Aljian Capital Management LLC Invests $735,000 in The Boeing Company $BA

Aljian Capital Management LLC bought a new stake in The Boeing Company (NYSE:BA) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 3,385 shares of the aircraft producer’s stock, valued at approximately $735,000.

A number of other institutional investors have also recently bought and sold shares of BA. Measured Wealth Private Client Group LLC purchased a new stake in Boeing in the third quarter valued at approximately $25,000. American National Bank & Trust grew its holdings in Boeing by 124.2% in the fourth quarter. American National Bank & Trust now owns 139 shares of the aircraft producer’s stock valued at $30,000 after purchasing an additional 77 shares during the period. Reyes Financial Architecture Inc. purchased a new stake in Boeing in the third quarter valued at approximately $32,000. Davis Capital Management purchased a new stake in Boeing in the third quarter valued at approximately $33,000. Finally, Game Plan Financial Advisors LLC grew its holdings in Boeing by 650.0% in the fourth quarter. Game Plan Financial Advisors LLC now owns 150 shares of the aircraft producer’s stock valued at $33,000 after purchasing an additional 130 shares during the period. 64.82% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

BA has been the subject of a number of recent analyst reports. Susquehanna restated a “positive” rating and issued a $280.00 target price on shares of Boeing in a report on Thursday, January 15th. Morgan Stanley set a $245.00 target price on shares of Boeing in a report on Wednesday, January 28th. Vertical Research restated a “buy” rating and issued a $281.00 target price on shares of Boeing in a report on Tuesday, January 27th. Argus upgraded shares of Boeing to a “hold” rating in a report on Monday, February 2nd. Finally, JPMorgan Chase & Co. boosted their target price on shares of Boeing from $245.00 to $270.00 and gave the company an “overweight” rating in a report on Wednesday, January 28th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, Boeing presently has an average rating of “Moderate Buy” and an average price target of $252.48.

Trending Headlines about Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing won multiple government and commercial-space contracts (including a US$101M U.S. Air Force KC-46 support contract), agreed a multi‑year PAC‑3 seeker production deal, and delivered the ViaSat‑3 Flight 3 satellite — tangible revenue and cash‑flow catalysts that support near‑term topline recovery. Boeing Contracts And Satellite Delivery Support Recovery Story As Lawsuit Emerges
• Positive Sentiment: Media coverage highlights the Air Force deal as a notable contract win that delivered a positive market reaction, reinforcing the defense backlog narrative that can stabilize revenue while commercial production normalizes. Boeing Stock (NYSE:BA) Notches Up With Air Force Deal
• Positive Sentiment: Airline demand signals are improving — LATAM reported double‑digit March traffic and capacity growth, a macro datapoint that supports long‑term aircraft demand and aftermarket services for OEMs like Boeing. LATAM Airlines March 2026 Traffic Improves Year Over Year
• Neutral Sentiment: Broader aerospace/space industry moves (e.g., SpaceX confidential IPO filing) could reshape capital flows in the sector but are not an immediate Boeing-specific driver. Monitor for changes in launch market dynamics or M&A that could indirectly affect Boeing’s space business. SpaceX Is Going Public. Why a Tesla Merger Could Be Musk’s Real Endgame.
• Neutral Sentiment: Analyst/media mentions of suppliers (e.g., Jim Cramer on GE Aerospace) underscore ecosystem demand (engines, services) but are indirect for BA stock moves. Jim Cramer on GE Aerospace
• Negative Sentiment: Reports note investor concern about conversions of new Boeings into freighters and operational complexity — coverage says the conversion theme helped push BA lower as markets reassess unit economics and aftermarket strategy. “Next-Generation Widebody Freighter Solution”: Boeing Stock Slides
• Negative Sentiment: Near‑term performance worries persist: coverage highlighting a ~9% three‑month decline points to ongoing production delays, cancellations and supply issues that keep execution risk priced into the stock. Boeing Declines 9.2% in Three Months
• Negative Sentiment: Legal and governance headlines — a shareholder solicitation about alleged breaches and a worker class‑action claiming unpaid time — add litigation and reputational risk that can pressure the multiple. Did The Boeing Company Insiders Breach their Fiduciary Duties?

Boeing Price Performance

Shares of BA stock opened at $217.64 on Friday. The company has a market capitalization of $170.92 billion, a PE ratio of 108.28 and a beta of 1.13. The firm has a fifty day simple moving average of $220.66 and a 200-day simple moving average of $216.45. The company has a current ratio of 1.19, a quick ratio of 0.40 and a debt-to-equity ratio of 8.37. The Boeing Company has a twelve month low of $152.00 and a twelve month high of $254.35.

Boeing (NYSE:BA) last announced its earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share for the quarter, beating the consensus estimate of ($0.40) by $10.32. The firm had revenue of $23.95 billion during the quarter, compared to analysts’ expectations of $22.41 billion. Boeing’s revenue for the quarter was up 57.1% compared to the same quarter last year. During the same quarter last year, the company posted ($5.90) earnings per share. Equities research analysts anticipate that The Boeing Company will post -2.58 earnings per share for the current fiscal year.

Insider Activity at Boeing

In related news, 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 sale, the senior vice president directly owned 13,978 shares of the company’s stock, valued at $3,401,825.86. This represents a 31.00% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Uma M. Amuluru sold 1,503 shares of the company’s stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $233.78, for a total transaction of $351,371.34. Following the completion of the sale, the executive vice president directly owned 19,015 shares in the company, valued at $4,445,326.70. This represents a 7.33% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 21,012 shares of company stock valued at $4,980,687. Insiders own 0.10% of the company’s stock.

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.