Townsquare Capital LLC Trims Position in The Boeing Company $BA

Townsquare Capital LLC lowered its position in shares of The Boeing Company (NYSE:BA) by 69.1% during the third quarter, Holdings Channel reports. The fund owned 2,460 shares of the aircraft producer’s stock after selling 5,501 shares during the quarter. Townsquare Capital LLC’s holdings in Boeing were worth $531,000 at the end of the most recent quarter.

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

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the stock. Weiss Ratings reiterated a “sell (d-)” rating on shares of Boeing in a report on Wednesday, January 21st. Sanford C. Bernstein reissued an “outperform” rating on shares of Boeing in a research report on Wednesday. Loop Capital set a $223.00 price target on Boeing in a research note on Monday, November 3rd. TD Cowen reaffirmed a “buy” rating on shares of Boeing in a research note on Wednesday. Finally, Morgan Stanley set a $245.00 target price on Boeing in a report on Wednesday. Two research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, three have given a Hold rating and four have issued a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $245.65.

Boeing News Roundup

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Air India ordered 30 additional 737 MAX jets (20 737?8 and 10 737?10), expanding Boeing’s single?aisle backlog and supporting future revenue and cash flow as demand in India remains strong. Air India Orders 30 Boeing 737 MAX Jets
• Positive Sentiment: Boeing won additional defense work (second MH?139A Grey Wolf award) alongside the Air India deal, diversifying near?term revenue and supporting higher?margin government backlog. Boeing Expands Global Footprint With Air India, US Air Force Contracts
• Positive Sentiment: Some analysts (Citigroup coverage) have raised bullish forecasts for BA, reflecting confidence in demand recovery, backlog monetization and improving margins — a catalyst for investor interest. Citigroup Forecasts Strong Price Appreciation for Boeing
• Neutral Sentiment: Market commentary notes Boeing is “flying steady into 2026” after a strong quarter, offering a constructive operational narrative but stopping short of removing execution caveats. Boeing Is Flying Steady Into 2026
• Neutral Sentiment: Analyst commentary (TipRanks) highlights the Air India order as strategic for future positioning even as the stock shows mixed near?term reactions. “Position Air India Firmly for the Future…” Boeing Stock Slips
• Negative Sentiment: Supply?chain frictions and production bottlenecks remain a headline risk, with recent coverage flagging mounting supplier issues that could slow deliveries and cash conversion. Boeing Stock Slides as Supply Chain Problems Mount
• Negative Sentiment: Analysts caution that the real bottleneck is 737 MAX delivery pace — backlog is large but monthly delivery rates determine revenue recognition and cash flow; slow ramp raises skepticism despite the backlog. Boeing’s 737 MAX Delivery Pace Tells the Truth
• Negative Sentiment: Market skepticism persists after prior missteps—commentators (e.g., Jim Cramer) note investor fatigue with execution issues; coupled with Boeing’s high leverage and stretched valuation metrics, this can limit multiple expansion. Jim Cramer on Boeing

Boeing Trading Down 0.1%

BA opened at $233.82 on Friday. The firm’s 50 day moving average is $219.62 and its 200-day moving average is $218.87. The Boeing Company has a 52-week low of $128.88 and a 52-week high of $254.35. The company has a quick ratio of 0.38, a current ratio of 1.19 and a debt-to-equity ratio of 8.37. The firm has a market capitalization of $177.72 billion, a P/E ratio of 116.33, a P/E/G ratio of 9.36 and a beta of 1.16.

Boeing (NYSE:BA) last announced its earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share for the quarter, beating the consensus estimate of ($0.40) by $10.32. The firm had revenue of $23.95 billion during the quarter, compared to analysts’ expectations of $22.41 billion. During the same quarter last year, the company posted ($5.90) earnings per share. Boeing’s revenue for the quarter was up 57.1% compared to the same quarter last year. Analysts expect that The Boeing Company will post -2.58 EPS for the current fiscal year.

Insider Activity

In other Boeing news, SVP Dana S. Deasy acquired 554 shares of the stock in a transaction on Monday, November 24th. The stock was purchased at an average price of $178.88 per share, for a total transaction of $99,099.52. Following the purchase, the senior vice president directly owned 28,442 shares in the company, valued at $5,087,704.96. This trade represents a 1.99% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Uma M. Amuluru sold 1,366 shares of Boeing stock in a transaction that occurred on Thursday, November 6th. The stock was sold at an average price of $197.66, for a total value of $270,003.56. Following the sale, the executive vice president owned 14,656 shares in the company, valued at $2,896,904.96. This represents a 8.53% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.09% of the stock is owned by company insiders.

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.