehanna reissued a “positive” rating and set a $280.00 price objective on shares of Boeing in a research note on Thursday, January 15th. One equities 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 assigned a Sell rating to the company’s stock. According to data from MarketBeat, Boeing has an average rating of “Moderate Buy” and a consensus price target of $246.14.

Boeing Price Performance

NYSE BA opened at $209.97 on Friday. The firm’s 50 day moving average is $235.19 and its 200-day moving average is $219.39. The company has a quick ratio of 0.40, a current ratio of 1.19 and a debt-to-equity ratio of 8.37. The company has a market capitalization of $164.90 billion, a PE ratio of 104.46 and a beta of 1.14. The Boeing Company has a 12-month low of $128.88 and a 12-month high of $254.35.

Boeing (NYSE:BA) last announced its 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 business had revenue of $23.95 billion for 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 business’s revenue for the quarter was up 57.1% compared to the same quarter last year. Equities research analysts anticipate that The Boeing Company will post -2.58 earnings per share for the current fiscal year.

Insider Buying and Selling at Boeing

In related news, Director Mortimer J. Buckley acquired 2,230 shares of the firm’s stock in a transaction dated Tuesday, March 3rd. The stock was bought at an average price of $224.20 per share, for a total transaction of $499,966.00. Following the acquisition, the director directly owned 4,430 shares of the company’s stock, valued at approximately $993,206. The trade was a 101.36% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Uma M. Amuluru sold 2,731 shares of Boeing stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $236.00, for a total value of $644,516.00. Following the completion of the sale, the executive vice president directly owned 11,925 shares in the company, valued at approximately $2,814,300. This represents a 18.63% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 21,012 shares of company stock valued at $4,980,687. Corporate insiders own 0.09% of the company’s stock.

Boeing News Roundup

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Large U.S. Air Force E-7A/Wedgetail contract modification (~$2.34–$2.43B) expands Boeing’s defense backlog through 2032, providing near-term revenue visibility and supporting cash flow forecasts. Boeing wins $2.34B U.S. Air Force contract modification for E-7A aircraft
• Positive Sentiment: Reports note surging demand in military and other segments that could support higher production cadence and longer-term revenue upside (article highlights talk of “quadruple production” in some areas). This narrative boosts investor confidence in Boeing’s recovery trajectory. “Quadruple Production”: Boeing Stock (NYSE:BA) Jumps as Demand Surges
• Neutral Sentiment: Boeing’s commercial deliveries remain strong (February deliveries outpaced Airbus, hitting a multi‑year high), showing operational momentum even as quality checks continue. This helps offset near-term concerns. Boeing Deliveries Outpace Rival. Shares Dip On 737 MAX Wiring Issue.
• Neutral Sentiment: Broader contract awards reporting ( ~$2.49B update) highlights ongoing government work across Boeing and peers — supportive for backlog but not a game changer by itself. Boeing Contracts Get $2.49 Bil. Update; KC-135s Collide Over Iraq
• Negative Sentiment: Boeing is repairing up to ~25 undelivered 737 MAX jets after discovering wiring flaws caused by machining damage; deliveries may be delayed while inspections/rework proceed, pressuring near-term delivery counts and cash flow. Boeing repairing 25 737 MAX jets with wiring flaws, Bloomberg News reports
• Negative Sentiment: U.S. Air Force leadership has told lawmakers Boeing must fix ongoing KC‑46 tanker issues before additional orders, which could limit near-term follow‑on tanker revenue and weigh on program reputation. USAF general says Boeing has to fix tanker problems before US orders more
• Negative Sentiment: Investor sentiment remains cautious: recent wiring disclosures triggered share weakness over the past week as quality concerns persist despite strong delivery guidance and upbeat analyst coverage. Investors Are Betting on Boeing’s Turnaround Even as Quality Questions Linger

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.