The Boeing Company $BA Shares Purchased by Envestnet Portfolio Solutions Inc.

Envestnet Portfolio Solutions Inc. boosted its stake in The Boeing Company (NYSE:BA) by 9.3% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 27,153 shares of the aircraft producer’s stock after acquiring an additional 2,304 shares during the period. Envestnet Portfolio Solutions Inc.’s holdings in Boeing were worth $5,860,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Alpha Cubed Investments LLC increased its position in Boeing by 43.3% in the 2nd quarter. Alpha Cubed Investments LLC now owns 3,598 shares of the aircraft producer’s stock valued at $754,000 after acquiring an additional 1,088 shares during the period. McElhenny Sheffield Capital Management LLC purchased a new position in shares of Boeing in the 2nd quarter valued at approximately $62,859,000. Vanguard Group Inc. increased its holdings in shares of Boeing by 1.7% in the second quarter. Vanguard Group Inc. now owns 66,773,360 shares of the aircraft producer’s stock valued at $13,991,022,000 after purchasing an additional 1,118,316 shares during the period. SteelPeak Wealth LLC increased its holdings in shares of Boeing by 50.4% in the third quarter. SteelPeak Wealth LLC now owns 26,360 shares of the aircraft producer’s stock valued at $5,689,000 after purchasing an additional 8,833 shares during the period. Finally, Patton Fund Management Inc. raised its stake in shares of Boeing by 734.4% during the third quarter. Patton Fund Management Inc. now owns 10,322 shares of the aircraft producer’s stock worth $2,228,000 after purchasing an additional 9,085 shares during the last quarter. Hedge funds and other institutional investors own 64.82% of the company’s stock.

Insiders Place Their Bets

In other Boeing news, EVP Uma M. Amuluru sold 1,366 shares of the company’s stock in a transaction on Thursday, November 6th. The stock was sold at an average price of $197.66, for a total value of $270,003.56. Following the sale, the executive vice president owned 14,656 shares of the company’s stock, valued at approximately $2,896,904.96. This represents a 8.53% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Dana S. Deasy purchased 554 shares of the business’s stock in a transaction dated Monday, November 24th. The shares were purchased at an average cost of $178.88 per share, with a total value of $99,099.52. Following the purchase, the senior vice president directly owned 28,442 shares in the company, valued at approximately $5,087,704.96. The trade was a 1.99% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. 0.09% of the stock is currently owned by insiders.

Boeing Trading Up 0.3%

Shares of BA opened at $252.16 on Friday. The Boeing Company has a twelve month low of $128.88 and a twelve month high of $254.14. The firm has a market capitalization of $191.66 billion, a P/E ratio of -18.43, a PEG ratio of 7.18 and a beta of 1.16. The firm’s 50-day moving average is $214.08 and its two-hundred day moving average is $218.35.

Boeing (NYSE:BA) last announced its quarterly earnings results on Wednesday, October 29th. The aircraft producer reported ($7.47) EPS for the quarter, missing the consensus estimate of ($0.51) by ($6.96). The firm had revenue of $23.27 billion during the quarter, compared to analyst estimates of $21.61 billion. Boeing’s quarterly revenue was up 30.4% on a year-over-year basis. During the same quarter last year, the business earned ($10.44) earnings per share. Analysts predict that The Boeing Company will post -2.58 EPS for the current year.

Key Boeing News

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Large overseas order wins: reports say U.S. Commerce-assisted foreign government procurement contracts surged to $244 billion in 2025, led by Boeing’s big increase in jetliner orders — this implies stronger backlog and revenue visibility. US Commerce-assisted foreign contracts jump to $244 billion in 2025 on Boeing order gains
• Positive Sentiment: Media coverage highlights Boeing leading the $244B Commerce-assisted contract surge, reinforcing buyer interest and supporting investor optimism about order momentum. Boeing Leads $244 Billion US Overseas Contract Surge, Nearly Triple 2024 Levels: Report
• Positive Sentiment: Broker/TV bullishness: recent pieces note strong Wall Street sentiment (some strong-buy ratings) and high-profile endorsements (e.g., Jim Cramer), which can attract momentum buyers into BA ahead of earnings. Jim Cramer on Boeing: “It’s my favorite stock in the charitable trust”
• Neutral Sentiment: Earnings calendar focus: multiple previews remind investors Q4 results are due Jan. 27 — this keeps the stock sensitive to guidance/aircraft delivery metrics but doesn’t predict direction. Dear Boeing Stock Fans, Mark Your Calendars for January 27
• Neutral Sentiment: Analyst previews: Zacks and TipRanks pieces outline key metrics to watch (deliveries, backlog, cash flow) and summarize mixed analyst estimates — useful for earnings prep but not a clear buy/sell signal by itself. Boeing (BA) Q4 Earnings on the Horizon: Analysts’ Insights on Key Performance Measures
• Negative Sentiment: Pre-earnings caution: commentary (Seeking Alpha) warns investors to be cautious ahead of earnings due to execution and margin risks — this raises the chance of a pullback if Boeing misses or issues weak guidance. Boeing Before Earnings: You Might Want To Be Cautious
• Negative Sentiment: Regulatory/certification watch: FAA has flagged certification issues for new MAX variants; although some analysts downplay FAA as the main roadblock, lingering certification or delivery delays remain a material downside risk. “I Don’t Think FAA is the Roadblock,” Boeing Stock (NYSE:BA) Gains as FAA Points Out Certification Issues

Analysts Set New Price Targets

A number of equities analysts recently weighed in on the stock. Jefferies Financial Group set a $255.00 price objective on shares of Boeing in a research report on Tuesday, September 30th. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Boeing in a report on Tuesday, December 9th. Deutsche Bank Aktiengesellschaft cut shares of Boeing from a “buy” rating to a “hold” rating and set a $240.00 price target for the company. in a report on Thursday, October 30th. Susquehanna reaffirmed a “positive” rating and issued a $280.00 price objective on shares of Boeing in a report on Thursday, January 15th. Finally, Royal Bank Of Canada reiterated an “outperform” rating and set a $250.00 target price on shares of Boeing in a research report on Monday, September 29th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have assigned a Hold rating and four have assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $241.26.

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.