Beaumont Financial Advisors LLC trimmed its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 3.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 261,269 shares of the iPhone maker's stock after selling 10,354 shares during the quarter. Apple comprises 4.7% of Beaumont Financial Advisors LLC's holdings, making the stock its largest position. Beaumont Financial Advisors LLC's holdings in Apple were worth $71,029,000 at the end of the most recent quarter.
Other institutional investors have also recently modified their holdings of the company. Isthmus Partners LLC grew its holdings in Apple by 6.4% during the third quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker's stock worth $25,000 after acquiring an additional 5,808 shares during the period. Sellwood Investment Partners LLC grew its holdings in Apple by 110.9% during the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock worth $34,000 after acquiring an additional 71 shares during the period. ROSS JOHNSON & Associates LLC grew its holdings in Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock worth $42,000 after acquiring an additional 180 shares during the period. LSV Asset Management acquired a new stake in Apple during the fourth quarter worth about $65,000. Finally, 49 Wealth Management LLC grew its holdings in 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. 67.73% of the stock is currently owned by hedge funds and other institutional investors.
Insider Transactions at Apple
In other Apple news, CEO Timothy D. Cook sold 64,949 shares of the company's stock in a transaction dated Thursday, April 2nd. The shares were sold at an average price of $254.23, for a total value of $16,511,984.27. Following 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 transaction was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Deirdre O'brien sold 30,002 shares of the company's stock in a transaction dated 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 completion of the transaction, the senior vice president directly owned 136,810 shares in the company, valued at $34,934,433.50. The trade was a 17.99% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.06% of the company's stock.
Apple Stock Performance
Shares of Apple stock opened at $263.40 on Friday. Apple Inc. has a one year low of $189.81 and a one year high of $288.62. 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 cap of $3.87 trillion, a price-to-earnings ratio of 33.30, a PEG ratio of 2.47 and a beta of 1.11. The business's 50 day moving average price is $259.87 and its 200 day moving average price is $263.93.
Apple (NASDAQ:AAPL - Get Free Report) last announced its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, beating the consensus estimate of $2.67 by $0.17. Apple had a return on equity of 159.94% and a net margin of 27.04%.The business had revenue of $143.76 billion for the quarter, compared to analyst estimates of $138.25 billion. During the same quarter in the prior year, the company posted $2.40 EPS. The company's quarterly revenue was up 15.7% on a year-over-year basis. On average, research analysts predict that Apple Inc. will post 7.28 EPS for the current year.
Apple Dividend Announcement
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 $0.26 dividend. The ex-dividend date of this dividend was Monday, February 9th. This represents a $1.04 dividend on an annualized basis and a yield of 0.4%. Apple's dividend payout ratio is presently 13.15%.
Key Apple News
Here are the key news stories impacting Apple this week:
- Positive Sentiment: Analyst and price-target upgrades lift the outlook for future earnings and sentiment — Bank of America raised its Apple price target, signaling conviction among some sell‑side desks that Apple’s long-term cash-flow profile remains attractive. Bank of America Increases Apple Price Target to $325
- Positive Sentiment: KeyCorp recently raised Q2/Q4 and FY2027 EPS forecasts for Apple, which supports near‑term earnings expectations and offsets valuation concerns. (Research-note summary)
- Positive Sentiment: High-profile bullish commentary from TV/influencers (Jim Cramer) is reinforcing investor confidence and likely contributed to buying interest in options and shares. Jim Cramer Reveals Why Apple (AAPL) Stock is Worth it
- Neutral Sentiment: Apple is pushing Siri teams to adopt AI coding tools and is clearly ramping internal AI development efforts — positive for product roadmap but timing and revenue impact remain uncertain. Apple Pushes Siri Programmers to Adopt AI Coding Tools
- Neutral Sentiment: Unusually heavy call‑option activity shows elevated bullish positioning, which can amplify moves both up and down; this is a market‑sentiment signal rather than a change in fundamentals. (Options volume report)
- Negative Sentiment: TSMC’s blowout results (record margins and profits driven by AI chip demand) were interpreted negatively for Apple today — investors see TSMC less dependent on Apple and view stronger AI-centric capex at chipmakers as a reminder that competition and supply dynamics are shifting in ways that could pressure margins or bargaining leverage. TSMC’s Results Weren’t a Great Sign for Apple
- Negative Sentiment: New litigation alleging Apple Pay failed to prevent rapid gambling transactions introduces legal and compliance risk for Apple’s payment services, which could pressure services valuation if exposures grow. Apple Lawsuit Puts Apple Pay Controls And Services Valuation In Focus
Analyst Upgrades and Downgrades
Several analysts recently commented on the company. UBS Group reaffirmed a "neutral" rating on shares of Apple in a report on Wednesday, March 4th. Wedbush reaffirmed an "outperform" rating and set a $350.00 target price on shares of Apple in a report on Friday, March 27th. Oppenheimer reaffirmed a "market perform" rating on shares of Apple in a report on Friday, January 30th. Scotiabank set a $330.00 price objective on Apple in a report on Monday, February 2nd. Finally, Morgan Stanley restated an "overweight" rating and issued a $315.00 target price on shares of Apple in a research report on Monday, March 23rd. One research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $301.37.
Check Out Our Latest Stock Report on Apple
Apple Profile
(
Free Report)
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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