Key Points
- Director Mortimer Buckley bought 2,230 Boeing shares at an average price of $224.20 for a total of $499,966, boosting his ownership to 4,430 shares (SEC filing) — a 101.36% increase in his stake.
- Boeing posted a substantial quarterly beat with $9.92 EPS versus a -$0.40 estimate and revenue of $23.95 billion (up 57.1% YoY), though sell-side forecasts still project roughly -$2.58 EPS for the current year.
- Market sentiment is broadly positive — a consensus rating of "Moderate Buy" with a $246.14 target and major institutional accumulation (Vanguard, Alyeska, Janus, Viking) — but headlines are mixed, citing defense tailwinds alongside program, delivery and legal risks (e.g., NASA Starliner issues and a regional lawsuit).
The Boeing Company (NYSE:BA - Get Free Report) Director Mortimer Buckley purchased 2,230 shares of Boeing stock in a transaction on Tuesday, March 3rd. The stock was bought at an average cost of $224.20 per share, with a total value of $499,966.00. Following the transaction, the director directly owned 4,430 shares of the company's stock, valued at approximately $993,206. The trade was a 101.36% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this link.
Boeing Stock Performance
Shares of BA stock traded up $1.76 during trading on Friday, reaching $223.82. The company had a trading volume of 1,955,893 shares, compared to its average volume of 7,229,012. The firm's 50 day simple moving average is $235.41 and its two-hundred day simple moving average is $219.82. The Boeing Company has a one year low of $128.88 and a one year high of $254.35. The company has a debt-to-equity ratio of 8.37, a current ratio of 1.19 and a quick ratio of 0.40. The company has a market capitalization of $175.78 billion, a PE ratio of 111.35 and a beta of 1.14.
Boeing (NYSE:BA - Get Free Report) last announced its earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of ($0.40) by $10.32. The company had revenue of $23.95 billion for the quarter, compared to the consensus estimate of $22.41 billion. During the same period in the previous year, the company earned ($5.90) EPS. The firm's revenue for the quarter was up 57.1% compared to the same quarter last year. Sell-side analysts forecast that The Boeing Company will post -2.58 earnings per share for the current year.
Analysts Set New Price Targets
A number of research analysts have weighed in on the stock. Weiss Ratings raised shares of Boeing from a "sell (d-)" rating to a "hold (c-)" rating in a research report on Wednesday, February 4th. New Street Research set a $257.00 price objective on Boeing in a research report on Tuesday, December 9th. Vertical Research restated a "buy" rating and set a $281.00 target price on shares of Boeing in a research note on Tuesday, January 27th. Royal Bank Of Canada raised their target price on Boeing from $265.00 to $275.00 and gave the company an "outperform" rating in a report on Wednesday, January 28th. Finally, Morgan Stanley set a $245.00 price target on Boeing in a research report on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have given a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus target price of $246.14.
View Our Latest Stock Analysis on BA
Institutional Investors Weigh In On Boeing
A number of institutional investors have recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its stake in Boeing by 5.1% during the fourth quarter. Vanguard Group Inc. now owns 70,989,438 shares of the aircraft producer's stock worth $15,413,227,000 after buying an additional 3,460,021 shares in the last quarter. Alyeska Investment Group L.P. lifted its holdings in shares of Boeing by 245.7% during the 4th quarter. Alyeska Investment Group L.P. now owns 2,252,450 shares of the aircraft producer's stock worth $489,052,000 after acquiring an additional 1,600,909 shares during the period. Janus Henderson Group PLC lifted its holdings in shares of Boeing by 43.1% during the 4th quarter. Janus Henderson Group PLC now owns 3,907,876 shares of the aircraft producer's stock worth $840,204,000 after acquiring an additional 1,176,074 shares during the period. Viking Global Investors LP boosted its position in shares of Boeing by 31.3% during the 4th quarter. Viking Global Investors LP now owns 3,953,087 shares of the aircraft producer's stock valued at $858,294,000 after acquiring an additional 942,536 shares in the last quarter. Finally, Ninety One UK Ltd bought a new stake in Boeing in the third quarter valued at about $192,734,000. 64.82% of the stock is owned by institutional investors and hedge funds.
Trending Headlines about Boeing
Here are the key news stories impacting Boeing this week:
- Positive Sentiment: Rising Middle East tensions are lifting demand expectations for fighter jets, missile defenses and drones, which benefits Boeing’s defense business and boost investor appetite. 3 Defense Stocks to Watch Amid Rising Middle East Tensions
- Positive Sentiment: Pentagon officials are racing to secure funding and pressuring contractors to accelerate missile and munitions production — a near-term revenue tailwind for defense contractors including Boeing. Pentagon Races to Secure Money for Iran Operations, Munitions
- Positive Sentiment: Insider buying: Boeing director Mortimer J. Buckley purchased ~2,230 shares (~$500k), a visible signal of insider confidence that can underpin sentiment. Insider Purchase Filing
- Positive Sentiment: Prominent investors and analysts (Gabelli, sector write-ups) are highlighting Boeing as a beneficiary of a multi‑year defense buildout, supporting long-term conviction. Gabelli Likes Lockheed, RTX, Boeing — and a Small Supplier You've Never Heard Of
- Neutral Sentiment: Corporate & industry items with limited stock reaction: Boeing’s partnership with Jimma University to develop aerospace education and the CFO speaking at a BofA Industrials conference — positive PR but limited near-term financial impact. Boeing and Jimma University partner
- Negative Sentiment: NASA updates: NASA shifted a key moon-mission rocket part to United Launch Alliance after helium flow issues and revised timelines — a setback that feeds concerns about Boeing’s crewed-space program and related contracts. NASA Updates Moon Mission Timeline
- Negative Sentiment: Starliner mishap findings: NASA’s investigation declared Boeing’s Starliner a Type A mishap and highlighted governance/culture issues — this raises program risk, potential penalties and shareholder concern. NASA’s Starliner Mishap Findings
- Negative Sentiment: Operational pressures: Coverage on delivery weakness at Boeing and Airbus highlights execution risks in commercial deliveries, which can weigh on near-term revenue visibility. Deliveries Weakness Analysis
- Negative Sentiment: Legal/environmental risk: Coverage of a lawsuit over hazardous substances in the Lower Duwamish adds a regional liability headline that could draw attention from investors. Hazardous Substances Lawsuit
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.
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