Apple Inc. $AAPL Position Trimmed by Evexia Wealth LLC

Key Points

• Evexia Wealth LLC trimmed its Apple (AAPL) stake by 4.2% in Q4, selling 1,942 shares and leaving it with 44,127 shares worth $11.47 million, representing about 3.3% of the fund’s portfolio and its 11th largest holding.
• Apple recently beat quarterly estimates (EPS $2.84 vs. $2.67; revenue $143.76B vs. $138.25B), and several Wall Street firms have raised price targets, leaving a consensus rating of “Moderate Buy” with an average target around $301.37.
• Company insiders executed notable sales under Rule 10b5‑1 plans: CEO Tim Cook sold 64,949 shares and SVP Deirdre O’Brien sold 30,002 shares, reducing their holdings modestly.

Evexia Wealth LLC decreased its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 4.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 44,127 shares of the iPhone maker's stock after selling 1,942 shares during the period. Apple comprises about 3.3% of Evexia Wealth LLC's portfolio, making the stock its 11th largest holding. Evexia Wealth LLC's holdings in Apple were worth $11,471,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Sellwood Investment Partners LLC grew its stake in Apple by 110.9% during the 3rd 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 last quarter. ROSS JOHNSON & Associates LLC grew its stake in Apple by 1,800.0% during the 1st 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 last quarter. LSV Asset Management bought a new position in Apple during the 4th quarter worth $65,000. HFM Investment Advisors LLC bought a new position in Apple during the 1st quarter worth $99,000. Finally, Miller Global Investments LLC bought a new position in Apple during the 4th quarter worth $127,000. 67.73% of the stock is currently owned by institutional investors.

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

Apple Stock Performance

Shares of AAPL stock opened at $263.40 on Friday. Apple Inc. has a 12-month low of $189.81 and a 12-month high of $288.62. The firm has a market capitalization of $3.87 trillion, a price-to-earnings ratio of 33.30, a price-to-earnings-growth ratio of 2.47 and a beta of 1.11. The business has a 50 day simple moving average of $259.87 and a 200 day simple moving average of $263.93. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94.

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 (EPS) for the quarter, beating the consensus estimate of $2.67 by $0.17. The business had revenue of $143.76 billion during 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 business's revenue was up 15.7% on a year-over-year basis. During the same period last year, the firm posted $2.40 earnings per share. On average, equities research analysts anticipate that Apple Inc. will post 7.28 EPS for the current year.

Apple Dividend Announcement

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

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on AAPL shares. JPMorgan Chase & Co. upped their price objective on Apple from $315.00 to $325.00 and gave the stock an "overweight" rating in a research note on Friday, January 30th. Jefferies Financial Group set a $330.00 price objective on Apple in a research note on Wednesday, March 4th. Moffett Nathanson upped their price objective on Apple from $241.00 to $270.00 and gave the stock a "neutral" rating in a research note on Wednesday, February 25th. TD Cowen reissued a "buy" rating and issued a $325.00 price objective on shares of Apple in a report on Friday, January 30th. Finally, Weiss Ratings reissued a "buy (b-)" rating on shares of Apple in a report on Monday, December 29th. One analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, Apple has a consensus rating of "Moderate Buy" and an average price target of $301.37.

Insider Activity at Apple

In other news, SVP Deirdre O'brien sold 30,002 shares of the stock in a transaction that occurred on Thursday, April 2nd. The shares were 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 in the company, valued at $34,934,433.50. This trade represents a 17.99% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. 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 shares were sold at an average price of $254.23, for a total transaction of $16,511,984.27. Following the completion of the transaction, the chief executive officer 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. Company insiders own 0.06% of the company's stock.

About Apple

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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