70,217 Shares in Apple Inc. $AAPL Acquired by Third View Private Wealth LLC

Key Points

• Third View Private Wealth LLC acquired 70,217 shares of Apple in the fourth quarter—about $19.09 million—making Apple 2.6% of its portfolio and its ninth-largest holding.
• Apple beat quarterly expectations with $2.01 EPS (vs. $1.95) and $111.18 billion in revenue, while authorizing a fresh $100 billion buyback and raising its quarterly dividend to $0.27 (ex-dividend May 11), signaling strong shareholder-return initiatives amid upbeat analyst sentiment.

Third View Private Wealth LLC acquired a new stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 70,217 shares of the iPhone maker's stock, valued at approximately $19,089,000. Apple accounts for 2.6% of Third View Private Wealth LLC's portfolio, making the stock its 9th biggest holding.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Isthmus Partners LLC increased its stake in Apple by 6.4% in the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker's stock worth $25,000 after buying an additional 5,808 shares during the period. Sellwood Investment Partners LLC boosted its position in Apple by 110.9% in the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock valued at $34,000 after buying an additional 71 shares during the period. ROSS JOHNSON & Associates LLC boosted its position in Apple by 1,800.0% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock valued at $42,000 after buying an additional 180 shares during the period. LSV Asset Management bought a new position in Apple in the 4th quarter worth about $65,000. Finally, 49 Wealth Management LLC increased its position in shares of Apple by 15.7% during the third quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker's stock worth $76,000 after acquiring an additional 40,543 shares during the period. Hedge funds and other institutional investors own 67.73% of the company's stock.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Better-than-expected results and a strong near-term revenue forecast boosted investor confidence; management cited benefit from new March products. Apple Delivers Strong Forecast
• Positive Sentiment: Apple authorized a fresh $100 billion buyback and has massive free cash flow, supporting shareholder returns and reducing downside risk. Apple Just Gave Investors a $100 Billion Reason to Rethink the AI Spending Race
• Positive Sentiment: Analysts and strategists are upping targets and highlighting App Store/services growth, providing near-term bullish research momentum. Price Target Hike / App Store Growth
• Positive Sentiment: Product roadmap/AI push — iOS 27 and related AI features are being highlighted as potential catalysts for higher engagement and monetization. More AI Is Coming to iOS 27
• Positive Sentiment: New wallet/payments features (turning QR codes into Wallet passes) could broaden payment use-cases and stickiness for Apple’s ecosystem. Apple Aims to Turn Every QR Code Into a Wallet Pass
• Neutral Sentiment: Services remain a growth anchor even as App Store download dynamics shift — analysts expect steady services growth that helps the margin profile. Services Strength Offsets Slower App Downloads
• Neutral Sentiment: Brand and PR items (e.g., new Pride band) support image but have limited direct financial impact. Apple's New Rainbow Pride Band
• Negative Sentiment: Chip and memory supply issues are constraining iPhone availability, capping near-term upside and creating margin pressure as component costs rise. Apple Can't Meet Demand For iPhones Due To Chip Shortages
• Negative Sentiment: App Store policy enforcement is drawing complaints from startups — regulatory and developer friction could attract scrutiny or hurt ecosystem sentiment. Apple's Stance on Vibe Coding Apps Leaves Startups Frustrated
• Negative Sentiment: Analyst caution (Hold calls) citing rising memory costs and notable insider selling add near-term selling pressure and justify valuation skepticism. Hold Rating: Margin Risks from Rising Memory Costs

Apple Stock Performance

Shares of NASDAQ:AAPL opened at $276.73 on Tuesday. The firm has a 50 day moving average of $260.73 and a 200 day moving average of $265.27. The company has a quick ratio of 1.02, a current ratio of 1.07 and a debt-to-equity ratio of 0.70. The company has a market capitalization of $4.06 trillion, a price-to-earnings ratio of 33.46, a price-to-earnings-growth ratio of 2.51 and a beta of 1.06. Apple Inc. has a 52 week low of $193.25 and a 52 week high of $288.62.

Apple (NASDAQ:AAPL - Get Free Report) last announced its earnings results on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.95 by $0.06. Apple had a return on equity of 146.69% and a net margin of 27.15%.The business had revenue of $111.18 billion for the quarter, compared to analysts' expectations of $109.46 billion. During the same quarter last year, the firm earned $1.65 EPS. The business's revenue for the quarter was up 16.6% on a year-over-year basis. On average, sell-side analysts predict that Apple Inc. will post 8.64 earnings per share for the current fiscal year.

Apple Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, May 14th. Investors of record on Monday, May 11th will be given a dividend of $0.27 per share. The ex-dividend date of this dividend is Monday, May 11th. This is an increase from Apple's previous quarterly dividend of $0.26. This represents a $1.08 dividend on an annualized basis and a yield of 0.4%. Apple's dividend payout ratio is 12.58%.

Insider Buying and Selling at Apple

In other Apple news, CFO Kevan Parekh sold 1,534 shares of Apple stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $275.00, for a total value of $421,850.00. Following the transaction, the chief financial officer owned 13,366 shares in the company, valued at $3,675,650. The trade was a 10.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Timothy D. Cook sold 64,949 shares of the business's stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $254.23, for a total transaction of $16,511,984.27. Following the completion of the transaction, the chief executive officer owned 3,280,418 shares of the company's stock, valued at $833,980,668.14. This represents a 1.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 96,485 shares of company stock worth $24,594,845 over the last quarter. Insiders own 0.06% of the company's stock.

Analysts Set New Price Targets

AAPL has been the subject of several research analyst reports. Phillip Securities raised shares of Apple from a "moderate sell" rating to a "hold" rating in a research note on Sunday, February 1st. KGI Securities upgraded Apple to an "outperform" rating and set a $306.00 price objective on the stock in a report on Friday, January 30th. Jefferies Financial Group set a $330.00 target price on Apple in a research report on Wednesday, March 4th. Citigroup reiterated a "buy" rating on shares of Apple in a report on Tuesday, April 21st. Finally, TD Cowen reissued a "buy" rating and set a $335.00 price target (up from $325.00) on shares of Apple in a research report on Friday. One analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Apple has a consensus rating of "Moderate Buy" and an average target price of $304.31.

Apple Profile

Apple Inc NASDAQ: AAPL is a multinational technology company headquartered in Cupertino, California, founded in 1976 by Steve Jobs, Steve Wozniak and Ronald Wayne. The company designs, develops and sells consumer electronics, software and services. Over its history Apple has evolved from personal computers to a broad portfolio that spans mobile devices, wearables, home entertainment and digital services.

Apple's principal hardware products include the iPhone smartphone, iPad tablet, Mac personal computers, Apple Watch wearable devices and a range of accessories such as AirPods and HomePod.

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