The Boeing Company $BA Stake Lowered by Curated Wealth Partners LLC

Key Points

• Curated Wealth Partners cut its Boeing stake by 83.5% in the third quarter, selling 162,560 shares and retaining 32,207 shares valued at approximately $5.99 million.
• Boeing shares recently traded at $186.63, near the lower end of their $176.77–$254.35 one-year range. The company missed quarterly EPS expectations, reporting a loss of $0.76 per share versus the estimated loss of $0.34.
• Despite the stake reduction, analyst sentiment remains positive, with a consensus “Moderate Buy” rating and an average price target of $267.96, supported by improving aircraft deliveries, a large order backlog and defense-business prospects.

Curated Wealth Partners LLC cut its position in shares of The Boeing Company (NYSE:BA - Free Report) by 83.5% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 32,207 shares of the aircraft producer's stock after selling 162,560 shares during the period. Boeing accounts for about 0.5% of Curated Wealth Partners LLC's investment portfolio, making the stock its 26th largest position. Curated Wealth Partners LLC's holdings in Boeing were worth $5,992,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of BA. Jupiter Topco LLC acquired a new position in Boeing in the 2nd quarter valued at $911,878,000. Janus Henderson Group PLC increased its position in Boeing by 43.1% during the fourth quarter. Janus Henderson Group PLC now owns 3,907,876 shares of the aircraft producer's stock worth $840,204,000 after acquiring an additional 1,176,074 shares during the period. Bank of New York Mellon Corp acquired a new stake in Boeing in the 2nd quarter worth $747,763,000. Legal & General Group Plc bought a new stake in shares of Boeing in the second quarter valued at about $710,816,000. Finally, Deutsche Bank AG bought a new stake in shares of Boeing during the second quarter valued at approximately $539,456,000. Institutional investors and hedge funds own 64.82% of the company's stock.

Boeing Stock Performance

Shares of BA traded up $1.97 during midday trading on Thursday, reaching $186.63. The stock had a trading volume of 2,582,891 shares, compared to its average volume of 6,802,339. The Boeing Company has a one year low of $176.77 and a one year high of $254.35. The firm has a market cap of $147.51 billion, a PE ratio of 80.82 and a beta of 1.26. The firm has a 50 day simple moving average of $206.69 and a 200-day simple moving average of $215.77. The company has a current ratio of 1.14, a quick ratio of 0.33 and a debt-to-equity ratio of 6.77.

Boeing (NYSE:BA - Get Free Report) last released its quarterly earnings data on Tuesday, July 28th. The aircraft producer reported ($0.76) EPS for the quarter, missing the consensus estimate of ($0.34) by ($0.42). The company had revenue of $24.56 billion during the quarter, compared to analyst estimates of $24.26 billion. Boeing had a net margin of 2.41% and a negative return on equity of 346.82%. Boeing's revenue for the quarter was up 8.0% on a year-over-year basis. During the same quarter in the prior year, the firm earned ($1.24) earnings per share. As a group, sell-side analysts anticipate that The Boeing Company will post -0.95 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on BA shares. UBS Group reissued a "buy" rating on shares of Boeing in a report on Tuesday, September 29th. Argus raised shares of Boeing from a "hold" rating to a "buy" rating and set a $265.00 target price for the company in a research note on Tuesday, August 11th. BNP Paribas Exane upgraded Boeing from an "underperform" rating to an "outperform" rating and increased their price objective for the company from $230.00 to $300.00 in a research report on Monday, August 3rd. Barclays initiated coverage on Boeing in a research report on Friday, October 9th. They issued an "overweight" rating and a $300.00 price objective for the company. Finally, William Blair restated an "outperform" rating on shares of Boeing in a report on Wednesday, September 30th. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, four have issued a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus price target of $267.96.

Boeing News Roundup

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Improving deliveries: Boeing delivered 161 commercial aircraft in the third quarter, including 124 737s, while September’s 57-jet total was the company’s highest monthly figure of 2026. Rising deliveries could improve revenue and cash flow and signal progress in stabilizing production. What's Going On With Boeing Stock Wednesday?
• Positive Sentiment: Defense and backlog support: Reports highlight Boeing’s approximately $715 billion order book, improving commercial activity and the U.S. Navy’s selection of Boeing for the F/A-XX carrier-based fighter. A new military deal with Israel also adds to confidence in the defense business. A $715B Order Book and Fighter Jet Wins: Time to Buy Boeing
• Positive Sentiment: Analyst support: RBC retained an “outperform” rating and reduced its price target to $235 from $265, still implying roughly 25% upside. Barclays also began coverage with an “overweight” rating, reinforcing the view that Boeing’s recovery potential is not fully reflected in the shares.
• Positive Sentiment: Boardroom expertise: Boeing’s board now includes more directors with deep aviation experience, which could improve strategic oversight and help position the company for next-generation aircraft programs. Boeing's Secret Weapon Isn't on the Factory Floor

About Boeing

The Boeing Company NYSE: BA is a global aerospace company that designs, manufactures and supports commercial airplanes, military aircraft, spacecraft and related systems. Its commercial portfolio includes the 737, 787 Dreamliner and 777 families, as well as the 777X program. Boeing sells aircraft to airlines, cargo operators and leasing companies around the world.

Through its defense and space operations, Boeing provides products and services for the U.S. government, allied governments and other institutional customers.

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