Compass Capital Management Inc. Has $10.73 Million Holdings in The Boeing Company $BA

Compass Capital Management Inc. grew its stake in The Boeing Company (NYSE:BA) by 5.1% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 53,900 shares of the aircraft producer’s stock after purchasing an additional 2,610 shares during the period. Compass Capital Management Inc.’s holdings in Boeing were worth $10,728,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Revolve Wealth Partners LLC acquired a new position in Boeing in the 4th quarter valued at approximately $201,000. Sivia Capital Partners LLC increased its position in shares of Boeing by 16.5% during the second quarter. Sivia Capital Partners LLC now owns 1,529 shares of the aircraft producer’s stock valued at $320,000 after purchasing an additional 217 shares during the period. AXA S.A. increased its position in shares of Boeing by 1,225.7% during the second quarter. AXA S.A. now owns 34,655 shares of the aircraft producer’s stock valued at $7,261,000 after purchasing an additional 32,041 shares during the period. Ieq Capital LLC increased its position in shares of Boeing by 243.8% during the second quarter. Ieq Capital LLC now owns 33,485 shares of the aircraft producer’s stock valued at $7,016,000 after purchasing an additional 23,746 shares during the period. Finally, Alliancebernstein L.P. raised its stake in shares of Boeing by 4.2% in the second quarter. Alliancebernstein L.P. now owns 1,334,451 shares of the aircraft producer’s stock valued at $279,608,000 after purchasing an additional 53,736 shares in the last quarter. Institutional investors own 64.82% of the company’s stock.

Insider Buying and Selling at Boeing

In other Boeing news, Director Bradley D. Tilden bought 1,370 shares of the stock in a transaction dated Wednesday, May 20th. The stock was bought at an average cost of $218.50 per share, for a total transaction of $299,345.00. Following the completion of the purchase, the director owned 1,370 shares in the company, valued at $299,345. This represents a ? increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Company insiders own 0.10% of the company’s stock.

Key Headlines Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing’s commercial-airplane recovery remains the key catalyst. Reports indicate accelerating deliveries, with the company targeting as many as 600 commercial aircraft in 2026 and forecasting $1 billion to $3 billion in cash flow. Stronger deliveries could improve liquidity and help convert backlog into earnings and free cash flow. Boeing’s Delivery Pace Is Finally Accelerating Boeing’s recovery momentum surges with $24.6B revenue in Q2
• Positive Sentiment: Boeing has offered a new contract to roughly 17,000 commercial-airplane engineers and technical workers, and union negotiators have endorsed the proposal. A successful agreement could reduce the risk of another labor disruption affecting production and deliveries. Boeing sends contract offer to engineers union
• Positive Sentiment: JPMorgan raised its Boeing price target to $290, signaling greater confidence in the recovery outlook, although target changes are analyst opinions rather than guarantees. JPMorgan boosts Boeing price target
• Neutral Sentiment: Coverage portrays Boeing as rebuilding customer and investor trust after years of safety and execution problems. The longer-term opportunity is significant, but the company still must demonstrate sustained profitability and operational consistency. The return of Boeing, and the long road to restore their reputation
• Neutral Sentiment: RBC lowered its Boeing price target to $265, contrasting with JPMorgan’s increase and highlighting disagreement among analysts about the pace and reliability of the turnaround. RBC lowers Boeing price target
• Negative Sentiment: A Government Accountability Office report found that Boeing’s $21 billion B-52 modernization program is already experiencing cost increases and schedule delays. Further overruns could pressure margins and raise concerns about execution in Boeing’s defense business. Boeing’s $21 billion B-52 upgrade faces cost overruns
• Negative Sentiment: WestJet has begun parking Boeing 737 aircraft while negotiations with flight attendants remain unresolved. A strike or other labor disruption could temporarily reduce aircraft utilization and delay deliveries or related revenue, adding to Boeing’s broader labor and production risks. WestJet starts parking Boeing 737 jets

Boeing Stock Down 1.9%

NYSE BA opened at $216.64 on Friday. The stock’s 50 day simple moving average is $219.14 and its 200 day simple moving average is $223.92. 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 $171.23 billion, a PE ratio of 93.78 and a beta of 1.21. The company has a debt-to-equity ratio of 6.77, a current ratio of 1.14 and a quick ratio of 0.35.

Boeing (NYSE:BA) last issued 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). The business had revenue of $24.56 billion during the quarter, compared to the consensus estimate of $24.26 billion. Boeing had a net margin of 2.41% and a negative return on equity of 346.82%. The company’s revenue for the quarter was up 8.0% compared to the same quarter last year. During the same quarter in the previous year, the firm posted ($1.24) EPS. As a group, sell-side analysts forecast that The Boeing Company will post -0.37 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on BA. Weiss Ratings reissued a “sell (d+)” rating on shares of Boeing in a report on Tuesday, July 21st. Btg Pactual set a $260.00 price objective on shares of Boeing in a report on Tuesday, July 14th. Royal Bank Of Canada decreased their target price on shares of Boeing from $275.00 to $265.00 and set an “outperform” rating on the stock in a research report on Wednesday. William Blair reissued an “outperform” rating on shares of Boeing in a research note on Tuesday. Finally, Wolfe Research reissued an “outperform” rating and issued a $275.00 price target on shares of Boeing in a research report on Thursday, April 23rd. One investment analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, Boeing currently has a consensus rating of “Moderate Buy” and a consensus price target of $264.11.

Boeing 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.