Xcel Wealth Management LLC Boosts Stake in The Boeing Company $BA

Xcel Wealth Management LLC raised its stake in The Boeing Company (NYSE:BA) by 12.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 49,230 shares of the aircraft producer’s stock after buying an additional 5,327 shares during the quarter. Boeing accounts for about 2.8% of Xcel Wealth Management LLC’s portfolio, making the stock its 10th largest position. Xcel Wealth Management LLC’s holdings in Boeing were worth $10,625,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Harbor Asset Planning Inc. bought a new position in Boeing during the 2nd quarter worth approximately $25,000. Davis Capital Management bought a new stake in shares of Boeing in the 3rd quarter valued at $33,000. Howard Hughes Medical Institute acquired a new stake in Boeing during the 2nd quarter worth $34,000. Decker Retirement Planning Inc. bought a new position in Boeing during the second quarter worth about $35,000. Finally, IMG Wealth Management Inc. grew its stake in Boeing by 159.4% in the second quarter. IMG Wealth Management Inc. now owns 179 shares of the aircraft producer’s stock valued at $38,000 after acquiring an additional 110 shares during the period. 64.82% of the stock is currently owned by institutional investors and hedge funds.

Boeing Stock Performance

BA opened at $247.71 on Monday. The business’s 50-day simple moving average is $208.57 and its 200 day simple moving average is $217.20. The Boeing Company has a 52-week low of $128.88 and a 52-week high of $248.75. The firm has a market capitalization of $188.28 billion, a PE ratio of -18.11, a PEG ratio of 7.05 and a beta of 1.16.

Boeing (NYSE:BA) last posted its quarterly earnings results on Wednesday, October 29th. The aircraft producer reported ($7.47) earnings per share for the quarter, missing the consensus estimate of ($0.51) by ($6.96). The business had revenue of $23.27 billion during the quarter, compared to analysts’ expectations of $21.61 billion. The firm’s revenue was up 30.4% on a year-over-year basis. During the same quarter last year, the business earned ($10.44) earnings per share. On average, research analysts forecast that The Boeing Company will post -2.58 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on the company. New Street Research set a $257.00 price objective on Boeing in a research report on Tuesday, December 9th. Deutsche Bank Aktiengesellschaft cut shares of Boeing from a “buy” rating to a “hold” rating and set a $240.00 price target for the company. in a report on Thursday, October 30th. Loop Capital set a $223.00 price objective on shares of Boeing in a research report on Monday, November 3rd. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Boeing in a research note on Tuesday, December 9th. Finally, Sanford C. Bernstein lifted their price target on Boeing from $277.00 to $298.00 and gave the company an “outperform” rating in a research note on Thursday. Three research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have issued a Hold rating and five have issued a Sell rating to the company. According to data from MarketBeat, Boeing presently has an average rating of “Moderate Buy” and an average price target of $237.46.

Insider Buying and Selling at Boeing

In other Boeing news, EVP Uma M. Amuluru sold 1,366 shares of the company’s stock in a transaction on Thursday, November 6th. The shares were sold at an average price of $197.66, for a total transaction of $270,003.56. Following the sale, the executive vice president directly owned 14,656 shares of the company’s stock, valued at approximately $2,896,904.96. This represents a 8.53% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, SVP Dana S. Deasy acquired 554 shares of the firm’s stock in a transaction dated Monday, November 24th. The stock was purchased at an average cost of $178.88 per share, with a total value of $99,099.52. Following the transaction, the senior vice president owned 28,442 shares in the company, valued at approximately $5,087,704.96. This trade represents a 1.99% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Corporate insiders own 0.09% of the company’s stock.

Boeing News Roundup

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Tentative labor deal reached with about 1,600 former Spirit AeroSystems white?collar workers, easing a key supplier/labor overhang and reducing the risk of production disruption. Boeing secures tentative labor deal with former Spirit AeroSystems workers
• Positive Sentiment: Bernstein named Boeing its top Aerospace & Defense pick for 2026 and highlighted a production ramp (737 and 787 volume increases) and large backlog; the firm raised its price target, supporting upside expectations. Boeing (BA) Stock: Named Top Aerospace Pick for 2026 by Major Analyst
• Positive Sentiment: High?profile endorsement from Jim Cramer calling Boeing a top pick for 2026 adds retail/institutional attention and sentiment lift; such endorsements can amplify momentum. Boeing (BA) Stock: Jim Cramer Names Aerospace Giant His Top Pick for 2026
• Neutral Sentiment: Tentative settlements announced in some 737 MAX?related lawsuits could remove litigation overhang but may still carry cash/PR costs; investors will watch final terms and accounting impacts. Boeing reaches tentative settlements in related 737 MAX crash lawsuits
• Negative Sentiment: New reporting says Boeing had prior knowledge of a part that failed before a deadly UPS cargo crash — a reputational and potential regulatory/legal risk that can pressure the stock while investigations and follow?on disclosures continue. Boeing knew part in deadly UPS plane crash had failed before, report says
• Negative Sentiment: Investor?rights firm Halper Sadeh opened an investigation into whether Boeing officers/directors breached fiduciary duties, adding governance/legal uncertainty that can weigh on sentiment until outcomes are clearer. Halper Sadeh LLC Encourages The Boeing Company Shareholders to Contact the Firm to Discuss Their Rights

About Boeing

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.