Apple Inc. $AAPL Stock Position Trimmed by Yarger Wealth Strategies LLC

Key Points

• Yarger Wealth Strategies trimmed its Apple stake by 8% in Q4, selling 2,950 shares and leaving 33,824 shares valued at $9.195 million, which represents 4.0% of the firm's portfolio and its 5th largest holding.
• Apple beat quarterly expectations with EPS of $2.84 vs. $2.67 and revenue of $143.76 billion (vs. $138.25B est.), a 15.7% YoY increase, and recently paid a $0.26 quarterly dividend (annualized yield ~0.4%).
• Insiders sold roughly 96,485 shares (~$24.6M) in the last quarter, including transactions by the CFO and an SVP; analysts remain broadly positive (average rating "Moderate Buy," average target ~$303) even as AI-competition concerns have added near-term pressure.

Yarger Wealth Strategies LLC lessened its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 8.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 33,824 shares of the iPhone maker's stock after selling 2,950 shares during the quarter. Apple accounts for 4.0% of Yarger Wealth Strategies LLC's investment portfolio, making the stock its 5th largest position. Yarger Wealth Strategies LLC's holdings in Apple were worth $9,195,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the business. Overbrook Management Corp boosted its position in shares of Apple by 57.4% in the fourth quarter. Overbrook Management Corp now owns 104,648 shares of the iPhone maker's stock valued at $28,449,000 after acquiring an additional 38,174 shares during the period. Highland Capital Management LLC increased its holdings in Apple by 2.2% during the 3rd quarter. Highland Capital Management LLC now owns 397,834 shares of the iPhone maker's stock worth $101,301,000 after acquiring an additional 8,446 shares during the period. Citizens Financial Group Inc. RI increased its holdings in Apple by 48.4% during the 3rd quarter. Citizens Financial Group Inc. RI now owns 1,426,605 shares of the iPhone maker's stock worth $363,256,000 after acquiring an additional 465,393 shares during the period. Tufton Capital Management lifted its stake in Apple by 4.3% in the 3rd quarter. Tufton Capital Management now owns 100,130 shares of the iPhone maker's stock worth $25,496,000 after purchasing an additional 4,157 shares in the last quarter. Finally, World Investment Advisors boosted its holdings in Apple by 3.9% in the 3rd quarter. World Investment Advisors now owns 734,485 shares of the iPhone maker's stock valued at $187,022,000 after purchasing an additional 27,445 shares during the period. 67.73% of the stock is owned by hedge funds and other institutional investors.

Apple Stock Down 1.3%

Shares of NASDAQ:AAPL opened at $267.50 on Tuesday. The firm has a market capitalization of $3.93 trillion, a PE ratio of 33.82, a price-to-earnings-growth ratio of 2.47 and a beta of 1.11. 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 52-week low of $193.25 and a 52-week high of $288.62. The firm has a fifty day moving average of $260.26 and a 200 day moving average of $264.76.

Apple (NASDAQ:AAPL - Get Free Report) last released its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, beating analysts' consensus estimates of $2.67 by $0.17. Apple had a return on equity of 159.94% and a net margin of 27.04%.The business had revenue of $143.76 billion for the quarter, compared to the consensus estimate of $138.25 billion. During the same quarter last year, the business posted $2.40 earnings per share. The company's revenue for the quarter was up 15.7% on a year-over-year basis. As a group, research analysts anticipate that Apple Inc. will post 8.52 EPS for the current fiscal year.

Apple Announces Dividend

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

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on the stock. BNP Paribas Exane raised shares of Apple from a "neutral" rating to an "outperform" rating and set a $300.00 price target on the stock in a report on Friday, April 17th. The Goldman Sachs Group restated a "buy" rating on shares of Apple in a research report on Monday, March 2nd. DA Davidson restated a "neutral" rating and issued a $270.00 target price on shares of Apple in a research note on Friday, January 30th. KGI Securities raised Apple to an "outperform" rating and set a $306.00 price target on the stock in a report on Friday, January 30th. Finally, Scotiabank set a $330.00 price target on Apple in a research report on Monday, February 2nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Apple presently has an average 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: Street expects constructive guidance for fiscal Q2 (roughly +13%–16% revenue growth and healthy gross margins), which supports a potential beat when Apple reports. Should You Buy, Sell, or Hold AAPL Stock Before Q2 Earnings?
• Positive Sentiment: Reports say Apple took the top global smartphone spot in the March quarter (iPhone 17e momentum + supply-chain execution), supporting near-term hardware revenue. Apple is defying a global smartphone slump
• Positive Sentiment: Apple is testing App Store monthly subscriptions with a 12‑month commitment — a tweak that could raise conversion and recurring services revenue over time. Apple introduces monthly subscriptions with a 12-month commitment on the App Store - 9to5Mac
• Positive Sentiment: Early reviews of the MacBook Pro M5 highlight strong performance and battery life — a reminder Apple still pushes hardware leadership. MacBook Pro M5 review: serious power, still long battery life
• Neutral Sentiment: Leadership change: John Ternus will become CEO in September; markets are parsing his product-first background and services/AI focus — important for long-term strategy but creates near-term uncertainty. John Ternus, Apple’s new CEO, inherits a rebounding China business—and some messy headaches
• Neutral Sentiment: Big Tech earnings week raises the bar: investors want clearer signs Apple is monetizing AI (on‑device or services) — the event is a catalyst but outcome uncertain. Big Tech faces key earnings test on AI spending and cloud growth
• Negative Sentiment: Qualcomm + OpenAI reports have triggered a rotation into chipmakers and revived fears Apple could lose an edge on on‑device AI — that sector rotation pressured AAPL today. Could This New AI Smartphone Compete With Apple? Qualcomm Shares Rise
• Negative Sentiment: Commentary and analyst pieces argue Apple is lagging on AI execution — a growing narrative that increases short‑term downside risk if earnings don’t show clear AI traction. Apple Is Falling Behind in AI. Will a New CEO Revive Apple Stock?
• Negative Sentiment: Insider selling: Apple’s CFO disclosed a sale of ~1,534 shares (filed), which can add to near‑term selling pressure despite being a small-dollar transaction relative to the company’s size. Kevan Parekh Form 4 (SEC)

Insider Buying and Selling

In other Apple news, CFO Kevan Parekh sold 1,534 shares of Apple stock in a transaction that occurred on Thursday, April 23rd. The shares were 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 of the company's stock, valued at approximately $3,675,650. This trade represents a 10.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, SVP Deirdre O'brien sold 30,002 shares of the business's stock in a transaction that occurred 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 completion of the sale, the senior vice president owned 136,810 shares of the company's stock, valued at approximately $34,934,433.50. The trade was a 17.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 96,485 shares of company stock worth $24,594,845 in the last quarter. 0.06% of the stock is owned by insiders.

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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