Apple Inc. $AAPL Stock Holdings Decreased by Talbot Financial LLC

Key Points

• Talbot Financial LLC trimmed its Apple stake by 0.7% in Q4, selling 2,973 shares to hold 420,204 shares worth about $114.24 million, making Apple roughly 9.4% of its portfolio and its second‑largest position.
• Major institutions largely added to Apple positions—Vanguard, State Street, Geode and Northern Trust increased holdings and Norges Bank opened a new position (~$38.9 billion)—leaving institutional ownership at about 67.7%.
• Company insiders, including CEO Tim Cook and SVP Deirdre O'Brien, sold shares (Cook ~64,949 shares for ~$16.5M; O'Brien ~30,002 shares for ~$7.66M) under pre‑arranged Rule 10b5‑1 plans, while analysts hold a consensus Moderate Buy rating with an average price target of $303.06.

Talbot Financial LLC lowered its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 0.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 420,204 shares of the iPhone maker's stock after selling 2,973 shares during the quarter. Apple accounts for about 9.4% of Talbot Financial LLC's portfolio, making the stock its 2nd largest position. Talbot Financial LLC's holdings in Apple were worth $114,237,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also modified their holdings of the stock. Vanguard Group Inc. increased its position in shares of Apple by 0.4% during the first quarter. Vanguard Group Inc. now owns 1,400,790,809 shares of the iPhone maker's stock worth $311,157,662,000 after acquiring an additional 5,005,297 shares during the period. State Street Corp increased its holdings in Apple by 0.9% in the second quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker's stock valued at $123,358,461,000 after buying an additional 5,224,229 shares during the last quarter. Geode Capital Management LLC increased its holdings in Apple by 1.4% in the second quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker's stock valued at $72,506,336,000 after buying an additional 4,942,638 shares during the last quarter. Norges Bank purchased a new position in Apple in the second quarter valued at $38,942,255,000. Finally, Northern Trust Corp increased its holdings in Apple by 13.3% in the fourth quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker's stock valued at $42,918,365,000 after buying an additional 20,079,472 shares during the last quarter. Hedge funds and other institutional investors own 67.73% of the company's stock.

Insider Buying and Selling at Apple

In other Apple news, CEO Timothy D. Cook sold 64,949 shares of the company'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 transaction, the chief executive officer owned 3,280,418 shares in the company, valued at $833,980,668.14. This represents a 1.94% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, 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 company'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 transaction, the senior vice president owned 136,810 shares of the company's stock, valued at $34,934,433.50. This represents a 17.99% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.06% of the company's stock.

Analysts Set New Price Targets

Several equities analysts recently commented on the company. 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. Jefferies Financial Group set a $330.00 target price on Apple in a report on Wednesday, March 4th. Monness Crespi & Hardt increased 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. KeyCorp reissued a "sector weight" rating on shares of Apple in a report on Thursday, March 12th. Finally, Stephens set a $315.00 target price on Apple in a report on Monday, January 26th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $303.06.

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Market reaction to Apple naming John Ternus as CEO has been upbeat — investors and some analysts view his hardware pedigree as a credible path to accelerate device‑level AI and product innovation, supporting near‑term confidence in AAPL. Ternus the Page: Apple's Engineering Prodigy Takes the Reins
• Positive Sentiment: Apple patched a high‑profile iPhone notification bug that exposed deleted messages; the security fix lifted sentiment around privacy and product quality and coincided with an intraday stock bounce. Apple (AAPL) Stock Climbs as iPhone Notification Bug Gets Patched
• Positive Sentiment: Channel and shipment data show strong iPhone demand (notably China) and some broker notes (e.g., Bank of America commentary) expect iPhone 17 demand to support upcoming results — a fundamental tailwind ahead of earnings. Apple gets a stunning boost as smartphone rivals stumble
• Neutral Sentiment: April 30 earnings are the next major catalyst — previews and options activity show investors positioning for a beat/miss outcome; that event could swing AAPL materially in either direction. Apple Q2 Earnings Preview: Is AAPL Stock a Buy, Sell, or Hold?
• Neutral Sentiment: Mixed analyst notes: some firms reaffirm positive ratings while others flag valuation/AI execution risks — the street is split, so analyst chatter is supporting volume but not a clear directional consensus. Wedbush Reaffirms Outperform Rating for Apple
• Negative Sentiment: Reports of a broader leadership exodus and that chip chief Johny Srouji is “seriously considering” leaving pose execution risk — losing senior hardware/AI talent could undermine product roadmaps during an AI pivot. Apple rocked by executive departures, with chip chief at risk of leaving next
• Negative Sentiment: Regulatory risk surfaces in India where an accelerated antitrust probe into App Store rules could lead to structural changes or multibillion penalties — a material long‑term profit and policy risk for Apple’s services franchise. Indian Antitrust Push Tests Apple App Store Model And Valuation Narrative

Apple Stock Performance

NASDAQ AAPL opened at $273.43 on Friday. 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 Inc. has a 1 year low of $193.25 and a 1 year high of $288.62. The company has a market capitalization of $4.01 trillion, a PE ratio of 34.57, a P/E/G ratio of 2.49 and a beta of 1.11. The company has a fifty day moving average of $259.72 and a two-hundred day moving average of $264.46.

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 (EPS) for the quarter, beating the consensus estimate of $2.67 by $0.17. Apple had a net margin of 27.04% and a return on equity of 159.94%. The company had revenue of $143.76 billion during the quarter, compared to the consensus estimate of $138.25 billion. During the same quarter in the prior year, the firm posted $2.40 earnings per share. Apple's revenue for the quarter was up 15.7% on a year-over-year basis. As a group, analysts expect that Apple Inc. will post 8.5 earnings per share for the current year.

Apple Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, February 12th. Shareholders of record on Monday, February 9th were paid a $0.26 dividend. This represents a $1.04 annualized dividend and a yield of 0.4%. The ex-dividend date was Monday, February 9th. Apple's dividend payout ratio is currently 13.15%.

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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