Aristotle Atlantic Partners LLC Makes New $498,000 Investment in The Boeing Company $BA

Aristotle Atlantic Partners LLC purchased a new stake in The Boeing Company (NYSE:BA) during the first quarter, according to its most recent filing with the SEC. The firm purchased 2,500 shares of the aircraft producer’s stock, valued at approximately $498,000.

Other large investors have also recently made changes to their positions in the company. Measured Wealth Private Client Group LLC purchased a new position in shares of Boeing in the 3rd quarter worth approximately $25,000. Strive Financial Group LLC bought a new position in shares of Boeing during the 4th quarter worth approximately $25,000. Ares Financial Consulting LLC purchased a new stake in Boeing during the fourth quarter valued at approximately $26,000. CrossGen Wealth LLC purchased a new stake in Boeing during the fourth quarter valued at approximately $26,000. Finally, Strategic Wealth Advisors LLC acquired a new stake in Boeing in the fourth quarter valued at approximately $27,000. 64.82% of the stock is owned by institutional investors.

Key Headlines Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing heads into earnings with a massive backlog of about $695 billion, giving investors visibility into years of future revenue and reinforcing the turnaround narrative. Boeing Has a $695B Backlog and Analysts See 29% Upside. Should You Buy Before July 28 Earnings?
• Positive Sentiment: Analysts see meaningful upside in BA, with some reports citing nearly 30% potential gains ahead of Q2 results, and prediction markets are leaning toward a beat. Boeing Has a $695B Backlog and Analysts See 29% Upside. Should You Buy Before July 28 Earnings?
• Positive Sentiment: Boeing is nearing FAA certification for the 737 Max 10, with more than 1,500 orders waiting for approval; that could support future deliveries if approvals come through. Boeing Nears Max 10 Certification With 1,500+ Orders Awaiting Approval
• Neutral Sentiment: Several previews highlighted improving commercial deliveries and production gains, but also flagged supply-chain bottlenecks that could affect revenue and cash flow in the near term. Buy, Hold or Sell Boeing Stock? Key Insights Ahead of Q2 Earnings
• Neutral Sentiment: News that Emirates will not take early 777-9 aircraft was viewed as a setback, but the market appeared to shrug it off given Boeing’s broader backlog and turnaround momentum. Emirates Will Not Take Early 777-9 Aircraft, Boeing Stock (NYSE:BA) Gains Regardless
• Negative Sentiment: China is reportedly seeking new terms on Boeing orders, creating uncertainty around a key international growth market and weighing on sentiment. China is said to seek new Boeing order terms, raising doubts on Trump-Xi deal

Analyst Upgrades and Downgrades

Several research firms have issued reports on BA. Wolfe Research reaffirmed an “outperform” rating and issued a $275.00 price target on shares of Boeing in a report on Thursday, April 23rd. Weiss Ratings reiterated a “sell (d+)” rating on shares of Boeing in a report on Tuesday. Wells Fargo & Company assumed coverage on Boeing in a research report on Wednesday, April 1st. They issued an “overweight” rating and a $250.00 price objective for the company. Citigroup boosted their target price on Boeing from $256.00 to $260.00 and gave the stock a “buy” rating in a research note on Monday, May 18th. Finally, Morgan Stanley upped their target price on Boeing from $245.00 to $250.00 and gave the company an “equal weight” rating in a research report on Thursday, April 23rd. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, four have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $261.53.

Insider Activity at Boeing

In related news, Director Bradley D. Tilden bought 1,370 shares of the company’s stock in a transaction that occurred on Wednesday, May 20th. The shares were purchased at an average cost of $218.50 per share, with a total value of $299,345.00. Following the completion of the acquisition, the director directly owned 1,370 shares in the company, valued at approximately $299,345. The trade was a ∞ increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 0.10% of the stock is owned by insiders.

Boeing Price Performance

Shares of NYSE:BA opened at $209.51 on Friday. The Boeing Company has a twelve month low of $176.77 and a twelve month high of $254.35. The company has a current ratio of 1.18, a quick ratio of 0.35 and a debt-to-equity ratio of 7.42. The company has a market cap of $165.15 billion, a PE ratio of 101.70 and a beta of 1.21. The company’s 50 day moving average is $219.35 and its 200 day moving average is $224.35.

Boeing (NYSE:BA) last announced its quarterly earnings data on Wednesday, April 22nd. The aircraft producer reported ($0.20) EPS for the quarter, beating the consensus estimate of ($0.68) by $0.48. The business had revenue of $22.22 billion for the quarter, compared to analyst estimates of $22.15 billion. The business’s revenue was up 14.0% on a year-over-year basis. During the same quarter in the previous year, the firm posted ($0.49) earnings per share. On average, sell-side analysts forecast that The Boeing Company will post -0.33 EPS for the current 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.