Altfest L J & Co. Inc. Has $2.93 Million Stake in The Boeing Company $BA

Altfest L J & Co. Inc. boosted its stake in The Boeing Company (NYSE:BA) by 56.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 13,510 shares of the aircraft producer’s stock after purchasing an additional 4,886 shares during the period. Altfest L J & Co. Inc.’s holdings in Boeing were worth $2,933,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Measured Wealth Private Client Group LLC acquired a new stake in Boeing during the 3rd quarter worth about $25,000. American National Bank & Trust grew its holdings in Boeing by 124.2% during the 4th quarter. American National Bank & Trust now owns 139 shares of the aircraft producer’s stock worth $30,000 after acquiring an additional 77 shares during the period. Reyes Financial Architecture Inc. acquired a new stake in Boeing during the 3rd quarter worth about $32,000. Davis Capital Management acquired a new stake in Boeing during the 3rd quarter worth about $33,000. Finally, Game Plan Financial Advisors LLC grew its holdings in Boeing by 650.0% during the 4th quarter. Game Plan Financial Advisors LLC now owns 150 shares of the aircraft producer’s stock worth $33,000 after acquiring an additional 130 shares during the period. 64.82% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Boeing

In related news, EVP Howard E. Mckenzie sold 10,497 shares of the firm’s stock in a transaction dated Thursday, February 5th. The shares were sold at an average price of $233.99, for a total value of $2,456,193.03. Following the transaction, the executive vice president owned 14,692 shares of the company’s stock, valued at approximately $3,437,781.08. This trade represents a 41.67% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Ann M. Schmidt sold 6,281 shares of Boeing stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $243.37, for a total transaction of $1,528,606.97. Following 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 position. The SEC filing for this sale provides additional information. Insiders sold a total of 21,012 shares of company stock worth $4,980,687 in the last quarter. 0.10% of the stock is owned by insiders.

Boeing News Roundup

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 NYSE BA opened at $217.64 on Friday. The Boeing Company has a fifty-two week low of $152.00 and a fifty-two week high of $254.35. The stock has a market cap of $170.92 billion, a price-to-earnings ratio of 108.28 and a beta of 1.13. 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 firm’s 50-day simple moving average is $220.66 and its 200 day simple moving average is $216.46.

Boeing (NYSE:BA) last announced its quarterly 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 business had revenue of $23.95 billion during the quarter, compared to the consensus estimate of $22.41 billion. During the same period in the previous year, the business posted ($5.90) EPS. Boeing’s revenue was up 57.1% compared to the same quarter last year. As a group, research analysts anticipate that The Boeing Company will post -2.58 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of brokerages have weighed in on BA. Citigroup decreased their price target on Boeing from $290.00 to $256.00 and set a “buy” rating for the company in a report on Thursday, April 2nd. TD Cowen reiterated a “buy” rating on shares of Boeing in a report on Wednesday, January 28th. Argus upgraded Boeing to a “hold” rating in a report on Monday, February 2nd. Weiss Ratings upgraded Boeing from a “sell (d-)” rating to a “hold (c-)” rating in a report on Wednesday, February 4th. Finally, Wells Fargo & Company assumed coverage on Boeing in a research note on Wednesday, April 1st. They issued an “overweight” rating and a $250.00 target price for the company. 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 assigned a Sell rating to the company. Based on data from MarketBeat, Boeing has an average rating of “Moderate Buy” and a consensus target price 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.