Apple Inc. $AAPL Holdings Raised by Cura Wealth Advisors LLC

Key Points

• Cura Wealth Advisors LLC raised its Apple stake by 18.4% in Q4 to 18,664 shares valued at $5.074M, making AAPL its 7th‑largest holding; institutional investors own about 67.73% of the company.
• Apple beat April quarter estimates with EPS $2.01 vs. $1.95 and revenue of $111.18B (up 16.6% YoY); the iPhone 17 was reported the world’s best‑selling smartphone in Q1 and analysts hold a consensus "Moderate Buy" with an average target of $304.31.
• Key catalysts include a quarterly dividend increase to $0.27 (record May 11), plans to let users choose third‑party AI models in iOS 27 and talks to diversify chip suppliers (Intel/Samsung), but Apple faces legal headwinds such as a $250M settlement over delayed Siri/AI features and ongoing antitrust litigation.

Cura Wealth Advisors LLC lifted its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 18.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 18,664 shares of the iPhone maker's stock after acquiring an additional 2,907 shares during the quarter. Apple accounts for about 1.9% of Cura Wealth Advisors LLC's holdings, making the stock its 7th biggest position. Cura Wealth Advisors LLC's holdings in Apple were worth $5,074,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of AAPL. First National Bank of Hutchinson boosted its stake in shares of Apple by 24.6% during the 4th quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker's stock worth $8,845,000 after acquiring an additional 6,982 shares in the last quarter. Eagle Capital Management LLC boosted its stake in shares of Apple by 0.5% during the 4th quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker's stock worth $13,544,000 after acquiring an additional 272 shares in the last quarter. Brighton Jones LLC boosted its stake in shares of Apple by 14.8% during the 4th quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker's stock worth $134,554,000 after acquiring an additional 69,207 shares in the last quarter. Revolve Wealth Partners LLC boosted its stake in shares of Apple by 4.2% during the 4th quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker's stock worth $16,742,000 after acquiring an additional 2,695 shares in the last quarter. Finally, Highview Capital Management LLC DE boosted its stake in shares of Apple by 2.4% during the 4th quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker's stock worth $12,587,000 after acquiring an additional 1,155 shares in the last quarter. Hedge funds and other institutional investors own 67.73% of the company's stock.

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Bloomberg/Reuters reports Apple will let users pick third‑party AI models across iOS 27 features — a move that turns iPhones into a more open AI platform, increasing services opportunities and ecosystem stickiness. Apple to let users choose rival AI models across iOS 27 features
• Positive Sentiment: Apple confirmed an increased dividend with an upcoming record/ex‑dividend timeline (shareholders of record May 11; payment mid‑May), supporting income-oriented demand. Dear Apple Stock Fans, Mark Your Calendars for May 11
• Positive Sentiment: Reports that Apple is exploring U.S. chip manufacturing partnerships with Intel and Samsung reduce single‑supplier (TSMC) risk — a structural supply‑chain play that investors see as de‑risking long‑term device production. The news also lifted chip peers, signaling investor appetite for the strategy. Apple explores using Intel, Samsung to build main device chips in the US
• Positive Sentiment: Strong product performance: iPhone 17 is reported as the world’s best‑selling smartphone in Q1 and Apple posted a record March quarter (revenue/EPS beats), reinforcing top‑line momentum. iPhone 17 Rules, Becomes World's Best‑Selling Smartphone
• Neutral Sentiment: Apple’s R&D spending has crossed 10% of sales as it accelerates AI investment — good for long‑term product leadership but raises near‑term operating leverage and investor focus on ROI. Apple crosses 10% of sales on AI R&D
• Neutral Sentiment: Product lineup changes and temporary pulled Mac Studio/Mac mini high‑memory configs point to supply bottlenecks for Macs — supports demand proof but may keep near‑term sales lumpy. Apple pulls high‑memory Mac mini/Mac Studio configs from store on supply crunch
• Negative Sentiment: Apple agreed to a $250M settlement in lawsuits over delayed/mis‑advertised Siri/AI features — the cost is manageable but highlights execution and marketing risks around AI rollouts and could create modest near‑term cash outflows and reputational headlines. Apple settles lawsuit over late Siri AI features for $250 million
• Negative Sentiment: Legal pressure persists: Apple failed to pause a contempt ruling related to the Epic Games App Store case, keeping antitrust/legal overhangs on the stock. Apple dealt blow by Supreme Court in long‑running antitrust feud

Apple Price Performance

AAPL stock opened at $287.52 on Thursday. Apple Inc. has a 1 year low of $193.25 and a 1 year high of $288.62. The company has a debt-to-equity ratio of 0.70, a quick ratio of 1.02 and a current ratio of 1.07. The stock's 50 day moving average price is $261.55 and its 200 day moving average price is $265.79. The firm has a market cap of $4.22 trillion, a P/E ratio of 34.77, a PEG ratio of 2.48 and a beta of 1.06.

Apple (NASDAQ:AAPL - Get Free Report) last posted its earnings results on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.95 by $0.06. Apple had a return on equity of 146.69% and a net margin of 27.15%.The firm had revenue of $111.18 billion for the quarter, compared to analyst estimates of $109.46 billion. During the same quarter in the prior year, the company earned $1.65 EPS. Apple's revenue was up 16.6% on a year-over-year basis. On average, sell-side analysts expect that Apple Inc. will post 8.73 earnings per share for the current fiscal year.

Apple Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, May 14th. Shareholders of record on Monday, May 11th will be issued a $0.27 dividend. This is a boost from Apple's previous quarterly dividend of $0.26. The ex-dividend date is Monday, May 11th. This represents a $1.08 annualized dividend and a yield of 0.4%. Apple's payout ratio is presently 13.06%.

Analysts Set New Price Targets

Several equities research analysts have recently commented on AAPL shares. Barclays reissued an "underweight" rating and set a $253.00 price target (up from $248.00) on shares of Apple in a research note on Friday, May 1st. Sanford C. Bernstein reaffirmed an "outperform" rating on shares of Apple in a research note on Wednesday, March 4th. Moffett Nathanson upped their target price on Apple from $241.00 to $270.00 and gave the company a "neutral" rating in a research note on Wednesday, February 25th. Oppenheimer reaffirmed a "market perform" rating on shares of Apple in a research note on Friday, January 30th. Finally, Phillip Securities raised Apple from a "moderate sell" rating to a "hold" rating in a research note on Sunday, February 1st. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Apple has a consensus rating of "Moderate Buy" and an average price target of $304.31.

Insider Buying and Selling at Apple

In other Apple news, CFO Kevan Parekh sold 1,534 shares of the business's stock in a transaction on Thursday, April 23rd. The stock was sold at an average price of $275.00, for a total value of $421,850.00. Following the completion of the transaction, the chief financial officer directly owned 13,366 shares in the company, valued at approximately $3,675,650. The trade was a 10.30% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, SVP Deirdre O'brien sold 30,002 shares of the business's 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 completion of the transaction, the senior vice president owned 136,810 shares of the company's stock, valued at $34,934,433.50. This trade represents a 17.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 96,485 shares of company stock worth $24,594,845. Insiders own 0.06% of the company's stock.

Apple Company 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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