Hudson Oak Wealth Advisory LLC Acquires Shares of 2,382 Apple Inc. $AAPL

Key Points

• Hudson Oak Wealth Advisory LLC acquired a new stake of 2,382 shares of Apple (NASDAQ:AAPL) in Q4, valued at approximately $648,000, adding to institutional ownership which stands near 67.73%.
• Apple beat quarterly estimates with $2.01 EPS and $111.18 billion in revenue, raised its quarterly dividend to $0.27, and authorized a new $100 billion share buyback.
• Wall Street sentiment is broadly positive (consensus "Moderate Buy" with an average target of $304.31), but insiders sold about 96,485 shares (~$24.6M) last quarter and supply/cost challenges (chip/memory pressures) are cited as near-term risks.

Hudson Oak Wealth Advisory LLC acquired a new stake in Apple Inc. (NASDAQ:AAPL - Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 2,382 shares of the iPhone maker's stock, valued at approximately $648,000.

Other institutional investors have also modified their holdings of the company. 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 purchasing an additional 5,808 shares in the last quarter. Sellwood Investment Partners LLC increased its stake 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 purchasing an additional 71 shares during the last quarter. ROSS JOHNSON & Associates LLC raised its holdings in Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock worth $42,000 after purchasing an additional 180 shares in the last quarter. LSV Asset Management purchased a new stake in shares of Apple during the 4th quarter worth approximately $65,000. Finally, 49 Wealth Management LLC lifted its position in shares of Apple by 15.7% during the 3rd quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker's stock worth $76,000 after buying an additional 40,543 shares during the last quarter. 67.73% of the stock is owned by hedge funds and other institutional investors.

Apple Stock Down 1.2%

AAPL stock opened at $276.73 on Tuesday. The company has a market cap of $4.06 trillion, a price-to-earnings ratio of 33.46, a price-to-earnings-growth ratio of 2.51 and a beta of 1.06. The company has a fifty day moving average price of $260.73 and a 200 day moving average price of $265.27. The company has a debt-to-equity ratio of 0.70, a current ratio of 1.07 and a quick ratio of 1.02. Apple Inc. has a 12 month low of $193.25 and a 12 month high of $288.62.

Apple (NASDAQ:AAPL - Get Free Report) last issued its quarterly earnings data on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.95 by $0.06. The company had revenue of $111.18 billion for the quarter, compared to the consensus estimate of $109.46 billion. Apple had a net margin of 27.15% and a return on equity of 146.69%. Apple's revenue for the quarter was up 16.6% on a year-over-year basis. During the same period last year, the firm posted $1.65 EPS. Sell-side analysts expect that Apple Inc. will post 8.64 earnings per share for the current year.

Apple Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, May 14th. Stockholders of record on Monday, May 11th will be paid a dividend of $0.27 per share. This represents a $1.08 annualized dividend and a dividend yield of 0.4%. This is a positive change from Apple's previous quarterly dividend of $0.26. The ex-dividend date is Monday, May 11th. Apple's payout ratio is currently 12.58%.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Better-than-expected results and a strong near-term revenue forecast boosted investor confidence; management cited benefit from new March products. Apple Delivers Strong Forecast
• Positive Sentiment: Apple authorized a fresh $100 billion buyback and has massive free cash flow, supporting shareholder returns and reducing downside risk. Apple Just Gave Investors a $100 Billion Reason to Rethink the AI Spending Race
• Positive Sentiment: Analysts and strategists are upping targets and highlighting App Store/services growth, providing near-term bullish research momentum. Price Target Hike / App Store Growth
• Positive Sentiment: Product roadmap/AI push — iOS 27 and related AI features are being highlighted as potential catalysts for higher engagement and monetization. More AI Is Coming to iOS 27
• Positive Sentiment: New wallet/payments features (turning QR codes into Wallet passes) could broaden payment use-cases and stickiness for Apple’s ecosystem. Apple Aims to Turn Every QR Code Into a Wallet Pass
• Neutral Sentiment: Services remain a growth anchor even as App Store download dynamics shift — analysts expect steady services growth that helps the margin profile. Services Strength Offsets Slower App Downloads
• Neutral Sentiment: Brand and PR items (e.g., new Pride band) support image but have limited direct financial impact. Apple's New Rainbow Pride Band
• Negative Sentiment: Chip and memory supply issues are constraining iPhone availability, capping near-term upside and creating margin pressure as component costs rise. Apple Can't Meet Demand For iPhones Due To Chip Shortages
• Negative Sentiment: App Store policy enforcement is drawing complaints from startups — regulatory and developer friction could attract scrutiny or hurt ecosystem sentiment. Apple's Stance on Vibe Coding Apps Leaves Startups Frustrated
• Negative Sentiment: Analyst caution (Hold calls) citing rising memory costs and notable insider selling add near-term selling pressure and justify valuation skepticism. Hold Rating: Margin Risks from Rising Memory Costs

Insider Buying and Selling

In related news, SVP Deirdre O'brien sold 30,002 shares of the business's 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 transaction, the senior vice president owned 136,810 shares in the company, valued at $34,934,433.50. The trade was a 17.99% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at 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 the company's 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 sale, 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 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. Insiders have sold a total of 96,485 shares of company stock valued at $24,594,845 over the last quarter. 0.06% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

A number of research firms recently commented on AAPL. Wells Fargo & Company reaffirmed an "overweight" rating and issued a $310.00 target price (up from $300.00) on shares of Apple in a research report on Friday. Sanford C. Bernstein reissued an "outperform" rating on shares of Apple in a research report on Wednesday, March 4th. Monness Crespi & Hardt upped their price objective on shares of Apple from $315.00 to $335.00 and gave the company a "buy" rating in a research note on Friday. Rosenblatt Securities raised their price objective on Apple from $268.00 to $276.00 and gave the stock a "neutral" rating in a report on Friday. Finally, The Goldman Sachs Group reiterated a "buy" rating on shares of Apple in a research report on Monday, March 2nd. One analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $304.31.

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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