Coldstream Capital Management Inc. Boosts Stock Holdings in The Boeing Company $BA

Coldstream Capital Management Inc. raised its position in shares of The Boeing Company (NYSE:BA) by 12.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 22,013 shares of the aircraft producer’s stock after purchasing an additional 2,477 shares during the period. Coldstream Capital Management Inc.’s holdings in Boeing were worth $4,751,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also bought and sold shares of BA. SteelPeak Wealth LLC increased its holdings in Boeing by 50.4% in the 3rd quarter. SteelPeak Wealth LLC now owns 26,360 shares of the aircraft producer’s stock worth $5,689,000 after acquiring an additional 8,833 shares during the last quarter. Patton Fund Management Inc. lifted its holdings in Boeing by 734.4% during the third quarter. Patton Fund Management Inc. now owns 10,322 shares of the aircraft producer’s stock valued at $2,228,000 after purchasing an additional 9,085 shares during the last quarter. Fisher Asset Management LLC lifted its holdings in Boeing by 3.3% during the third quarter. Fisher Asset Management LLC now owns 5,505,040 shares of the aircraft producer’s stock valued at $1,188,153,000 after purchasing an additional 177,597 shares during the last quarter. Russell Investments Group Ltd. boosted its position in Boeing by 41.1% during the third quarter. Russell Investments Group Ltd. now owns 223,824 shares of the aircraft producer’s stock worth $48,316,000 after purchasing an additional 65,216 shares during the period. Finally, Vestor Capital LLC increased its stake in shares of Boeing by 8,287.4% in the second quarter. Vestor Capital LLC now owns 246,086 shares of the aircraft producer’s stock worth $51,562,000 after purchasing an additional 243,152 shares in the last quarter. 64.82% of the stock is owned by hedge funds and other institutional investors.

Boeing Trading Down 2.3%

Shares of BA stock opened at $205.87 on Thursday. The company has a market capitalization of $161.68 billion, a PE ratio of 102.43 and a beta of 1.14. The Boeing Company has a 52-week low of $128.88 and a 52-week high of $254.35. The business’s fifty day moving average is $234.07 and its 200 day moving average is $218.75. 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 posted its earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 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 quarterly revenue was up 57.1% compared to the same quarter last year. During the same quarter in the previous year, the firm earned ($5.90) earnings per share. On average, equities research analysts anticipate that The Boeing Company will post -2.58 EPS for the current fiscal year.

Key Stories Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: FAA cleared Boeing to advance 777‑9/777X certification testing into the next/fourth phase — progress on the long‑delayed widebody supports future revenue and order conversions. Article Title
• Positive Sentiment: Boeing secured a $489.31M contract from the U.S. Naval Air Systems Command, adding near‑term defense revenue and strengthening Pentagon backlog. Article Title
• Neutral Sentiment: BofA analyst said production ramps and defense tailwinds look steady, but flagged near‑term margin pressure — mixed outlook that tempers both upside and immediate enthusiasm. Article Title
• Neutral Sentiment: Investor interest and search activity in Boeing is elevated (Zacks/Yahoo coverage), which can increase volatility but doesn’t resolve the near‑term margin and legal overhang. Article Title
• Neutral Sentiment: Analysts/coverage note that 777X testing clearance hasn’t yet moved the stock — progress matters long term, but investors are focused on short‑term margins and cash flow. Article Title
• Negative Sentiment: A federal judge certified a shareholder class action alleging Boeing concealed 737 MAX safety defects — heightened legal exposure and potential settlement/award risk increase uncertainty and could weigh on valuation. Article Title
• Negative Sentiment: Boeing’s CFO said the commercial airplane division won’t be profitable until 2027 (later than previously expected) after the Spirit AeroSystems acquisition added unexpected costs — this delays margin recovery and is a key driver for today’s weakness. Article Title
• Negative Sentiment: A wiring issue at the 737 MAX program has delayed some deliveries — while described as modest, it pressures near‑term cash flow and delivery guidance. Article Title
• Negative Sentiment: Cargo customer Atlas Air ordered Airbus A350 freighters, signaling competitive pressure and timing risk for Boeing’s freighter offerings (777‑8F/777‑8F timeline uncertainty). Article Title

Insiders Place Their Bets

In related news, SVP Ann M. Schmidt sold 6,281 shares of the firm’s stock in a transaction that occurred on 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 sale, the senior vice president directly 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 sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Howard E. Mckenzie sold 10,497 shares of Boeing stock in a transaction that occurred on 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 sale, the executive vice president 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 ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 21,012 shares of company stock worth $4,980,687 over the last three months. Company insiders own 0.10% of the company’s stock.

Analyst Ratings Changes

Several research firms have recently issued reports on BA. UBS Group boosted their price target on shares of Boeing from $275.00 to $285.00 and gave the company a “buy” rating in a research report on Wednesday, January 28th. Vertical Research reaffirmed a “buy” rating and issued a $281.00 price objective on shares of Boeing in a report on Tuesday, January 27th. New Street Research set a $257.00 price objective on shares of Boeing in a research note on Tuesday, December 9th. The Goldman Sachs Group reissued a “buy” rating on shares of Boeing in a report on Tuesday, December 9th. Finally, TD Cowen restated a “buy” rating on shares of Boeing in a research report on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have given a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $246.14.

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.