Ervin Investment Management LLC Buys 8,570 Shares of The Boeing Company $BA

Ervin Investment Management LLC increased its holdings in shares of The Boeing Company (NYSE:BA) by 495.4% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 10,300 shares of the aircraft producer’s stock after purchasing an additional 8,570 shares during the period. Boeing accounts for 1.0% of Ervin Investment Management LLC’s holdings, making the stock its 17th biggest holding. Ervin Investment Management LLC’s holdings in Boeing were worth $2,236,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of BA. Revolve Wealth Partners LLC bought a new position in shares of Boeing during the fourth quarter valued at approximately $201,000. Sivia Capital Partners LLC boosted its stake in shares of Boeing by 16.5% during the second quarter. Sivia Capital Partners LLC now owns 1,529 shares of the aircraft producer’s stock valued at $320,000 after purchasing an additional 217 shares in the last quarter. Brown Advisory Inc. boosted its stake in shares of Boeing by 1.6% during the second quarter. Brown Advisory Inc. now owns 40,889 shares of the aircraft producer’s stock valued at $8,567,000 after purchasing an additional 628 shares in the last quarter. Cerity Partners LLC boosted its stake in shares of Boeing by 10.0% during the second quarter. Cerity Partners LLC now owns 131,425 shares of the aircraft producer’s stock valued at $27,539,000 after purchasing an additional 11,953 shares in the last quarter. Finally, CoreFirst Bank & Trust bought a new position in shares of Boeing during the second quarter valued at approximately $80,000. 64.82% of the stock is currently owned by institutional investors.

Trending Headlines about Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing won a multi‑year U.S. Department of Defense PAC‑3 missile seeker production deal to triple capacity over seven years, which boosts defense revenue visibility and backlog. Boeing (BA) Enters PAC-3 Missile Defense System Deal With U.S. Department of War
• Positive Sentiment: Analysts and bullish coverage point to demand tailwinds (air travel recovery, large backlog), supporting medium‑term revenue recovery and upside potential. 3 Tailwinds Making Boeing’s Stock a Buy in 2026
• Positive Sentiment: Reports that the U.S. Air Force is evaluating 747 airframes for military uses could create aftermarket/recap opportunities and modest upside to widebody demand. Boeing Stock (NYSE:BA) Gains as the United States Air Force Takes Interest in 747s
• Neutral Sentiment: Despite a recent price‑target cut at Citigroup (to $256 from $290), the firm kept a Buy rating; analysts remain largely constructive but a few trims add short‑term pressure. Wall Street Bullish on The Boeing Company (BA) Despite Recent Price Target Cuts
• Neutral Sentiment: Feature pieces on legacy jets (e.g., the 777) highlight product strengths but are unlikely to move the stock materially in the near term. The Main Features That Made The Boeing 777 A Long-Haul Leader
• Negative Sentiment: Boeing faces a strategic imperative to develop a new narrow‑body; funding and execution risks for such a program are substantial and create long‑term capital and margin uncertainty. Boeing’s Biggest Strategic Challenge Explained in 1 Chart
• Negative Sentiment: Quality‑control and production issues continue to be called out even as backlog grows (e.g., new Vietnam orders), keeping near‑term delivery risk and cost pressure on the stock. Boeing’s Record Backlog and New Vietnam Orders Signal Demand Is Not the Problem

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on BA shares. Weiss Ratings upgraded shares of Boeing from a “sell (d-)” rating to a “hold (c-)” rating in a research note on Wednesday, February 4th. Wolfe Research reiterated an “outperform” rating on shares of Boeing in a research note on Tuesday, January 27th. Royal Bank Of Canada increased their price objective on shares of Boeing from $265.00 to $275.00 and gave the company an “outperform” rating in a research note on Wednesday, January 28th. Argus upgraded shares of Boeing to a “hold” rating in a research note on Monday, February 2nd. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of Boeing in a research report on Wednesday, January 28th. Two equities 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 assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $252.48.

Insider Activity at Boeing

In other Boeing news, EVP Uma M. Amuluru sold 2,731 shares of the firm’s stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $236.00, for a total value of $644,516.00. Following the completion of the transaction, the executive vice president owned 11,925 shares of the company’s stock, valued at approximately $2,814,300. This trade represents a 18.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible 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 stock was sold at an average price of $233.99, for a total transaction of $2,456,193.03. Following the completion of the transaction, the executive vice president directly owned 14,692 shares of the company’s stock, valued at approximately $3,437,781.08. This represents a 41.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 21,012 shares of company stock worth $4,980,687. Corporate insiders own 0.10% of the company’s stock.

Boeing Trading Down 1.1%

NYSE:BA opened at $209.98 on Wednesday. The Boeing Company has a 52 week low of $137.40 and a 52 week high of $254.35. The firm has a 50 day moving average of $221.73 and a 200 day moving average of $216.38. The company has a quick ratio of 0.40, a current ratio of 1.19 and a debt-to-equity ratio of 8.37. The stock has a market capitalization of $164.91 billion, a price-to-earnings ratio of 104.47 and a beta of 1.13.

Boeing (NYSE:BA) last posted its earnings results 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 for the quarter, compared to analysts’ expectations of $22.41 billion. During the same period in the previous year, the company earned ($5.90) EPS. The company’s revenue was up 57.1% on a year-over-year basis. As a group, sell-side analysts anticipate that The Boeing Company will post -2.58 earnings per share for the current fiscal 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.