Stephens Inc. AR Sells 4,578 Shares of The Boeing Company $BA

Stephens Inc. AR trimmed its stake in shares of The Boeing Company (NYSE:BA) by 8.2% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 51,522 shares of the aircraft producer’s stock after selling 4,578 shares during the period. Stephens Inc. AR’s holdings in Boeing were worth $11,120,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in BA. Wallace Advisory Group LLC raised its stake 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 purchasing an additional 44 shares during the period. Aspire Capital Advisors LLC grew its holdings in shares of 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 buying an additional 45 shares in the last quarter. Lantz Financial LLC raised its position in Boeing by 1.5% in the 2nd quarter. Lantz Financial LLC now owns 3,072 shares of the aircraft producer’s stock valued at $644,000 after buying an additional 46 shares during the last quarter. Blue Barn Wealth LLC lifted its stake in Boeing by 1.8% in the 2nd quarter. Blue Barn Wealth LLC now owns 2,594 shares of the aircraft producer’s stock valued at $544,000 after acquiring an additional 46 shares in the last quarter. Finally, N.E.W. Advisory Services LLC lifted its stake in Boeing by 3.1% in the 3rd 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 in the last quarter. 64.82% of the stock is owned by institutional investors.

Boeing News Roundup

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing delivered 600 jets in 2025 — its highest annual total since 2018 — and outpaced Airbus on net orders, signaling improving production execution and backlog strength. Boeing turnaround takes hold with highest annual jet deliveries since 2018
• Positive Sentiment: Major commercial orders continued: Delta placed a large order for 30 787-10s (up to 60), and lessor Aviation Capital Group ordered 50 737 MAX jets — both add to Boeing’s medium‑ and long‑term revenue visibility. Delta Air Lines Orders up to 60 Boeing 787 Dreamliners
• Positive Sentiment: Aviation Capital Group finalized an order for 50 737 MAX jets, expanding Boeing’s MAX orderbook and supporting long‑term production plans. Aviation Capital Group Orders 50 Boeing 737 MAX Jets
• Neutral Sentiment: Analyst and media commentary is bullish on BA’s recovery—some outlets highlight rising deliveries, backlog and management’s positive cash‑flow forecast for 2026—supporting sentiment but leaving valuation/near‑term risks in focus. Buy Or Sell Boeing Stock At $245?
• Negative Sentiment: Boeing reached tentative settlements tied to the 2019 Ethiopian Airlines 737 MAX crash — a reminder of ongoing litigation/settlement risk and potential cash outflows (and reputational impact) even as some suits resolve. Boeing reaches tentative settlements in related 737 MAX crash lawsuits
• Negative Sentiment: The NTSB reported that Boeing issued a 2011 service advisory on an MD‑11 part that later cracked on a UPS MD‑11 that crashed in November, increasing regulatory and liability scrutiny around older fleet parts and Boeing’s historical guidance. NTSB says Boeing issued service advisory in 2011 on MD-11 part
• Negative Sentiment: Reporting shows the failed MD‑11 part had multiple prior failures on other aircraft and that Boeing warned owners in 2011 — heightening concerns over maintenance/inspection practices, potential recalls, and future liabilities. A part that broke on a UPS plane that crashed in Kentucky failed 4 times before on different planes

Boeing Stock Performance

Shares of NYSE:BA opened at $242.56 on Thursday. The Boeing Company has a 52-week low of $128.88 and a 52-week high of $247.40. The company has a market capitalization of $184.37 billion, a P/E ratio of -17.73, a price-to-earnings-growth ratio of 6.96 and a beta of 1.16. The company has a 50-day simple moving average of $206.49 and a 200 day simple moving average of $216.63.

Boeing (NYSE:BA) last announced its quarterly earnings results on Wednesday, October 29th. The aircraft producer reported ($7.47) earnings per share for the quarter, missing analysts’ consensus estimates 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. During the same quarter in the previous year, the business posted ($10.44) earnings per share. The firm’s revenue was up 30.4% on a year-over-year basis. As a group, equities analysts forecast that The Boeing Company will post -2.58 earnings per share for the current year.

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on BA. Tigress Financial reaffirmed a “buy” rating and set a $275.00 price target on shares of Boeing in a research note on Monday, December 29th. Susquehanna lowered their price target on shares of Boeing from $270.00 to $255.00 and set a “positive” rating on the stock in a research note on Wednesday, November 12th. JPMorgan Chase & Co. boosted their price target on shares of Boeing from $240.00 to $245.00 and gave the stock an “overweight” rating in a research report on Friday, December 19th. Royal Bank Of Canada reissued an “outperform” rating and set a $250.00 price target on shares of Boeing in a research report on Monday, September 29th. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of Boeing in a research note on Wednesday, October 8th. Three investment analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have given a Hold rating and five have assigned a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $235.54.

Insider Buying and Selling

In other Boeing news, EVP Uma M. Amuluru sold 1,366 shares of the company’s stock in a transaction on Thursday, November 6th. The shares were sold at an average price of $197.66, for a total value of $270,003.56. Following the transaction, the executive vice president directly owned 14,656 shares in the company, valued at $2,896,904.96. The trade was a 8.53% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Dana S. Deasy bought 554 shares of the business’s stock in a transaction dated Monday, November 24th. The shares were bought at an average price of $178.88 per share, with a total value of $99,099.52. Following the purchase, the senior vice president owned 28,442 shares in the company, valued at $5,087,704.96. The trade was a 1.99% increase in their position. The SEC filing for this purchase provides additional information. 0.09% of the stock is currently owned by insiders.

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.