Financial Planning Navigators CORP Invests $1.52 Million in Apple Inc. $AAPL

Key Points

• Financial Planning Navigators CORP opened a new position in Apple (AAPL) in Q4, buying 5,573 shares valued at about $1.52 million, which represents 0.7% of its holdings and is its 16th-largest position.
• Major institutions — including Norges Bank, Nuveen, Laurel Wealth Advisors, Northern Trust and UBS AM — recently added or increased Apple stakes, and institutional/hedge funds now own roughly 67.7% of the stock.
• Insider activity included CEO Tim Cook selling 64,949 shares (~$16.5 million) and SVP Deirdre O'Brien selling 30,002 shares, both under Rule 10b5-1 plans, leaving insiders with about 0.06% ownership.

Financial Planning Navigators CORP acquired a new position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 5,573 shares of the iPhone maker's stock, valued at approximately $1,515,000. Apple comprises 0.7% of Financial Planning Navigators CORP's holdings, making the stock its 16th largest position.

A number of other large investors also recently modified their holdings of AAPL. Norges Bank acquired a new position in shares of Apple during the 2nd quarter worth about $38,942,255,000. Nuveen LLC acquired a new position in shares of Apple during the 1st quarter worth about $17,472,482,000. Laurel Wealth Advisors LLC boosted its stake in shares of Apple by 20,464.8% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker's stock worth $5,553,753,000 after buying an additional 26,937,401 shares during the last quarter. Northern Trust Corp boosted its stake in shares of Apple by 13.3% during the 4th quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker's stock worth $42,918,365,000 after buying an additional 20,079,472 shares during the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its stake in shares of Apple by 14.3% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 104,706,358 shares of the iPhone maker's stock worth $26,220,566,000 after buying an additional 13,137,968 shares during the last quarter. 67.73% of the stock is currently owned by institutional investors and hedge funds.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Analyst and price-target upgrades lift the outlook for future earnings and sentiment — Bank of America raised its Apple price target, signaling conviction among some sell‑side desks that Apple’s long-term cash-flow profile remains attractive. Bank of America Increases Apple Price Target to $325
• Positive Sentiment: KeyCorp recently raised Q2/Q4 and FY2027 EPS forecasts for Apple, which supports near‑term earnings expectations and offsets valuation concerns. (Research-note summary)
• Positive Sentiment: High-profile bullish commentary from TV/influencers (Jim Cramer) is reinforcing investor confidence and likely contributed to buying interest in options and shares. Jim Cramer Reveals Why Apple (AAPL) Stock is Worth it
• Neutral Sentiment: Apple is pushing Siri teams to adopt AI coding tools and is clearly ramping internal AI development efforts — positive for product roadmap but timing and revenue impact remain uncertain. Apple Pushes Siri Programmers to Adopt AI Coding Tools
• Neutral Sentiment: Unusually heavy call‑option activity shows elevated bullish positioning, which can amplify moves both up and down; this is a market‑sentiment signal rather than a change in fundamentals. (Options volume report)
• Negative Sentiment: TSMC’s blowout results (record margins and profits driven by AI chip demand) were interpreted negatively for Apple today — investors see TSMC less dependent on Apple and view stronger AI-centric capex at chipmakers as a reminder that competition and supply dynamics are shifting in ways that could pressure margins or bargaining leverage. TSMC’s Results Weren’t a Great Sign for Apple
• Negative Sentiment: New litigation alleging Apple Pay failed to prevent rapid gambling transactions introduces legal and compliance risk for Apple’s payment services, which could pressure services valuation if exposures grow. Apple Lawsuit Puts Apple Pay Controls And Services Valuation In Focus

Insider Buying and Selling at Apple

In other Apple news, CEO Timothy D. Cook sold 64,949 shares of the firm's stock in a transaction 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 sale, the chief executive officer owned 3,280,418 shares of the company's stock, valued at $833,980,668.14. This trade represents a 1.94% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Deirdre O'brien sold 30,002 shares of the firm's stock in a transaction 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 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. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.06% of the company's stock.

Analyst Ratings Changes

AAPL has been the subject of a number of recent research reports. Scotiabank set a $330.00 price objective on shares of Apple in a research note on Monday, February 2nd. Barclays increased their price target on shares of Apple from $239.00 to $248.00 and gave the company an "underweight" rating in a research note on Tuesday, March 3rd. Jefferies Financial Group set a $330.00 price target on shares of Apple in a research note on Wednesday, March 4th. Stifel Nicolaus set a $330.00 price target on shares of Apple in a research note on Monday, March 2nd. Finally, Needham & Company LLC reiterated a "hold" rating on shares of Apple in a research note on Friday, January 30th. One investment 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's stock. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average target price of $301.37.

Apple Stock Performance

AAPL opened at $263.40 on Friday. The business has a 50 day moving average of $259.87 and a 200-day moving average of $263.93. Apple Inc. has a 12-month low of $189.81 and a 12-month high of $288.62. The stock has a market cap of $3.87 trillion, a price-to-earnings ratio of 33.30, a PEG ratio of 2.47 and a beta of 1.11. The company has a quick ratio of 0.94, a current ratio of 0.97 and a debt-to-equity ratio of 0.87.

Apple (NASDAQ:AAPL - Get Free Report) last announced its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.67 by $0.17. Apple had a return on equity of 159.94% and a net margin of 27.04%.The business had revenue of $143.76 billion during the quarter, compared to the consensus estimate of $138.25 billion. During the same quarter last year, the firm posted $2.40 EPS. The company's quarterly revenue was up 15.7% on a year-over-year basis. On average, equities research analysts expect that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Dividend Announcement

The firm also recently declared 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. The ex-dividend date of this dividend was Monday, February 9th. This represents a $1.04 annualized dividend and a yield of 0.4%. Apple's dividend payout ratio (DPR) is currently 13.15%.

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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