Nwam LLC Sells 4,234 Shares of The Boeing Company $BA

Nwam LLC trimmed its holdings in shares of The Boeing Company (NYSE:BA) by 8.1% in the third quarter, according to its most recent filing with the SEC. The firm owned 48,293 shares of the aircraft producer’s stock after selling 4,234 shares during the period. Boeing makes up about 0.7% of Nwam LLC’s investment portfolio, making the stock its 18th biggest position. Nwam LLC’s holdings in Boeing were worth $10,450,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in BA. Vanguard Group Inc. grew its stake in shares of Boeing by 1.7% in the 2nd quarter. Vanguard Group Inc. now owns 66,773,360 shares of the aircraft producer’s stock valued at $13,991,022,000 after purchasing an additional 1,118,316 shares during the period. Geode Capital Management LLC raised its stake in Boeing by 2.7% during the second quarter. Geode Capital Management LLC now owns 16,316,838 shares of the aircraft producer’s stock worth $3,402,073,000 after acquiring an additional 432,026 shares in the last quarter. Fisher Asset Management LLC lifted its holdings in shares of Boeing by 3.8% during the second quarter. Fisher Asset Management LLC now owns 5,327,443 shares of the aircraft producer’s stock valued at $1,116,259,000 after acquiring an additional 196,666 shares during the period. Charles Schwab Investment Management Inc. grew its holdings in shares of Boeing by 1.1% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 4,242,397 shares of the aircraft producer’s stock worth $888,910,000 after purchasing an additional 44,338 shares during the last quarter. Finally, Legal & General Group Plc grew its holdings in shares of Boeing by 6.3% in the 2nd quarter. Legal & General Group Plc now owns 3,145,620 shares of the aircraft producer’s stock worth $659,102,000 after purchasing an additional 187,545 shares during the last quarter. Institutional investors own 64.82% of the company’s stock.

Insider Buying and Selling

In related news, SVP Dana S. Deasy purchased 554 shares of Boeing stock in a transaction dated Monday, November 24th. The shares were acquired at an average cost of $178.88 per share, for a total transaction of $99,099.52. Following the transaction, the senior vice president directly owned 28,442 shares of the company’s stock, valued at approximately $5,087,704.96. This trade represents a 1.99% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, EVP Uma M. Amuluru sold 1,366 shares of the firm’s stock in a transaction dated Thursday, November 6th. The stock was sold at an average price of $197.66, for a total value of $270,003.56. Following the transaction, the executive vice president owned 14,656 shares in the company, valued at approximately $2,896,904.96. This trade represents a 8.53% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.09% of the stock is currently owned by company insiders.

Boeing News Summary

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Tentative labor deal reached with about 1,600 former Spirit AeroSystems white‑collar workers, reducing a potential supply‑chain/labor disruption risk for fuselage work that supports Boeing production. Boeing secures tentative labor deal with former Spirit AeroSystems workers
• Positive Sentiment: Boeing reached tentative settlements in lawsuits tied to the 2019 Ethiopian Airlines 737 MAX crash, trimming a major legal and financial overhang if finalized. Boeing reaches tentative settlements in related 737 MAX crash lawsuits
• Positive Sentiment: Delivery and production momentum plus a bullish analyst take are supporting a higher valuation — Q4 delivery gains and a ramp in 737/787 output boost revenue visibility, and a major analyst named Boeing its top aerospace pick with a higher price target. Is Boeing’s Q4 Delivery Growth Indicating Better Execution? Boeing (BA) Stock: Named Top Aerospace Pick for 2026 by Major Analyst
• Neutral Sentiment: Market commentary (e.g., Forbes) highlights that recent gains reflect both improving fundamentals (orders, deliveries) and valuation enthusiasm — useful context but not a direct catalyst. What’s Happening With Boeing Stock?
• Negative Sentiment: Regulatory and reputational risk from the UPS MD‑11 crash: NTSB reporting and press coverage say Boeing issued a 2011 service advisory about the failed part, and that the part had failed previously — this raises potential regulatory scrutiny, liability and reputational costs. NTSB says Boeing issued service advisory in 2011 on MD-11 part Boeing knew part in deadly UPS plane crash had failed before, report says
• Negative Sentiment: Investor‑rights law firm Halper Sadeh announced a probe into whether Boeing officers/directors breached fiduciary duties — a potential governance/legal overhang that can pressure sentiment until resolved. Halper Sadeh LLC Encourages The Boeing Company Shareholders to Contact the Firm to Discuss Their Rights

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on BA shares. Citigroup lifted their price target on shares of Boeing from $265.00 to $270.00 and gave the company a “buy” rating in a report on Tuesday. JPMorgan Chase & Co. lifted their target price on shares of Boeing from $240.00 to $245.00 and gave the company an “overweight” rating in a research note on Friday, December 19th. Susquehanna reissued a “positive” rating and issued a $280.00 target price on shares of Boeing in a report on Thursday. Zacks Research upgraded Boeing from a “strong sell” rating to a “hold” rating in a research report on Tuesday, December 2nd. Finally, UBS Group reissued a “buy” rating on shares of Boeing in a research note on Wednesday, December 10th. Three investment analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have issued a Hold rating and five have given a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $237.46.

Boeing Stock Up 2.1%

Shares of BA opened at $247.62 on Friday. The stock’s fifty day simple moving average is $207.51 and its 200-day simple moving average is $216.85. The firm has a market capitalization of $188.21 billion, a PE ratio of -18.10, a price-to-earnings-growth ratio of 6.91 and a beta of 1.16. The Boeing Company has a 12-month low of $128.88 and a 12-month high of $248.75.

Boeing (NYSE:BA) last announced its quarterly earnings data on Wednesday, October 29th. The aircraft producer reported ($7.47) earnings per share for the quarter, missing the consensus estimate of ($0.51) by ($6.96). The business had revenue of $23.27 billion during the quarter, compared to analysts’ expectations of $21.61 billion. The company’s revenue was up 30.4% on a year-over-year basis. During the same period in the prior year, the company earned ($10.44) earnings per share. Analysts anticipate that The Boeing Company will post -2.58 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.