Boeing (NYSE:BA) EVP Howard Mckenzie Sells 10,497 Shares

The Boeing Company (NYSE:BA) EVP Howard Mckenzie sold 10,497 shares of Boeing stock in a transaction dated Thursday, February 5th. The shares were sold at an average price of $233.99, for a total transaction of $2,456,193.03. Following the completion of the transaction, the executive vice president directly owned 14,692 shares of the company’s stock, valued at approximately $3,437,781.08. This trade represents a 41.67% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link.

Boeing Price Performance

NYSE BA traded up $0.73 during midday trading on Thursday, hitting $236.68. The company had a trading volume of 7,360,108 shares, compared to its average volume of 8,780,834. The firm has a 50-day moving average price of $222.69 and a 200-day moving average price of $218.87. The Boeing Company has a twelve month low of $128.88 and a twelve month high of $254.35. 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 company has a market capitalization of $185.88 billion, a PE ratio of 117.75, a P/E/G ratio of 10.73 and a beta of 1.15.

Boeing (NYSE:BA) last issued its earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share for the quarter, beating analysts’ consensus estimates of ($0.40) by $10.32. The company had revenue of $23.95 billion during the quarter, compared to analyst estimates of $22.41 billion. During the same quarter in the prior year, the business earned ($5.90) EPS. The business’s quarterly revenue was up 57.1% on a year-over-year basis. As a group, analysts anticipate that The Boeing Company will post -2.58 earnings per share for the current fiscal year.

More Boeing News

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Large potential new order: Saudi carrier Saudia is in early talks with Boeing (and Airbus) for what Bloomberg says could be a ~150‑jet purchase, which would be a material narrowbody/widebody order if it proceeds; supports long‑term delivery visibility and backlog. Saudia talks reported by Reuters
• Positive Sentiment: Record aftermarket win: Boeing signed a large landing‑gear services deal with Singapore Airlines Group at the Singapore Airshow—strengthens recurring services revenue and aftermarket footprint. Benzinga landing gear deal
• Positive Sentiment: Deliveries and orders: Lessor CDB Aviation delivered three Boeing 737‑8s to WestJet, contributing to near‑term delivery revenue and showing continued demand for 737‑8 family jets. Business Wire on WestJet deliveries
• Positive Sentiment: Program progress: Boeing is targeting a first flight of a production 777X in April and expects to begin delivering improved 787‑9/787‑10 Dreamliners in 1H26—milestones that matter for future revenue and margin recovery. Reuters on 777X first flight Reuters on improved 787 deliveries
• Positive Sentiment: Defense revenue wins: Boeing landed a ~$2.8B F‑15 upgrade contract for South Korea, expanding the defense backlog and near‑term cash flow. BizJournals on F-15 contract
• Neutral Sentiment: Workforce/operations changes: Boeing plans internal moves (e.g., shifting some 787 engineering work to South Carolina) and continues reorganizations across units—could improve cost structure over time but may create short‑term disruption. MSN on 787 engineering move
• Negative Sentiment: Legal risk renewed: 31 families of 737 MAX crash victims asked a federal appeals court to revive a criminal case against Boeing over alleged misconduct tied to the crashes—revival would increase legal, reputational and financial uncertainty. MarketBeat on appeals court filing
• Negative Sentiment: Insider selling: Two Boeing EVPs disclosed sizable stock sales this week (Howard E. McKenzie and Uma M. Amuluru), trimming personal holdings—can signal caution to some investors even if sales are for diversification/liquidity. SEC filing (McKenzie) SEC filing (Amuluru)
• Negative Sentiment: Defense cuts reported: Bloomberg/Reuters reported Boeing trimming ~300 defense supply‑chain roles as part of a workforce reshuffle—could weigh on near‑term execution and indicates ongoing cost pressures. Reuters on defense job cuts
• Negative Sentiment: Regulatory spotlight: The UK CAA is questioning Air India about a fuel‑switch incident involving a Boeing 787, a reminder that operational/regulatory issues can trigger inspections or scrutiny that affect deliveries and aftermarket service demand. Benzinga on UK CAA inquiry

Hedge Funds Weigh In On Boeing

A number of institutional investors and hedge funds have recently modified their holdings of BA. Revolve Wealth Partners LLC purchased a new position in Boeing in the 4th quarter worth approximately $201,000. Sivia Capital Partners LLC lifted its position in shares of Boeing by 16.5% during the second quarter. Sivia Capital Partners LLC now owns 1,529 shares of the aircraft producer’s stock worth $320,000 after purchasing an additional 217 shares during the last quarter. Roundview Capital LLC grew its stake in Boeing by 6.4% in the second quarter. Roundview Capital LLC now owns 3,114 shares of the aircraft producer’s stock worth $652,000 after purchasing an additional 186 shares in the last quarter. Joel Isaacson & Co. LLC grew its holdings in Boeing by 53.3% during the 2nd quarter. Joel Isaacson & Co. LLC now owns 3,754 shares of the aircraft producer’s stock worth $787,000 after acquiring an additional 1,305 shares in the last quarter. Finally, Friedenthal Financial increased its holdings in shares of Boeing by 2,483.1% in the 2nd quarter. Friedenthal Financial now owns 4,572 shares of the aircraft producer’s stock valued at $958,000 after acquiring an additional 4,395 shares during the period. 64.82% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of brokerages recently issued reports on BA. Royal Bank Of Canada increased their price objective on Boeing from $265.00 to $275.00 and gave the stock an “outperform” rating in a report on Wednesday, January 28th. Tigress Financial reiterated a “buy” rating and issued a $275.00 price objective on shares of Boeing in a report on Monday, December 29th. New Street Research set a $257.00 target price on shares of Boeing in a research report on Tuesday, December 9th. Argus upgraded Boeing to a “hold” rating in a research report on Monday. Finally, The Goldman Sachs Group reiterated a “buy” rating on shares of Boeing in a report on Tuesday, December 9th. Two analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, four have assigned a Hold rating and four have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $247.39.

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.