Apple Inc. $AAPL is Aspiriant LLC's 10th Largest Position

Key Points

• Aspiriant LLC reduced its Apple stake by 3.3% to 283,200 shares, leaving Apple as its 10th largest holding at 2.2% of the portfolio worth about $76.99 million.
• Insider selling occurred: CEO Tim Cook sold 64,949 shares (~$16.5M) and SVP Deirdre O'Brien sold 30,002 shares (~$7.66M), both reported under pre‑arranged Rule 10b5‑1 plans.
• Fundamentals and sentiment remain positive: Apple beat the quarter (EPS $2.84 vs $2.67, revenue $143.76B, +15.7% YoY), shares were trading up ~2.6%, and analysts hold a "Moderate Buy" consensus with an average target near $301.33.

Aspiriant LLC reduced its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 3.3% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 283,200 shares of the iPhone maker's stock after selling 9,695 shares during the period. Apple makes up 2.2% of Aspiriant LLC's portfolio, making the stock its 10th largest holding. Aspiriant LLC's holdings in Apple were worth $76,991,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. First National Bank of Hutchinson lifted 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 purchasing an additional 6,982 shares during the last quarter. Eagle Capital Management LLC boosted its stake in Apple by 0.5% in the 4th quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker's stock worth $13,544,000 after purchasing an additional 272 shares in the last quarter. Brighton Jones LLC raised its stake in Apple by 14.8% in 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 during the last quarter. Revolve Wealth Partners LLC raised its stake in Apple by 4.2% in 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 during the last quarter. Finally, Highview Capital Management LLC DE increased its holdings in Apple by 2.4% in the 4th quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker's stock worth $12,587,000 after buying an additional 1,155 shares during the period. Hedge funds and other institutional investors own 67.73% of the company's stock.

Insider Buying and Selling at Apple

In other news, CEO Timothy D. Cook sold 64,949 shares of Apple stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $254.23, for a total transaction of $16,511,984.27. Following the completion of the sale, the chief executive officer directly owned 3,280,418 shares in the company, valued at approximately $833,980,668.14. This trade represents a 1.94% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Deirdre O'brien sold 30,002 shares of Apple stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $255.35, for a total transaction of $7,661,010.70. Following the sale, the senior vice president owned 136,810 shares of the company's stock, valued at approximately $34,934,433.50. The trade was 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. 0.06% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on the company. Phillip Securities raised Apple from a "moderate sell" rating to a "hold" rating in a report on Sunday, February 1st. Jefferies Financial Group set a $330.00 target price on Apple in a report on Wednesday, March 4th. BNP Paribas Exane raised shares of Apple from a "neutral" rating to an "outperform" rating and set a $300.00 target price for the company in a report on Friday. Weiss Ratings restated a "buy (b-)" rating on shares of Apple in a report on Monday, December 29th. Finally, Morgan Stanley restated an "overweight" rating and set a $315.00 price target on shares of Apple in a report on Monday, March 23rd. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average target price of $301.33.

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Counterpoint/Reuters data show iPhone shipments in China jumped ~20% in Q1 — far outpacing the market and supporting Apple’s revenue and share‑gain narrative in its largest smartphone market. Apple's iPhone shipments in China surge 20% in Q1, data shows
• Positive Sentiment: BNP Paribas upgraded AAPL to Outperform and raised its price target (citing supply‑chain strength and a premium mix benefit as memory prices rise), which helped lift sentiment and buy‑side interest. Apple Upgraded To Outperform As BNP Sees Share Gains From Memory Surge
• Positive Sentiment: Bank of America raised its price target and highlighted Apple’s M5/edge‑AI roadmap as a meaningful product/AI catalyst — reinforcing the case for multiple expansion if product momentum continues. Bank of America Increases Apple Price Target to $325
• Neutral Sentiment: Heavy call‑option activity and structured trades around Apple’s April 30 earnings show traders positioning for a big move; options can amplify returns but also add short‑term volatility risk. Apple Stock Trade Risk Around Earnings Offers A 27% Reward
• Neutral Sentiment: Corporate moves — a leadership transition in Wearables/Home and Project Glasswing (an AI security alliance) — underline long‑term product and services initiatives but are unlikely to move near‑term earnings materially. Apple’s Wearables Shakeup And AI Security Push Shape Long Term Story
• Negative Sentiment: Rising memory and component costs remain a two‑edged sword — while some analysts argue it improves Apple’s competitive positioning, higher input prices can compress margins if the premium mix or pricing power softens. Apple Upgrade Hinges on Cost Advantage Shift
• Negative Sentiment: TSMC’s strong AI‑driven results and supply comments briefly pressured AAPL aftermarket moves (market reads TSMC commentary as mixed signal for margins/supply dynamics). Also expect volatility into the April 30 earnings print. TSMC’s Results Weren’t a Great Sign for Apple

Apple Trading Up 2.6%

Shares of Apple stock opened at $270.23 on Friday. Apple Inc. has a 1 year low of $189.81 and a 1 year high of $288.62. The company's fifty day moving average is $259.72 and its two-hundred day moving average is $264.04. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.94 and a current ratio of 0.97. The company has a market capitalization of $3.97 trillion, a P/E ratio of 34.16, a PEG ratio of 2.42 and a beta of 1.11.

Apple (NASDAQ:AAPL - Get Free Report) last posted its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, topping analysts' consensus estimates of $2.67 by $0.17. The company had revenue of $143.76 billion during 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 firm's revenue for the quarter was up 15.7% on a year-over-year basis. During the same period last year, the firm earned $2.40 EPS. Analysts forecast that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Announces Dividend

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

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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