Keeler & Nadler Financial Planning & Wealth Management Purchases 8,795 Shares of Apple Inc. $AAPL

Key Points

• Keeler & Nadler Financial Planning & Wealth Management more than doubled its Apple stake in the fourth quarter, buying 8,795 additional shares and bringing its total holdings to 17,109 shares worth about $4.65 million.
• Apple reported a strong recent quarter, with EPS of $2.01 and revenue of $111.18 billion, both ahead of expectations, while also approving a $100 billion buyback and raising its dividend.
• Wall Street sentiment remains constructive, with several analysts lifting price targets and the stock carrying a Moderate Buy consensus and a target price around $308.74.

Keeler & Nadler Financial Planning & Wealth Management increased its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 105.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 17,109 shares of the iPhone maker's stock after acquiring an additional 8,795 shares during the period. Apple comprises approximately 1.6% of Keeler & Nadler Financial Planning & Wealth Management's holdings, making the stock its 16th largest holding. Keeler & Nadler Financial Planning & Wealth Management's holdings in Apple were worth $4,651,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Isthmus Partners LLC grew its position in Apple by 6.4% during the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker's stock worth $25,000 after acquiring an additional 5,808 shares during the last quarter. Sellwood Investment Partners LLC grew its holdings in Apple by 110.9% during the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock worth $34,000 after acquiring an additional 71 shares during the last quarter. ROSS JOHNSON & Associates LLC grew its holdings in Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock worth $42,000 after acquiring an additional 180 shares during the last quarter. LSV Asset Management bought a new stake in Apple during the 4th quarter worth about $65,000. Finally, 49 Wealth Management LLC grew its holdings in 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 acquiring an additional 40,543 shares during the last quarter. 67.73% of the stock is currently owned by institutional investors.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple’s latest quarter was a clear beat, with revenue of $111.18 billion and EPS of $2.01 topping expectations, while management also approved a fresh $100 billion buyback and raised the dividend.
• Positive Sentiment: Evercore ISI raised its price target on Apple to $365 from $330 and reiterated an Outperform rating, citing strong Services growth and long-term earnings/free-cash-flow compounding.
• Positive Sentiment: Investor enthusiasm remains elevated around Apple’s AI roadmap, with reports pointing to WWDC as a potential catalyst and broader expectations that Apple can monetize AI through devices and Services.
• Positive Sentiment: China-related headlines may also help sentiment, as Xi Jinping told U.S. CEOs including Tim Cook that China will “open wider,” easing some concerns about Apple’s supply chain and market access.
• Neutral Sentiment: Apple is reportedly exploring new AI-agent support in the App Store and additional iOS features, which could support the ecosystem but are still early-stage product rumors.
• Neutral Sentiment: Security reports about vulnerabilities found in macOS/iOS are a reminder of cyber risks, but they do not yet appear to be a material earnings issue.
• Negative Sentiment: OpenAI is reportedly considering legal action against Apple over their ChatGPT partnership, raising the risk of a public dispute around Apple’s AI strategy.
• Negative Sentiment: Recent insider selling and a reported Foxconn ransomware incident may slightly temper sentiment, though neither looks large enough to outweigh the bullish earnings and analyst upgrades.

Apple Trading Down 0.2%

NASDAQ AAPL opened at $298.21 on Friday. The stock has a 50-day simple moving average of $264.61 and a 200 day simple moving average of $267.25. The company has a market capitalization of $4.38 trillion, a PE ratio of 36.06, a P/E/G ratio of 2.60 and a beta of 1.06. The company has a current ratio of 1.07, a quick ratio of 1.02 and a debt-to-equity ratio of 0.70. Apple Inc. has a 12 month low of $193.46 and a 12 month high of $300.92.

Apple (NASDAQ:AAPL - Get Free Report) last released its quarterly earnings data on Thursday, April 30th. The iPhone maker reported $2.01 EPS for the quarter, beating analysts' consensus estimates of $1.95 by $0.06. The business had revenue of $111.18 billion during the quarter, compared to the consensus estimate of $109.46 billion. Apple had a return on equity of 146.69% and a net margin of 27.15%.The firm's revenue was up 16.6% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.65 earnings per share. Research analysts forecast that Apple Inc. will post 8.74 EPS for the current year.

Apple Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, May 14th. Investors of record on Monday, May 11th were issued a dividend of $0.27 per share. This is an increase from Apple's previous quarterly dividend of $0.26. This represents a $1.08 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date was Monday, May 11th. Apple's dividend payout ratio is presently 13.06%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on the stock. UBS Group set a $296.00 price objective on shares of Apple and gave the stock a "neutral" rating in a report on Friday, May 1st. Citigroup reissued a "buy" rating on shares of Apple in a report on Tuesday, April 21st. Bank of America increased their price objective on shares of Apple from $320.00 to $325.00 and gave the stock a "buy" rating in a report on Tuesday, April 14th. Wedbush reissued an "outperform" rating and set a $400.00 price objective (up from $350.00) on shares of Apple in a report on Friday, May 8th. Finally, Robert W. Baird set a $310.00 price objective on Apple in a research report on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $308.74.

Insider Activity

In other Apple news, SVP Deirdre O'brien sold 30,002 shares of the company's stock in a transaction that occurred 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 completion of the sale, the senior vice president owned 136,810 shares of the company's stock, valued at approximately $34,934,433.50. This represents a 17.99% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Kevan Parekh sold 1,534 shares of the business's stock in a transaction on Thursday, April 23rd. The shares were sold at an average price of $275.00, for a total transaction of $421,850.00. Following the completion of the transaction, the chief financial officer directly owned 13,366 shares of the company's stock, valued at $3,675,650. This trade represents a 10.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 97,759 shares of company stock worth $24,964,305 in the last ninety days. Company insiders own 0.06% of the company's stock.

Apple 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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