Permanent Capital Management LP Takes Position in The Boeing Company $BA

Permanent Capital Management LP acquired a new stake in shares of The Boeing Company (NYSE:BA) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 7,152 shares of the aircraft producer’s stock, valued at approximately $1,553,000.

Other hedge funds have also recently bought and sold shares of the company. Revolve Wealth Partners LLC purchased a new position in shares of Boeing during the 4th quarter worth $201,000. Sivia Capital Partners LLC grew its position in shares of Boeing by 16.5% in the second quarter. Sivia Capital Partners LLC now owns 1,529 shares of the aircraft producer’s stock valued at $320,000 after purchasing an additional 217 shares during the period. Bank Julius Baer & Co. Ltd Zurich increased its stake in Boeing by 157.5% in the second quarter. Bank Julius Baer & Co. Ltd Zurich now owns 9,047 shares of the aircraft producer’s stock valued at $1,896,000 after purchasing an additional 5,534 shares during the last quarter. Legal & General Group Plc increased its stake in Boeing by 6.3% in the second quarter. Legal & General Group Plc now owns 3,145,620 shares of the aircraft producer’s stock valued at $659,102,000 after purchasing an additional 187,545 shares during the last quarter. Finally, Journey Strategic Wealth LLC lifted its position in Boeing by 33.2% during the second quarter. Journey Strategic Wealth LLC now owns 6,059 shares of the aircraft producer’s stock worth $1,270,000 after buying an additional 1,510 shares during the period. Institutional investors and hedge funds own 64.82% of the company’s stock.

Insider Buying and Selling at Boeing

In other Boeing news, Director Mortimer J. Buckley acquired 2,230 shares of the firm’s stock in a transaction on Tuesday, March 3rd. The stock was bought at an average cost of $224.20 per share, for a total transaction of $499,966.00. Following the completion of the purchase, the director directly owned 4,430 shares in the company, valued at $993,206. This represents a 101.36% increase in their ownership of the stock. The transaction 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 the firm’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $243.37, for a total transaction of $1,528,606.97. Following the completion of the transaction, the senior vice president directly owned 13,978 shares in the company, valued at approximately $3,401,825.86. This represents a 31.00% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 21,012 shares of company stock valued at $4,980,687. 0.10% of the stock is currently owned by corporate insiders.

Key Boeing News

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Tigress Financial raised its price target to $290 and kept a Buy rating, signaling analyst conviction in Boeing’s backlog and longer‑term cash generation — a bullish anchor for upside expectations. Benzinga: Tigress target raise
• Positive Sentiment: FAA cleared Boeing to advance 777‑9 certification testing to the next phase, reducing a key regulatory obstacle for a high-margin widebody program that drives future revenue and backlog conversion. FAA clears 777-9
• Positive Sentiment: Boeing secured a ~$489M Naval Air Systems Command contract, which supports near-term defense revenue and offsets some commercial volatility. Defense wins help diversify cash flow and margin profile. Defense contract
• Neutral Sentiment: Ryanair’s CEO expects MAX 10 certification and deliveries on a timely schedule, which is a customer signal of demand and production recovery but not a catalyst unless Boeing confirms ramp details. Ryanair expects MAX 10 on time
• Neutral Sentiment: Some delivery delays tied to a wiring issue appear limited in scope, described as a modest/temporary hiccup versus more systemic program problems — watch official delivery schedules for clarity. Wiring issue coverage
• Negative Sentiment: NASA is reportedly considering SpaceX’s Starship instead of Boeing’s Space Launch System (SLS) for lunar transit — a direct threat to future SLS revenue and program relevance that spooked investors. NASA considering Starship over SLS
• Negative Sentiment: Reports and commentary (TipRanks / Seeking Alpha) highlight mounting competitive pressure from SpaceX and a “triple blow” narrative (program risk, geopolitical production delays, legal/class action exposure), which has driven negative sentiment and selling. TipRanks: Boeing loses ground to SpaceX Seeking Alpha: The Triple Blow
• Negative Sentiment: Boeing warned that the Iran war could slow production, increasing the risk of delivery delays and revenue disruption for commercial jets — a concrete operational headwind. Boeing cites Iran war for delays
• Negative Sentiment: A judge allowed shareholders to pursue a class action related to 737 MAX safety issues, keeping legal and reputational risk active and potentially increasing future liabilities and distraction for management. Class action allowed

Boeing Stock Performance

Boeing stock opened at $195.11 on Friday. The company has a market cap of $153.23 billion, a price-to-earnings ratio of 97.07 and a beta of 1.14. The Boeing Company has a 12 month low of $128.88 and a 12 month high of $254.35. The company has a debt-to-equity ratio of 8.37, a current ratio of 1.19 and a quick ratio of 0.40. The stock’s 50-day moving average is $232.77 and its 200-day moving average is $218.22.

Boeing (NYSE:BA) last issued its earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.40) by $10.32. The firm had revenue of $23.95 billion for the quarter, compared to analysts’ expectations of $22.41 billion. The firm’s revenue for the quarter was up 57.1% compared to the same quarter last year. During the same quarter in the previous year, the firm posted ($5.90) EPS. Equities analysts anticipate that The Boeing Company will post -2.58 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of analysts have issued reports on BA shares. Weiss Ratings raised Boeing from a “sell (d-)” rating to a “hold (c-)” rating in a research note on Wednesday, February 4th. Morgan Stanley set a $245.00 price objective on shares of Boeing in a report on Wednesday, January 28th. Zacks Research raised shares of Boeing from a “strong sell” rating to a “hold” rating in a research report on Tuesday, December 2nd. Royal Bank Of Canada boosted their target price on shares of Boeing from $265.00 to $275.00 and gave the company an “outperform” rating in a report on Wednesday, January 28th. Finally, Argus raised shares of Boeing to a “hold” rating in a research report on Monday, February 2nd. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, five have issued a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, Boeing currently has a consensus rating of “Moderate Buy” and a consensus price target of $246.82.

About Boeing

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.