Apple Inc. $AAPL Shares Sold by WestHill Financial Advisors Inc.

Key Points

• WestHill Financial Advisors cut its Apple holding by 8.3% in the fourth quarter, selling 3,498 shares and leaving it with 38,473 shares worth $10,459,000 (about 2.0% of the firm's portfolio and its 11th largest holding).
• Senior insiders also sold stock: SVP Deirdre O'Brien sold 30,002 shares (avg. $255.35) and CEO Tim Cook sold 64,949 shares (avg. $254.23) on April 2 under pre-arranged Rule 10b5-1 plans; insiders now own about 0.06% of Apple.
• Apple shares were trading down roughly 2.5% (opened $266.17) amid a market cap of $3.91 trillion; analysts have an average rating of "Moderate Buy" with a consensus target of $303.06, and upcoming Q2 earnings (late April) are seen as a potential clearing event amid unusual put-option hedging.

WestHill Financial Advisors Inc. decreased its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 8.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 38,473 shares of the iPhone maker's stock after selling 3,498 shares during the period. Apple accounts for approximately 2.0% of WestHill Financial Advisors Inc.'s portfolio, making the stock its 11th biggest holding. WestHill Financial Advisors Inc.'s holdings in Apple were worth $10,459,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in the company. First National Bank of Hutchinson increased its holdings in shares of Apple by 24.6% in the fourth 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 holdings in shares of Apple by 0.5% in the fourth quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker's stock valued at $13,544,000 after purchasing an additional 272 shares during the period. Brighton Jones LLC increased its holdings in shares of Apple by 14.8% in the fourth quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker's stock valued at $134,554,000 after purchasing an additional 69,207 shares during the period. Revolve Wealth Partners LLC increased its holdings in shares of 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 purchasing an additional 2,695 shares during the period. Finally, Highview Capital Management LLC DE increased its holdings in shares of Apple by 2.4% in 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 purchasing an additional 1,155 shares during the period. Institutional investors and hedge funds own 67.73% of the company's stock.

Apple Trading Down 2.5%

Shares of AAPL stock opened at $266.17 on Wednesday. The business's fifty day moving average price is $259.53 and its 200 day moving average price is $264.34. Apple Inc. has a 1-year low of $193.25 and a 1-year high of $288.62. The firm has a market capitalization of $3.91 trillion, a PE ratio of 33.65, a P/E/G ratio of 2.51 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.

Apple (NASDAQ:AAPL - Get Free Report) last posted its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, topping analysts' consensus estimates of $2.67 by $0.17. The company had revenue of $143.76 billion for the quarter, compared to the consensus estimate of $138.25 billion. Apple had a return on equity of 159.94% and a net margin of 27.04%.Apple's quarterly revenue was up 15.7% compared to the same quarter last year. During the same period in the previous year, the business earned $2.40 earnings per share. As a group, sell-side analysts forecast that Apple Inc. will post 8.49 EPS for the current fiscal year.

Apple Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, February 12th. Shareholders of record on Monday, February 9th were given a dividend of $0.26 per share. This represents a $1.04 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date was Monday, February 9th. Apple's payout ratio is presently 13.15%.

Insiders Place Their Bets

In other Apple news, SVP Deirdre O'brien sold 30,002 shares of the business's stock in a transaction on 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 sale, the senior vice president directly owned 136,810 shares in the company, valued at approximately $34,934,433.50. The trade was a 17.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed 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, 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 in the company, valued at approximately $833,980,668.14. The trade was a 1.94% 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 currently owned by insiders.

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Wall Street support persists — Wedbush reaffirmed an Outperform and a $350 target, signaling major upside expectations if execution on products/AI accelerates. Wedbush $350 target
• Positive Sentiment: Internal engineering depth highlighted — Apple promoted Johny Srouji to chief hardware officer as part of the leadership reshuffle, suggesting continuity on silicon and hardware roadmaps that investors view favorably. Srouji promoted
• Positive Sentiment: Top analysts remain constructive — some influential analysts (e.g., Dan Ives and others) have reaffirmed Buy/Outperform views, framing the Ternus hire as a product-focused catalyst that could unlock new devices and services. Daniel Ives reaffirms buy
• Neutral Sentiment: Big-picture profiles and succession context — coverage (LA Times, NYT, FT etc.) frames this as a planned, board-approved handoff that preserves continuity; that reduces corporate-governance shock but leaves strategic questions open. LA Times: Apple's next era
• Neutral Sentiment: Near-term calendar risk — investors are focused on Apple’s Q2 earnings (late April) as a potential “clearing event” that could confirm whether product and China momentum offset transition noise. Mark April 30 (earnings)
• Negative Sentiment: Immediate market reaction: shares dipped after the CEO announcement as investors price uncertainty about whether a hardware-focused successor can close Apple’s AI gap. Stock dips on leadership change
• Negative Sentiment: AI execution worries — analysis suggests Apple’s tight control and hardware-first DNA could constrain rapid AI moves versus cloud/AI-native rivals, keeping execution risk priced in. Reuters: AI-era constraints
• Negative Sentiment: Hedging and short-term downside bets rose — unusual put-option activity ahead of earnings signals some traders are protecting positions or taking bearish stances into earnings/transition risk. Unusual put activity
• Negative Sentiment: Minor fund selling and political noise — a reported stake cut by Manitou and headlines about tariff-refund politics (President Trump saying firms may avoid refunds to avoid backlash) add small governance/political risk to sentiment. Manitou cuts stake Tariff refund politics

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on AAPL shares. Phillip Securities raised Apple from a "moderate sell" rating to a "hold" rating in a report on Sunday, February 1st. Maxim Group raised Apple from a "hold" rating to a "buy" rating and set a $300.00 target price on the stock in a report on Friday, January 30th. Oppenheimer reissued a "market perform" rating on shares of Apple in a report on Friday, January 30th. Monness Crespi & Hardt boosted their target price on Apple from $300.00 to $315.00 and gave the company a "buy" rating in a report on Friday, January 30th. Finally, Needham & Company LLC reaffirmed a "hold" rating on shares of Apple in a report on Friday, January 30th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, Apple has an average rating of "Moderate Buy" and a consensus price target of $303.06.

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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