Apple Inc. $AAPL Shares Sold by PFG Private Wealth Management LLC

Key Points

• PFG Private Wealth Management cut its Apple stake by 63.9% in Q4, selling 10,972 shares and leaving the firm with 6,194 shares worth about $1.68 million (Apple is ~0.7% of its holdings and its 19th largest position).
• Insider sales included CEO Tim Cook selling 64,949 shares for roughly $16.5 million and SVP Deirdre O'Brien selling 30,002 shares for about $7.66 million, both executed under prearranged Rule 10b5-1 plans; company insiders now own ~0.06% of the stock.
• Apple posted a quarterly beat with EPS of $2.84 versus $2.67 expected and revenue of $143.76 billion (up 15.7% YoY), while the stock trades near $259 with a $3.81 trillion market cap and a $0.26 quarterly dividend (0.4% yield).

PFG Private Wealth Management LLC lessened its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 63.9% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 6,194 shares of the iPhone maker's stock after selling 10,972 shares during the quarter. Apple makes up approximately 0.7% of PFG Private Wealth Management LLC's holdings, making the stock its 19th biggest holding. PFG Private Wealth Management LLC's holdings in Apple were worth $1,684,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Sellwood Investment Partners LLC raised its stake in shares of Apple by 110.9% in the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock valued at $34,000 after purchasing an additional 71 shares in the last quarter. ROSS JOHNSON & Associates LLC raised its stake in shares of Apple by 1,800.0% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock valued at $42,000 after purchasing an additional 180 shares in the last quarter. LSV Asset Management acquired a new stake in shares of Apple in the 4th quarter valued at about $65,000. HFM Investment Advisors LLC acquired a new stake in shares of Apple in the 1st quarter valued at about $99,000. Finally, Miller Global Investments LLC acquired a new stake in shares of Apple in the 4th quarter valued at about $127,000. Institutional investors and hedge funds own 67.73% of the company's stock.

Apple Trading Down 0.5%

Apple stock opened at $259.19 on Tuesday. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.94 and a current ratio of 0.97. Apple Inc. has a 1 year low of $189.81 and a 1 year high of $288.62. The firm's 50-day moving average is $260.54 and its 200-day moving average is $263.90. The company has a market cap of $3.81 trillion, a P/E ratio of 32.77, a PEG ratio of 2.47 and a beta of 1.11.

Apple (NASDAQ:AAPL - Get Free Report) last released its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, topping 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 business had revenue of $143.76 billion for the quarter, compared to analysts' expectations of $138.25 billion. During the same quarter last year, the company earned $2.40 EPS. The company's revenue for the quarter was up 15.7% compared to the same quarter last year. On average, equities analysts expect that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, February 12th. Investors of record on Monday, February 9th were issued a $0.26 dividend. This represents a $1.04 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date of this dividend was Monday, February 9th. Apple's dividend payout ratio (DPR) is 13.15%.

Insider Transactions at Apple

In related 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 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 $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 is accessible through the SEC website. 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 completion of the sale, the senior vice president directly owned 136,810 shares in the company, valued at approximately $34,934,433.50. This trade represents a 17.99% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.06% of the stock is owned by company insiders.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is reportedly testing multiple smart‑glasses designs and unique camera layouts as it prepares an AR/AI eyewear product aimed at Meta — a potential new hardware revenue stream and platform expansion that could support long‑term growth. Apple Plans AI Glasses to Rival Meta's
• Positive Sentiment: Apple joined Project Glasswing, using Anthropic’s Mythos AI to help find and fix major OS vulnerabilities — a move that can strengthen enterprise trust in Apple devices and reduce security-related risks to ecosystem monetization. Apple Joins Project Glasswing As Mythos AI Raises New Valuation Questions
• Neutral Sentiment: Apple seeded iOS 26.5 beta 2 — includes Maps ads and other developer features — signaling ongoing services monetization opportunities but nothing immediate to materially change near‑term revenue. Beta cadence also shows continued software development progress. Apple releases iOS 26.5 beta 2 for iPhone - 9to5Mac
• Neutral Sentiment: TSMC’s record AI chip demand keeps pressure on advanced-node capacity — good for AI customers like Apple but also highlights supply/capex dynamics that could affect component availability and gross‑margin timing. TSMC likely to book fourth straight quarter of record profit on insatiable AI demand
• Negative Sentiment: Apple’s head of AI is reportedly leaving — this raises near‑term execution risk for Apple’s AI roadmap and could amplify investor concerns about delivery timing for AI features and products. In Major Blow, Apple’s (AAPL) Head of AI Is Leaving the Company
• Negative Sentiment: A fake Ledger app passed Apple’s review process and drained user crypto holdings — a high‑profile App Store security lapse that could pressure confidence in Apple’s app vetting and invite regulatory or reputational scrutiny. Musician loses $420k bitcoin retirement fund after installing fake Ledger app
• Negative Sentiment: Coverage highlighting Berkshire Hathaway trimming AAPL and pitches for cheaper AI alternatives add selling pressure and valuation scrutiny among investors comparing growth vs. premium price. Warren Buffett Reveals the Real Reason Berkshire Has Been Dumping Apple Stock

Analyst Ratings Changes

AAPL has been the topic of a number of recent research reports. Sanford C. Bernstein restated an "outperform" rating on shares of Apple in a research report on Wednesday, March 4th. KeyCorp restated a "sector weight" rating on shares of Apple in a research report on Thursday, March 12th. Moffett Nathanson raised their price target 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. The Goldman Sachs Group restated a "buy" rating on shares of Apple in a research report on Monday, March 2nd. Finally, Bank of America reduced their price target on shares of Apple from $325.00 to $320.00 and set a "buy" rating on the stock in a research report on Monday, March 23rd. One research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $301.23.

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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