Apple Inc. $AAPL Shares Purchased by Petros Family Wealth LLC

Key Points

• Petros Family Wealth LLC increased its Apple stake by 41.2% in Q4 to 31,291 shares, making Apple its largest position (about 5.7% of holdings) valued at $8.507 million.
• Apple beat expectations for the latest quarter with EPS of $2.84 versus $2.67 expected and revenue of $143.76 billion, up 15.7% year‑over‑year.
• CEO Tim Cook sold 64,949 shares on April 2 under a pre‑arranged Rule 10b5‑1 plan for about $16.5 million; corporate insiders now own roughly 0.06% of Apple stock.

Petros Family Wealth LLC boosted its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 41.2% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 31,291 shares of the iPhone maker's stock after purchasing an additional 9,138 shares during the quarter. Apple comprises about 5.7% of Petros Family Wealth LLC's holdings, making the stock its largest position. Petros Family Wealth LLC's holdings in Apple were worth $8,507,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. First National Bank of Hutchinson grew its holdings in shares of Apple by 24.6% during the 4th quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker's stock worth $8,845,000 after purchasing an additional 6,982 shares during the period. Eagle Capital Management LLC raised its position in shares of Apple by 0.5% in the 4th quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker's stock valued at $13,544,000 after purchasing an additional 272 shares in the last quarter. Brighton Jones LLC raised its position in shares of Apple by 14.8% in the 4th quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker's stock valued at $134,554,000 after purchasing an additional 69,207 shares in the last quarter. Revolve Wealth Partners LLC raised its position in shares of Apple by 4.2% in the 4th quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker's stock valued at $16,742,000 after purchasing an additional 2,695 shares in the last quarter. Finally, Highview Capital Management LLC DE raised its position in shares of Apple by 2.4% in the 4th quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker's stock valued at $12,587,000 after purchasing an additional 1,155 shares in the last quarter. Hedge funds and other institutional investors own 67.73% of the company's stock.

Wall Street Analyst Weigh In

Several research firms recently issued reports on AAPL. TD Cowen reissued a "buy" rating and set a $325.00 price target on shares of Apple in a research report on Friday, January 30th. Scotiabank set a $330.00 price target on Apple in a research note on Monday, February 2nd. Oppenheimer reissued a "market perform" rating on shares of Apple in a research note on Friday, January 30th. Stifel Nicolaus set a $330.00 target price on Apple in a research note on Monday, March 2nd. Finally, Phillip Securities raised Apple from a "moderate sell" rating to a "hold" rating in a research note on Sunday, February 1st. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Apple currently 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: Billionaire endorsement — High-profile investors (Warren Buffett and Ken Griffin) are publicly favoring Apple, which supports a quality-growth bid and can attract institutional flows. Here’s Why Warren Buffett and Ken Griffin Love Apple (AAPL)
• Positive Sentiment: Product/analyst catalyst — Bank of America reiterates a Buy and flags the new, lower‑priced MacBook Neo as a growth lever that could expand market share and improve revenue mix; BofA’s $320 target implies upside from current levels. Apple MacBook Neo could expand market reach, says Bank of America
• Positive Sentiment: ETF/market tailwind — Momentum in the Nasdaq/QQQ (where Apple is a top holding) and positive technical/earnings signals for big tech are creating broader buying support for AAPL. 5 Reasons the Invesco QQQ ETF Could Be Headed for a Triple-Digit Rally (AAPL)
• Neutral Sentiment: App-store dynamics — A new wave of App Store submissions (driven by so‑called “vibe coding”) signals developer activity and innovation, but monetization and long-term benefit to Apple’s services revenue remain uncertain. The Apple App store is seeing an unexpected phenomenon. Is vibe coding behind it?
• Negative Sentiment: Supreme Court appeal — Apple is asking the U.S. Supreme Court to review additional aspects of the Epic Games App Store case; extended litigation and potential fee restrictions remain a material legal overhang. Apple plans Supreme Court appeal in Epic Games App Store battle — again
• Negative Sentiment: China patent ruling risk — A Chinese court ruling upholding key AI patents in a dispute with Xiao‑I ratchets legal risk and uncertainty for Apple in China; this raises potential exposure and licensing/dispute costs. Xiao-I (AIXI) jumps 166.9% as investors react to China top-court ruling upholding key AI patents in Apple dispute
• Negative Sentiment: Regulatory pushback in China — Apple temporarily activated then pulled Apple Intelligence features in China; regulators are scrutinizing AI services and approvals, adding execution risk for AI rollouts in a key market. Apple China AI Setback Puts Regulatory Risk In Investor Focus
• Negative Sentiment: Insider selling — Filings show CEO Tim Cook sold company stock recently; while common for planned sales, such moves often attract short‑term attention from investors. Apple (AAPL) CEO Tim Cook Is Selling Company Stock

Apple Stock Up 1.1%

Shares of Apple stock opened at $258.86 on Tuesday. The stock has a 50-day moving average price of $260.74 and a 200 day moving average price of $263.70. The company has a market cap of $3.80 trillion, a P/E ratio of 32.73, a P/E/G ratio of 2.42 and a beta of 1.11. The company has a current ratio of 0.97, a quick ratio of 0.94 and a debt-to-equity ratio of 0.87. 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 announced its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) 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 firm had revenue of $143.76 billion during the quarter, compared to the consensus estimate 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% on a year-over-year basis. As a group, analysts expect that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, February 12th. Shareholders of record on Monday, February 9th were given a $0.26 dividend. This represents a $1.04 annualized dividend and a yield of 0.4%. The ex-dividend date of this dividend was Monday, February 9th. Apple's dividend payout ratio is presently 13.15%.

Insider Activity

In other news, CEO Timothy D. Cook sold 64,949 shares of the 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 transaction, 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 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, SVP Deirdre O'brien sold 30,002 shares of the stock in a transaction dated 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 transaction, the senior vice president directly owned 136,810 shares in the company, valued at approximately $34,934,433.50. This represents a 17.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.06% of the company's stock.

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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