Ethos Capital Management Inc. Invests $711,000 in Apple Inc. $AAPL

Ethos Capital Management Inc. purchased a new stake in Apple Inc. (NASDAQ:AAPL - Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund purchased 2,615 shares of the iPhone maker's stock, valued at approximately $711,000.

Several other large investors have also added to or reduced their stakes in AAPL. Isthmus Partners LLC boosted its holdings in Apple by 6.4% in the third quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker's stock valued at $25,000 after acquiring an additional 5,808 shares in the last quarter. Sellwood Investment Partners LLC boosted 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 valued at $34,000 after acquiring an additional 71 shares in the last quarter. ROSS JOHNSON & Associates LLC boosted 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 valued at $42,000 after acquiring an additional 180 shares in the last quarter. LSV Asset Management bought a new stake in Apple in the fourth quarter valued at $65,000. Finally, 49 Wealth Management LLC boosted its holdings in Apple by 15.7% in the third quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker's stock valued at $76,000 after acquiring an additional 40,543 shares in the last quarter. Institutional investors own 67.73% of the company's stock.

Key Stories Impacting Apple

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 Stock Performance

Shares of AAPL stock opened at $271.06 on Friday. Apple Inc. has a 12 month low of $193.25 and a 12 month high of $288.62. The stock has a market cap of $3.98 trillion, a PE ratio of 34.27, a price-to-earnings-growth ratio of 2.49 and a beta of 1.11. The company has a current ratio of 0.97, a quick ratio of 0.94 and a debt-to-equity ratio of 0.87. The company's fifty day moving average price is $260.03 and its 200-day moving average price is $264.56.

Apple (NASDAQ:AAPL - Get Free Report) last announced its 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 previous year, the business posted $2.40 EPS. The company's quarterly revenue was up 15.7% on a year-over-year basis. On average, equities analysts expect that Apple Inc. will post 8.52 EPS for the current fiscal year.

Apple Dividend Announcement

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 annualized dividend and a dividend yield of 0.4%. The ex-dividend date of this dividend was Monday, February 9th. Apple's payout ratio is currently 13.15%.

Wall Street Analyst Weigh In

Several analysts recently weighed in on the stock. Needham & Company LLC reiterated a "hold" rating on shares of Apple in a report on Friday, January 30th. TD Cowen reiterated a "buy" rating and issued a $325.00 price target on shares of Apple in a report on Friday, January 30th. UBS Group restated a "neutral" rating on shares of Apple in a report on Wednesday, March 4th. Stephens set a $315.00 target price on shares of Apple in a report on Monday, January 26th. Finally, Barclays boosted their target price on shares of Apple from $239.00 to $248.00 and gave the company an "underweight" rating in a report on Tuesday, March 3rd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Apple presently has an average rating of "Moderate Buy" and a consensus price target of $303.06.

Insider Activity

In other news, SVP Deirdre O'brien sold 30,002 shares of Apple stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $255.35, for a total value of $7,661,010.70. Following the completion of the transaction, the senior vice president owned 136,810 shares of the company's stock, valued at $34,934,433.50. The trade was a 17.99% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Timothy D. Cook sold 64,949 shares of Apple stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $254.23, for a total value of $16,511,984.27. Following the completion of the transaction, the chief executive officer directly owned 3,280,418 shares of the company's stock, valued at approximately $833,980,668.14. This 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. 0.06% of the stock is owned by insiders.

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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