Elser Financial Planning Inc Buys 2,234 Shares of Apple Inc. $AAPL

Key Points

• Elser Financial Planning Inc increased its Apple stake by 8.9%, buying 2,234 shares to hold 27,352 shares (about 5.4% of its portfolio), worth roughly $7.436 million and making AAPL its third-largest position.
• Apple posted a quarterly beat with EPS of $2.84 vs. $2.67 consensus and revenue of $143.76B vs. $138.25B (revenue +15.7% YoY); the company has a $3.81 trillion market cap and a P/E of 32.77.
• Insiders sold shares under pre-arranged 10b5-1 plans (CEO Tim Cook sold 64,949 shares for about $16.5M; SVP Deirdre O’Brien sold 30,002 shares for about $7.66M), institutional investors own 67.73% of AAPL, and analysts’ consensus is a "Moderate Buy" with a $301.23 target.

Elser Financial Planning Inc raised its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 8.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 27,352 shares of the iPhone maker's stock after buying an additional 2,234 shares during the period. Apple makes up 5.4% of Elser Financial Planning Inc's portfolio, making the stock its 3rd biggest position. Elser Financial Planning Inc's holdings in Apple were worth $7,436,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently bought and sold shares of AAPL. Overbrook Management Corp boosted its position in shares of Apple by 57.4% during the 4th 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 in the last quarter. Monarch Capital Management Inc. boosted its position in shares of Apple by 4.6% during the 2nd quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker's stock valued at $13,740,000 after purchasing an additional 2,920 shares in the last quarter. Highland Capital Management LLC boosted its position in shares of Apple by 2.2% during the 3rd 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 in the last quarter. Citizens Financial Group Inc. RI boosted its position in shares of Apple by 48.4% during the 3rd 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 in the last quarter. Finally, Tufton Capital Management boosted its position in shares of Apple by 4.3% during the 3rd 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 in the last quarter. Institutional investors and hedge funds own 67.73% of the company's stock.

Apple Price Performance

NASDAQ AAPL opened at $259.19 on Tuesday. The company has a 50 day simple moving average of $260.54 and a 200-day simple moving average of $263.90. 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 $3.81 trillion, a price-to-earnings ratio of 32.77, a price-to-earnings-growth ratio of 2.47 and a beta of 1.11. Apple Inc. has a 52-week low of $189.81 and a 52-week high of $288.62.

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

Apple Announces Dividend

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

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on AAPL. Weiss Ratings restated a "buy (b-)" rating on shares of Apple in a research report on Monday, December 29th. TD Cowen reiterated a "buy" rating and issued a $325.00 target price on shares of Apple in a report on Friday, January 30th. Raymond James Financial reiterated a "market perform" rating on shares of Apple in a report on Friday, January 2nd. Jefferies Financial Group set a $330.00 target price on shares of Apple in a report on Wednesday, March 4th. Finally, DA Davidson reiterated a "neutral" rating and issued a $270.00 target price on shares of Apple in a report on Friday, January 30th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Apple has an average rating of "Moderate Buy" and a consensus price target of $301.23.

Insider Buying and Selling

In other news, CEO Timothy D. Cook sold 64,949 shares of the 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 completion of the sale, the chief executive officer directly owned 3,280,418 shares of the company's stock, valued at $833,980,668.14. This represents a 1.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through 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 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 directly owned 136,810 shares of the company's stock, valued at $34,934,433.50. This trade represents a 17.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.06% of the stock is owned by corporate insiders.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is reportedly testing multiple smart‑glasses designs and unique camera layouts as it prepares an AR/AI eyewear product aimed at Meta — a potential new hardware revenue stream and platform expansion that could support long‑term growth. Apple Plans AI Glasses to Rival Meta's
• Positive Sentiment: Apple joined Project Glasswing, using Anthropic’s Mythos AI to help find and fix major OS vulnerabilities — a move that can strengthen enterprise trust in Apple devices and reduce security-related risks to ecosystem monetization. Apple Joins Project Glasswing As Mythos AI Raises New Valuation Questions
• Neutral Sentiment: Apple seeded iOS 26.5 beta 2 — includes Maps ads and other developer features — signaling ongoing services monetization opportunities but nothing immediate to materially change near‑term revenue. Beta cadence also shows continued software development progress. Apple releases iOS 26.5 beta 2 for iPhone - 9to5Mac
• Neutral Sentiment: TSMC’s record AI chip demand keeps pressure on advanced-node capacity — good for AI customers like Apple but also highlights supply/capex dynamics that could affect component availability and gross‑margin timing. TSMC likely to book fourth straight quarter of record profit on insatiable AI demand
• Negative Sentiment: Apple’s head of AI is reportedly leaving — this raises near‑term execution risk for Apple’s AI roadmap and could amplify investor concerns about delivery timing for AI features and products. In Major Blow, Apple’s (AAPL) Head of AI Is Leaving the Company
• Negative Sentiment: A fake Ledger app passed Apple’s review process and drained user crypto holdings — a high‑profile App Store security lapse that could pressure confidence in Apple’s app vetting and invite regulatory or reputational scrutiny. Musician loses $420k bitcoin retirement fund after installing fake Ledger app
• Negative Sentiment: Coverage highlighting Berkshire Hathaway trimming AAPL and pitches for cheaper AI alternatives add selling pressure and valuation scrutiny among investors comparing growth vs. premium price. Warren Buffett Reveals the Real Reason Berkshire Has Been Dumping Apple 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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