Apple Inc. $AAPL Shares Purchased by Valley National Advisers Inc.

Key Points

• Valley National Advisers increased its Apple stake by 9.8% in Q4 to 105,530 shares (an additional 9,444 shares), making AAPL its fourth-largest holding worth about $28.69 million.
• Insider selling has been notable: CEO Tim Cook sold 64,949 shares (≈$16.5M) under a Rule 10b5‑1 plan, and insiders have sold 96,485 shares (~$24.6M) in the past 90 days.
• Fundamentals and payout: Apple beat Q2 estimates with $2.01 EPS on $111.18B revenue (rev. +16.6% YoY) and raised its quarterly dividend to $0.27 (ex‑dividend May 11, pay May 14).

Valley National Advisers Inc. lifted its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 9.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 105,530 shares of the iPhone maker's stock after acquiring an additional 9,444 shares during the quarter. Apple accounts for approximately 4.0% of Valley National Advisers Inc.'s holdings, making the stock its 4th largest position. Valley National Advisers Inc.'s holdings in Apple were worth $28,688,000 at the end of the most recent quarter.

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

Insider Transactions at Apple

In other news, CEO Timothy D. Cook sold 64,949 shares of the business's stock in a transaction on Thursday, April 2nd. The stock was sold at an average price of $254.23, for a total value of $16,511,984.27. Following the sale, the chief executive officer owned 3,280,418 shares of the company's stock, valued at approximately $833,980,668.14. The trade was a 1.94% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Kevan Parekh sold 1,534 shares of the business'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 completion of the sale, the chief financial officer directly owned 13,366 shares in the company, valued at $3,675,650. This represents a 10.30% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 96,485 shares of company stock valued at $24,594,845. Corporate insiders own 0.06% of the company's stock.

Apple Stock Down 1.2%

Shares of Apple stock opened at $276.73 on Tuesday. The business's fifty day moving average price is $260.73 and its two-hundred day moving average price is $265.27. 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 company has a market capitalization of $4.06 trillion, a P/E ratio of 33.46, a PEG ratio of 2.51 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 announced its earnings results on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share for the quarter, beating the consensus estimate of $1.95 by $0.06. The firm had revenue of $111.18 billion for the quarter, compared to the consensus estimate of $109.46 billion. Apple had a return on equity of 146.69% and a net margin of 27.15%.The firm's revenue for the quarter was up 16.6% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.65 EPS. As a group, research analysts forecast that Apple Inc. will post 8.64 EPS for the current year.

Apple Increases Dividend

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

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.

Wall Street Analysts Forecast Growth

Several research firms have recently commented on AAPL. Sanford C. Bernstein restated an "outperform" rating on shares of Apple in a research report on Wednesday, March 4th. Citigroup reaffirmed a "buy" rating on shares of Apple in a report on Tuesday, April 21st. JPMorgan Chase & Co. increased their price objective on shares of Apple from $315.00 to $325.00 and gave the stock an "overweight" rating in a report on Friday, January 30th. Rosenblatt Securities increased their price objective on shares of Apple from $268.00 to $276.00 and gave the stock a "neutral" rating in a report on Friday. Finally, Wells Fargo & Company reaffirmed an "overweight" rating and issued a $310.00 price objective (up from $300.00) on shares of Apple in a report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $304.31.

Apple 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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