Archon Partners LLC Acquires 4,000 Shares of The Boeing Company $BA

Archon Partners LLC boosted its holdings in shares of The Boeing Company (NYSE:BA) by 8.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 51,000 shares of the aircraft producer’s stock after purchasing an additional 4,000 shares during the period. Boeing comprises 1.2% of Archon Partners LLC’s portfolio, making the stock its 28th biggest holding. Archon Partners LLC’s holdings in Boeing were worth $11,007,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of BA. Vanguard Group Inc. lifted its position in shares of Boeing by 1.7% during the 2nd quarter. Vanguard Group Inc. now owns 66,773,360 shares of the aircraft producer’s stock worth $13,991,022,000 after buying an additional 1,118,316 shares during the period. Ninety One UK Ltd bought a new stake in Boeing in the third quarter valued at $192,734,000. Amundi raised its stake in Boeing by 75.5% during the second quarter. Amundi now owns 1,776,634 shares of the aircraft producer’s stock worth $376,700,000 after acquiring an additional 764,236 shares in the last quarter. Newport Trust Company LLC raised its stake in Boeing by 2.5% during the third quarter. Newport Trust Company LLC now owns 29,198,446 shares of the aircraft producer’s stock worth $6,301,901,000 after acquiring an additional 707,490 shares in the last quarter. Finally, Rovida Advisors Inc. bought a new position in shares of Boeing during the second quarter valued at $129,231,000. 64.82% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on BA shares. Wolfe Research reissued an “outperform” rating on shares of Boeing in a report on Tuesday, January 27th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Boeing in a report on Wednesday, January 28th. Susquehanna reiterated a “positive” rating and issued a $280.00 price objective on shares of Boeing in a research report on Thursday, January 15th. TD Cowen reissued a “buy” rating on shares of Boeing in a research note on Wednesday, January 28th. Finally, Jefferies Financial Group restated a “buy” rating on shares of Boeing in a research report on Wednesday, March 4th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have issued a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat.com, Boeing currently has an average rating of “Moderate Buy” and a consensus target price of $246.14.

Insider Activity

In other Boeing news, Director Mortimer J. Buckley bought 2,230 shares of the business’s stock in a transaction on Tuesday, March 3rd. The stock was purchased 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 ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Howard E. Mckenzie sold 10,497 shares of the firm’s stock in a transaction on Thursday, February 5th. The shares were sold at an average price of $233.99, for a total value of $2,456,193.03. Following the completion of the sale, the executive vice president directly owned 14,692 shares in the company, valued at approximately $3,437,781.08. This represents a 41.67% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 21,012 shares of company stock valued at $4,980,687 in the last three months. Company insiders own 0.09% of the company’s stock.

Boeing Stock Performance

Shares of BA stock opened at $209.97 on Friday. The Boeing Company has a 52 week low of $128.88 and a 52 week high of $254.35. The company has a market capitalization of $164.90 billion, a price-to-earnings ratio of 104.46 and a beta of 1.14. The company has a 50-day simple moving average of $235.19 and a 200 day simple moving average of $219.39. The company has a debt-to-equity ratio of 8.37, a quick ratio of 0.40 and a current ratio of 1.19.

Boeing (NYSE:BA) last issued its quarterly earnings data 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 firm had revenue of $23.95 billion during the quarter, compared to analyst estimates of $22.41 billion. The business’s quarterly revenue was up 57.1% compared to the same quarter last year. During the same period in the prior year, the company earned ($5.90) earnings per share. On average, sell-side analysts predict that The Boeing Company will post -2.58 earnings per share for the current year.

Boeing News Roundup

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Large U.S. Air Force E-7A/Wedgetail contract modification (~$2.34–$2.43B) expands Boeing’s defense backlog through 2032, providing near-term revenue visibility and supporting cash flow forecasts. Boeing wins $2.34B U.S. Air Force contract modification for E-7A aircraft
• Positive Sentiment: Reports note surging demand in military and other segments that could support higher production cadence and longer-term revenue upside (article highlights talk of “quadruple production” in some areas). This narrative boosts investor confidence in Boeing’s recovery trajectory. “Quadruple Production”: Boeing Stock (NYSE:BA) Jumps as Demand Surges
• Neutral Sentiment: Boeing’s commercial deliveries remain strong (February deliveries outpaced Airbus, hitting a multi‑year high), showing operational momentum even as quality checks continue. This helps offset near-term concerns. Boeing Deliveries Outpace Rival. Shares Dip On 737 MAX Wiring Issue.
• Neutral Sentiment: Broader contract awards reporting ( ~$2.49B update) highlights ongoing government work across Boeing and peers — supportive for backlog but not a game changer by itself. Boeing Contracts Get $2.49 Bil. Update; KC-135s Collide Over Iraq
• Negative Sentiment: Boeing is repairing up to ~25 undelivered 737 MAX jets after discovering wiring flaws caused by machining damage; deliveries may be delayed while inspections/rework proceed, pressuring near-term delivery counts and cash flow. Boeing repairing 25 737 MAX jets with wiring flaws, Bloomberg News reports
• Negative Sentiment: U.S. Air Force leadership has told lawmakers Boeing must fix ongoing KC‑46 tanker issues before additional orders, which could limit near-term follow‑on tanker revenue and weigh on program reputation. USAF general says Boeing has to fix tanker problems before US orders more
• Negative Sentiment: Investor sentiment remains cautious: recent wiring disclosures triggered share weakness over the past week as quality concerns persist despite strong delivery guidance and upbeat analyst coverage. Investors Are Betting on Boeing’s Turnaround Even as Quality Questions Linger

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.