Uma Amuluru Sells 1,503 Shares of Boeing (NYSE:BA) Stock

The Boeing Company (NYSE:BA) EVP Uma Amuluru sold 1,503 shares of the stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $233.78, for a total transaction of $351,371.34. Following the completion of the sale, the executive vice president owned 19,015 shares of the company’s stock, valued at $4,445,326.70. This trade represents a 7.33% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link.

Boeing Stock Performance

NYSE:BA opened at $227.66 on Friday. The company has a market cap of $178.79 billion, a P/E ratio of 113.26 and a beta of 1.15. The Boeing Company has a twelve month low of $128.88 and a twelve month high of $254.35. The company’s 50-day moving average price is $234.75 and its 200-day moving average price is $220.03. The company has a current ratio of 1.19, a quick ratio of 0.40 and a debt-to-equity ratio of 8.37.

Boeing (NYSE:BA) last announced its quarterly earnings data on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.40) by $10.32. The business had revenue of $23.95 billion for the quarter, compared to analysts’ expectations of $22.41 billion. The firm’s revenue was up 57.1% on a year-over-year basis. During the same period in the prior year, the company posted ($5.90) EPS. On average, sell-side analysts forecast that The Boeing Company will post -2.58 earnings per share for the current fiscal year.

Institutional Trading of Boeing

Institutional investors and hedge funds have recently bought and sold shares of the stock. Measured Wealth Private Client Group LLC acquired a new position in shares of Boeing in the 3rd quarter worth approximately $25,000. Strive Financial Group LLC purchased a new stake in Boeing in the fourth quarter valued at approximately $25,000. Ares Financial Consulting LLC acquired a new position in Boeing during the fourth quarter worth $26,000. CrossGen Wealth LLC purchased a new position in shares of Boeing during the fourth quarter worth $26,000. Finally, Strategic Wealth Advisors LLC purchased a new position in shares of Boeing during the fourth quarter worth $27,000. 64.82% of the stock is currently owned by hedge funds and other institutional investors.

Boeing News Summary

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Delta agreed to purchase up to 60 Boeing 787‑10s as part of a wider long‑haul fleet refresh, a material commercial win that supports future widebody demand and production ramp plans. Delta Air Lines Balances Major Fleet Orders With Winter Disruption Risks
• Positive Sentiment: Analysts and trade press say Boeing is positioning for a production surge after the surprise Delta order — signaling potential revenue and backlog expansion if delivery rates accelerate. Boeing: Quietly Setting Up The Next Production Surge After A Surprise Delta Win
• Positive Sentiment: Boeing raised its Africa demand outlook (up ~40%), supporting medium‑term commercial aircraft TAM expansion and reinforcing tailwinds for both single‑aisle and widebody sales. Boeing lifts Africa aircraft demand forecast by 40% on strong economic growth
• Positive Sentiment: Two Boeing 737 MAX 8s were delivered to WestJet in a sale‑and‑leaseback — a near‑term confirmation of MAX production and delivery momentum and incremental cash/lease market activity. Aviation Capital Group Announces the Delivery of Two Boeing 737 MAX 8 Aircraft to WestJet
• Neutral Sentiment: Media coverage (including Jim Cramer) highlights Boeing’s defense production pipeline — positive for narrative but not an immediate earnings swing unless new contracts are announced. Jim Cramer Discusses Boeing (BA)’s Defense Production
• Neutral Sentiment: Long‑lead programs like the 777X and reports on TAM expansion (refurbishing, zero‑emission, AAM) support strategic optionality but are distant catalysts. 5 Ways The Boeing 777X Will Change Aviation Forever
• Negative Sentiment: The Pentagon has asked Boeing (and Lockheed) to disclose exposure to Anthropic’s AI models as part of a potential “supply‑chain risk” review — a development that could force costly vendor changes or slow defense AI deployments tied to Boeing programs. Pentagon asks Boeing, Lockheed Martin about their exposure to Anthropic, Axios reports
• Negative Sentiment: Reports detail the Pentagon audit and broader risk of an Anthropic “supply‑chain” designation — a scenario that could disrupt Boeing’s AI toolchains and cause program delays/costs. Lockheed (LMT) and Boeing (BA) Audited by Defense Department Over Anthropic
• Negative Sentiment: The FAA issued an airworthiness directive for certain 737 MAX models over a circuit‑breaker heating issue — this raises inspection/compliance costs and near‑term operational risk for airlines and lessors. FAA issues directive to address Boeing 737 circuit breaker issue
• Negative Sentiment: Boeing faces mounting safety and legal pressure tied to Vietnam orders, Starliner classification and a Supreme Court decision allowing a pilot‑training lawsuit to proceed — these items increase litigation and regulatory uncertainty. Boeing’s Vietnam Orders Confront Mounting Safety And Legal Pressures
• Negative Sentiment: An EVP insider sale (Uma Amuluru sold ~1,500 shares) was disclosed — small on its own but watched by traders as a signal when combined with other headwinds. SEC filing: insider sale disclosure

Wall Street Analyst Weigh In

A number of equities analysts recently commented on the company. Citigroup reiterated a “buy” rating on shares of Boeing in a research report on Thursday, February 5th. Zacks Research upgraded Boeing from a “strong sell” rating to a “hold” rating in a report on Tuesday, December 2nd. JPMorgan Chase & Co. boosted their price target on shares of Boeing from $245.00 to $270.00 and gave the company an “overweight” rating in a research report on Wednesday, January 28th. Vertical Research restated a “buy” rating and set a $281.00 price objective on shares of Boeing in a research report on Tuesday, January 27th. Finally, Wolfe Research reaffirmed an “outperform” rating on shares of Boeing in a research note on Tuesday, January 27th. One analyst has rated the stock with a Strong Buy rating, seventeen have given 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, the stock currently has an average rating of “Moderate Buy” and an average target price of $246.14.

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.