Bluedoor Private Wealth LLC Acquires Shares of 29,666 Apple Inc. $AAPL

Key Points

• Bluedoor Private Wealth LLC disclosed a new fourth-quarter stake in Apple, buying 29,666 shares valued at about $8.1 million. Apple is now roughly 3.7% of its portfolio and its third-largest holding.
• Apple continues to attract strong institutional and analyst interest, with multiple funds adding shares and Wall Street maintaining a Moderate Buy consensus. Several analysts recently raised price targets, including TD Cowen and Wedbush.
• The company also reported solid recent fundamentals: quarterly EPS of $2.01 topped estimates, revenue rose 16.6% year over year, and Apple increased its quarterly dividend to $0.27 per share.

Bluedoor Private Wealth LLC acquired a new stake in Apple Inc. (NASDAQ:AAPL - Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 29,666 shares of the iPhone maker's stock, valued at approximately $8,065,000. Apple accounts for approximately 3.7% of Bluedoor Private Wealth LLC's investment portfolio, making the stock its 3rd biggest position.

Other institutional investors have also recently bought and sold shares of the company. Sellwood Investment Partners LLC grew its stake in 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 during the period. ROSS JOHNSON & Associates LLC grew its stake in 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 during the period. Timmons Wealth Management LLC bought a new position in Apple in the 4th quarter valued at $69,000. LSV Asset Management bought a new position in Apple in the 4th quarter valued at $65,000. Finally, PayPay Securities Corp grew its stake in Apple by 52.1% in the 4th quarter. PayPay Securities Corp now owns 365 shares of the iPhone maker's stock valued at $99,000 after purchasing an additional 125 shares during the period. Institutional investors own 67.73% of the company's stock.

Insider Buying and Selling

In other Apple news, CEO Timothy D. Cook sold 64,949 shares of the firm's stock in a transaction dated 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 completion of the transaction, the chief executive officer owned 3,280,418 shares in the company, valued at $833,980,668.14. This trade represents a 1.94% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Ben Borders sold 1,274 shares of the firm's stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $290.00, for a total value of $369,460.00. Following the completion of the transaction, the insider owned 38,713 shares of the company's stock, valued at approximately $11,226,770. This represents a 3.19% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 97,759 shares of company stock worth $24,964,305 in the last 90 days. 0.06% of the stock is owned by company insiders.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is reportedly preparing a major 2027 product push featuring camera-equipped AirPods, AI sunglasses, a foldable iPhone, and a 20th-anniversary iPhone, which could reignite hardware growth. Apple (AAPL) Plans Camera AirPods and a Foldable iPhone for 2027 in Major Product Push
• Positive Sentiment: Wall Street remains upbeat after WWDC, with TD Cowen and Maxim reiterating bullish views and raising the price target, arguing Apple’s AI rollout is still in the early stages. Qualcomm Is Eyeing a Massive AI Pivot. Why Wall Street Is Still Cautious.
• Positive Sentiment: Investors are also encouraged by commentary that AI could strengthen Apple’s long-term bull case, since the company controls the device, operating system, and ecosystem where AI features will be delivered. AI Strengthens Apple (AAPL) Stock’s Bull Case
• Neutral Sentiment: Apple’s supplier Tata Electronics said India’s pollution board dropped scrutiny of its iPhone parts plant after contamination concerns were addressed, removing a near-term operational distraction. Tata says India pollution board drops scrutiny of Apple iPhone parts plant
• Neutral Sentiment: Apple is also facing a new Italy antitrust probe over cloud interoperability under the Digital Markets Act, which adds regulatory noise but is not yet a quantified financial hit. Italy's antitrust regulator probes Apple over cloud services under Digital Market rules
• Negative Sentiment: Some reports say Apple was not fully able to meet investor expectations on AI at WWDC, and skepticism around near-term execution is weighing on sentiment. Here’s Why Apple Inc (AAPL) Is Falling Despite AI Advancements at WWDC 2026
• Negative Sentiment: Apple is reportedly planning changes to its Hide My Email privacy feature, which could make anonymous sign-ups easier to block and may be viewed as a privacy tradeoff. Apple plans to change its Hide My Email privacy feature that could make it less effective

Apple Stock Up 1.0%

AAPL stock opened at $299.24 on Wednesday. The company has a debt-to-equity ratio of 0.70, a quick ratio of 1.02 and a current ratio of 1.07. The company has a market capitalization of $4.40 trillion, a price-to-earnings ratio of 36.18, a PEG ratio of 2.58 and a beta of 1.09. Apple Inc. has a fifty-two week low of $195.07 and a fifty-two week high of $317.40. The stock has a fifty day moving average of $287.32 and a 200-day moving average of $272.54.

Apple (NASDAQ:AAPL - Get Free Report) last posted its quarterly earnings results on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share for the quarter, topping the consensus estimate of $1.95 by $0.06. The company had revenue of $111.18 billion during the quarter, compared to the consensus estimate of $109.46 billion. Apple had a return on equity of 146.69% and a net margin of 27.15%.The firm's quarterly revenue was up 16.6% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.65 EPS. As a group, equities research analysts predict that Apple Inc. will post 8.75 earnings per share for the current year.

Apple Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, May 14th. Shareholders of record on Monday, May 11th were paid a $0.27 dividend. The ex-dividend date was Monday, May 11th. This represents a $1.08 annualized dividend and a yield of 0.4%. This is an increase from Apple's previous quarterly dividend of $0.26. Apple's dividend payout ratio is 13.06%.

Wall Street Analysts Forecast Growth

AAPL has been the subject of a number of recent analyst reports. Sanford C. Bernstein restated an "outperform" rating on shares of Apple in a research note on Monday, June 8th. TD Cowen increased their price target on Apple from $335.00 to $350.00 and gave the stock a "buy" rating in a research note on Tuesday, June 9th. Wedbush reiterated an "outperform" rating and set a $400.00 price target on shares of Apple in a research note on Friday, June 5th. Robert W. Baird set a $310.00 price target on Apple in a research note on Friday, May 1st. Finally, Stifel Nicolaus set a $330.00 price target on Apple in a research note on Monday, March 2nd. One research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat.com, Apple currently has an average rating of "Moderate Buy" and a consensus target price of $314.59.

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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