Concurrent Investment Advisors LLC Has $15.41 Million Stock Holdings in The Boeing Company $BA

Key Points

• Concurrent Investment Advisors boosted its Boeing stake by 104.1% in Q4 to 70,966 shares, valued at about $15.41 million.
• Boeing’s Q1 beat — revenue rose ~14% to $22.22B and EPS loss was narrower than expected — prompting several analysts to lift targets and leaving a MarketBeat consensus of a Moderate Buy with an average price target of $259.35.
• Insider activity was mixed: Director Mortimer J. Buckley bought 2,230 shares at $224.20 while an EVP sold 10,497 shares, and insiders were net sellers of 21,012 shares (~$4.98M) last quarter, owning just 0.10% of the stock.

Concurrent Investment Advisors LLC grew its holdings in The Boeing Company (NYSE:BA - Free Report) by 104.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 70,966 shares of the aircraft producer's stock after buying an additional 36,193 shares during the period. Concurrent Investment Advisors LLC's holdings in Boeing were worth $15,408,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in BA. Revolve Wealth Partners LLC acquired a new stake in shares of Boeing in the fourth quarter valued at approximately $201,000. Sivia Capital Partners LLC lifted its holdings in Boeing by 16.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,529 shares of the aircraft producer's stock worth $320,000 after purchasing an additional 217 shares during the last quarter. AXA S.A. lifted its holdings in Boeing by 1,225.7% during the 2nd quarter. AXA S.A. now owns 34,655 shares of the aircraft producer's stock worth $7,261,000 after purchasing an additional 32,041 shares during the last quarter. Ieq Capital LLC lifted its holdings in Boeing by 243.8% during the 2nd quarter. Ieq Capital LLC now owns 33,485 shares of the aircraft producer's stock worth $7,016,000 after purchasing an additional 23,746 shares during the last quarter. Finally, Alliancebernstein L.P. lifted its holdings in Boeing by 4.2% during the 2nd quarter. Alliancebernstein L.P. now owns 1,334,451 shares of the aircraft producer's stock worth $279,608,000 after purchasing an additional 53,736 shares during the last quarter. 64.82% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on the company. JPMorgan Chase & Co. lifted their price target on Boeing from $245.00 to $270.00 and gave the stock an "overweight" rating in a report on Wednesday, January 28th. Morgan Stanley lifted their price target on Boeing from $245.00 to $250.00 and gave the stock an "equal weight" rating in a report on Thursday. Wolfe Research reissued an "outperform" rating and set a $275.00 price target on shares of Boeing in a report on Thursday. Weiss Ratings raised Boeing from a "sell (d-)" rating to a "hold (c-)" rating in a report on Wednesday, February 4th. Finally, Royal Bank Of Canada lifted their price target on Boeing from $265.00 to $275.00 and gave the stock an "outperform" rating in a report on Wednesday, January 28th. Two analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average price target of $259.35.

Insiders Place Their Bets

In other Boeing news, Director Mortimer J. Buckley purchased 2,230 shares of the firm's stock in a transaction dated Tuesday, March 3rd. The shares were bought at an average price of $224.20 per share, for a total transaction of $499,966.00. Following the purchase, the director owned 4,430 shares in the company, valued at approximately $993,206. This trade represents a 101.36% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Howard E. Mckenzie sold 10,497 shares of Boeing stock in a transaction on Thursday, February 5th. The shares were 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 approximately $3,437,781.08. The trade was a 41.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 21,012 shares of company stock worth $4,980,687. 0.10% of the stock is currently owned by company insiders.

Boeing Trading Down 0.7%

Shares of BA opened at $232.59 on Friday. The Boeing Company has a 52-week low of $175.86 and a 52-week high of $254.35. The business's fifty day moving average is $218.00 and its 200-day moving average is $217.06. The company has a debt-to-equity ratio of 7.42, a quick ratio of 0.40 and a current ratio of 1.18. The firm has a market cap of $183.35 billion, a price-to-earnings ratio of 112.91 and a beta of 1.13.

Boeing (NYSE:BA - Get Free Report) last issued its quarterly earnings results on Wednesday, April 22nd. The aircraft producer reported ($0.20) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.68) by $0.48. The business had revenue of $22.22 billion during the quarter, compared to the consensus estimate of $22.15 billion. During the same quarter in the previous year, the business posted ($0.49) EPS. The company's revenue for the quarter was up 14.0% on a year-over-year basis. Equities analysts anticipate that The Boeing Company will post -0.29 EPS for the current fiscal year.

Key Stories Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Q1 results beat expectations — revenue rose ~14% to $22.22B, non‑GAAP loss per share was narrower than feared, and backlog hit a record, reinforcing the commercial recovery. Article Title
• Positive Sentiment: Operating cash flow is improving (much smaller deficit year‑over‑year), signaling the company is cutting rework costs and moving toward more predictable cash performance. Article Title
• Positive Sentiment: Production capacity headroom — commentary that 737 MAX production can increase supports revenue/earnings upside as delivery cadence improves. Article Title
• Positive Sentiment: Analyst and market support — Morgan Stanley nudged its price target higher and TD Cowen reiterated a Buy, giving investors additional confidence. Article Title Article Title
• Positive Sentiment: Management optimism on international demand — CEO comments expressing confidence about potential China orders tied to high‑level meetings may fuel order expectations. Article Title
• Neutral Sentiment: Options flow and retail interest — large call option purchases and bullish retail write‑ups surfaced after earnings; these increase short‑term volatility and speculative upside but don’t guarantee sustained price gains. Article Title Article Title
• Negative Sentiment: Defense demand risk — reports that NATO or a major military customer may be "considering other options" create near‑term uncertainty for Boeing’s defense pipeline and can weigh on stock sentiment. Article Title
• Negative Sentiment: Short interest jumped ~15.9% in April to ~15.4M shares (about 2.0% of float) with a short‑interest ratio near 2.9 days — rising shorts can amplify downside pressure and volatility if negative headlines continue.

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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