Bouchey Financial Group Ltd Has $70.88 Million Stock Holdings in Apple Inc. $AAPL

Key Points

• Bouchey Financial Group cut its Apple stake by 11.9% to 260,705 shares valued at $70.875 million, making AAPL 5.3% of its portfolio and its 7th-largest holding.
• Apple insiders sold shares: CEO Tim Cook sold 64,949 shares for about $16.51M and SVP Deirdre O'Brien sold 30,002 shares for about $7.66M under Rule 10b5-1 plans, leaving insiders with roughly 0.06% ownership.
• Market and analyst sentiment is broadly positive—iPhone shipments in China jumped ~20% in Q1, several firms raised price targets, and the consensus target price is about $301.33 with a "Moderate Buy" average rating.

Bouchey Financial Group Ltd reduced its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 11.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 260,705 shares of the iPhone maker's stock after selling 35,060 shares during the period. Apple accounts for 5.3% of Bouchey Financial Group Ltd's portfolio, making the stock its 7th largest position. Bouchey Financial Group Ltd's holdings in Apple were worth $70,875,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently bought and sold shares of the stock. Sellwood Investment Partners LLC grew its holdings in Apple by 110.9% in the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock worth $34,000 after purchasing an additional 71 shares during the period. ROSS JOHNSON & Associates LLC grew its holdings in Apple by 1,800.0% in the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock worth $42,000 after purchasing an additional 180 shares during the period. LSV Asset Management purchased a new stake in Apple in the fourth quarter worth about $65,000. HFM Investment Advisors LLC purchased a new stake in Apple in the first quarter worth about $99,000. Finally, Miller Global Investments LLC purchased a new stake in Apple in the fourth quarter worth about $127,000. 67.73% of the stock is owned by institutional investors.

Insider Activity at Apple

In related news, CEO Timothy D. Cook sold 64,949 shares of the firm's stock in a transaction that occurred 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 sale, the chief executive officer owned 3,280,418 shares in the company, valued at approximately $833,980,668.14. This trade represents 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 the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Deirdre O'brien sold 30,002 shares of the firm'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 in the company, valued at $34,934,433.50. This represents a 17.99% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.06% of the company's stock.

Apple Trading Up 2.6%

NASDAQ:AAPL opened at $270.23 on Friday. The company's 50 day moving average price is $259.72 and its 200-day moving average price is $264.04. Apple Inc. has a 52 week low of $189.81 and a 52 week high of $288.62. 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 $3.97 trillion, a price-to-earnings ratio of 34.16, a PEG ratio of 2.42 and a beta of 1.11.

Apple (NASDAQ:AAPL - Get Free Report) last posted its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, beating analysts' consensus estimates of $2.67 by $0.17. Apple had a net margin of 27.04% and a return on equity of 159.94%. The firm had revenue of $143.76 billion for the quarter, compared to analysts' expectations of $138.25 billion. During the same quarter in the prior year, the company posted $2.40 earnings per share. The business's revenue for the quarter was up 15.7% on a year-over-year basis. On average, equities research analysts forecast that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Dividend Announcement

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

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Counterpoint/Reuters data show iPhone shipments in China jumped ~20% in Q1 — far outpacing the market and supporting Apple’s revenue and share‑gain narrative in its largest smartphone market. Apple's iPhone shipments in China surge 20% in Q1, data shows
• Positive Sentiment: BNP Paribas upgraded AAPL to Outperform and raised its price target (citing supply‑chain strength and a premium mix benefit as memory prices rise), which helped lift sentiment and buy‑side interest. Apple Upgraded To Outperform As BNP Sees Share Gains From Memory Surge
• Positive Sentiment: Bank of America raised its price target and highlighted Apple’s M5/edge‑AI roadmap as a meaningful product/AI catalyst — reinforcing the case for multiple expansion if product momentum continues. Bank of America Increases Apple Price Target to $325
• Neutral Sentiment: Heavy call‑option activity and structured trades around Apple’s April 30 earnings show traders positioning for a big move; options can amplify returns but also add short‑term volatility risk. Apple Stock Trade Risk Around Earnings Offers A 27% Reward
• Neutral Sentiment: Corporate moves — a leadership transition in Wearables/Home and Project Glasswing (an AI security alliance) — underline long‑term product and services initiatives but are unlikely to move near‑term earnings materially. Apple’s Wearables Shakeup And AI Security Push Shape Long Term Story
• Negative Sentiment: Rising memory and component costs remain a two‑edged sword — while some analysts argue it improves Apple’s competitive positioning, higher input prices can compress margins if the premium mix or pricing power softens. Apple Upgrade Hinges on Cost Advantage Shift
• Negative Sentiment: TSMC’s strong AI‑driven results and supply comments briefly pressured AAPL aftermarket moves (market reads TSMC commentary as mixed signal for margins/supply dynamics). Also expect volatility into the April 30 earnings print. TSMC’s Results Weren’t a Great Sign for Apple

Analysts Set New Price Targets

AAPL has been the topic of a number of recent research reports. KGI Securities upgraded shares of Apple to an "outperform" rating and set a $306.00 price objective on the stock in a report on Friday, January 30th. Maxim Group upgraded shares of Apple from a "hold" rating to a "buy" rating and set a $300.00 price objective on the stock in a report on Friday, January 30th. Monness Crespi & Hardt upped their price objective on shares of Apple from $300.00 to $315.00 and gave the stock a "buy" rating in a report on Friday, January 30th. KeyCorp restated a "sector weight" rating on shares of Apple in a report on Thursday, March 12th. Finally, Stifel Nicolaus set a $330.00 price objective on shares of Apple in a report on Monday, March 2nd. One analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $301.33.

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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