Huntington National Bank Sells 5,735 Shares of The Boeing Company $BA

Huntington National Bank cut its holdings in The Boeing Company (NYSE:BA) by 19.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 23,539 shares of the aircraft producer’s stock after selling 5,735 shares during the quarter. Huntington National Bank’s holdings in Boeing were worth $5,080,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Alpha Cubed Investments LLC lifted its stake in shares of Boeing by 43.3% in the second quarter. Alpha Cubed Investments LLC now owns 3,598 shares of the aircraft producer’s stock worth $754,000 after buying an additional 1,088 shares in the last quarter. SteelPeak Wealth LLC raised its holdings in Boeing by 50.4% in the 3rd quarter. SteelPeak Wealth LLC now owns 26,360 shares of the aircraft producer’s stock worth $5,689,000 after acquiring an additional 8,833 shares during the last quarter. Vanguard Group Inc. lifted its position in Boeing by 1.7% in the 2nd quarter. Vanguard Group Inc. now owns 66,773,360 shares of the aircraft producer’s stock valued at $13,991,022,000 after acquiring an additional 1,118,316 shares in the last quarter. Patton Fund Management Inc. boosted its stake in Boeing by 734.4% during the 3rd quarter. Patton Fund Management Inc. now owns 10,322 shares of the aircraft producer’s stock valued at $2,228,000 after purchasing an additional 9,085 shares during the last quarter. Finally, Moors & Cabot Inc. boosted its stake in Boeing by 7.1% during the 2nd quarter. Moors & Cabot Inc. now owns 21,990 shares of the aircraft producer’s stock valued at $4,607,000 after purchasing an additional 1,461 shares during the last quarter. 64.82% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Boeing news, EVP Howard E. Mckenzie sold 10,497 shares of Boeing stock in a transaction that occurred on 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 transaction, the executive vice president owned 14,692 shares of the company’s stock, valued at $3,437,781.08. The trade was a 41.67% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Ann M. Schmidt sold 6,281 shares of the company’s 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 transaction, the senior vice president owned 13,978 shares of the company’s stock, valued at approximately $3,401,825.86. The trade was a 31.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 21,012 shares of company stock worth $4,980,687 over the last quarter. 0.09% of the stock is currently owned by corporate insiders.

Boeing Stock Down 0.8%

BA opened at $227.66 on Friday. The firm’s 50 day simple moving average is $234.75 and its two-hundred day simple moving average is $219.95. The company has a market capitalization of $178.79 billion, a PE ratio of 113.26 and a beta of 1.15. The Boeing Company has a 1-year low of $128.88 and a 1-year 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.

Boeing (NYSE:BA) last posted its quarterly earnings data on Tuesday, January 27th. The aircraft producer reported $9.92 EPS for the quarter, topping the consensus estimate of ($0.40) by $10.32. The company had revenue of $23.95 billion during the quarter, compared to analysts’ expectations of $22.41 billion. The company’s revenue for the quarter was up 57.1% on a year-over-year basis. During the same quarter last year, the company earned ($5.90) earnings per share. As a group, equities analysts forecast that The Boeing Company will post -2.58 EPS for the current year.

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on the company. Argus raised Boeing to a “hold” rating in a report on Monday, February 2nd. Tigress Financial restated a “buy” rating and set a $275.00 target price on shares of Boeing in a research note on Monday, December 29th. Wolfe Research reiterated an “outperform” rating on shares of Boeing in a research note on Tuesday, January 27th. BNP Paribas Exane set a $150.00 price objective on shares of Boeing in a report on Tuesday, November 18th. Finally, UBS Group increased their price objective on shares of Boeing from $275.00 to $285.00 and gave the company a “buy” rating in a research report on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have given a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $246.14.

Key Boeing News

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

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.