Fourpath Capital Management LLC Increases Holdings in The Boeing Company $BA

Fourpath Capital Management LLC lifted its position in shares of The Boeing Company (NYSE:BA) by 17.6% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 16,516 shares of the aircraft producer’s stock after buying an additional 2,477 shares during the period. Fourpath Capital Management LLC’s holdings in Boeing were worth $3,586,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Measured Wealth Private Client Group LLC purchased a new position in shares of Boeing during the 3rd quarter valued at about $25,000. American National Bank & Trust raised its holdings in shares of Boeing by 124.2% during the 4th quarter. American National Bank & Trust now owns 139 shares of the aircraft producer’s stock valued at $30,000 after buying an additional 77 shares in the last quarter. Reyes Financial Architecture Inc. purchased a new position in shares of Boeing during the 3rd quarter valued at about $32,000. Davis Capital Management purchased a new position in shares of Boeing during the 3rd quarter valued at about $33,000. Finally, Game Plan Financial Advisors LLC raised its holdings in shares of Boeing by 650.0% during the 4th quarter. Game Plan Financial Advisors LLC now owns 150 shares of the aircraft producer’s stock valued at $33,000 after buying an additional 130 shares in the last quarter. 64.82% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on the company. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Boeing in a research note on Wednesday, January 28th. Morgan Stanley set a $245.00 price target on Boeing in a research note on Wednesday, January 28th. Argus raised Boeing to a “hold” rating in a research note on Monday, February 2nd. Wolfe Research reaffirmed an “outperform” rating on shares of Boeing in a research note on Tuesday, January 27th. Finally, Vertical Research reaffirmed a “buy” rating and issued a $281.00 price target on shares of Boeing in a research note on Tuesday, January 27th. 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. According to data from MarketBeat, Boeing has a consensus rating of “Moderate Buy” and an average price target of $252.48.

Boeing News Summary

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?

Insiders Place Their Bets

In other news, SVP Ann M. Schmidt sold 6,281 shares of the business’s 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 of the company’s stock, valued at approximately $3,401,825.86. The trade was a 31.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Mortimer J. Buckley bought 2,230 shares of Boeing stock in a transaction dated 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 completion of the purchase, the director directly owned 4,430 shares of the company’s stock, valued at approximately $993,206. This trade represents a 101.36% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders sold a total of 21,012 shares of company stock valued at $4,980,687 over the last three months. 0.10% of the stock is currently owned by corporate insiders.

Boeing Price Performance

Shares of Boeing stock opened at $217.64 on Monday. 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 Boeing Company has a one year low of $152.00 and a one year high of $254.35. The stock has a market capitalization of $170.92 billion, a P/E ratio of 108.28 and a beta of 1.13. The business’s 50 day simple moving average is $220.66 and its two-hundred day simple moving average is $216.46.

Boeing (NYSE:BA) last posted 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 analysts’ expectations of $22.41 billion. During the same period last year, the firm posted ($5.90) earnings per share. Boeing’s quarterly revenue was up 57.1% on a year-over-year basis. Analysts forecast that The Boeing Company will post -2.58 EPS for the current year.

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.