The Boeing Company $BA Shares Acquired by Cheviot Value Management LLC

Cheviot Value Management LLC lifted its holdings in The Boeing Company (NYSE:BA) by 337.6% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 4,096 shares of the aircraft producer’s stock after purchasing an additional 3,160 shares during the period. Cheviot Value Management LLC’s holdings in Boeing were worth $915,000 at the end of the most recent reporting period.

A number of other hedge funds also recently added to or reduced their stakes in the business. Alpha Cubed Investments LLC boosted its holdings in Boeing by 43.3% in the second quarter. Alpha Cubed Investments LLC now owns 3,598 shares of the aircraft producer’s stock valued at $754,000 after purchasing an additional 1,088 shares during the period. McElhenny Sheffield Capital Management LLC acquired a new stake in Boeing in the 2nd quarter valued at about $62,859,000. Vanguard Group Inc. boosted its stake in shares of Boeing by 1.7% in the 2nd quarter. Vanguard Group Inc. now owns 66,773,360 shares of the aircraft producer’s stock valued at $13,991,022,000 after buying an additional 1,118,316 shares during the period. SteelPeak Wealth LLC grew its position in shares of Boeing by 50.4% during the third quarter. SteelPeak Wealth LLC now owns 26,360 shares of the aircraft producer’s stock worth $5,689,000 after buying an additional 8,833 shares in the last quarter. Finally, Patton Fund Management Inc. increased 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 buying an additional 9,085 shares during the period. 64.82% of the stock is currently owned by institutional investors and hedge funds.

More 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

Insider Buying and Selling at Boeing

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

Analysts Set New Price Targets

Several research firms have commented on BA. JPMorgan Chase & Co. boosted their price target on shares of Boeing from $240.00 to $245.00 and gave the stock an “overweight” rating in a report on Friday, December 19th. Royal Bank Of Canada reiterated an “outperform” rating and set a $250.00 target price on shares of Boeing in a research note on Monday, September 29th. Deutsche Bank Aktiengesellschaft cut Boeing from a “buy” rating to a “hold” rating and set a $240.00 price target on the stock. in a research note on Thursday, October 30th. New Street Research set a $257.00 price objective on Boeing in a research report on Tuesday, December 9th. Finally, Tigress Financial reissued a “buy” rating and set a $275.00 target price on shares of Boeing in a research report on Monday, December 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 given a Sell rating to the stock. According to data from MarketBeat, Boeing currently has an average rating of “Moderate Buy” and a consensus target price of $241.26.

Boeing Stock Performance

Shares of BA stock opened at $252.16 on Friday. The Boeing Company has a 1 year low of $128.88 and a 1 year high of $254.14. The firm has a market cap of $191.66 billion, a price-to-earnings ratio of -18.43, a PEG ratio of 7.18 and a beta of 1.16. The stock’s 50-day moving average is $214.08 and its two-hundred day moving average is $218.35.

Boeing (NYSE:BA) last announced its earnings results on Wednesday, October 29th. The aircraft producer reported ($7.47) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.51) by ($6.96). The company had revenue of $23.27 billion during the quarter, compared to analysts’ expectations of $21.61 billion. The firm’s revenue for the quarter was up 30.4% on a year-over-year basis. During the same period in the previous year, the business posted ($10.44) earnings per share. As a group, research analysts predict 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.