Kovack Advisors Inc. Acquires 2,407 Shares of The Boeing Company $BA

Kovack Advisors Inc. grew its holdings in The Boeing Company (NYSE:BA) by 47.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,475 shares of the aircraft producer’s stock after purchasing an additional 2,407 shares during the quarter. Kovack Advisors Inc.’s holdings in Boeing were worth $1,613,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also added to or reduced their stakes in the company. Vanguard Group Inc. lifted its stake in Boeing by 1.1% in the third quarter. Vanguard Group Inc. now owns 67,529,417 shares of the aircraft producer’s stock valued at $14,574,874,000 after buying an additional 756,057 shares during the period. Newport Trust Company LLC increased its stake in shares of 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 acquiring an additional 707,490 shares in the last quarter. Geode Capital Management LLC increased its stake in shares of Boeing by 2.7% in the 2nd quarter. Geode Capital Management LLC now owns 16,316,838 shares of the aircraft producer’s stock valued at $3,402,073,000 after acquiring an additional 432,026 shares in the last quarter. Fisher Asset Management LLC lifted its position in shares of Boeing by 3.8% during the 2nd 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. Finally, Charles Schwab Investment Management Inc. boosted its stake in Boeing by 1.1% during the second quarter. Charles Schwab Investment Management Inc. now owns 4,242,397 shares of the aircraft producer’s stock worth $888,910,000 after acquiring an additional 44,338 shares in the last quarter. Institutional investors and hedge funds own 64.82% of the company’s stock.

Analyst Upgrades and Downgrades

BA has been the topic of several research reports. Susquehanna reiterated a “positive” rating and set a $280.00 price objective on shares of Boeing in a report on Thursday, January 15th. New Street Research set a $257.00 target price on Boeing in a research report on Tuesday, December 9th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Boeing in a research note on Wednesday, January 28th. Morgan Stanley set a $245.00 price objective on Boeing in a research note on Wednesday, January 28th. Finally, UBS Group boosted their price objective on Boeing from $275.00 to $285.00 and gave the company a “buy” rating in a report on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have assigned a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $246.14.

Trending Headlines about Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Major commercial order momentum — Vietnamese carriers (Vietnam Airlines, Vietjet and Sun PhuQuoc) signed deals for nearly 100 Boeing jets worth >$30B, boosting near‑ to mid‑term backlog and Asia demand visibility. Vietnamese airlines sign deals for nearly 100 Boeing jets
• Positive Sentiment: Progress on 777‑9 commercialization — FAA and EASA granted initial qualification for 777‑9 flight training simulators, a step toward pilot training and revenue recognition as the jet ramps. Boeing Receives Initial Qualification for 777-9 Training Devices
• Positive Sentiment: Defense tailwind/policy support — DoD officials urged faster, wartime‑pace production and reports hint at possible rapid work on “exquisite” munitions systems with Boeing, which could lift Defense segment revenue if formalized. Hegseth Hints At Potential Boeing Deal To Work Rapidly On ‘Exquisite Systems’ For Munitions
• Neutral Sentiment: Regulatory clearance with strings attached — The FTC finalized a consent order tied to Boeing’s Spirit Aerosystems transaction, clearing a hurdle but adding divestiture/compliance terms that could change deal economics. Federal Trade Commission Finalizes Consent Order In Boeing-Spirit Deal
• Neutral Sentiment: Airbus guidance is mixed — Airbus cut 2026 delivery guidance to ~870 jets (below estimates), which can help Boeing competitively, but the news also highlights ongoing supply‑chain and engine constraints across the industry. Airbus targets 870 deliveries this year, below estimates
• Negative Sentiment: Major reputational and program risk — NASA publicly classified the Starliner crewed flight as a “Type A” mishap and sharply criticized Boeing’s decision‑making and engineering, increasing potential remediation costs, oversight and program delays in the space business. NASA chief slams Boeing, agency failures in botched Starliner astronaut mission
• Negative Sentiment: Insider selling — SVP Ann M. Schmidt sold 6,281 shares (~31% reduction in her position), which can be read negatively by some investors even if routine. SEC filing: Insider sale by Ann M. Schmidt

Boeing Stock Down 0.7%

Shares of NYSE:BA opened at $232.01 on Friday. The business’s 50 day moving average is $232.55 and its 200 day moving average is $219.90. The Boeing Company has a 12-month low of $128.88 and a 12-month high of $254.35. The stock has a market cap of $182.21 billion, a price-to-earnings ratio of 115.43 and a beta of 1.15. The company has a quick ratio of 0.40, a current ratio of 1.19 and a debt-to-equity ratio of 8.37.

Boeing (NYSE:BA) last released its quarterly 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 firm 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 business earned ($5.90) earnings per share. The firm’s revenue for the quarter was up 57.1% on a year-over-year basis. On average, sell-side analysts forecast that The Boeing Company will post -2.58 earnings per share for the current fiscal year.

Insider Activity 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 completion of the sale, the executive vice president owned 11,925 shares in the company, valued at $2,814,300. This trade represents a 18.63% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP Ann M. Schmidt sold 6,281 shares of Boeing stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $243.37, for a total transaction of $1,528,606.97. Following the completion of the sale, the senior vice president directly owned 13,978 shares in the company, valued at $3,401,825.86. This trade represents a 31.00% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 19,509 shares of company stock worth $4,629,316. 0.09% of the stock is currently owned by corporate insiders.

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.