NorthRock Partners LLC Buys 6,636 Shares of The Boeing Company $BA

Key Points

• NorthRock Partners LLC increased its Boeing stake by 37.3%, buying 6,636 shares in Q3 to hold 24,450 shares valued at about $5.277 million.
• Company insiders have been net sellers — EVP Howard E. Mckenzie and SVP Ann M. Schmidt sold shares recently, and insiders disposed of 21,012 shares worth roughly $4.98 million over the past 90 days, with insiders now owning just 0.09% of Boeing.
• Boeing reported a surprise quarterly EPS of $9.92 and $23.95 billion in revenue (up 57.1% YoY) and carries a MarketBeat average rating of "Moderate Buy" with a $246.14 target, though recent quality issues (wiring flaws on ~25 737 MAX jets) and KC‑46 tanker concerns have weighed on investor sentiment.

NorthRock Partners LLC increased its position in shares of The Boeing Company (NYSE:BA - Free Report) by 37.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 24,450 shares of the aircraft producer's stock after purchasing an additional 6,636 shares during the quarter. NorthRock Partners LLC's holdings in Boeing were worth $5,277,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its position in shares of 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 last quarter. Newport Trust Company LLC boosted its stake in shares of Boeing by 2.5% in the 3rd quarter. Newport Trust Company LLC now owns 29,198,446 shares of the aircraft producer's stock valued at $6,301,901,000 after purchasing an additional 707,490 shares in the last quarter. Fisher Asset Management LLC grew its holdings in shares of 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 last quarter. Charles Schwab Investment Management Inc. grew its holdings in shares of Boeing by 1.1% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 4,242,397 shares of the aircraft producer's stock valued at $888,910,000 after purchasing an additional 44,338 shares during the last quarter. Finally, Legal & General Group Plc increased its position 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 worth $727,264,000 after purchasing an additional 223,995 shares in the last quarter. 64.82% of the stock is currently owned by institutional investors.

Insider Activity

In related news, 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 transaction of $2,456,193.03. Following the completion of the transaction, the executive vice president owned 14,692 shares of the company's stock, valued at $3,437,781.08. This trade represents a 41.67% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Ann M. Schmidt sold 6,281 shares of the business's stock in a transaction on Tuesday, February 17th. The shares were 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 in the company, valued at approximately $3,401,825.86. The trade was a 31.00% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 21,012 shares of company stock worth $4,980,687 in the last 90 days. 0.09% of the stock is owned by company insiders.

Boeing Price Performance

Shares of NYSE:BA opened at $209.97 on Friday. The company has a debt-to-equity ratio of 8.37, a quick ratio of 0.40 and a current ratio of 1.19. The Boeing Company has a 52 week low of $128.88 and a 52 week high of $254.35. The firm has a market cap of $164.90 billion, a PE ratio of 104.46 and a beta of 1.14. The firm's fifty day moving average is $235.19 and its 200-day moving average is $219.39.

Boeing (NYSE:BA - Get Free Report) last announced its earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.40) by $10.32. The company had revenue of $23.95 billion for the quarter, compared to the consensus estimate of $22.41 billion. The firm's revenue for the quarter was up 57.1% on a year-over-year basis. During the same period in the prior year, the business earned ($5.90) earnings per share. Sell-side analysts predict that The Boeing Company will post -2.58 earnings per share for the current year.

Boeing News Roundup

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Large U.S. Air Force E-7A/Wedgetail contract modification (~$2.34–$2.43B) expands Boeing’s defense backlog through 2032, providing near-term revenue visibility and supporting cash flow forecasts. Boeing wins $2.34B U.S. Air Force contract modification for E-7A aircraft
• Positive Sentiment: Reports note surging demand in military and other segments that could support higher production cadence and longer-term revenue upside (article highlights talk of “quadruple production” in some areas). This narrative boosts investor confidence in Boeing’s recovery trajectory. “Quadruple Production”: Boeing Stock NYSE: BA Jumps as Demand Surges
• Neutral Sentiment: Boeing’s commercial deliveries remain strong (February deliveries outpaced Airbus, hitting a multi‑year high), showing operational momentum even as quality checks continue. This helps offset near-term concerns. Boeing Deliveries Outpace Rival. Shares Dip On 737 MAX Wiring Issue.
• Neutral Sentiment: Broader contract awards reporting ( ~$2.49B update) highlights ongoing government work across Boeing and peers — supportive for backlog but not a game changer by itself. Boeing Contracts Get $2.49 Bil. Update; KC-135s Collide Over Iraq
• Negative Sentiment: Boeing is repairing up to ~25 undelivered 737 MAX jets after discovering wiring flaws caused by machining damage; deliveries may be delayed while inspections/rework proceed, pressuring near-term delivery counts and cash flow. Boeing repairing 25 737 MAX jets with wiring flaws, Bloomberg News reports
• Negative Sentiment: U.S. Air Force leadership has told lawmakers Boeing must fix ongoing KC‑46 tanker issues before additional orders, which could limit near-term follow‑on tanker revenue and weigh on program reputation. USAF general says Boeing has to fix tanker problems before US orders more
• Negative Sentiment: Investor sentiment remains cautious: recent wiring disclosures triggered share weakness over the past week as quality concerns persist despite strong delivery guidance and upbeat analyst coverage. Investors Are Betting on Boeing’s Turnaround Even as Quality Questions Linger

Wall Street Analyst Weigh In

A number of brokerages have weighed in on BA. UBS Group raised their target price 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. Weiss Ratings upgraded Boeing from a "sell (d-)" rating to a "hold (c-)" rating in a research note on Wednesday, February 4th. Royal Bank Of Canada raised their price objective on Boeing from $265.00 to $275.00 and gave the company an "outperform" rating in a 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, Susquehanna reiterated a "positive" rating and issued a $280.00 target price on shares of Boeing in a research report on Thursday, January 15th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have assigned a Hold rating and three have assigned a Sell rating to the company's stock. According to data from MarketBeat, Boeing has an average rating of "Moderate Buy" and an average target price of $246.14.

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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