Cliftonlarsonallen Wealth Advisors LLC Purchases 9,435 Shares of Apple Inc. $AAPL

Key Points

• Cliftonlarsonallen Wealth Advisors LLC increased its stake in Apple by 5.6% in Q4, buying 9,435 shares to hold 177,430 shares valued at $48.24 million, about 0.7% of the firm's portfolio and its 28th largest position.
• Company insiders executed sizable sales on April 2 under pre‑arranged Rule 10b5‑1 plans — SVP Deirdre O'Brien sold 30,002 shares at ~$255.35 and CEO Tim Cook sold 64,949 shares at ~$254.23 — leaving insiders with roughly 0.06% ownership.
• Analysts maintain a consensus rating of "Moderate Buy" on Apple with an average price target of $303.06 (majority Buy ratings among covering analysts).

Cliftonlarsonallen Wealth Advisors LLC lifted its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 5.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 177,430 shares of the iPhone maker's stock after purchasing an additional 9,435 shares during the quarter. Apple accounts for about 0.7% of Cliftonlarsonallen Wealth Advisors LLC's portfolio, making the stock its 28th largest position. Cliftonlarsonallen Wealth Advisors LLC's holdings in Apple were worth $48,236,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently made changes to their positions in AAPL. First National Bank of Hutchinson grew its holdings in shares of Apple by 24.6% during the 4th quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker's stock valued at $8,845,000 after purchasing an additional 6,982 shares during the last quarter. Eagle Capital Management LLC grew its holdings in shares of Apple by 0.5% during the 4th quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker's stock valued at $13,544,000 after purchasing an additional 272 shares during the last quarter. Brighton Jones LLC grew its holdings in shares of Apple by 14.8% during the 4th quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker's stock valued at $134,554,000 after purchasing an additional 69,207 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in shares of Apple by 4.2% during the 4th quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker's stock valued at $16,742,000 after purchasing an additional 2,695 shares during the last quarter. Finally, Highview Capital Management LLC DE grew its holdings in shares of Apple by 2.4% during the 4th quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker's stock valued at $12,587,000 after purchasing an additional 1,155 shares during the last quarter. 67.73% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

AAPL has been the topic of several research reports. Stephens set a $315.00 price target on shares of Apple in a report on Monday, January 26th. Barclays lifted their price target on shares of Apple from $239.00 to $248.00 and gave the company an "underweight" rating in a report on Tuesday, March 3rd. Weiss Ratings reaffirmed a "buy (b-)" rating on shares of Apple in a report on Monday, December 29th. Citigroup reaffirmed a "buy" rating on shares of Apple in a report on Tuesday, April 21st. Finally, UBS Group reaffirmed a "neutral" rating on shares of Apple in a report on Wednesday, March 4th. One analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $303.06.

Insider Buying and Selling

In other news, SVP Deirdre O'brien sold 30,002 shares of the business's stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $255.35, for a total value of $7,661,010.70. Following the transaction, 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 position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Timothy D. Cook sold 64,949 shares of the business's stock in a transaction that occurred 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 owned 3,280,418 shares in the company, valued at $833,980,668.14. This trade represents a 1.94% 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 own 0.06% of the company's stock.

Apple Stock Performance

AAPL opened at $271.06 on Monday. Apple Inc. has a fifty-two week low of $193.25 and a fifty-two week high of $288.62. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94. The firm has a market capitalization of $3.98 trillion, a price-to-earnings ratio of 34.27, a PEG ratio of 2.47 and a beta of 1.11. The company's 50 day moving average price is $260.03 and its two-hundred day moving average price is $264.67.

Apple (NASDAQ:AAPL - Get Free Report) last posted its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, topping 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 analyst estimates of $138.25 billion. During the same period in the previous year, the firm posted $2.40 EPS. The company's revenue for the quarter was up 15.7% compared to the same quarter last year. As a group, research analysts predict that Apple Inc. will post 8.52 earnings per share for the current year.

Apple Announces Dividend

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

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Strong product demand: Apple’s $599 M4 Mac mini has sold out online amid an AI-driven upswing in mac‑mini interest, signalling healthy hardware demand ahead of upcoming results. Good luck getting a Mac Mini anytime soon
• Positive Sentiment: Investor optimism around new CEO: John Ternus was named CEO effective September 1; several pieces highlight why investors should be encouraged (hardware pedigree, potential renewed product focus). That optimism supports a constructive view on future device cycles. 2 Reasons Investors Should Be Excited for the New Apple CEO
• Positive Sentiment: Analyst and market support ahead of earnings: Firms including Wedbush and others have reiterated favorable views or buying interest into the earnings cadence and iPhone cycle, lending some near‑term support. Wedbush Reaffirms Outperform for Apple
• Neutral Sentiment: CEO succession — expectations and risks: Coverage (FT, NYT, Motley Fool) lays out the transition details and the main tasks for John Ternus; this is a material change but many view it as orderly for now. The Apple juggernaut and the AI roadblock
• Neutral Sentiment: Short‑interest data is noisy/unclear this month (reported values are effectively zero/invalid), so it provides little actionable signal today.
• Negative Sentiment: Berkshire Hathaway selling: Reports show Warren Buffett’s group cut a large portion (~75%) of its Apple stake and redeployed funds into Chubb — a headline catalyst for today’s selling and a signal that a major, long‑held holder is trimming exposure. Warren Buffett Quietly Sold 75% of His Biggest Holding
• Negative Sentiment: Regulatory/AI execution risks: India’s antitrust probe of the App Store and persistent questions about Apple’s AI/Siri progress and executive departures raise execution and legal-risk concerns that could pressure multiple quarters. Indian Antitrust Push Tests Apple App Store Model

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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