Avior Wealth Management LLC Buys 48,819 Shares of The Boeing Company $BA

Avior Wealth Management LLC increased its stake in The Boeing Company (NYSE:BA) by 317.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 64,219 shares of the aircraft producer’s stock after buying an additional 48,819 shares during the quarter. Avior Wealth Management LLC’s holdings in Boeing were worth $13,943,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Vanguard Group Inc. raised its position in Boeing by 1.1% during the third quarter. Vanguard Group Inc. now owns 67,529,417 shares of the aircraft producer’s stock worth $14,574,874,000 after acquiring an additional 756,057 shares in the last quarter. Newport Trust Company LLC grew its position in shares of Boeing by 2.5% in the 3rd quarter. Newport Trust Company LLC now owns 29,198,446 shares of the aircraft producer’s stock valued at $6,301,901,000 after acquiring an additional 707,490 shares during the period. Fisher Asset Management LLC increased its stake in shares of Boeing by 3.3% during the 3rd quarter. Fisher Asset Management LLC now owns 5,505,040 shares of the aircraft producer’s stock worth $1,188,153,000 after purchasing an additional 177,597 shares during the last quarter. Charles Schwab Investment Management Inc. raised its holdings in shares of Boeing by 1.1% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 4,242,397 shares of the aircraft producer’s stock valued at $888,910,000 after purchasing an additional 44,338 shares during the period. Finally, Legal & General Group Plc raised its holdings in shares of Boeing by 7.1% in the 3rd quarter. Legal & General Group Plc now owns 3,369,615 shares of the aircraft producer’s stock valued at $727,264,000 after purchasing an additional 223,995 shares during the period. 64.82% of the stock is owned by institutional investors.

Insider Transactions at Boeing

In related news, EVP Howard E. Mckenzie sold 10,497 shares of the business’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. The trade was a 41.67% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, SVP Ann M. Schmidt sold 6,281 shares of the company’s 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 transaction, the senior vice president directly owned 13,978 shares in the company, valued at approximately $3,401,825.86. This represents a 31.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 21,012 shares of company stock valued at $4,980,687. 0.10% of the stock is currently owned by company insiders.

Boeing Stock Down 2.2%

Shares of BA opened at $201.36 on Friday. The firm has a market cap of $158.14 billion, a P/E ratio of 100.18 and a beta of 1.14. 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 52 week low of $128.88 and a 52 week high of $254.35. The firm’s 50-day simple moving average is $233.56 and its 200 day simple moving average is $218.63.

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 for the quarter, compared to the consensus estimate of $22.41 billion. During the same quarter in the prior year, the firm earned ($5.90) EPS. The company’s revenue was up 57.1% on a year-over-year basis. On average, analysts forecast that The Boeing Company will post -2.58 earnings per share for the current year.

Boeing News Summary

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Tigress Financial raised its price target on BA to $290 and reiterated a “buy” rating, signaling sizable upside expectations from that shop and supporting bullish investor sentiment. Tigress Raises Target (Benzinga)
• Positive Sentiment: Ryanair’s CEO said he expects Boeing MAX 10 certification in Q3 and deliveries to begin on time early next year, which eases near‑term delivery concerns for that variant and supports commercial backlog visibility. Ryanair Expects MAX 10 On Time (Reuters)
• Positive Sentiment: The FAA has cleared Boeing’s 777‑9 to advance to the fourth phase of certification testing, a constructive regulatory step for the long‑delayed widebody program and future revenue potential. FAA Clears 777‑9 to Next Stage (Reuters)
• Positive Sentiment: Boeing won a ~$489M contract from the U.S. Naval Air Systems Command, bolstering near‑term defense revenue and cashflow visibility. $489M Naval Contract (Yahoo)
• Neutral Sentiment: Analysts at Bank of America note production ramps and defense upside but warn of near‑term margin pressure as Boeing absorbs Spirit AeroSystems; that frames a mixed but watchable outlook. BofA Outlook (Benzinga)
• Negative Sentiment: Boeing told investors the war involving Iran will likely slow commercial production, creating delivery delays and near‑term cashflow/throughput risk — a direct headwind to revenue timing. Iran War May Slow Production (TipRanks)
• Negative Sentiment: Boeing warned commercial‑division profit recovery is delayed (now pushing profit toward 2027) as Spirit integration adds unexpected costs and margins are pressured this year. That lowers near‑term earnings visibility. Commercial Profit Delayed to 2027 (MSN)
• Negative Sentiment: A judge allowed a class action by shareholders over 737 MAX safety issues to proceed, increasing potential legal and reputational risk for Boeing. Shareholders’ Class Action Allowed (Globe and Mail)
• Negative Sentiment: Atlas Air’s order for Airbus A350 freighters signals competitive pressure in the cargo widebody market and questions about Boeing’s 777‑8F timeline, which could hurt future freighter sales momentum. Atlas Air Moves Toward Airbus (Yahoo)

Analyst Ratings Changes

A number of equities analysts recently commented on BA shares. Tigress Financial lifted their price target on Boeing from $275.00 to $290.00 and gave the stock a “buy” rating in a report on Thursday. Citigroup restated a “buy” rating on shares of Boeing in a research note on Thursday, February 5th. Argus raised Boeing to a “hold” rating in a research report on Monday, February 2nd. Jefferies Financial Group reiterated a “buy” rating on shares of Boeing in a research note on Wednesday, March 4th. Finally, Vertical Research reissued a “buy” rating and set a $281.00 target price on shares of Boeing in a report on Tuesday, January 27th. One equities research 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 stock has an average rating of “Moderate Buy” and a consensus price target of $246.82.

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.