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

Key Points

• Define Financial LLC boosted its Apple stake 71.9% in Q4 to 5,699 shares (≈0.9% of its portfolio), valued at $1.549 million and making AAPL its 10th-largest holding.
• Insider sales: SVP Deirdre O'Brien sold 30,002 shares and CEO Tim Cook sold 64,949 shares on April 2 under pre‑arranged Rule 10b5‑1 plans, modestly reducing their ownership positions.
• Apple beat estimates last quarter (EPS $2.84 vs $2.67; revenue $143.76B vs $138.25B), has a $3.76T market cap and a MarketBeat consensus of “Moderate Buy” with a $297.58 target.

Define Financial LLC boosted its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 71.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,699 shares of the iPhone maker's stock after purchasing an additional 2,384 shares during the period. Apple makes up about 0.9% of Define Financial LLC's investment portfolio, making the stock its 10th biggest holding. Define Financial LLC's holdings in Apple were worth $1,549,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently added to or reduced their stakes in AAPL. Overbrook Management Corp grew its position in shares of Apple by 57.4% in the 4th quarter. Overbrook Management Corp now owns 104,648 shares of the iPhone maker's stock worth $28,449,000 after acquiring an additional 38,174 shares in the last quarter. Monarch Capital Management Inc. raised its position in shares of Apple by 4.6% during the 2nd quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker's stock valued at $13,740,000 after acquiring an additional 2,920 shares in the last quarter. Highland Capital Management LLC lifted its stake in Apple by 2.2% during the third quarter. Highland Capital Management LLC now owns 397,834 shares of the iPhone maker's stock worth $101,301,000 after purchasing an additional 8,446 shares during the last quarter. Citizens Financial Group Inc. RI lifted its stake in Apple by 48.4% during the third quarter. Citizens Financial Group Inc. RI now owns 1,426,605 shares of the iPhone maker's stock worth $363,256,000 after purchasing an additional 465,393 shares during the last quarter. Finally, Tufton Capital Management boosted its holdings in Apple by 4.3% in the third quarter. Tufton Capital Management now owns 100,130 shares of the iPhone maker's stock worth $25,496,000 after purchasing an additional 4,157 shares during the period. 67.73% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Apple

In related news, SVP Deirdre O'brien sold 30,002 shares of the stock in a transaction that occurred on Thursday, April 2nd. The stock was 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 directly owned 136,810 shares of the company's stock, valued at $34,934,433.50. This represents a 17.99% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through 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 stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $254.23, for a total value of $16,511,984.27. Following the completion of the transaction, 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 ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.06% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

AAPL has been the subject of several recent research reports. Phillip Securities upgraded shares of Apple from a "moderate sell" rating to a "hold" rating in a research note on Sunday, February 1st. UBS Group reaffirmed a "neutral" rating on shares of Apple in a report on Wednesday, March 4th. KeyCorp reaffirmed a "sector weight" rating on shares of Apple in a research report on Thursday, March 12th. Morgan Stanley reiterated an "overweight" rating and set a $315.00 price objective on shares of Apple in a research note on Monday, March 23rd. Finally, Jefferies Financial Group set a $330.00 target price on shares of Apple in a report on Wednesday, March 4th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $297.58.

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Top investor endorsement — Billionaire Ken Griffin lists Apple among his five best stock picks, highlighting institutional conviction and potential buying support. 5 Best Stocks to Buy According to Billionaire Ken Griffin
• Positive Sentiment: Analyst backing — Bank of America reiterates a Buy and cites accelerating services growth and on‑device AI upside, supporting a premium valuation thesis and positive analyst flow. Apple: Accelerating Services Growth and On‑Device AI Upside Support Premium Valuation and Buy Rating
• Positive Sentiment: U.S. manufacturing boost — Apple expands its U.S. manufacturing program with a reported $400M investment, a politically favorable move that can reduce supply risk and support margin/PR. Apple Inc. (AAPL) expands US manufacturing program with $400M investment
• Neutral Sentiment: Positive narrative around Apple at 50 — Extensive coverage of Apple’s 50th anniversary reminds investors of the company’s long-term durability, but raises governance/succession questions that are medium‑term rather than catalytic. Apple At 50 Weighs AI Partnerships Satellite Ties And Succession
• Neutral Sentiment: AI positioning debate — Coverage highlights a strategic pivot toward opening Siri to third‑party AI assistants and other AI moves; this reduces long-term AI execution risk but timing and monetization remain uncertain. Apple's AI Strategy Is Pivoting. Here's Why That Could Be Great News for the Stock.
• Negative Sentiment: Satellite dependency risk — Reports that Amazon is in talks to buy Globalstar (Apple’s satellite partner for Emergency SOS/messaging) raise competitive and supply‑chain uncertainty for Apple’s satellite features. Amazon Lines Up Deal to Rival SpaceX's Starlink: Report. Why Apple Could Be a Problem.
• Negative Sentiment: Valuation pressure — Commentary points to a rich trailing and forward P/E (high 20s–30s) that’s prompting profit‑taking and making AAPL sensitive to any slowdown in growth or disappointment on AI execution. Is Apple Stock Overvalued Or Undervalued?
• Negative Sentiment: Geopolitical / macro risk — Headlines about potential targeting of U.S. tech firms and broader Mag‑7 weakness amplify downside risk if tensions or macro selloffs persist. AAPL Stock on Watch: Iran Threatens Retaliatory Strikes Could Hit Apple Next

Apple Stock Performance

Shares of AAPL opened at $255.92 on Friday. The firm has a fifty day moving average of $260.67 and a 200-day moving average of $263.21. The company has a market cap of $3.76 trillion, a price-to-earnings ratio of 32.35, a price-to-earnings-growth ratio of 2.42 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 Inc. has a 1 year low of $169.21 and a 1 year high of $288.62.

Apple (NASDAQ:AAPL - Get Free Report) last released 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 business had revenue of $143.76 billion for the quarter, compared to analysts' expectations of $138.25 billion. Apple had a net margin of 27.04% and a return on equity of 159.94%. The company's revenue for the quarter was up 15.7% compared to the same quarter last year. During the same quarter last year, the company earned $2.40 EPS. As a group, equities analysts anticipate that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, February 12th. Shareholders of record on Monday, February 9th were paid a $0.26 dividend. The ex-dividend date 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 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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