Apple Inc. $AAPL Stock Holdings Reduced by Spring Capital Management LLC

Key Points

• Spring Capital trimmed its stake: The firm reduced its Apple holding by 3.3% in Q4, selling 2,134 shares to hold 63,500 shares worth about $17.26 million, with Apple comprising ~8.7% of its portfolio (its largest position).
• Insider sales executed: CEO Tim Cook sold 64,949 shares (~$16.51M) and SVP Deirdre O'Brien sold 30,002 shares (~$7.66M) on April 2 under pre‑arranged Rule 10b5‑1 plans, resulting in a reduction of their ownership stakes.
• Company performance and market view: Apple beat the quarter with $2.84 EPS and $143.76B revenue, has a $3.76T market cap and 0.4% dividend yield, and carries a consensus "Moderate Buy" rating with a $297.58 target.

Spring Capital Management LLC lowered its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 3.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 63,500 shares of the iPhone maker's stock after selling 2,134 shares during the quarter. Apple makes up about 8.7% of Spring Capital Management LLC's holdings, making the stock its biggest position. Spring Capital Management LLC's holdings in Apple were worth $17,263,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also modified their holdings of the stock. Isthmus Partners LLC grew its stake in Apple by 6.4% during the 3rd 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 lifted its stake in Apple by 110.9% in the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock valued at $34,000 after buying an additional 71 shares during the last quarter. ROSS JOHNSON & Associates LLC boosted its holdings in shares of Apple by 1,800.0% in the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock valued at $42,000 after acquiring an additional 180 shares during the period. LSV Asset Management purchased a new position in shares of Apple during the fourth quarter worth approximately $65,000. Finally, 49 Wealth Management LLC grew its position 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 acquiring an additional 40,543 shares during the last quarter. Institutional investors and hedge funds own 67.73% of the company's stock.

Insider Activity at Apple

In related news, CEO Timothy D. Cook sold 64,949 shares of Apple stock in a transaction on Thursday, April 2nd. The stock was sold at an average price of $254.23, for a total transaction of $16,511,984.27. Following the completion of the transaction, the chief executive officer directly owned 3,280,418 shares of the company's stock, valued at approximately $833,980,668.14. The trade was a 1.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. 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 stock was sold at an average price of $255.35, for a total value of $7,661,010.70. Following the sale, the senior vice president 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. 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.

Apple Stock Performance

NASDAQ:AAPL opened at $255.92 on Friday. The firm's fifty day simple moving average is $260.67 and its 200-day simple moving average is $263.21. The company has a quick ratio of 0.94, a current ratio of 0.97 and a debt-to-equity ratio of 0.87. The stock has a market cap of $3.76 trillion, a PE ratio of 32.35, a price-to-earnings-growth ratio of 2.42 and a beta of 1.11. Apple Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $288.62.

Apple (NASDAQ:AAPL - Get Free Report) last announced its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, beating the consensus estimate of $2.67 by $0.17. The firm had revenue of $143.76 billion during the quarter, compared to analysts' expectations of $138.25 billion. Apple had a net margin of 27.04% and a return on equity of 159.94%. The business's revenue for the quarter was up 15.7% compared to the same quarter last year. During the same quarter last year, the business earned $2.40 earnings per share. Analysts expect that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, February 12th. Stockholders 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 dividend yield of 0.4%. The ex-dividend date was Monday, February 9th. Apple's dividend payout ratio (DPR) is presently 13.15%.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Top investor endorsement — Billionaire Ken Griffin lists Apple among his five best stock picks, highlighting institutional conviction and potential buying support. 5 Best Stocks to Buy According to Billionaire Ken Griffin
• Positive Sentiment: Analyst backing — Bank of America reiterates a Buy and cites accelerating services growth and on‑device AI upside, supporting a premium valuation thesis and positive analyst flow. Apple: Accelerating Services Growth and On‑Device AI Upside Support Premium Valuation and Buy Rating
• Positive Sentiment: U.S. manufacturing boost — Apple expands its U.S. manufacturing program with a reported $400M investment, a politically favorable move that can reduce supply risk and support margin/PR. Apple Inc. (AAPL) expands US manufacturing program with $400M investment
• Neutral Sentiment: Positive narrative around Apple at 50 — Extensive coverage of Apple’s 50th anniversary reminds investors of the company’s long-term durability, but raises governance/succession questions that are medium‑term rather than catalytic. Apple At 50 Weighs AI Partnerships Satellite Ties And Succession
• Neutral Sentiment: AI positioning debate — Coverage highlights a strategic pivot toward opening Siri to third‑party AI assistants and other AI moves; this reduces long-term AI execution risk but timing and monetization remain uncertain. Apple's AI Strategy Is Pivoting. Here's Why That Could Be Great News for the Stock.
• Negative Sentiment: Satellite dependency risk — Reports that Amazon is in talks to buy Globalstar (Apple’s satellite partner for Emergency SOS/messaging) raise competitive and supply‑chain uncertainty for Apple’s satellite features. Amazon Lines Up Deal to Rival SpaceX's Starlink: Report. Why Apple Could Be a Problem.
• Negative Sentiment: Valuation pressure — Commentary points to a rich trailing and forward P/E (high 20s–30s) that’s prompting profit‑taking and making AAPL sensitive to any slowdown in growth or disappointment on AI execution. Is Apple Stock Overvalued Or Undervalued?
• Negative Sentiment: Geopolitical / macro risk — Headlines about potential targeting of U.S. tech firms and broader Mag‑7 weakness amplify downside risk if tensions or macro selloffs persist. AAPL Stock on Watch: Iran Threatens Retaliatory Strikes Could Hit Apple Next

Analyst Ratings Changes

Several research firms recently commented on AAPL. Stifel Nicolaus set a $330.00 price target on shares of Apple in a research report on Monday, March 2nd. The Goldman Sachs Group restated a "buy" rating on shares of Apple in a research note on Monday, March 2nd. Wedbush reaffirmed an "outperform" rating and issued a $350.00 target price on shares of Apple in a report on Friday, March 27th. Needham & Company LLC reiterated a "hold" rating on shares of Apple in a research note on Friday, January 30th. Finally, KeyCorp reissued a "sector weight" rating on shares of Apple in a report on Thursday, March 12th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $297.58.

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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