The Boeing Company $BA Stock Purchased by Sax Wealth Advisors LLC

Key Points

• Sax Wealth Advisors increased its Boeing holdings by 349.1% in the third quarter, bringing its position to 10,429 shares valued at approximately $1.94 million. Institutional investors collectively own 64.82% of Boeing.
• Boeing delivered 57 aircraft in September, its highest monthly total of 2026, while third-quarter commercial deliveries reached 161 planes. The improvement supports production and backlog-conversion efforts, though the figures remain preliminary.
• Analysts maintain a generally positive outlook, with Boeing holding a consensus “Moderate Buy” rating and a $269.16 price target, but cash-flow concerns, heavy debt, regulatory issues, a 737 MAX software problem and elevated oil prices remain key risks.

Sax Wealth Advisors LLC boosted its holdings in shares of The Boeing Company (NYSE:BA - Free Report) by 349.1% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,429 shares of the aircraft producer's stock after buying an additional 8,107 shares during the period. Sax Wealth Advisors LLC's holdings in Boeing were worth $1,940,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Highland Investment Advisors LLC acquired a new position in shares of Boeing in the 2nd quarter valued at $26,000. Wealth Preservation Advisors LLC lifted its holdings in shares of Boeing by 66.7% during the 4th quarter. Wealth Preservation Advisors LLC now owns 125 shares of the aircraft producer's stock worth $27,000 after acquiring an additional 50 shares during the period. Strategic Wealth Advisors LLC bought a new position in shares of Boeing during the 2nd quarter worth about $27,000. Bell Investment Advisors Inc bought a new position in shares of Boeing during the 2nd quarter worth about $29,000. Finally, Bayban acquired a new stake in shares of Boeing during the 4th quarter valued at about $29,000. Institutional investors own 64.82% of the company's stock.

Key Stories Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing delivered 57 aircraft in September, its highest monthly total of 2026, up from 51 in August and 55 a year earlier. Third-quarter commercial deliveries reached 161 aircraft, including 124 737s, while defense deliveries totaled 133 units. The increase supports Boeing’s efforts to raise production and convert its substantial backlog into revenue and cash. Reuters delivery report
• Positive Sentiment: The U.S. Navy’s selection of Boeing for the F/A-XX carrier-based fighter, along with a reported $715 billion order book, strengthens the company’s long-term commercial and defense growth outlook. Analysts also argue that Boeing could benefit from future U.S. tactical-aircraft programs. Order book and fighter program analysis
• Positive Sentiment: Barclays initiated favorable coverage with an Overweight rating, while other bullish commentary suggests Boeing’s recent setbacks may already be reflected in the stock’s valuation. Barclays coverage
• Neutral Sentiment: September and third-quarter delivery figures are preliminary and will not be considered final until Boeing reports its quarterly financial results. Boeing delivery announcement
• Negative Sentiment: Bernstein lowered its price target to $278 from $298 and cited limited visibility into Boeing’s cash flow. Persistent negative cash generation, heavy debt and comparisons with financially stronger aerospace companies remain major investor concerns. Bernstein price-target report
• Negative Sentiment: High oil prices, defense-sector uncertainty, a 737 MAX software issue and pending regulatory approvals are offsetting the delivery improvement. The stock also trades below its 50-day and 200-day moving averages, reflecting continued technical caution. Boeing stock headwinds

Boeing Price Performance

Shares of BA stock opened at $186.61 on Wednesday. The stock's fifty day simple moving average is $207.81 and its 200 day simple moving average is $215.84. 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 $147.49 billion, a price-to-earnings ratio of 80.78 and a beta of 1.26. The company has a debt-to-equity ratio of 6.77, a current ratio of 1.14 and a quick ratio of 0.33.

Boeing (NYSE:BA - Get Free Report) last released its quarterly earnings data on Tuesday, July 28th. The aircraft producer reported ($0.76) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.34) by ($0.42). Boeing had a negative return on equity of 346.82% and a net margin of 2.41%. The company had revenue of $24.56 billion for the quarter, compared to analyst estimates of $24.26 billion. During the same quarter in the prior year, the company earned ($1.24) earnings per share. The business's revenue was up 8.0% compared to the same quarter last year. On average, analysts expect that The Boeing Company will post -0.94 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

BA has been the topic of a number of analyst reports. Argus raised shares of Boeing from a "hold" rating to a "buy" rating and set a $265.00 target price on the stock in a research note on Tuesday, August 11th. Royal Bank Of Canada reissued a "buy" rating on shares of Boeing in a research report on Wednesday, September 30th. William Blair reissued an "outperform" rating on shares of Boeing in a research report on Wednesday, September 30th. Robert W. Baird set a $300.00 price target on shares of Boeing and gave the stock an "outperform" rating in a research note on Wednesday, July 29th. Finally, Jefferies Financial Group decreased their price objective on Boeing from $295.00 to $265.00 and set a "buy" rating on the stock in a report on Monday, September 21st. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, four have assigned a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $269.16.

Boeing Profile

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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