Apple Inc. $AAPL is Catalina Capital Group LLC's 4th Largest Position

Key Points

• Catalina Capital Group LLC cut its Apple stake by 10.5% in Q4, selling 3,184 shares and now holding 27,022 shares worth $7.346M, with Apple representing about 4.5% of the firm's portfolio as its fourth-largest position.
• Wall Street sentiment is broadly positive: MarketBeat shows a "Moderate Buy" consensus with a $301.37 average target and several analysts raising price targets into the $300–$315 range.
• Company insiders sold shares on April 2 under 10b5‑1 plans: SVP Deirdre O'Brien sold 30,002 shares (~$7.66M) and CEO Tim Cook sold 64,949 shares (~$16.51M), leaving insiders with roughly 0.06% ownership.

Catalina Capital Group LLC cut its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 10.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 27,022 shares of the iPhone maker's stock after selling 3,184 shares during the period. Apple accounts for approximately 4.5% of Catalina Capital Group LLC's portfolio, making the stock its 4th largest position. Catalina Capital Group LLC's holdings in Apple were worth $7,346,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of AAPL. Isthmus Partners LLC lifted its holdings in Apple by 6.4% in the third 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 lifted its holdings in Apple by 110.9% in the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock worth $34,000 after buying an additional 71 shares during the period. ROSS JOHNSON & Associates LLC lifted its holdings in Apple by 1,800.0% in the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock worth $42,000 after buying an additional 180 shares during the period. LSV Asset Management purchased a new stake in Apple in the fourth quarter worth about $65,000. Finally, 49 Wealth Management LLC lifted its holdings in Apple by 15.7% in the third quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker's stock worth $76,000 after buying an additional 40,543 shares during the period. 67.73% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

AAPL has been the subject of several research analyst reports. Maxim Group upgraded shares of Apple from a "hold" rating to a "buy" rating and set a $300.00 price objective for the company in a report on Friday, January 30th. Monness Crespi & Hardt raised their price objective on shares of Apple from $300.00 to $315.00 and gave the stock a "buy" rating in a report on Friday, January 30th. Morgan Stanley restated an "overweight" rating and issued a $315.00 price objective on shares of Apple in a report on Monday, March 23rd. DA Davidson restated a "neutral" rating and issued a $270.00 price objective on shares of Apple in a report on Friday, January 30th. Finally, Stephens set a $315.00 price objective on shares of Apple in a report on Monday, January 26th. One analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus target price of $301.37.

Apple Price Performance

Shares of NASDAQ AAPL opened at $266.43 on Thursday. Apple Inc. has a fifty-two week low of $189.81 and a fifty-two week high of $288.62. The company has a 50 day simple moving average of $260.12 and a two-hundred day simple moving average of $263.94. The company has a market capitalization of $3.91 trillion, a price-to-earnings ratio of 33.68, a P/E/G ratio of 2.45 and a beta of 1.11. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.94 and a current ratio of 0.97.

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

Apple Dividend Announcement

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

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Bank of America raised its price target and reiterated a bullish outlook ahead of Q2, citing strong iPhone and Services momentum — a clear analyst catalyst supporting upside expectations. Apple price target raised ahead of earnings
• Positive Sentiment: Unusually large call buying: traders purchased ~1.03M Apple calls (≈24% above typical daily call volume), signaling short‑term bullish positioning that can amplify intraday gains.
• Positive Sentiment: Product catalysts — reports on Apple’s imminent foldable iPhone and recent product announcements keep a tangible growth story intact (new hardware can lift ASPs and Services engagement). Apple's Foldable iPhone Foray
• Neutral Sentiment: Amazon’s acquisition of Globalstar reshapes Apple’s satellite dependence — it creates near‑term uncertainty (a critical vendor now controlled by a competitor) but also a potential catalyst if Apple elects to accelerate its own satellite strategy or strike new partnerships. Apple Sends an SOS
• Neutral Sentiment: AI narrative and positioning: multiple pieces flag rising investor focus on Apple’s AI approach versus peers — positive long‑term but execution and timing remain uncertain, so this is more of a watch‑item than an immediate earnings lever. Apple: More Attention On AI Strategy
• Negative Sentiment: App‑store security incident: a fake Ledger app that stole ~$9.5M highlighted review gaps and raises regulatory/PR risk around App Store oversight (Apple removed the app, but incidents like this can drive scrutiny). Apple removes fake Ledger app
• Negative Sentiment: Store closures including a unionized location drew criticism and union‑busting claims — reputational and workforce risks are remote to revenue but could attract regulatory or headline pressure. Apple closing 3 stores

Insider Activity at Apple

In related news, SVP Deirdre O'brien sold 30,002 shares of the firm's 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 completion of the sale, 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Timothy D. Cook sold 64,949 shares of the firm's 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 sale, the chief executive officer directly owned 3,280,418 shares of the company's stock, valued at $833,980,668.14. This trade represents a 1.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.06% of the stock is owned by company insiders.

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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