Apple Inc. $AAPL Shares Purchased by Rede Wealth LLC

Key Points

• Rede Wealth LLC increased its stake in Apple by 13.5% in Q4, buying 5,661 shares to hold 47,500 shares worth $12.91 million, making Apple about 4.5% of its portfolio and its second-largest holding.
• Apple beat expectations in the March quarter with $2.01 EPS (vs. $1.95 expected) and $111.18 billion revenue (vs. $109.46 billion expected), and also raised its quarterly dividend to $0.27.
• Mixed strategic and risk headlines: Apple is exploring U.S. chip production with Intel/Samsung and plans to let users choose third‑party AI models in iOS 27, while facing a $250 million shareholder settlement and rising RAM cost pressures.

Rede Wealth LLC boosted its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 13.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 47,500 shares of the iPhone maker's stock after purchasing an additional 5,661 shares during the period. Apple makes up about 4.5% of Rede Wealth LLC's investment portfolio, making the stock its 2nd biggest holding. Rede Wealth LLC's holdings in Apple were worth $12,913,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently added to or reduced their stakes in the stock. Reyes Financial Architecture Inc. increased its holdings in Apple by 0.4% in the 3rd quarter. Reyes Financial Architecture Inc. now owns 9,898 shares of the iPhone maker's stock valued at $2,520,000 after purchasing an additional 37 shares in the last quarter. WESPAC Advisors LLC increased its holdings in Apple by 0.3% in the 4th quarter. WESPAC Advisors LLC now owns 12,326 shares of the iPhone maker's stock valued at $3,351,000 after purchasing an additional 39 shares in the last quarter. American Alpha Advisors LLC increased its holdings in Apple by 3.7% in the 3rd quarter. American Alpha Advisors LLC now owns 1,151 shares of the iPhone maker's stock valued at $293,000 after purchasing an additional 41 shares in the last quarter. Seven Springs Wealth Group LLC increased its holdings in Apple by 0.3% in the 3rd quarter. Seven Springs Wealth Group LLC now owns 15,451 shares of the iPhone maker's stock valued at $3,934,000 after purchasing an additional 42 shares in the last quarter. Finally, Avant Capital LLC increased its holdings in Apple by 0.9% in the 3rd quarter. Avant Capital LLC now owns 4,814 shares of the iPhone maker's stock valued at $1,226,000 after purchasing an additional 43 shares in the last quarter. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Apple Stock Performance

NASDAQ:AAPL opened at $284.18 on Wednesday. The company has a debt-to-equity ratio of 0.70, a current ratio of 1.07 and a quick ratio of 1.02. The firm has a 50-day moving average of $261.12 and a two-hundred day moving average of $265.51. The stock has a market cap of $4.17 trillion, a P/E ratio of 34.36, a PEG ratio of 2.42 and a beta of 1.06. Apple Inc. has a 1-year low of $193.25 and a 1-year high of $288.62.

Apple (NASDAQ:AAPL - Get Free Report) last posted its quarterly earnings data on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share for the quarter, beating analysts' consensus estimates of $1.95 by $0.06. The company had revenue of $111.18 billion during the quarter, compared to analysts' expectations of $109.46 billion. Apple had a net margin of 27.15% and a return on equity of 146.69%. The firm's revenue for the quarter was up 16.6% on a year-over-year basis. During the same period in the prior year, the company posted $1.65 EPS. On average, research analysts expect that Apple Inc. will post 8.72 earnings per share for the current fiscal year.

Apple Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, May 14th. Shareholders of record on Monday, May 11th will be given a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date of this dividend is Monday, May 11th. This is an increase from Apple's previous quarterly dividend of $0.26. Apple's dividend payout ratio is currently 12.58%.

Insider Transactions at Apple

In other news, CEO Timothy D. Cook sold 64,949 shares of the stock in a transaction dated 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 transaction, the chief executive officer owned 3,280,418 shares of the company's stock, valued at approximately $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 accessible through this hyperlink. 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 stock was 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 $34,934,433.50. The trade was 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. Over the last 90 days, insiders have sold 96,485 shares of company stock valued at $24,594,845. Insiders own 0.06% of the company's stock.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple held exploratory talks with Intel and Samsung about making its main device processors in the U.S., which reduces single-supplier (TSMC) risk and is being priced as a supply-chain hedge by investors. Apple explores using Intel, Samsung to build main device chips in the US
• Positive Sentiment: Apple plans to let users choose third‑party AI models across iOS 27 features and is positioning devices as AI platforms — a strategic move that broadens the company’s AI roadmap without having to rely solely on its in-house models. Apple to let users choose rival AI models across iOS 27 features
• Positive Sentiment: Fundamentals remain solid: strong March-quarter results, continued iPhone strength (iPhone 17 cited as top seller in Q1), services momentum, and shareholder returns (dividend and a large buyback) support the stock’s rally. iPhone 17 Rules, Becomes World's Best-Selling Smartphone
• Neutral Sentiment: Reports emphasize these chip talks are preliminary with no orders placed; switching foundries involves technology, scale and reliability tradeoffs, so any supply-chain benefit will depend on formal contracts and ramp timelines. Apple explores Intel, Samsung as U.S. chip suppliers
• Negative Sentiment: Apple agreed to a $250M settlement in a shareholder suit over delayed Siri/Apple Intelligence features — a headline risk and cash outflow that briefly pressures sentiment. Apple settles lawsuit over late Siri AI features for $250 million
• Negative Sentiment: Management has warned that rising memory (RAM) costs tied to AI needs could raise hardware prices and weigh on margins — a structural cost pressure to monitor. Apple's Tim Cook says AI-fueled 'RAMmageddon' will make your next laptop and phone a lot pricier

Analysts Set New Price Targets

AAPL has been the subject of several recent research reports. Maxim Group upgraded Apple from a "hold" rating to a "buy" rating and set a $300.00 price target for the company in a report on Friday, January 30th. Citigroup reiterated a "buy" rating on shares of Apple in a report on Tuesday, April 21st. The Goldman Sachs Group reiterated a "buy" rating on shares of Apple in a report on Monday, March 2nd. Oppenheimer reissued a "market perform" rating on shares of Apple in a research report on Friday, January 30th. Finally, Royal Bank Of Canada set a $325.00 price objective on shares of Apple in a research report on Monday, February 2nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Apple currently has a consensus rating of "Moderate Buy" and a consensus target price of $304.31.

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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