Key Points
- Insider sale: SVP Ann M. Schmidt sold 6,281 Boeing shares (about a 31% reduction) for roughly $1.53 million, leaving her with 13,978 shares, per an SEC filing.
- Quarterly beat but mixed outlook: Boeing reported $9.92 EPS and $23.95 billion in revenue for the quarter—beating estimates with 57.1% YoY revenue growth—yet analysts still forecast a -2.58 EPS for the current year.
- Mixed operational and regulatory developments: Large order activity (nearly 100 jets from Vietnamese carriers) and 777-9 simulator approvals support demand and rollout, while an FTC consent order on the Spirit deal and NASA criticism over the Starliner raise regulatory, integration and reputational risks.
The Boeing Company (NYSE:BA - Get Free Report) SVP Ann Schmidt sold 6,281 shares of the firm's stock in a transaction 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 completion of the sale, the senior vice president owned 13,978 shares in the company, valued at $3,401,825.86. The trade was a 31.00% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link.
Boeing Price Performance
BA stock traded up $0.80 during trading on Friday, hitting $234.51. The company had a trading volume of 993,095 shares, compared to its average volume of 7,741,465. The business has a 50 day moving average of $231.99 and a 200 day moving average of $219.83. The firm has a market capitalization of $184.17 billion, a price-to-earnings ratio of 116.75 and a beta of 1.15. The company has a current ratio of 1.19, a quick ratio of 0.40 and a debt-to-equity ratio of 8.37. The Boeing Company has a fifty-two week low of $128.88 and a fifty-two week high of $254.35.
Boeing (NYSE:BA - Get Free Report) last announced its quarterly earnings data on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.40) by $10.32. The business had revenue of $23.95 billion during the quarter, compared to analyst estimates of $22.41 billion. The business's revenue for the quarter was up 57.1% on a year-over-year basis. During the same period in the prior year, the firm earned ($5.90) EPS. As a group, research analysts predict that The Boeing Company will post -2.58 earnings per share for the current year.
Institutional Inflows and Outflows
Several hedge funds have recently bought and sold shares of BA. Compound Planning Inc. grew its holdings in shares of Boeing by 5.5% during the fourth quarter. Compound Planning Inc. now owns 23,237 shares of the aircraft producer's stock worth $5,045,000 after purchasing an additional 1,206 shares during the last quarter. Torrey Payne Wealth Management LLC acquired a new position in Boeing during the 4th quarter worth about $306,000. Lexington Hill Partners LLC acquired a new position in Boeing during the 4th quarter worth about $310,000. Corient Private Wealth LLC grew its holdings in Boeing by 110.3% during the 4th quarter. Corient Private Wealth LLC now owns 426,561 shares of the aircraft producer's stock worth $92,615,000 after acquiring an additional 223,760 shares during the last quarter. Finally, CrossGen Wealth LLC acquired a new stake in Boeing in the 4th quarter valued at about $26,000. 64.82% of the stock is currently owned by institutional investors and hedge funds.
Wall Street Analysts Forecast Growth
BA has been the subject of a number of recent research reports. Citigroup reiterated a "buy" rating on shares of Boeing in a report on Thursday, February 5th. Weiss Ratings upgraded Boeing from a "sell (d-)" rating to a "hold (c-)" rating in a research note on Wednesday, February 4th. Wolfe Research reissued an "outperform" rating on shares of Boeing in a report on Tuesday, January 27th. Sanford C. Bernstein restated an "outperform" rating on shares of Boeing in a report on Wednesday, January 28th. Finally, Vertical Research reiterated a "buy" rating and set a $281.00 price target on shares of Boeing in a report on Tuesday, January 27th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have assigned a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus price target of $246.14.
Read Our Latest Analysis on Boeing
Boeing News Roundup
Here are the key news stories impacting Boeing this week:
- Positive Sentiment: Vietnamese carriers (Vietnam Airlines, Vietjet, Sun PhuQuoc) signed deals for nearly 100 Boeing jets worth over $30B, boosting near- to mid-term order backlog and narrowbody/widebody demand in Southeast Asia. Vietnamese airlines sign deals for nearly 100 Boeing jets
- Positive Sentiment: FAA and EASA issued initial qualification certificates for Boeing 777-9 flight training simulators — a step toward pilot training and ramping commercial rollout for the 777-9 program. Boeing Receives Initial Qualification for 777-9 Training Devices
- Neutral Sentiment: The FTC finalized a consent order around Boeing’s Spirit Aerosystems deal, clearing a regulatory hurdle but imposing divestiture/compliance terms that could affect deal economics and integration. Federal Trade Commission Finalizes Consent Order In Boeing-Spirit Deal
- Neutral Sentiment: Airbus guided to ~870 deliveries in 2026, below estimates, noting tighter competition as Boeing narrows the delivery gap — mixed for industry share dynamics. Airbus targets 870 deliveries this year, below estimates
- Negative Sentiment: NASA Administrator publicly criticized Boeing and agency leadership over a botched Starliner mission that left two astronauts on the ISS for nearly a year — raises operational, reputational and program-risk concerns for Boeing’s crewed space business. NASA chief slams Boeing, agency failures in botched Starliner astronaut mission
- Negative Sentiment: Insider selling: SVP Ann M. Schmidt sold 6,281 shares (~31% reduction of her position), disclosed via SEC filing — can be perceived negatively by investors as a signal even though insiders sell for many reasons. SEC filing: Insider sale by Ann M. Schmidt
- Negative Sentiment: Market reaction shows caution: coverage noting BA shares sliding amid a defense HQ move and underperformance vs. peers suggests investors are focusing on execution, structural changes and near-term delivery metrics despite the order news. Boeing Stock Slides as It Shifts Defense Headquarters
About Boeing
(
Get Free Report)
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.
Further Reading
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