Apple Inc. $AAPL Shares Sold by Capital Advisors Ltd. LLC

Key Points

• Capital Advisors Ltd. LLC trimmed its Apple stake by 5.8% in Q4, selling 2,293 shares and leaving it with 37,088 shares worth about $10.08 million (Apple is ~1.1% of the firm's portfolio and its 21st largest holding).
• Insiders sold stock: CEO Tim Cook sold 64,949 shares for ~$16.5 million and SVP Deirdre O’Brien sold 30,002 shares for ~$7.66 million on April 2 under pre‑arranged Rule 10b5‑1 plans, reducing their ownership; insiders now hold ~0.06% of Apple.
• Major institutions (e.g., Norges Bank, Nuveen, Northern Trust, UBS AM) hold or increased very large positions—institutional ownership is ~67.73%—and analysts maintain a consensus of “Moderate Buy” with an average target of $303.06 after Apple’s recent EPS beat and revenue growth.

Capital Advisors Ltd. LLC decreased its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 5.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 37,088 shares of the iPhone maker's stock after selling 2,293 shares during the period. Apple comprises approximately 1.1% of Capital Advisors Ltd. LLC's portfolio, making the stock its 21st largest position. Capital Advisors Ltd. LLC's holdings in Apple were worth $10,083,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of AAPL. Norges Bank acquired a new position in shares of Apple in the second quarter worth $38,942,255,000. Nuveen LLC acquired a new position in shares of Apple in the first quarter worth $17,472,482,000. Laurel Wealth Advisors LLC grew its stake in shares of Apple by 20,464.8% in 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 acquiring an additional 26,937,401 shares in the last quarter. Northern Trust Corp lifted its position in shares of Apple by 13.3% during the 4th 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 during the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its position in shares of Apple by 14.3% during the 4th 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 during the last quarter. Institutional investors and hedge funds own 67.73% of the company's stock.

Insiders Place Their Bets

In related news, CEO Timothy D. Cook sold 64,949 shares of the business's stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $254.23, for a total value of $16,511,984.27. Following the completion of the sale, the chief executive officer directly owned 3,280,418 shares of the company's stock, valued at $833,980,668.14. The trade was a 1.94% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at 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 business's stock in a transaction on 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 completion of the sale, the senior vice president directly owned 136,810 shares of the company's stock, valued at approximately $34,934,433.50. This trade represents a 17.99% decrease in their ownership of the stock. 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. 0.06% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on AAPL. Moffett Nathanson lifted their price objective on shares of Apple from $241.00 to $270.00 and gave the stock a "neutral" rating in a research report on Wednesday, February 25th. Citigroup reaffirmed a "buy" rating on shares of Apple in a research report on Tuesday. Monness Crespi & Hardt lifted their price objective on shares of Apple from $300.00 to $315.00 and gave the stock a "buy" rating in a research report on Friday, January 30th. Morgan Stanley reaffirmed an "overweight" rating and set a $315.00 price objective on shares of Apple in a research report on Monday, March 23rd. Finally, Stifel Nicolaus set a $330.00 price objective on shares of Apple in a research report on Monday, March 2nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average target price of $303.06.

Apple Price Performance

Shares of AAPL opened at $271.06 on Friday. Apple Inc. has a 1-year low of $193.25 and a 1-year high of $288.62. The stock has a market cap of $3.98 trillion, a PE ratio of 34.27, a price-to-earnings-growth ratio of 2.49 and a beta of 1.11. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94. The firm has a fifty day moving average price of $260.03 and a 200 day moving average price of $264.56.

Apple (NASDAQ:AAPL - Get Free Report) last announced its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, beating 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 firm had revenue of $143.76 billion during the quarter, compared to analysts' expectations of $138.25 billion. During the same period in the previous year, the company earned $2.40 earnings per share. Apple's quarterly revenue was up 15.7% compared to the same quarter last year. As a group, sell-side analysts anticipate that Apple Inc. will post 8.52 EPS for the current year.

Apple Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, February 12th. Investors of record on Monday, February 9th were given a $0.26 dividend. 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 13.15%.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Strong product demand: Apple’s $599 M4 Mac mini has sold out online amid an AI-driven upswing in mac‑mini interest, signalling healthy hardware demand ahead of upcoming results. Good luck getting a Mac Mini anytime soon
• Positive Sentiment: Investor optimism around new CEO: John Ternus was named CEO effective September 1; several pieces highlight why investors should be encouraged (hardware pedigree, potential renewed product focus). That optimism supports a constructive view on future device cycles. 2 Reasons Investors Should Be Excited for the New Apple CEO
• Positive Sentiment: Analyst and market support ahead of earnings: Firms including Wedbush and others have reiterated favorable views or buying interest into the earnings cadence and iPhone cycle, lending some near‑term support. Wedbush Reaffirms Outperform for Apple
• Neutral Sentiment: CEO succession — expectations and risks: Coverage (FT, NYT, Motley Fool) lays out the transition details and the main tasks for John Ternus; this is a material change but many view it as orderly for now. The Apple juggernaut and the AI roadblock
• Neutral Sentiment: Short‑interest data is noisy/unclear this month (reported values are effectively zero/invalid), so it provides little actionable signal today.
• Negative Sentiment: Berkshire Hathaway selling: Reports show Warren Buffett’s group cut a large portion (~75%) of its Apple stake and redeployed funds into Chubb — a headline catalyst for today’s selling and a signal that a major, long‑held holder is trimming exposure. Warren Buffett Quietly Sold 75% of His Biggest Holding
• Negative Sentiment: Regulatory/AI execution risks: India’s antitrust probe of the App Store and persistent questions about Apple’s AI/Siri progress and executive departures raise execution and legal-risk concerns that could pressure multiple quarters. Indian Antitrust Push Tests Apple App Store Model

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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