Fisher Asset Management LLC Buys 177,597 Shares of The Boeing Company $BA

Key Points

• Fisher Asset Management boosted its Boeing stake by 3.3% in Q3, buying 177,597 shares to hold 5,505,040 shares valued at about $1.188 billion (≈0.72% of the company).
• Analysts are broadly positive with a consensus "Moderate Buy" and a $246.14 average price target, while UBS and Jefferies recently raised targets to $285 and $295, respectively.
• Key catalysts and risks: Delta's potential order for up to 60 787‑10s supports production and backlog growth, but Boeing faces regulatory and safety pressures (an FAA directive on some 737 MAX models and Pentagon supply‑chain inquiries), and insiders sold ~21,012 shares (~$5M) over the past three months.

Fisher Asset Management LLC lifted its position in The Boeing Company (NYSE:BA - Free Report) by 3.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,505,040 shares of the aircraft producer's stock after acquiring an additional 177,597 shares during the quarter. Fisher Asset Management LLC owned approximately 0.72% of Boeing worth $1,188,153,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in BA. Blue Barn Wealth LLC lifted its position in shares of Boeing by 1.8% during the 2nd quarter. Blue Barn Wealth LLC now owns 2,594 shares of the aircraft producer's stock worth $544,000 after buying an additional 46 shares in the last quarter. N.E.W. Advisory Services LLC increased its position in shares of Boeing by 3.1% during the third 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 during the last quarter. Motco lifted its holdings in Boeing by 5.4% during the third quarter. Motco now owns 921 shares of the aircraft producer's stock worth $199,000 after acquiring an additional 47 shares during the period. Encompass Wealth Advisors LLC boosted its position in Boeing by 0.9% in the third quarter. Encompass Wealth Advisors LLC now owns 5,045 shares of the aircraft producer's stock worth $1,089,000 after purchasing an additional 47 shares during the last quarter. Finally, Jacobsen Capital Management grew its stake in Boeing by 4.6% in the 3rd quarter. Jacobsen Capital Management now owns 1,070 shares of the aircraft producer's stock valued at $231,000 after purchasing an additional 47 shares during the period. Hedge funds and other institutional investors own 64.82% of the company's stock.

Analysts Set New Price Targets

Several brokerages have recently issued reports on BA. UBS Group raised their target price on Boeing from $275.00 to $285.00 and gave the company a "buy" rating in a research report on Wednesday, January 28th. Jefferies Financial Group increased their price target on shares of Boeing from $290.00 to $295.00 and gave the company a "buy" rating in a research report on Sunday, February 1st. Zacks Research raised shares of Boeing from a "strong sell" rating to a "hold" rating in a research report on Tuesday, December 2nd. BNP Paribas Exane set a $150.00 target price on shares of Boeing in a research note on Tuesday, November 18th. Finally, Citigroup reissued a "buy" rating on shares of Boeing in a research report on Thursday, February 5th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned 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 stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $246.14.

Insider Activity

In other news, SVP Ann M. Schmidt sold 6,281 shares of the company's stock in a transaction dated 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 sale, the senior vice president directly owned 13,978 shares in the company, valued at $3,401,825.86. This represents a 31.00% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, EVP Howard E. Mckenzie sold 10,497 shares of the stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $233.99, for a total transaction of $2,456,193.03. Following the completion of the sale, the executive vice president directly owned 14,692 shares in the company, valued at approximately $3,437,781.08. The trade was a 41.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 21,012 shares of company stock worth $4,980,687. 0.09% of the stock is owned by corporate insiders.

Key Headlines Impacting Boeing

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

Boeing Price Performance

BA opened at $227.66 on Monday. The firm has a 50-day moving average price of $234.75 and a 200-day moving average price of $219.86. The Boeing Company has a twelve month low of $128.88 and a twelve month high of $254.35. The company has a quick ratio of 0.40, a current ratio of 1.19 and a debt-to-equity ratio of 8.37. The company has a market capitalization of $178.79 billion, a price-to-earnings ratio of 113.26 and a beta of 1.15.

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 the consensus estimate of ($0.40) by $10.32. The business had revenue of $23.95 billion during the quarter, compared to the consensus estimate of $22.41 billion. During the same period last year, the business posted ($5.90) earnings per share. The firm's quarterly revenue was up 57.1% on a year-over-year basis. Equities analysts expect that The Boeing Company will post -2.58 EPS for the current year.

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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