Adams Asset Advisors LLC Has $21.23 Million Stock Holdings in Apple Inc. $AAPL

Key Points

• Adams Asset Advisors trimmed its Apple stake by 8.7% to 78,074 shares worth $21.225 million, with Apple representing about 2.8% of the firm's holdings and its 5th largest position.
• Insider selling: CEO Tim Cook sold 64,949 shares (~$16.5M) and SVP Deirdre O'Brien sold 30,002 shares (~$7.66M) on April 2 under pre‑arranged Rule 10b5‑1 plans, while corporate insiders still own only 0.06% of Apple.
• Fundamentals and sentiment remain positive — Apple beat Q‑results with $2.84 EPS and $143.76B revenue (up 15.7% YoY), and analysts maintain a consensus "Moderate Buy" with a target around $301 following several price‑target upgrades.

Adams Asset Advisors LLC cut its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 8.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 78,074 shares of the iPhone maker's stock after selling 7,394 shares during the quarter. Apple makes up approximately 2.8% of Adams Asset Advisors LLC's holdings, making the stock its 5th biggest position. Adams Asset Advisors LLC's holdings in Apple were worth $21,225,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Isthmus Partners LLC grew its stake in shares of Apple by 6.4% during the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker's stock valued at $25,000 after acquiring an additional 5,808 shares during the period. Sellwood Investment Partners LLC lifted its holdings in Apple by 110.9% in the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock worth $34,000 after purchasing an additional 71 shares in the last quarter. ROSS JOHNSON & Associates LLC lifted its holdings in Apple by 1,800.0% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock worth $42,000 after purchasing an additional 180 shares in the last quarter. LSV Asset Management purchased a new position in Apple in the 4th quarter worth approximately $65,000. Finally, 49 Wealth Management LLC lifted its holdings in Apple by 15.7% in the 3rd quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker's stock worth $76,000 after purchasing an additional 40,543 shares in the last quarter. 67.73% of the stock is currently owned by institutional investors.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Strong core demand and earnings setup — analysts and previews point to robust iPhone demand heading into Q2 after Apple’s recent upside quarter, supporting revenue and margin expectations. Apple Q2 Earnings Preview
• Positive Sentiment: Wall‑Street support — Wedbush and other analysts are reiterating bullish themes (AI positioning, strong margins, sticky services ecosystem), which underpins investor confidence in AAPL as a long‑term growth story. Wedbush: Latest 'Victory' for Apple Stock
• Positive Sentiment: Investor positioning and options flow look bullish — unusual options activity and renewed retail/institutional buying in the Magnificent Seven are supporting the stock’s rebound. Unusual Activity in Apple Options
• Positive Sentiment: Product demand signals — reports show iPhone 17 sales outpacing prior models and Mac lead times lengthening, suggesting continued hardware revenue strength. iPhone Sales Continue to Surge
• Neutral Sentiment: AI/cybersecurity partnerships could bring strategic upside but are longer‑term — Anthropic’s Mythos and industry collaborations (including Apple testing) highlight both risk mitigation and potential platform benefits. Anthropic's Mythos Raises Questions
• Neutral Sentiment: tvOS security ecosystem expands — third‑party vendor DoveRunner released enterprise runtime protection for Apple TV apps; small operational relevance for Apple but positive for platform security. DoveRunner Extends App Protection to Apple TV
• Negative Sentiment: Foldable iPhone uncertainty fuels volatility — reports of engineering setbacks and leaked dummies earlier triggered a pullback; mixed follow‑ups (some say still on schedule) leave timing and margin impact unclear. Apple Shares Plunge on Foldable Reports
• Negative Sentiment: Insider selling alert — filings show senior executives sold stock (~$24.2M disclosed), which can concern some investors despite being modest vs. Apple’s market cap. Monster Insider Trading Alert

Insider Buying and Selling at Apple

In related news, CEO Timothy D. Cook sold 64,949 shares of the stock in a transaction on 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 sale, the chief executive officer owned 3,280,418 shares in the company, valued at approximately $833,980,668.14. This represents a 1.94% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Deirdre O'brien sold 30,002 shares of the stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $255.35, for a total value of $7,661,010.70. Following the sale, the senior vice president owned 136,810 shares in the company, valued at $34,934,433.50. The trade was a 17.99% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.06% of the company's stock.

Wall Street Analyst Weigh In

A number of research analysts recently commented on AAPL shares. Stephens set a $315.00 price target on Apple in a report on Monday, January 26th. JPMorgan Chase & Co. boosted their price target on Apple from $315.00 to $325.00 and gave the stock an "overweight" rating in a report on Friday, January 30th. Monness Crespi & Hardt boosted their price target on Apple from $300.00 to $315.00 and gave the stock a "buy" rating in a report on Friday, January 30th. Barclays boosted their price target on Apple from $239.00 to $248.00 and gave the stock an "underweight" rating in a report on Tuesday, March 3rd. Finally, DA Davidson reissued a "neutral" rating and issued a $270.00 price target on shares of Apple in a report on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $301.23.

Apple Stock Up 0.6%

Shares of AAPL opened at $260.49 on Friday. The stock has a market capitalization of $3.82 trillion, a price-to-earnings ratio of 32.93, a price-to-earnings-growth ratio of 2.45 and a beta of 1.11. Apple Inc. has a 1 year low of $183.00 and a 1 year high of $288.62. The business's 50 day simple moving average is $260.74 and its 200-day simple moving average is $263.70. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94.

Apple (NASDAQ:AAPL - Get Free Report) last issued its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.67 by $0.17. The business had revenue of $143.76 billion for the quarter, compared to analysts' expectations of $138.25 billion. Apple had a return on equity of 159.94% and a net margin of 27.04%.The company's revenue for the quarter was up 15.7% on a year-over-year basis. During the same period in the prior year, the firm earned $2.40 EPS. As a group, equities analysts expect that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, February 12th. Investors of record on Monday, February 9th were issued a dividend of $0.26 per share. This represents a $1.04 annualized dividend and a yield of 0.4%. The ex-dividend date was Monday, February 9th. Apple's dividend payout ratio is presently 13.15%.

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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