Apple Inc. $AAPL Shares Bought by Cypress Financial Planning LLC

Key Points

• Cypress Financial Planning LLC raised its Apple stake 23.7% to 10,953 shares (worth about $2.99M), making Apple roughly 0.8% of its portfolio and its 19th-largest holding.
• Insider sales—SVP Deirdre O’Brien sold 30,002 shares (~$7.66M) and CEO Tim Cook sold 64,949 shares (~$16.51M)—were executed under Rule 10b5‑1 plans, leaving insiders owning about 0.06% of the stock.
• Financials and backdrop: Apple beat quarterly estimates (EPS $2.84 vs $2.67; revenue $143.8B vs $138.3B) and holds a consensus "Moderate Buy" target of $301.23, but shares traded down ~2.1% amid foldable iPhone engineering snags and concerns over slowing App Store growth.

Cypress Financial Planning LLC raised its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 23.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 10,953 shares of the iPhone maker's stock after purchasing an additional 2,095 shares during the quarter. Apple comprises approximately 0.8% of Cypress Financial Planning LLC's portfolio, making the stock its 19th largest holding. Cypress Financial Planning LLC's holdings in Apple were worth $2,988,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of the business. Braun Bostich & Associates Inc. increased its stake in Apple by 0.8% in the fourth quarter. Braun Bostich & Associates Inc. now owns 6,649 shares of the iPhone maker's stock valued at $1,808,000 after purchasing an additional 52 shares during the period. BFI Infinity Ltd. increased its stake in Apple by 200.0% in the fourth quarter. BFI Infinity Ltd. now owns 1,230 shares of the iPhone maker's stock valued at $334,000 after purchasing an additional 2,460 shares during the period. LVW Advisors LLC increased its stake in Apple by 3.5% in the fourth quarter. LVW Advisors LLC now owns 140,686 shares of the iPhone maker's stock valued at $38,247,000 after purchasing an additional 4,714 shares during the period. ACT Advisors LLC. increased its stake in Apple by 5.2% in the fourth quarter. ACT Advisors LLC. now owns 8,754 shares of the iPhone maker's stock valued at $2,380,000 after purchasing an additional 434 shares during the period. Finally, Worth Asset Management LLC increased its stake in Apple by 11.0% in the fourth quarter. Worth Asset Management LLC now owns 19,266 shares of the iPhone maker's stock valued at $5,238,000 after purchasing an additional 1,902 shares during the period. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

AAPL has been the topic of a number of recent research reports. Oppenheimer restated a "market perform" rating on shares of Apple in a research note on Friday, January 30th. Bank of America dropped their price objective on shares of Apple from $325.00 to $320.00 and set a "buy" rating on the stock in a research note on Monday, March 23rd. Weiss Ratings reiterated a "buy (b-)" rating on shares of Apple in a research note on Monday, December 29th. Rosenblatt Securities boosted their price target on shares of Apple from $267.00 to $268.00 and gave the stock a "neutral" rating in a research note on Thursday, March 5th. Finally, Evercore reiterated an "outperform" rating on shares of Apple in a research note on Monday, March 2nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $301.23.

Insider Transactions at Apple

In related news, SVP Deirdre O'brien sold 30,002 shares of the business'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 sale, the senior vice president owned 136,810 shares of the company's stock, valued at approximately $34,934,433.50. The trade was a 17.99% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at 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 business's stock in a transaction dated Thursday, April 2nd. The stock was 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 in the company, valued at approximately $833,980,668.14. This represents a 1.94% 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. 0.06% of the stock is currently owned by insiders.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple joined Anthropic, Microsoft, Amazon and Nvidia in Project Glasswing, a security-focused AI collaboration—this underscores Apple’s participation in enterprise-grade AI/security initiatives and supports its strategy of privacy-integrated AI features. Anthropic Teams With Apple, Microsoft And Nvidia To Test Latest Cybersecurity Tech
• Positive Sentiment: Supply-chain evidence of an AI/hardware cycle is benefiting Apple’s ecosystem: Foxconn’s strong revenue tied to AI demand and reports of elevated Mac Mini orders for on-device AI support point to durable hardware demand beyond any single product. Foxconn Revenue Surges 30% Thanks To AI Boom
• Positive Sentiment: Apple’s MacBook Neo and continued strength in iPhone 17/Mac Mini sales provide alternative growth levers (ecosystem expansion, cheaper device top-of-funnel and high‑margin services), which help cushion the stock against hardware-specific setbacks. Apple's stock could surge 20%, and the MacBook Neo could be a key catalyst
• Positive Sentiment: Wall Street checks (KeyBanc, Evercore/others) note improving demand signals heading into earnings, which supports the view that near-term headline risk may be temporary versus structural revenue weakness. Is Apple Stock (AAPL) a Buy Ahead of Earnings as Demand Picks Up? KeyBanc Weighs In
• Neutral Sentiment: Bloomberg/TechCrunch reported the foldable iPhone is still targeted for a September launch—this counter-report helped intraday recovery and highlights mixed sourcing; investors must weigh Nikkei’s earlier claims vs. Bloomberg’s. Apple's foldable iPhone is on track to launch in September, report says
• Neutral Sentiment: Apple filed to seek Supreme Court review in its long-running App Store dispute with Epic—potentially a material legal outcome over time, but an uncertain and prolonged process. Apple plans Supreme Court appeal in Epic Games App Store battle — again
• Negative Sentiment: Multiple outlets (Nikkei, Reuters, Nikkei-sourced stories) reported engineering snags in the foldable iPhone’s testing—hinge and screen durability issues that could push shipments back months. That narrative is the primary near-term reason shares are lower as it threatens a major hardware catalyst. Apple's foldable iPhone encounters engineering snags, faces potential shipment delays
• Negative Sentiment: China’s Supreme People’s Court upheld key AI patents for Xiao‑I in a dispute with Apple—this raises regulatory and IP risk in a critical market and has already moved investor attention to potential costs or feature limitations in China. Xiao-I (AIXI) Stock Explodes Over 500% Following Major Chinese Supreme Court Victory Against Apple
• Negative Sentiment: App Store growth has slowed (UBS flagged March quarter trends), and any sustained services cooling would pressure valuation since services underpin Apple’s margin resilience. Apple Holds Steady: UBS Keeps Neutral Rating as App Store Growth Slows to 7% in March Quarter

Apple Trading Down 2.1%

Shares of Apple stock opened at $253.50 on Wednesday. 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. The company's 50-day simple moving average is $260.64 and its 200-day simple moving average is $263.76. The firm has a market cap of $3.72 trillion, a price-to-earnings ratio of 32.05, a price-to-earnings-growth ratio of 2.42 and a beta of 1.11.

Apple (NASDAQ:AAPL - Get Free Report) last issued its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, topping 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 for the quarter, compared to analyst estimates of $138.25 billion. During the same period in the previous year, the business posted $2.40 earnings per share. The business's revenue was up 15.7% compared to the same quarter last year. As a group, equities research analysts anticipate that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, February 12th. Investors of record on Monday, February 9th were issued a dividend of $0.26 per share. 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 payout ratio is currently 13.15%.

Apple Company 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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