Apple Inc. $AAPL is Regatta Capital Group LLC's 3rd Largest Position

Key Points

• Regatta Capital increased its Apple stake by 10.3% to 139,092 shares, making AAPL its third-largest holding at about 5.7% of the firm's portfolio, valued at $37.8 million per the latest 13F filing.
• Q1 results beat expectations: Apple reported $2.84 EPS (vs. $2.67 expected) and $143.76 billion in revenue, up 15.7% year‑over‑year.
• Insider sales: CEO Tim Cook sold 64,949 shares (~$16.5M) and SVP Deirdre O’Brien sold 30,002 shares (~$7.7M), both executed under pre-arranged Rule 10b5‑1 plans.

Regatta Capital Group LLC raised its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 10.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 139,092 shares of the iPhone maker's stock after purchasing an additional 12,993 shares during the period. Apple accounts for about 5.7% of Regatta Capital Group LLC's portfolio, making the stock its 3rd biggest position. Regatta Capital Group LLC's holdings in Apple were worth $37,813,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also modified their holdings of AAPL. Isthmus Partners LLC raised its stake in shares of Apple by 6.4% in the third quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker's stock valued at $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 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock valued at $34,000 after purchasing an additional 71 shares during the last quarter. ROSS JOHNSON & Associates LLC grew its holdings in Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock valued at $42,000 after purchasing an additional 180 shares during the last quarter. LSV Asset Management purchased a new stake in Apple in the 4th quarter worth about $65,000. Finally, 49 Wealth Management LLC lifted its stake 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 purchasing an additional 40,543 shares during the last quarter. 67.73% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

AAPL has been the topic of a number of analyst reports. Stifel Nicolaus set a $330.00 target price on Apple in a research note on Monday, March 2nd. Maxim Group upgraded 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. The Goldman Sachs Group reaffirmed a "buy" rating on shares of Apple in a research report on Monday, March 2nd. KeyCorp reiterated a "sector weight" rating on shares of Apple in a research note on Thursday, March 12th. Finally, Weiss Ratings reiterated a "buy (b-)" rating on shares of Apple in a research report on Monday, December 29th. One 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 assigned a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $297.58.

Apple Price Performance

Shares of NASDAQ:AAPL opened at $255.92 on Friday. The business's 50 day moving average is $260.67 and its 200 day moving average is $263.21. The stock has a market cap of $3.76 trillion, a P/E ratio of 32.35, a price-to-earnings-growth ratio of 2.42 and a beta of 1.11. Apple Inc. has a 52-week low of $169.21 and a 52-week high of $288.62. The company has a quick ratio of 0.94, a current ratio of 0.97 and a debt-to-equity ratio of 0.87.

Apple (NASDAQ:AAPL - Get Free Report) last issued its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, topping 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 during the quarter, compared to analysts' expectations of $138.25 billion. During the same period in the prior year, the business earned $2.40 EPS. The business's revenue for the quarter was up 15.7% compared to the same quarter last year. Sell-side analysts predict that Apple Inc. will post 7.28 EPS for the current year.

Apple Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, February 12th. Investors of record on Monday, February 9th were paid 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 13.15%.

Key Headlines Impacting 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

Insider Activity

In other news, CEO Timothy D. Cook sold 64,949 shares of the company'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 value of $16,511,984.27. Following the completion of the sale, the chief executive officer owned 3,280,418 shares of the company's stock, valued at approximately $833,980,668.14. This represents a 1.94% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible 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 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 transaction, the senior vice president directly owned 136,810 shares in the company, valued at approximately $34,934,433.50. The trade was a 17.99% 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 owned by corporate 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.