Genesis Financial Group LLC acquired a new position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 3,793 shares of the iPhone maker's stock, valued at approximately $1,031,000.
A number of other large investors also recently bought and sold shares of the stock. BridgePort Financial Solutions LLC raised its position in shares of Apple by 2.3% in the 4th quarter. BridgePort Financial Solutions LLC now owns 45,587 shares of the iPhone maker's stock worth $12,393,000 after buying an additional 1,021 shares during the period. Morangie Management LLC raised its holdings in shares of Apple by 1.3% during the 4th quarter. Morangie Management LLC now owns 24,646 shares of the iPhone maker's stock valued at $6,700,000 after buying an additional 318 shares during the period. Values Added Financial LLC raised its holdings in shares of Apple by 0.9% during the 4th quarter. Values Added Financial LLC now owns 30,914 shares of the iPhone maker's stock valued at $8,404,000 after buying an additional 275 shares during the period. Vanguard Capital Wealth Advisors raised its holdings in shares of Apple by 1.0% during the 4th quarter. Vanguard Capital Wealth Advisors now owns 55,986 shares of the iPhone maker's stock valued at $15,220,000 after buying an additional 566 shares during the period. Finally, Marquette Asset Management LLC increased its position in shares of Apple by 58.8% during the fourth quarter. Marquette Asset Management LLC now owns 7,971 shares of the iPhone maker's stock worth $2,167,000 after acquiring an additional 2,953 shares during the last quarter. Hedge funds and other institutional investors own 67.73% of the company's stock.
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
Insiders Place Their Bets
In other Apple news, CEO Timothy D. Cook sold 64,949 shares of Apple stock in a transaction on Thursday, April 2nd. The shares were 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 filing with the SEC, which is available at 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 Apple stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $255.35, for a total transaction 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 trade represents a 17.99% 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. Company insiders own 0.06% of the company's stock.
Apple Trading Down 1.1%
NASDAQ:AAPL opened at $263.40 on Friday. 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 Inc. has a 1-year low of $189.81 and a 1-year high of $288.62. The firm has a market capitalization of $3.87 trillion, a price-to-earnings ratio of 33.30, a price-to-earnings-growth ratio of 2.47 and a beta of 1.11. The stock has a fifty day simple moving average of $259.87 and a 200 day simple moving average of $263.93.
Apple (NASDAQ:AAPL - Get Free Report) last released its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, beating 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 return on equity of 159.94% and a net margin of 27.04%.Apple's revenue for the quarter was up 15.7% on a year-over-year basis. During the same quarter last year, the company posted $2.40 EPS. Sell-side analysts forecast that Apple Inc. will post 7.28 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. 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 dividend payout ratio (DPR) is 13.15%.
Analyst Upgrades and Downgrades
A number of brokerages have recently issued reports on AAPL. Royal Bank Of Canada set a $325.00 target price on Apple in a research report on Monday, February 2nd. TD Cowen reiterated a "buy" rating and set a $325.00 target price on shares of Apple in a research note on Friday, January 30th. Jefferies Financial Group set a $330.00 price objective on Apple in a research note on Wednesday, March 4th. KGI Securities raised Apple to an "outperform" rating and set a $306.00 price objective for the company in a report on Friday, January 30th. Finally, DA Davidson reissued a "neutral" rating and issued a $270.00 price objective 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 issued a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Apple presently has an average rating of "Moderate Buy" and a consensus target price of $301.37.
Check Out Our Latest Research Report on AAPL
About Apple
(
Free Report)
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.
Further Reading
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