The Boeing Company $BA Shares Sold by Aaron Wealth Advisors LLC

Aaron Wealth Advisors LLC cut its position in The Boeing Company (NYSE:BA) by 72.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,896 shares of the aircraft producer’s stock after selling 5,029 shares during the period. Aaron Wealth Advisors LLC’s holdings in Boeing were worth $412,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently made changes to their positions in the company. First Heartland Consultants Inc. boosted its stake in Boeing by 1.1% during the fourth quarter. First Heartland Consultants Inc. now owns 4,062 shares of the aircraft producer’s stock worth $882,000 after buying an additional 43 shares during the last quarter. N.E.W. Advisory Services LLC boosted its stake in Boeing by 3.1% during the third quarter. N.E.W. Advisory Services LLC now owns 1,540 shares of the aircraft producer’s stock worth $332,000 after buying an additional 46 shares during the last quarter. Motco boosted its stake in Boeing by 5.4% during the third quarter. Motco now owns 921 shares of the aircraft producer’s stock worth $199,000 after buying an additional 47 shares during the last quarter. Encompass Wealth Advisors LLC boosted its stake in Boeing by 0.9% during the third quarter. Encompass Wealth Advisors LLC now owns 5,045 shares of the aircraft producer’s stock worth $1,089,000 after buying an additional 47 shares during the last quarter. Finally, Jacobsen Capital Management boosted its stake in Boeing by 4.6% during the third quarter. Jacobsen Capital Management now owns 1,070 shares of the aircraft producer’s stock worth $231,000 after buying an additional 47 shares during the last quarter. 64.82% of the stock is owned by institutional investors and hedge funds.

Boeing Price Performance

Boeing stock opened at $217.64 on Friday. The Boeing Company has a 52-week low of $152.00 and a 52-week high of $254.35. The company’s 50 day moving average is $220.66 and its two-hundred day moving average is $216.45. The firm has a market cap of $170.92 billion, a PE ratio of 108.28 and a beta of 1.13. The company has a quick ratio of 0.40, a current ratio of 1.19 and a debt-to-equity ratio of 8.37.

Boeing (NYSE:BA) last announced its quarterly earnings data on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share for the quarter, beating analysts’ consensus estimates of ($0.40) by $10.32. The firm had revenue of $23.95 billion during the quarter, compared to analyst estimates of $22.41 billion. During the same quarter in the previous year, the business posted ($5.90) earnings per share. Boeing’s revenue for the quarter was up 57.1% compared to the same quarter last year. On average, research analysts expect 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: 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?

Insider Activity at Boeing

In related news, EVP Uma M. Amuluru sold 1,503 shares of the company’s stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $233.78, for a total transaction of $351,371.34. Following the transaction, the executive vice president owned 19,015 shares of the company’s stock, valued at $4,445,326.70. This represents a 7.33% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Mortimer J. Buckley acquired 2,230 shares of the company’s stock in a transaction that occurred on Tuesday, March 3rd. The shares were acquired at an average cost 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 $993,206. This trade represents a 101.36% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders sold 21,012 shares of company stock valued at $4,980,687 in the last ninety days. 0.10% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several research firms have weighed in on BA. Royal Bank Of Canada boosted their target price on shares of Boeing from $265.00 to $275.00 and gave the company an “outperform” rating in a report on Wednesday, January 28th. Susquehanna reiterated a “positive” rating and issued a $280.00 target price on shares of Boeing in a report on Thursday, January 15th. Wolfe Research reiterated an “outperform” rating on shares of Boeing in a report on Tuesday, January 27th. Citigroup decreased their target price on shares of Boeing from $290.00 to $256.00 and set a “buy” rating on the stock in a report on Thursday, April 2nd. Finally, Wells Fargo & Company began coverage on shares of Boeing in a report on Wednesday, April 1st. They issued an “overweight” rating and a $250.00 target price on the stock. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $252.48.

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.