Eagle Wealth Advisors LLC Purchases Shares of 40,751 Apple Inc. $AAPL

Key Points

• Eagle Wealth Advisors LLC bought 40,751 shares of Apple in Q4, a stake valued at about $11.1 million. Apple is now the firm’s second-largest holding and makes up 9.4% of its portfolio.
• Apple’s latest quarterly results beat expectations, with EPS of $2.01 versus $1.95 expected and revenue of $111.18 billion, up 16.6% year over year. Analysts now expect Apple to post 8.74 EPS for the current fiscal year.
• The company also raised its quarterly dividend to $0.27 per share from $0.26, while Apple stock has been trading near its 52-week high at $310.85. Despite strong institutional ownership and bullish analyst sentiment, insiders have sold shares in recent months.

Eagle Wealth Advisors LLC purchased a new stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 40,751 shares of the iPhone maker's stock, valued at approximately $11,078,000. Apple makes up 9.4% of Eagle Wealth Advisors LLC's investment portfolio, making the stock its 2nd biggest holding.

A number of other hedge funds have also bought and sold shares of AAPL. Isthmus Partners LLC increased its stake in Apple by 6.4% during the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker's stock valued at $25,000 after purchasing an additional 5,808 shares in the last quarter. Sellwood Investment Partners LLC boosted its holdings in shares of 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 acquiring an additional 71 shares during the last quarter. ROSS JOHNSON & Associates LLC increased its stake in shares of 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 acquiring an additional 180 shares during the period. LSV Asset Management acquired a new stake in shares of Apple in the fourth quarter worth $65,000. Finally, 49 Wealth Management LLC increased its stake in shares of Apple by 15.7% in the third quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker's stock worth $76,000 after acquiring an additional 40,543 shares during the period. Institutional investors and hedge funds own 67.73% of the company's stock.

Apple Price Performance

Apple stock opened at $310.85 on Thursday. Apple Inc. has a 52-week low of $195.07 and a 52-week high of $313.26. The firm has a market capitalization of $4.57 trillion, a price-to-earnings ratio of 37.59, a PEG ratio of 2.68 and a beta of 1.06. The company has a fifty day simple moving average of $273.03 and a 200-day simple moving average of $269.45. The company has a quick ratio of 1.02, a current ratio of 1.07 and a debt-to-equity ratio of 0.70.

Apple (NASDAQ:AAPL - Get Free Report) last released its earnings results on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.95 by $0.06. Apple had a net margin of 27.15% and a return on equity of 146.69%. The business had revenue of $111.18 billion during the quarter, compared to analyst estimates of $109.46 billion. During the same quarter in the prior year, the firm earned $1.65 earnings per share. The company's revenue for the quarter was up 16.6% compared to the same quarter last year. On average, equities analysts anticipate that Apple Inc. will post 8.74 EPS for the current fiscal year.

Apple Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, May 14th. Stockholders of record on Monday, May 11th were issued a dividend of $0.27 per share. The ex-dividend date of this dividend was Monday, May 11th. This is a positive change from Apple's previous quarterly dividend of $0.26. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.3%. Apple's payout ratio is currently 13.06%.

Insider Activity

In related news, SVP Deirdre O'brien sold 30,002 shares of the company's stock in a transaction dated 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 completion of the sale, the senior vice president owned 136,810 shares of the company's stock, valued at approximately $34,934,433.50. This represents a 17.99% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Kevan Parekh sold 1,534 shares of the company's stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $275.00, for a total transaction of $421,850.00. Following the completion of the sale, the chief financial officer directly owned 13,366 shares of the company's stock, valued at $3,675,650. This represents a 10.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 97,759 shares of company stock worth $24,964,305. 0.06% of the stock is owned by insiders.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Bank of America raised its price target on Apple to $380, saying AI features and a redesigned Siri could drive substantial incremental revenue over the next few years. Article Title
• Positive Sentiment: Melius Research also boosted its outlook ahead of WWDC 2026, saying Apple could finally show “real AI sizzle,” which has helped fuel expectations for a stronger product cycle. Article Title
• Positive Sentiment: Multiple pieces highlight Apple’s recent stock strength, including new record highs and growing optimism that the company’s Services business and ecosystem remain resilient even as iPhone growth slows. Article Title
• Neutral Sentiment: News that Android smartphone makers may be hit harder than Apple by AI memory shortages could be relatively supportive for AAPL by comparison, but it is more of an industry backdrop than a direct catalyst. Article Title
• Neutral Sentiment: Several articles point to Apple trading near all-time highs and approaching a $5 trillion valuation, reinforcing bullish momentum, though these are mostly commentary rather than fresh company-specific developments. Article Title
• Negative Sentiment: Some investors remain cautious because iPhone shipment momentum is softening and Apple’s next major growth driver still needs to be proven at WWDC, which leaves room for disappointment if AI announcements underwhelm. Article Title
• Negative Sentiment: One Reuters item notes Apple and Google are pushing back against Canada’s online safety bill over encryption concerns, a regulatory issue that could create future headline risk. Article Title

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on AAPL shares. 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 note on Friday, May 1st. BNP Paribas Exane upgraded shares of Apple from a "neutral" rating to an "outperform" rating and set a $300.00 price objective on the stock in a research note on Friday, April 17th. Rosenblatt Securities increased their price objective on shares of Apple from $268.00 to $276.00 and gave the stock a "neutral" rating in a research note on Friday, May 1st. Oppenheimer reiterated a "market perform" rating on shares of Apple in a research note on Friday, January 30th. Finally, Royal Bank Of Canada set a $325.00 price objective on shares of Apple in a research note on Monday, February 2nd. One analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Apple presently has an average rating of "Moderate Buy" and a consensus target price of $310.31.

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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