Montag A & Associates Inc. Sells 2,248 Shares of The Boeing Company $BA

Montag A & Associates Inc. decreased its stake in The Boeing Company (NYSE:BA) by 6.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 35,339 shares of the aircraft producer’s stock after selling 2,248 shares during the period. Montag A & Associates Inc.’s holdings in Boeing were worth $7,673,000 at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. Vanguard Group Inc. lifted its stake in Boeing by 5.1% in the 4th quarter. Vanguard Group Inc. now owns 70,989,438 shares of the aircraft producer’s stock valued at $15,413,227,000 after purchasing an additional 3,460,021 shares during the last quarter. Newport Trust Company LLC lifted its stake in Boeing by 2.5% in the 3rd quarter. Newport Trust Company LLC now owns 29,198,446 shares of the aircraft producer’s stock valued at $6,301,901,000 after purchasing an additional 707,490 shares during the last quarter. Fisher Asset Management LLC lifted its stake in Boeing by 3.3% in the 3rd quarter. Fisher Asset Management LLC now owns 5,505,040 shares of the aircraft producer’s stock valued at $1,188,153,000 after purchasing an additional 177,597 shares during the last quarter. Legal & General Group Plc lifted its stake in Boeing by 7.1% in the 3rd quarter. Legal & General Group Plc now owns 3,369,615 shares of the aircraft producer’s stock valued at $727,264,000 after purchasing an additional 223,995 shares during the last quarter. Finally, Viking Global Investors LP lifted its stake in Boeing by 6.2% in the 3rd quarter. Viking Global Investors LP now owns 3,010,551 shares of the aircraft producer’s stock valued at $649,767,000 after purchasing an additional 175,486 shares during the last quarter. Institutional investors own 64.82% of the company’s stock.

Insider Buying and Selling at Boeing

In other news, EVP Uma M. Amuluru sold 2,731 shares of the firm’s stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $236.00, for a total transaction of $644,516.00. Following the transaction, the executive vice president directly 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Howard E. Mckenzie sold 10,497 shares of the firm’s stock in a transaction that occurred 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 transaction, the executive vice president directly owned 14,692 shares in the company, valued at $3,437,781.08. This represents a 41.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 21,012 shares of company stock valued at $4,980,687 over the last ninety days. Company insiders own 0.10% of the company’s stock.

Key Stories Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Biman Bangladesh placed a 14‑aircraft order (mix of 787‑10, 787‑9 and 737‑8) worth about $3.7B, boosting Boeing’s commercial backlog and near‑term delivery visibility. Biman Bangladesh Airlines Orders 14 Boeing 787 Dreamliner and 737 MAX Jets
• Positive Sentiment: The U.S. Air Force plans to buy five additional Boeing E‑7A Wedgetail surveillance aircraft (on top of two prototypes), supporting Boeing’s defense revenue and government backlog. US Air Force plans to buy five more Boeing E-7A surveillance aircraft
• Positive Sentiment: Bank of America reiterated a Buy rating and $270 price target, saying Boeing’s core operational trajectory remains positive even though the turnaround is uneven — a vote of confidence from a major broker. Boeing continues to show turnaround progress, keeping Banking of America bullish
• Neutral Sentiment: Analyst consensus price target sits around $259.35 — above current levels but below some broker targets, offering mixed signals on upside. The Boeing Company (NYSE:BA) Receives $259.35 Average Price Target from Brokerages
• Neutral Sentiment: Boeing made a carbon‑purchase move highlighted by ESG coverage — positive for sustainability positioning but likely limited near‑term financial impact. “…Supporting the Responsible Growth of our Industry…” Boeing Stock (NYSE:BA) Notches Up With Carbon Purchase
• Negative Sentiment: Concerns remain: Boeing’s turnaround has uneven execution, debt levels are high and valuation is elevated (P/E >100 on trailing figures), leaving shares sensitive to any operational hiccups or delivery delays. Investors appear to be trimming positions into the upbeat headlines.

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on BA shares. Citigroup cut their target price on shares of Boeing from $290.00 to $256.00 and set a “buy” rating for the company in a research note on Thursday, April 2nd. Jefferies Financial Group reiterated a “buy” rating on shares of Boeing in a research note on Wednesday, March 4th. Tigress Financial raised their target price on shares of Boeing from $290.00 to $295.00 and gave the company a “buy” rating in a research note on Wednesday. TD Cowen reiterated a “buy” rating on shares of Boeing in a research note on Wednesday, January 28th. Finally, Royal Bank Of Canada raised their target price 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. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, four have assigned a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $259.60.

Boeing Trading Down 0.6%

Shares of BA stock opened at $227.58 on Friday. The firm has a 50 day moving average price of $217.11 and a two-hundred day moving average price of $217.36. The company has a quick ratio of 0.35, a current ratio of 1.18 and a debt-to-equity ratio of 7.42. The company has a market capitalization of $179.40 billion, a PE ratio of 110.48 and a beta of 1.21. The Boeing Company has a 12-month low of $176.77 and a 12-month high of $254.35.

Boeing (NYSE:BA) last issued its quarterly earnings data on Wednesday, April 22nd. The aircraft producer reported ($0.20) earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.68) by $0.48. The company had revenue of $22.22 billion for the quarter, compared to analyst estimates of $22.15 billion. The company’s revenue was up 14.0% on a year-over-year basis. During the same quarter last year, the business earned ($0.49) earnings per share. As a group, analysts predict that The Boeing Company will post 0.04 earnings per share for the current 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.