Whelan Financial Purchases New Stake in The Boeing Company $BA

Whelan Financial acquired a new position in shares of The Boeing Company (NYSE:BA) during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 2,208 shares of the aircraft producer’s stock, valued at approximately $477,000.

Other institutional investors have also recently added to or reduced their stakes in the company. Wallace Advisory Group LLC boosted its holdings in shares of Boeing by 1.2% in the 2nd quarter. Wallace Advisory Group LLC now owns 3,570 shares of the aircraft producer’s stock valued at $748,000 after buying an additional 44 shares during the period. Aspire Capital Advisors LLC raised its stake in Boeing by 0.8% during the second quarter. Aspire Capital Advisors LLC now owns 5,943 shares of the aircraft producer’s stock worth $1,245,000 after acquiring an additional 45 shares during the period. Blue Barn Wealth LLC lifted its holdings in Boeing by 1.8% in the second quarter. Blue Barn Wealth LLC now owns 2,594 shares of the aircraft producer’s stock worth $544,000 after acquiring an additional 46 shares during the last quarter. N.E.W. Advisory Services LLC boosted its stake in Boeing by 3.1% in the third quarter. N.E.W. Advisory Services LLC now owns 1,540 shares of the aircraft producer’s stock valued at $332,000 after acquiring an additional 46 shares during the period. Finally, Motco grew its holdings in shares of Boeing by 5.4% during the third quarter. Motco now owns 921 shares of the aircraft producer’s stock valued at $199,000 after purchasing an additional 47 shares during the last quarter. Institutional investors own 64.82% of the company’s stock.

Boeing Stock Performance

Shares of BA opened at $247.71 on Monday. The Boeing Company has a one year low of $128.88 and a one year high of $248.75. The stock’s fifty day moving average is $208.57 and its 200-day moving average is $217.20. The firm has a market capitalization of $188.28 billion, a price-to-earnings ratio of -18.11, a price-to-earnings-growth ratio of 7.05 and a beta of 1.16.

Boeing (NYSE:BA) last announced its earnings results on Wednesday, October 29th. The aircraft producer reported ($7.47) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.51) by ($6.96). The company had revenue of $23.27 billion for the quarter, compared to analysts’ expectations of $21.61 billion. The firm’s quarterly revenue was up 30.4% compared to the same quarter last year. During the same period in the previous year, the company earned ($10.44) EPS. Analysts forecast that The Boeing Company will post -2.58 EPS for the current fiscal year.

Analyst Ratings Changes

Several analysts recently issued reports on the company. Weiss Ratings reissued a “sell (d-)” rating on shares of Boeing in a report on Wednesday, October 8th. Zacks Research raised Boeing from a “strong sell” rating to a “hold” rating in a research report on Tuesday, December 2nd. UBS Group reiterated a “buy” rating on shares of Boeing in a research note on Wednesday, December 10th. BNP Paribas Exane began coverage on shares of Boeing in a research report on Tuesday, November 18th. They set an “underperform” rating and a $150.00 price target for the company. Finally, Loop Capital set a $223.00 price objective on shares of Boeing in a research report on Monday, November 3rd. Three 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 issued a Sell rating to the company. Based on data from MarketBeat, Boeing currently has a consensus rating of “Moderate Buy” and an average target price of $237.46.

Insider Buying and Selling

In related news, 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 transaction of $270,003.56. Following the completion of the transaction, the executive vice president owned 14,656 shares of the company’s stock, valued at $2,896,904.96. This trade represents a 8.53% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, SVP Dana S. Deasy bought 554 shares of the stock in a transaction that occurred on Monday, November 24th. The shares were purchased at an average cost of $178.88 per share, for a total transaction of $99,099.52. Following the completion of the acquisition, the senior vice president owned 28,442 shares of the company’s stock, valued at $5,087,704.96. This trade represents a 1.99% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 0.09% of the stock is owned by company insiders.

Boeing News Roundup

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, easing a key supplier/labor overhang and reducing the risk of production disruption. Boeing secures tentative labor deal with former Spirit AeroSystems workers
• Positive Sentiment: Bernstein named Boeing its top Aerospace & Defense pick for 2026 and highlighted a production ramp (737 and 787 volume increases) and large backlog; the firm raised its price target, supporting upside expectations. Boeing (BA) Stock: Named Top Aerospace Pick for 2026 by Major Analyst
• Positive Sentiment: High‑profile endorsement from Jim Cramer calling Boeing a top pick for 2026 adds retail/institutional attention and sentiment lift; such endorsements can amplify momentum. Boeing (BA) Stock: Jim Cramer Names Aerospace Giant His Top Pick for 2026
• Neutral Sentiment: Tentative settlements announced in some 737 MAX‑related lawsuits could remove litigation overhang but may still carry cash/PR costs; investors will watch final terms and accounting impacts. Boeing reaches tentative settlements in related 737 MAX crash lawsuits
• Negative Sentiment: New reporting says Boeing had prior knowledge of a part that failed before a deadly UPS cargo crash — a reputational and potential regulatory/legal risk that can pressure the stock while investigations and follow‑on disclosures continue. Boeing knew part in deadly UPS plane crash had failed before, report says
• Negative Sentiment: Investor‑rights firm Halper Sadeh opened an investigation into whether Boeing officers/directors breached fiduciary duties, adding governance/legal uncertainty that can weigh on sentiment until outcomes are clearer. Halper Sadeh LLC Encourages The Boeing Company Shareholders to Contact the Firm to Discuss Their Rights

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.