Ascent Group LLC Boosts Stake in The Boeing Company $BA

Ascent Group LLC lifted its stake in shares of The Boeing Company (NYSE:BA) by 16.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 18,521 shares of the aircraft producer’s stock after buying an additional 2,606 shares during the period. Ascent Group LLC’s holdings in Boeing were worth $4,021,000 at the end of the most recent quarter.

Several other hedge funds have also recently made changes to their positions in the company. Measured Wealth Private Client Group LLC purchased a new position in Boeing in the 3rd quarter worth $25,000. American National Bank & Trust grew its stake in Boeing by 124.2% during the 4th quarter. American National Bank & Trust now owns 139 shares of the aircraft producer’s stock valued at $30,000 after purchasing an additional 77 shares during the last quarter. Reyes Financial Architecture Inc. purchased a new stake in Boeing during the 3rd quarter valued at about $32,000. Game Plan Financial Advisors LLC increased its holdings in shares of Boeing by 650.0% in the fourth quarter. Game Plan Financial Advisors LLC now owns 150 shares of the aircraft producer’s stock valued at $33,000 after purchasing an additional 130 shares during the period. Finally, Davis Capital Management acquired a new position in shares of Boeing in the third quarter valued at about $33,000. 64.82% of the stock is owned by institutional investors and hedge funds.

Boeing Stock Up 0.1%

Shares of BA opened at $208.42 on Monday. The company has a market capitalization of $163.68 billion, a price-to-earnings ratio of 103.69 and a beta of 1.13. The Boeing Company has a 52 week low of $128.88 and a 52 week high of $254.35. The stock’s 50-day moving average price is $223.16 and its 200-day moving average price is $216.44. The company has a quick ratio of 0.40, a current ratio of 1.19 and a debt-to-equity ratio of 8.37.

Boeing (NYSE:BA) last announced its quarterly earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share for the quarter, beating the consensus estimate of ($0.40) by $10.32. The company had revenue of $23.95 billion for the quarter, compared to analysts’ expectations of $22.41 billion. During the same quarter in the prior year, the business posted ($5.90) earnings per share. The firm’s revenue was up 57.1% compared to the same quarter last year. On average, sell-side analysts predict that The Boeing Company will post -2.58 EPS for the current year.

Insider Activity

In other news, Director Mortimer J. Buckley purchased 2,230 shares of the company’s stock in a transaction that occurred on Tuesday, March 3rd. The shares were bought at an average price of $224.20 per share, for a total transaction of $499,966.00. Following the completion of the transaction, the director owned 4,430 shares in the company, valued at $993,206. This represents a 101.36% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is accessible through this link. Also, SVP Ann M. Schmidt sold 6,281 shares of Boeing stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $243.37, for a total transaction of $1,528,606.97. Following the completion of the transaction, the senior vice president directly owned 13,978 shares of the company’s stock, valued at $3,401,825.86. The trade was a 31.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 21,012 shares of company stock valued at $4,980,687 in the last quarter. Company insiders own 0.10% of the company’s stock.

More Boeing News

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing’s role in NASA’s Artemis program drove the biggest lift: the Boeing-built Space Launch System core stage performed successfully on the first crewed Artemis flight, reinforcing Boeing’s position on multi‑mission deep‑space hardware and follow-on core-stage work (Artemis III–V), while the company also saw a defense pivot (PAC‑3/Patriot) that boosts near‑term military revenue prospects. Boeing (BA) Is Up 7.1% After Artemis SLS Success And PAC-3 Deal Pivot – Has The Bull Case Changed?
• Positive Sentiment: Company and NASA releases confirm the core-stage success and highlight rockets currently in production, supporting a multi‑year aerospace backlog and credibility for future government programs. Boeing-built Space Launch System Core Stage Powers First Crewed Artemis Mission around the Moon
• Positive Sentiment: Analyst support: Wells Fargo initiated/upgraded coverage to an overweight/strong‑buy and MarketBeat/Marketbeat data show a consensus “Moderate Buy” from 25 firms — these endorsements can sustain investor interest and liquidity. Wells Fargo initiates coverage of Boeing (BA) with overweight recommendation The Boeing Company (NYSE:BA) Receives Consensus Rating of “Moderate Buy” from Analysts
• Neutral Sentiment: Leasing market activity: AerCap reported heavy Q1 asset transactions — a sign of aircraft demand/liquidity in the leasing market that indirectly affects OEM order and aftermarket dynamics, but not an immediate Boeing earnings driver. AerCap Leased, Purchased and Sold 286 Assets in the First Quarter 2026
• Neutral Sentiment: Market commentary and interest pieces (Zacks, Barchart) are driving attention to BA as a trending/turnaround story — increases visibility but mix of views keeps impact uncertain. The Boeing Company (BA) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: Persistent safety and quality issues remain a drag: coverage warns of a “rash” of safety incidents and the risk of certification delays and added costs, which can compress margins and delay deliveries. Boeing Has Experienced a Rash of Safety Issues. Can the Company Reassure Investors That the Stock Is a Buy in 2026?
• Negative Sentiment: Supply‑chain/production headwinds: Spirit Aerosystems’ 737 fuselage rail deliveries slowed in March, a potential near‑term constraint on 737 output and deliveries. Boeing 737 fuselage rail deliveries from Spirit appear to slow in March
• Negative Sentiment: Some sell‑side pushes back on valuation: Citigroup cut its price target (from $290 to $256) even while retaining a buy, signaling lower upside expectations versus prior forecasts. Benzinga citation: Citigroup lowers BA price target

Analysts Set New Price Targets

BA has been the subject of a number of research reports. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Boeing in a report on Tuesday, December 9th. Jefferies Financial Group reiterated a “buy” rating on shares of Boeing in a report on Wednesday, March 4th. Wolfe Research reissued an “outperform” rating on shares of Boeing in a research report on Tuesday, January 27th. Argus upgraded shares of Boeing to a “hold” rating in a research note on Monday, February 2nd. Finally, TD Cowen reaffirmed a “buy” rating on shares of Boeing in a report on Wednesday, January 28th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $252.48.

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.