Bouvel Investment Partners LLC Purchases Shares of 26,892 The Boeing Company $BA

Key Points

• Bouvel Investment Partners opened a new stake in Boeing, buying 26,892 shares valued at approximately $5,839,000, which represents about 1.7% of Bouvel's holdings and is its 22nd largest position.
• Boeing reported a surprise quarterly beat—EPS of $9.92 and revenue of $23.95 billion versus analyst estimates—yet sell‑side forecasts still expect a -2.58 EPS for the fiscal year; the stock carries a consensus "Moderate Buy" with an average price target of $252.48.
• Corporate insiders have sold 21,012 shares (~$4.98M) in the past three months while institutional investors own 64.82% of Boeing's stock, and several major firms (e.g., Vanguard) recently increased their holdings.

Bouvel Investment Partners LLC purchased a new stake in The Boeing Company (NYSE:BA - Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 26,892 shares of the aircraft producer's stock, valued at approximately $5,839,000. Boeing makes up approximately 1.7% of Bouvel Investment Partners LLC's holdings, making the stock its 22nd largest position.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Vanguard Group Inc. raised its holdings in Boeing by 1.1% during the 3rd quarter. Vanguard Group Inc. now owns 67,529,417 shares of the aircraft producer's stock worth $14,574,874,000 after buying an additional 756,057 shares during the period. Newport Trust Company LLC raised its holdings in Boeing by 2.5% during the 3rd quarter. Newport Trust Company LLC now owns 29,198,446 shares of the aircraft producer's stock worth $6,301,901,000 after buying an additional 707,490 shares during the period. Fisher Asset Management LLC raised its stake in Boeing by 3.3% during the 3rd quarter. Fisher Asset Management LLC now owns 5,505,040 shares of the aircraft producer's stock valued at $1,188,153,000 after purchasing an additional 177,597 shares during the period. Legal & General Group Plc raised its stake in Boeing by 7.1% during the 3rd quarter. Legal & General Group Plc now owns 3,369,615 shares of the aircraft producer's stock valued at $727,264,000 after purchasing an additional 223,995 shares during the period. Finally, Viking Global Investors LP raised its stake in Boeing by 6.2% during the 3rd quarter. Viking Global Investors LP now owns 3,010,551 shares of the aircraft producer's stock valued at $649,767,000 after purchasing an additional 175,486 shares during the period. Institutional investors and hedge funds own 64.82% of the company's stock.

Boeing Trading Down 1.1%

NYSE BA opened at $217.64 on Friday. The Boeing Company has a 1-year low of $152.00 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. The company has a market capitalization of $170.92 billion, a PE ratio of 108.28 and a beta of 1.13. The firm's fifty day simple moving average is $220.66 and its 200-day simple moving average is $216.45.

Boeing (NYSE:BA - Get Free Report) last released its quarterly earnings data on Tuesday, January 27th. The aircraft producer reported $9.92 EPS for the quarter, topping analysts' consensus estimates of ($0.40) by $10.32. The firm had revenue of $23.95 billion during the quarter, compared to analyst estimates of $22.41 billion. During the same quarter in the prior year, the company posted ($5.90) EPS. The company's quarterly revenue was up 57.1% on a year-over-year basis. As a group, sell-side analysts anticipate that The Boeing Company will post -2.58 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

BA has been the topic of several recent analyst reports. JPMorgan Chase & Co. boosted their target price on shares of Boeing from $245.00 to $270.00 and gave the company an "overweight" rating in a research note on Wednesday, January 28th. Morgan Stanley set a $245.00 target price on shares of Boeing in a research note on Wednesday, January 28th. 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 research note on Wednesday, January 28th. Vertical Research reiterated a "buy" rating and issued a $281.00 target price on shares of Boeing in a report on Tuesday, January 27th. Finally, Susquehanna reiterated a "positive" rating and issued a $280.00 target price on shares of Boeing in a report on Thursday, January 15th. Two analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $252.48.

Insider Transactions at Boeing

In related news, EVP Uma M. Amuluru sold 2,731 shares of the stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $236.00, for a total value of $644,516.00. Following the transaction, the executive vice president owned 11,925 shares in the company, valued at approximately $2,814,300. This represents a 18.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Howard E. Mckenzie sold 10,497 shares of the stock in a transaction that occurred on Thursday, February 5th. The stock was sold at an average price of $233.99, for a total value of $2,456,193.03. Following the completion of the transaction, the executive vice president owned 14,692 shares in the company, valued at $3,437,781.08. This represents a 41.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 21,012 shares of company stock worth $4,980,687. Corporate insiders own 0.10% of the company's stock.

Key Headlines Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing won multiple government and commercial-space contracts (including a US$101M U.S. Air Force KC-46 support contract), agreed a multi‑year PAC‑3 seeker production deal, and delivered the ViaSat‑3 Flight 3 satellite — tangible revenue and cash‑flow catalysts that support near‑term topline recovery. Boeing Contracts And Satellite Delivery Support Recovery Story As Lawsuit Emerges
• Positive Sentiment: Media coverage highlights the Air Force deal as a notable contract win that delivered a positive market reaction, reinforcing the defense backlog narrative that can stabilize revenue while commercial production normalizes. Boeing Stock NYSE: BA Notches Up With Air Force Deal
• Positive Sentiment: Airline demand signals are improving — LATAM reported double‑digit March traffic and capacity growth, a macro datapoint that supports long‑term aircraft demand and aftermarket services for OEMs like Boeing. LATAM Airlines March 2026 Traffic Improves Year Over Year
• Neutral Sentiment: Broader aerospace/space industry moves (e.g., SpaceX confidential IPO filing) could reshape capital flows in the sector but are not an immediate Boeing-specific driver. Monitor for changes in launch market dynamics or M&A that could indirectly affect Boeing’s space business. SpaceX Is Going Public. Why a Tesla Merger Could Be Musk’s Real Endgame.
• Neutral Sentiment: Analyst/media mentions of suppliers (e.g., Jim Cramer on GE Aerospace) underscore ecosystem demand (engines, services) but are indirect for BA stock moves. Jim Cramer on GE Aerospace
• Negative Sentiment: Reports note investor concern about conversions of new Boeings into freighters and operational complexity — coverage says the conversion theme helped push BA lower as markets reassess unit economics and aftermarket strategy. “Next-Generation Widebody Freighter Solution”: Boeing Stock Slides
• Negative Sentiment: Near‑term performance worries persist: coverage highlighting a ~9% three‑month decline points to ongoing production delays, cancellations and supply issues that keep execution risk priced into the stock. Boeing Declines 9.2% in Three Months
• Negative Sentiment: Legal and governance headlines — a shareholder solicitation about alleged breaches and a worker class‑action claiming unpaid time — add litigation and reputational risk that can pressure the multiple. Did The Boeing Company Insiders Breach their Fiduciary Duties?

Boeing Company 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.

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