Dakota Wealth Management Boosts Stake in The Boeing Company $BA

Dakota Wealth Management raised its position in The Boeing Company (NYSE:BA) by 55.6% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,309 shares of the aircraft producer’s stock after purchasing an additional 3,684 shares during the quarter. Dakota Wealth Management’s holdings in Boeing were worth $2,225,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Blue Barn Wealth LLC lifted its position in Boeing by 1.8% during the second quarter. Blue Barn Wealth LLC now owns 2,594 shares of the aircraft producer’s stock valued at $544,000 after buying an additional 46 shares in the last quarter. N.E.W. Advisory Services LLC raised its stake in shares of Boeing by 3.1% in the 3rd quarter. N.E.W. Advisory Services LLC now owns 1,540 shares of the aircraft producer’s stock valued at $332,000 after acquiring an additional 46 shares during the period. Motco lifted its holdings in shares of Boeing by 5.4% during the 3rd quarter. Motco now owns 921 shares of the aircraft producer’s stock valued at $199,000 after acquiring an additional 47 shares in the last quarter. Encompass Wealth Advisors LLC lifted its holdings in shares of Boeing by 0.9% during the 3rd quarter. Encompass Wealth Advisors LLC now owns 5,045 shares of the aircraft producer’s stock valued at $1,089,000 after acquiring an additional 47 shares in the last quarter. Finally, Jacobsen Capital Management boosted its position in Boeing by 4.6% during the 3rd quarter. Jacobsen Capital Management now owns 1,070 shares of the aircraft producer’s stock worth $231,000 after purchasing an additional 47 shares during the period. 64.82% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Large F‑15EX production plan supports Boeing’s defense backlog and near‑term cash flow, a structural positive for BA’s defense revenue despite short‑term share weakness. Boeing Stock Slides Despite Huge New F-15EX Production Plan
• Positive Sentiment: 777‑9 flight‑training simulators received FAA and EASA qualification, advancing a revenue and services stream tied to widebody training and aftermarket support. 777-9 Flight Training Simulators Receives Qualification Certification
• Positive Sentiment: Announcements around integrating AI into space‑grade hardware signal new technology wins that could expand Boeing’s TAM in aerospace systems and services. Boeing Brings AI to Space-Grade Hardware
• Neutral Sentiment: Media commentary and analyst attention (including mentions on shows like Jim Cramer) can boost sentiment but are unlikely to change fundamentals on their own. Jim Cramer Discusses Boeing’s Defense Production
• Negative Sentiment: The Pentagon has asked Boeing to detail its exposure to Anthropic’s Claude AI as part of a potential “supply‑chain risk” assessment — a move that could force costly vendor changes, slow AI deployments in defense programs, and create near‑term uncertainty around classified contracts that rely on third‑party models. Pentagon Asks Boeing, Lockheed Martin About Exposure to Anthropic Lockheed and Boeing Audited by Defense Department Over Anthropic
• Negative Sentiment: The FAA issued an airworthiness directive for certain 737 MAX 8 and 8200 series airplanes to address a circuit‑breaker issue that can cause excessive cabin/flight‑deck temperatures — this raises potential compliance costs, grounding risk for affected aircraft, and near‑term operational scrutiny. FAA Issues Directive to Address Boeing 737 Circuit Breaker Issue

Insider Transactions at Boeing

In other news, EVP Uma M. Amuluru sold 2,731 shares of the company’s stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $236.00, for a total value of $644,516.00. Following the sale, the executive vice president owned 11,925 shares in the company, valued at approximately $2,814,300. This represents a 18.63% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, SVP Ann M. Schmidt sold 6,281 shares of Boeing stock in a transaction dated Tuesday, February 17th. The stock was 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 $3,401,825.86. This trade represents a 31.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 19,509 shares of company stock valued at $4,629,316. Insiders own 0.09% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have commented on BA shares. Susquehanna reissued a “positive” rating and issued a $280.00 price objective on shares of Boeing in a research report on Thursday, January 15th. Loop Capital set a $223.00 target price on Boeing in a research note on Monday, November 3rd. TD Cowen reiterated a “buy” rating on shares of Boeing in a report on Wednesday, January 28th. Sanford C. Bernstein reissued an “outperform” rating on shares of Boeing in a research report on Wednesday, January 28th. Finally, BNP Paribas Exane set a $150.00 price target on Boeing in a report on Tuesday, November 18th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have issued a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $246.14.

Boeing Trading Down 1.3%

NYSE:BA opened at $230.29 on Thursday. The stock has a market cap of $180.86 billion, a price-to-earnings ratio of 114.57 and a beta of 1.15. The Boeing Company has a one year low of $128.88 and a one year high of $254.35. 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 business’s 50-day simple moving average is $234.05 and its 200 day simple moving average is $219.96.

Boeing (NYSE:BA) last posted its quarterly earnings data on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share (EPS) for the quarter, topping 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. Boeing’s revenue for the quarter was up 57.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned ($5.90) earnings per share. As a group, sell-side analysts predict that The Boeing Company will post -2.58 earnings per share for the current fiscal year.

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.