Calder Financial LLC Takes Position in Apple Inc. $AAPL

Key Points

• Calder Financial LLC opened a new position in Apple, acquiring 2,307 shares worth about $627,000, with Apple representing roughly 0.6% of the fund’s holdings and its 27th largest holding.
• Strategic headlines: Apple is exploring using Intel and Samsung to build main device chips in the U.S. and plans to let users choose third‑party AI models in iOS 27, even as it agreed to a $250M settlement over delayed Siri/AI features.
• Fundamentals and sentiment remain positive—Apple beat Q1 estimates (EPS $2.01 vs $1.95; revenue $111.18B, +16.6% YoY), raised its quarterly dividend to $0.27, and holds a consensus analyst rating of Moderate Buy with a $304.31 price target.

Calder Financial LLC acquired a new stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 2,307 shares of the iPhone maker's stock, valued at approximately $627,000. Apple comprises approximately 0.6% of Calder Financial LLC's holdings, making the stock its 27th biggest holding.

Other large investors have also recently made changes to their positions in the company. Overbrook Management Corp lifted its position in Apple by 57.4% during the fourth quarter. Overbrook Management Corp now owns 104,648 shares of the iPhone maker's stock valued at $28,449,000 after purchasing an additional 38,174 shares during the period. Highland Capital Management LLC lifted its position in Apple by 2.2% during the third quarter. Highland Capital Management LLC now owns 397,834 shares of the iPhone maker's stock valued at $101,301,000 after purchasing an additional 8,446 shares during the period. Citizens Financial Group Inc. RI lifted its position in Apple by 48.4% during the third quarter. Citizens Financial Group Inc. RI now owns 1,426,605 shares of the iPhone maker's stock valued at $363,256,000 after purchasing an additional 465,393 shares during the period. Tufton Capital Management lifted its position in Apple by 4.3% during the third quarter. Tufton Capital Management now owns 100,130 shares of the iPhone maker's stock valued at $25,496,000 after purchasing an additional 4,157 shares during the period. Finally, Montis Financial LLC lifted its position in Apple by 15.8% during the third quarter. Montis Financial LLC now owns 77,919 shares of the iPhone maker's stock valued at $19,841,000 after purchasing an additional 10,640 shares during the period. 67.73% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on the stock. Royal Bank Of Canada set a $325.00 price objective on shares of Apple in a research report on Monday, February 2nd. Scotiabank set a $330.00 price objective on shares of Apple in a research report on Monday, February 2nd. KeyCorp reiterated a "sector weight" rating on shares of Apple in a research report on Thursday, March 12th. UBS Group set a $296.00 price objective on shares of Apple and gave the stock a "neutral" rating in a research report on Friday. Finally, Wells Fargo & Company reiterated an "overweight" rating and issued a $310.00 price objective (up from $300.00) on shares of Apple in a research report on Friday. One research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $304.31.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple held exploratory talks with Intel and Samsung about making its main device processors in the U.S., which reduces single-supplier (TSMC) risk and is being priced as a supply-chain hedge by investors. Apple explores using Intel, Samsung to build main device chips in the US
• Positive Sentiment: Apple plans to let users choose third‑party AI models across iOS 27 features and is positioning devices as AI platforms — a strategic move that broadens the company’s AI roadmap without having to rely solely on its in-house models. Apple to let users choose rival AI models across iOS 27 features
• Positive Sentiment: Fundamentals remain solid: strong March-quarter results, continued iPhone strength (iPhone 17 cited as top seller in Q1), services momentum, and shareholder returns (dividend and a large buyback) support the stock’s rally. iPhone 17 Rules, Becomes World's Best-Selling Smartphone
• Neutral Sentiment: Reports emphasize these chip talks are preliminary with no orders placed; switching foundries involves technology, scale and reliability tradeoffs, so any supply-chain benefit will depend on formal contracts and ramp timelines. Apple explores Intel, Samsung as U.S. chip suppliers
• Negative Sentiment: Apple agreed to a $250M settlement in a shareholder suit over delayed Siri/Apple Intelligence features — a headline risk and cash outflow that briefly pressures sentiment. Apple settles lawsuit over late Siri AI features for $250 million
• Negative Sentiment: Management has warned that rising memory (RAM) costs tied to AI needs could raise hardware prices and weigh on margins — a structural cost pressure to monitor. Apple's Tim Cook says AI-fueled 'RAMmageddon' will make your next laptop and phone a lot pricier

Apple Trading Up 2.7%

Shares of Apple stock opened at $284.18 on Wednesday. The company has a market cap of $4.17 trillion, a P/E ratio of 34.36, a price-to-earnings-growth ratio of 2.42 and a beta of 1.06. The firm has a 50-day simple moving average of $261.12 and a two-hundred day simple moving average of $265.51. The company has a debt-to-equity ratio of 0.70, a quick ratio of 1.02 and a current ratio of 1.07. Apple Inc. has a fifty-two week low of $193.25 and a fifty-two week high of $288.62.

Apple (NASDAQ:AAPL - Get Free Report) last released its earnings results on Thursday, April 30th. The iPhone maker reported $2.01 EPS for the quarter, topping analysts' consensus estimates of $1.95 by $0.06. The business had revenue of $111.18 billion during the quarter, compared to analysts' expectations of $109.46 billion. Apple had a net margin of 27.15% and a return on equity of 146.69%. The company's quarterly revenue was up 16.6% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.65 earnings per share. As a group, equities analysts predict that Apple Inc. will post 8.72 earnings per share for the current fiscal year.

Apple Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, May 14th. Stockholders of record on Monday, May 11th will be paid a dividend of $0.27 per share. This is an increase from Apple's previous quarterly dividend of $0.26. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date of this dividend is Monday, May 11th. Apple's dividend payout ratio is presently 12.58%.

Insider Transactions at Apple

In other news, CEO Timothy D. Cook sold 64,949 shares of the business's stock in a transaction dated Thursday, April 2nd. The shares were sold at an average price of $254.23, for a total transaction of $16,511,984.27. Following the completion of the sale, the chief executive officer owned 3,280,418 shares of the company's stock, valued at $833,980,668.14. The trade was a 1.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at 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 dated 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 sale, the senior vice president directly owned 136,810 shares of the company's stock, valued at $34,934,433.50. This represents a 17.99% decrease in their position. 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. Insiders sold 96,485 shares of company stock valued at $24,594,845 over the last 90 days. Corporate insiders own 0.06% of the company's stock.

Apple Company 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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