Financial Plan Inc. Makes New $769,000 Investment in The Boeing Company $BA

Financial Plan Inc. purchased a new position in The Boeing Company (NYSE:BA) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 3,544 shares of the aircraft producer’s stock, valued at approximately $769,000.

A number of other institutional investors have also bought and sold shares of BA. Measured Wealth Private Client Group LLC purchased a new stake in Boeing in the 3rd quarter worth $25,000. American National Bank & Trust increased its stake in Boeing by 124.2% in the 4th quarter. American National Bank & Trust now owns 139 shares of the aircraft producer’s stock worth $30,000 after buying an additional 77 shares in the last quarter. Reyes Financial Architecture Inc. purchased a new stake in Boeing in the 3rd quarter worth $32,000. Davis Capital Management bought a new position in shares of Boeing during the 3rd quarter valued at about $33,000. Finally, Game Plan Financial Advisors LLC boosted 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 purchasing an additional 130 shares during the last quarter. Hedge funds and other institutional investors own 64.82% of the company’s stock.

Boeing Stock Down 2.4%

BA opened at $219.65 on Wednesday. The company has a quick ratio of 0.40, a current ratio of 1.19 and a debt-to-equity ratio of 8.37. The Boeing Company has a 52 week low of $158.50 and a 52 week high of $254.35. The firm has a 50-day simple moving average of $218.42 and a two-hundred day simple moving average of $216.75. The company has a market capitalization of $172.50 billion, a PE ratio of 109.28 and a beta of 1.13.

Boeing (NYSE:BA) last announced its quarterly earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 EPS for the quarter, beating analysts’ consensus estimates 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. The firm’s revenue was up 57.1% on a year-over-year basis. Analysts forecast that The Boeing Company will post -0.14 earnings per share for the current fiscal year.

Insider Buying and Selling at Boeing

In related news, SVP Ann M. Schmidt sold 6,281 shares of the stock in a transaction dated 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 completion of the transaction, the senior vice president owned 13,978 shares of the company’s stock, valued at approximately $3,401,825.86. This trade represents a 31.00% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Howard E. Mckenzie sold 10,497 shares of the stock in a transaction dated 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 approximately $3,437,781.08. The trade was a 41.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 21,012 shares of company stock worth $4,980,687 in the last 90 days. 0.10% of the stock is currently owned by insiders.

Boeing News Roundup

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: FAA says it has not identified major obstacles to certifying the 737 Max 7 and Max 10 by year-end, keeping Boeing on track for new-variant approvals that would support future deliveries and revenue growth; regulators note testing continues and issues could still surface. FAA Sees No Major Obstacles for Boeing 737 Max 7 and 10 Certification by Year-End
• Positive Sentiment: Ethiopian Airlines converted options into six firm 787 Dreamliner orders, a tangible near-term boost to Boeing’s backlog and a sign of sustained long‑haul demand. Ethiopian Airlines Converts Options of Six Boeing 787 Dreamliner Airplanes into Firm Orders
• Neutral Sentiment: Analysts and previews flag improving jet deliveries and ramped production under CEO Kelly Ortberg, but emphasize the turnaround is incomplete — this is a potential catalyst for upside if execution continues, or downside if guidance or cash metrics disappoint. Boeing Q1 earnings preview: Jet deliveries improve as CEO Ortberg tries to flip cash burn
• Neutral Sentiment: Boeing is ramping hiring (100–140 factory workers weekly), which supports production scale-up but doesn’t guarantee immediate margin or cash improvement. Boeing Is Ramping Up Hiring. Is This a Sign of a Real Turnaround in BA Stock?
• Negative Sentiment: Investor nerves were stoked by coverage of a Chinook landing without a pilot (autonomy/operations angle), which prompted negative headlines and contributed to intraday selling pressure. A Chinook Lands Without a Pilot: Boeing Stock (NYSE:BA) Sinks
• Negative Sentiment: With Q1 results due, models expect a sizable stock move around the release — that uncertainty (and focus on cash burn, deliveries, and any regulatory or safety notes) increases downside risk if Boeing misses expectations or flags new issues. Here’s How Much Boeing Stock Is Expected to Move After Earnings

Analyst Upgrades and Downgrades

Several research analysts have commented on the stock. Jefferies Financial Group reissued a “buy” rating on shares of Boeing in a report on Wednesday, March 4th. Vertical Research reissued a “buy” rating and set a $281.00 price objective on shares of Boeing in a report on Tuesday, January 27th. Tigress Financial increased their price objective on shares of Boeing from $275.00 to $290.00 and gave the company a “buy” rating in a report on Thursday, March 19th. Royal Bank Of Canada increased their price objective on shares of Boeing from $265.00 to $275.00 and gave the company an “outperform” rating in a report on Wednesday, January 28th. Finally, Weiss Ratings raised shares of Boeing from a “sell (d-)” rating to a “hold (c-)” rating in a report on Wednesday, February 4th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, Boeing has an average rating of “Moderate Buy” and an average target price of $254.35.

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.