Bennett Selby Investments LP Takes Position in The Boeing Company $BA

Bennett Selby Investments LP acquired a new stake in The Boeing Company (NYSE:BA) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 2,952 shares of the aircraft producer’s stock, valued at approximately $641,000.

Other hedge funds also recently added to or reduced their stakes in the company. SteelPeak Wealth LLC lifted its holdings in Boeing by 50.4% during the third quarter. SteelPeak Wealth LLC now owns 26,360 shares of the aircraft producer’s stock worth $5,689,000 after buying an additional 8,833 shares during the period. Patton Fund Management Inc. boosted its position in Boeing by 734.4% during the 3rd quarter. Patton Fund Management Inc. now owns 10,322 shares of the aircraft producer’s stock valued at $2,228,000 after acquiring an additional 9,085 shares in the last quarter. Fisher Asset Management LLC increased its holdings in shares of Boeing by 3.3% in the 3rd quarter. Fisher Asset Management LLC now owns 5,505,040 shares of the aircraft producer’s stock valued at $1,188,153,000 after acquiring an additional 177,597 shares during the period. Russell Investments Group Ltd. increased its holdings in shares of Boeing by 41.1% in the 3rd quarter. Russell Investments Group Ltd. now owns 223,824 shares of the aircraft producer’s stock valued at $48,316,000 after acquiring an additional 65,216 shares during the period. Finally, Vestor Capital LLC raised its position in shares of Boeing by 8,287.4% in the 2nd quarter. Vestor Capital LLC now owns 246,086 shares of the aircraft producer’s stock worth $51,562,000 after acquiring an additional 243,152 shares in the last quarter. 64.82% of the stock is owned by hedge funds and other institutional investors.

Boeing Stock Down 3.0%

Boeing stock opened at $195.11 on Monday. The Boeing Company has a 1-year low of $128.88 and a 1-year high of $254.35. The business has a fifty day moving average price of $232.77 and a 200-day moving average price of $218.12. The company has a debt-to-equity ratio of 8.37, a current ratio of 1.19 and a quick ratio of 0.40. The stock has a market capitalization of $153.23 billion, a price-to-earnings ratio of 97.07 and a beta of 1.14.

Boeing (NYSE:BA) last announced its earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share (EPS) for the quarter, beating 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 period in the prior year, the company earned ($5.90) earnings per share. The company’s quarterly revenue was up 57.1% on a year-over-year basis. Equities research analysts forecast that The Boeing Company will post -2.58 EPS for the current fiscal year.

Key Headlines Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Tigress Financial raised its price target to $290 and kept a Buy rating, signaling analyst conviction in Boeing’s backlog and longer‑term cash generation — a bullish anchor for upside expectations. Benzinga: Tigress target raise
• Positive Sentiment: FAA cleared Boeing to advance 777‑9 certification testing to the next phase, reducing a key regulatory obstacle for a high-margin widebody program that drives future revenue and backlog conversion. FAA clears 777-9
• Positive Sentiment: Boeing secured a ~$489M Naval Air Systems Command contract, which supports near-term defense revenue and offsets some commercial volatility. Defense wins help diversify cash flow and margin profile. Defense contract
• Neutral Sentiment: Ryanair’s CEO expects MAX 10 certification and deliveries on a timely schedule, which is a customer signal of demand and production recovery but not a catalyst unless Boeing confirms ramp details. Ryanair expects MAX 10 on time
• Neutral Sentiment: Some delivery delays tied to a wiring issue appear limited in scope, described as a modest/temporary hiccup versus more systemic program problems — watch official delivery schedules for clarity. Wiring issue coverage
• Negative Sentiment: NASA is reportedly considering SpaceX’s Starship instead of Boeing’s Space Launch System (SLS) for lunar transit — a direct threat to future SLS revenue and program relevance that spooked investors. NASA considering Starship over SLS
• Negative Sentiment: Reports and commentary (TipRanks / Seeking Alpha) highlight mounting competitive pressure from SpaceX and a “triple blow” narrative (program risk, geopolitical production delays, legal/class action exposure), which has driven negative sentiment and selling. TipRanks: Boeing loses ground to SpaceX Seeking Alpha: The Triple Blow
• Negative Sentiment: Boeing warned that the Iran war could slow production, increasing the risk of delivery delays and revenue disruption for commercial jets — a concrete operational headwind. Boeing cites Iran war for delays
• Negative Sentiment: A judge allowed shareholders to pursue a class action related to 737 MAX safety issues, keeping legal and reputational risk active and potentially increasing future liabilities and distraction for management. Class action allowed

Insiders Place Their Bets

In related news, Director Mortimer J. Buckley acquired 2,230 shares of the business’s stock in a transaction dated Tuesday, March 3rd. The shares were purchased at an average price of $224.20 per share, for a total transaction of $499,966.00. Following the completion of the acquisition, the director directly owned 4,430 shares in the company, valued at $993,206. The trade was a 101.36% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Howard E. Mckenzie sold 10,497 shares of the stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $233.99, for a total transaction of $2,456,193.03. Following the completion of the transaction, the executive vice president directly owned 14,692 shares of the company’s stock, valued at $3,437,781.08. The trade was a 41.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 21,012 shares of company stock worth $4,980,687 over the last ninety days. Insiders own 0.10% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on BA. Morgan Stanley set a $245.00 price objective on Boeing in a research note on Wednesday, January 28th. Zacks Research upgraded Boeing from a “strong sell” rating to a “hold” rating in a research note on Tuesday, December 2nd. UBS Group boosted their target price on shares of Boeing from $275.00 to $285.00 and gave the stock a “buy” rating in a report on Wednesday, January 28th. Wolfe Research reissued an “outperform” rating on shares of Boeing in a research report on Tuesday, January 27th. Finally, Citigroup restated a “buy” rating on shares of Boeing in a report on Thursday, February 5th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, five have given a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat, Boeing presently has a consensus rating of “Moderate Buy” and an average price target of $246.82.

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.