Apple Inc. $AAPL Shares Bought by Watershed Private Wealth LLC

Key Points

• Watershed Private Wealth LLC increased its Apple holding by 40.6% in Q4, buying an additional 5,036 shares to total 17,436 shares worth $4.74 million, about 1.4% of the fund and its 18th-largest holding.
• Apple beat Q2 expectations with $2.01 EPS (vs. $1.95) and $111.18 billion in revenue, and raised its quarterly dividend to $0.27 per share (ex-dividend May 11, pay date May 14).
• CEO Tim Cook sold 64,949 shares for roughly $16.5 million and insiders have sold 96,485 shares (~$24.6 million) in the past 90 days, while institutional investors own about 67.7% of Apple and analysts hold a consensus "Moderate Buy" with an average target of $304.31.

Watershed Private Wealth LLC grew its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 40.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 17,436 shares of the iPhone maker's stock after purchasing an additional 5,036 shares during the quarter. Apple makes up about 1.4% of Watershed Private Wealth LLC's portfolio, making the stock its 18th biggest holding. Watershed Private Wealth LLC's holdings in Apple were worth $4,740,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Norges Bank acquired a new stake in shares of Apple during the second quarter worth about $38,942,255,000. Nuveen LLC purchased a new stake in shares of Apple during the first quarter worth approximately $17,472,482,000. Laurel Wealth Advisors LLC increased its stake in shares of Apple by 20,464.8% during the second quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker's stock worth $5,553,753,000 after buying an additional 26,937,401 shares during the period. Northern Trust Corp raised its holdings in Apple by 13.3% during the fourth quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker's stock worth $42,918,365,000 after purchasing an additional 20,079,472 shares in the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its holdings in Apple by 14.3% during the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 104,706,358 shares of the iPhone maker's stock worth $26,220,566,000 after purchasing an additional 13,137,968 shares in the last quarter. Institutional investors and hedge funds own 67.73% of the company's stock.

Wall Street Analysts Forecast Growth

AAPL has been the topic of a number of research reports. TD Cowen restated a "buy" rating and set a $335.00 target price (up from $325.00) on shares of Apple in a research report on Friday. Maxim Group raised Apple from a "hold" rating to a "buy" rating and set a $300.00 target price for the company in a report on Friday, January 30th. KeyCorp reiterated a "sector weight" rating on shares of Apple in a report on Thursday, March 12th. Citigroup reaffirmed a "buy" rating on shares of Apple in a research note on Tuesday, April 21st. Finally, DA Davidson reaffirmed a "neutral" rating and set a $270.00 price target on shares of Apple in a research note on Friday. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $304.31.

Apple Stock Down 1.2%

NASDAQ AAPL opened at $276.73 on Tuesday. The stock has a market cap of $4.06 trillion, a PE ratio of 33.46, a P/E/G ratio of 2.51 and a beta of 1.06. Apple Inc. has a fifty-two week low of $193.25 and a fifty-two week high of $288.62. The business has a 50 day moving average price of $260.73 and a two-hundred day moving average price of $265.27. The company has a quick ratio of 1.02, a current ratio of 1.07 and a debt-to-equity ratio of 0.70.

Apple (NASDAQ:AAPL - Get Free Report) last released its quarterly earnings results on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share for the quarter, topping analysts' consensus estimates of $1.95 by $0.06. The firm had revenue of $111.18 billion during the quarter, compared to analysts' expectations of $109.46 billion. Apple had a return on equity of 146.69% and a net margin of 27.15%.Apple's quarterly revenue was up 16.6% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.65 EPS. As a group, sell-side analysts predict that Apple Inc. will post 8.64 EPS for the current fiscal year.

Apple Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, May 14th. Stockholders of record on Monday, May 11th will be paid a dividend of $0.27 per share. This is an increase from Apple's previous quarterly dividend of $0.26. The ex-dividend date is Monday, May 11th. This represents a $1.08 annualized dividend and a dividend yield of 0.4%. Apple's dividend payout ratio (DPR) is currently 12.58%.

Insider Buying and Selling

In related news, CEO Timothy D. Cook sold 64,949 shares of the firm's stock in a transaction on 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 transaction, the chief executive officer directly owned 3,280,418 shares in the company, valued at $833,980,668.14. This trade represents a 1.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Kevan Parekh sold 1,534 shares of the firm's stock in a transaction on Thursday, April 23rd. The stock was sold at an average price of $275.00, for a total value of $421,850.00. Following the transaction, the chief financial officer owned 13,366 shares in the company, valued at $3,675,650. This trade represents a 10.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 96,485 shares of company stock worth $24,594,845 over the last ninety days. 0.06% of the stock is owned by insiders.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple set to pay its second 2026 dividend next week (ex‑dividend May 11, pay date May 14), which supports yield-seeking investors and buyback/dividend total‑return narratives. Read More.
• Positive Sentiment: Exploratory talks with Intel and Samsung to build Apple device processors in the U.S. signal active de‑risking of TSMC concentration — a structural supply‑chain positive if it scales. Read More.
• Positive Sentiment: Wall Street momentum from a stronger‑than‑expected Q2 (record revenue, $2.01 EPS) plus a $100B buyback and recent analyst price‑target upgrades underpin bullish sentiment. Read More.
• Neutral Sentiment: Apple is reportedly weighing a major AI acquisition and increasing R&D spend — a potential long‑term growth driver but with execution and cost uncertainty. Read More.
• Neutral Sentiment: Product roadmap updates (iOS 27 Wallet “Create a Pass”, more on‑device AI) support services/engagement but are incremental to near‑term revenue. Read More.
• Negative Sentiment: Ongoing chip constraints and concerns about adopting non‑TSMC process tech raise short‑term supply/timing and margin uncertainty for iPhone and Mac production. Read More.
• Negative Sentiment: CEO Tim Cook has warned about rising component/memory costs (which can compress margins), and Apple is fighting legal disputes (Epic) that can create near‑term headline risk. Read More. · Read More.

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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