Apple Inc. $AAPL Shares Sold by Integrated Financial Solutions Inc.

Key Points

• Integrated Financial Solutions Inc. reduced its stake in Apple Inc. by 5.4% in Q4, selling 6,744 shares to hold 117,038 shares valued at $31.82 million, with Apple comprising about 21.1% of its portfolio (its second-largest holding).
• Apple beat Q2 expectations with $2.01 EPS vs. $1.95 expected and $111.18B revenue (up 16.6% YoY), and management announced a $100B buyback plus a dividend increase to $0.27 quarterly, driving a ~3.3% stock uptick.
• Insider selling has occurred recently (CEO Tim Cook sold 64,949 shares under a Rule 10b5‑1 plan), while institutional ownership sits around 67.7% and analysts maintain a generally bullish stance with an average target of $304.31.

Integrated Financial Solutions Inc. lessened its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 5.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 117,038 shares of the iPhone maker's stock after selling 6,744 shares during the quarter. Apple comprises approximately 21.1% of Integrated Financial Solutions Inc.'s investment portfolio, making the stock its 2nd biggest holding. Integrated Financial Solutions Inc.'s holdings in Apple were worth $31,818,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in AAPL. Isthmus Partners LLC raised its stake in shares of Apple by 6.4% during the third quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker's stock worth $25,000 after buying an additional 5,808 shares during the last quarter. Sellwood Investment Partners LLC raised its stake in shares of Apple by 110.9% during the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock worth $34,000 after buying an additional 71 shares during the last quarter. ROSS JOHNSON & Associates LLC raised its stake in shares of Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock worth $42,000 after buying an additional 180 shares during the last quarter. LSV Asset Management bought a new stake in shares of Apple during the fourth quarter worth approximately $65,000. Finally, 49 Wealth Management LLC raised its stake in shares of Apple by 15.7% during the third quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker's stock worth $76,000 after buying an additional 40,543 shares during the last quarter. Institutional investors and hedge funds own 67.73% of the company's stock.

Apple Stock Up 3.3%

Apple stock opened at $280.19 on Friday. The company's 50 day simple moving average is $260.73 and its 200 day simple moving average is $265.14. Apple Inc. has a fifty-two week low of $193.25 and a fifty-two week high of $288.62. The firm has a market capitalization of $4.11 trillion, a price-to-earnings ratio of 33.88, a PEG ratio of 2.55 and a beta of 1.06. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94.

Apple (NASDAQ:AAPL - Get Free Report) last released its quarterly earnings data on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share for the quarter, topping the consensus estimate of $1.95 by $0.06. Apple had a net margin of 27.15% and a return on equity of 161.46%. The business had revenue of $111.18 billion for the quarter, compared to analyst estimates of $109.46 billion. During the same quarter last year, the firm earned $1.65 EPS. Apple's quarterly revenue was up 16.6% compared to the same quarter last year. As a group, sell-side analysts anticipate 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. Investors of record on Monday, May 11th will be paid a dividend of $0.27 per share. This represents a $1.08 annualized dividend and a yield of 0.4%. The ex-dividend date of this dividend is Monday, May 11th. This is a positive change from Apple's previous quarterly dividend of $0.26. Apple's payout ratio is 13.15%.

Insider Buying and Selling

In related news, CEO Timothy D. Cook sold 64,949 shares of Apple stock in a transaction that occurred on 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 $833,980,668.14. This trade represents a 1.94% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed 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 Apple stock in a transaction that occurred on Thursday, April 23rd. The stock was sold at an average price of $275.00, for a total transaction of $421,850.00. Following the transaction, the chief financial officer directly owned 13,366 shares in the company, valued at $3,675,650. The trade was a 10.30% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 96,485 shares of company stock valued at $24,594,845 in the last 90 days. 0.06% of the stock is owned by insiders.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Q2 results beat and June-quarter guidance well above Street expectations, giving investors confidence in near-term sales momentum and margins. Apple stages sharpest rally in 9 months as execs cite iPhone, Mac demand in boosting guidance
• Positive Sentiment: Management expanded capital returns — a large share buyback ($100B) plus a dividend raise — which supports EPS and buyback-driven upside. Apple (AAPL) Stock: Q2 Earnings Beat ... and $100B Buyback
• Positive Sentiment: Stronger-than-expected demand in Greater China and for the iPhone 17 and Mac lineup (including Mac Mini demand for AI work) is driving top-line upside and a re-rating by some analysts. Apple's China sales jumped 28%: now analysts are rethinking AAPL
• Positive Sentiment: Multiple firms raised price targets and options activity surged, signaling bullish positioning and expectations for further upside. Analyst moves & options flow
• Neutral Sentiment: Apple signaled it is retiring its net-cash-neutral target — investors interpret this as freeing cash for a potential large AI acquisition, but timing and impact remain speculative. Apple just gave a subtle clue that a splashy AI acquisition may be in the cards
• Neutral Sentiment: Media/services expansion — Apple aims to grow its sports/TV footprint (Formula One content and TV deals), which supports longer-term services revenue diversification but is incremental near term. Apple's Cue expects F1 movie sequel...
• Negative Sentiment: Management warned that the global memory-chip shortage is worsening — that creates a real near-term cost/margin headwind and could force pricing or longer-term supplier commitments. Apple Warns the Memory Shortage Is Getting Worse
• Negative Sentiment: Some analysts remain cautious — Wall Street is split on whether the beat is sustainable versus one-time effects (tariff refunds, inventory/timing), leaving valuation and durability questions. Wall Street Splits on Apple After Q2 Beat

Analyst Ratings Changes

A number of equities research analysts recently weighed in on AAPL shares. Citigroup reissued a "buy" rating on shares of Apple in a research note on Tuesday, April 21st. Rosenblatt Securities boosted their price target on shares of Apple from $268.00 to $276.00 and gave the stock a "neutral" rating in a research note on Friday. Stephens set a $315.00 price target on shares of Apple in a research note on Monday, January 26th. Scotiabank set a $330.00 price target on shares of Apple in a research note on Monday, February 2nd. Finally, Monness Crespi & Hardt boosted their price target on shares of Apple from $315.00 to $335.00 and gave the stock a "buy" rating in a research note on Friday. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, Apple presently has an average rating of "Moderate Buy" and an average target price 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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