Lombard Odier Asset Management Europe Ltd Acquires 5,301 Shares of Apple Inc. $AAPL

Key Points

• Lombard Odier Asset Management Europe increased its Apple stake by 13.2% in the first quarter, acquiring 5,301 additional shares and bringing its holdings to 45,475 shares worth approximately $11.54 million. Institutional investors own 67.73% of Apple.
• Analyst sentiment remains generally positive but mixed: Apple has a “Moderate Buy” consensus rating and an average price target of $328.60, while China Renaissance and Jefferies downgraded the stock to Hold and Underperform, respectively.
• Apple reported quarterly EPS of $2.02 and revenue of $109.42 billion, exceeding estimates, with revenue up 16.4% year over year. Shares opened at $305.93, and the company maintains a quarterly dividend of $0.27 per share.

Lombard Odier Asset Management Europe Ltd lifted its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 13.2% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 45,475 shares of the iPhone maker's stock after acquiring an additional 5,301 shares during the quarter. Lombard Odier Asset Management Europe Ltd's holdings in Apple were worth $11,541,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Lifetime Wealth Management P.C. acquired a new stake in shares of Apple during the 4th quarter worth about $41,000. ROSS JOHNSON & Associates LLC boosted its holdings in shares of 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 buying an additional 180 shares during the period. LSV Asset Management acquired a new position in Apple in the 4th quarter valued at about $65,000. Timmons Wealth Management LLC acquired a new position in Apple in the 4th quarter valued at about $69,000. Finally, Inspire Investing LLC bought a new position in Apple in the 4th quarter valued at about $76,000. Institutional investors own 67.73% of the company's stock.

Analyst Ratings Changes

Several brokerages have issued reports on AAPL. China Renaissance downgraded shares of Apple from a "buy" rating to a "hold" rating and set a $280.00 price objective for the company. in a research report on Tuesday, August 4th. Robert W. Baird increased their target price on Apple from $310.00 to $330.00 and gave the stock an "outperform" rating in a research note on Friday, July 24th. Wells Fargo & Company reissued an "overweight" rating and set a $350.00 price target (up from $310.00) on shares of Apple in a report on Friday, July 31st. Jefferies Financial Group downgraded Apple from a "buy" rating to an "underperform" rating and reduced their price target for the company from $285.56 to $263.66 in a research note on Monday, August 10th. Finally, Citigroup reaffirmed a "buy" rating and issued a $365.00 price objective (up from $315.00) on shares of Apple in a report on Monday, July 13th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, ten have issued a Hold rating and four have issued a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and an average price target of $328.60.

Apple Stock Performance

Shares of NASDAQ:AAPL opened at $305.93 on Monday. The company's 50 day moving average price is $308.98 and its two-hundred day moving average price is $285.40. Apple Inc. has a 12-month low of $223.78 and a 12-month high of $344.57. The firm has a market cap of $4.46 trillion, a PE ratio of 35.08, a PEG ratio of 2.62 and a beta of 1.09. The company has a quick ratio of 0.93, a current ratio of 1.00 and a debt-to-equity ratio of 0.66.

Apple (NASDAQ:AAPL - Get Free Report) last announced its earnings results on Thursday, July 30th. The iPhone maker reported $2.02 EPS for the quarter, topping the consensus estimate of $1.89 by $0.13. Apple had a net margin of 27.62% and a return on equity of 135.46%. The company had revenue of $109.42 billion for the quarter, compared to analysts' expectations of $109.04 billion. During the same period last year, the firm earned $1.57 earnings per share. The business's revenue for the quarter was up 16.4% on a year-over-year basis. Equities research analysts predict that Apple Inc. will post 8.76 earnings per share for the current year.

Apple Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, August 13th. Shareholders of record on Monday, August 10th were paid a dividend of $0.27 per share. This represents a $1.08 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date was Monday, August 10th. Apple's dividend payout ratio (DPR) is 12.39%.

Insider Buying and Selling at Apple

In other Apple news, insider Ben Borders sold 116 shares of Apple stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $295.14, for a total value of $34,236.24. Following the completion of the transaction, the insider directly owned 38,713 shares of the company's stock, valued at $11,425,754.82. The trade was a 0.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, SVP Jennifer Newstead sold 1,439 shares of the company's stock in a transaction on Tuesday, August 11th. The shares were sold at an average price of $307.75, for a total value of $442,852.25. Following the sale, the senior vice president owned 40,107 shares of the company's stock, valued at approximately $12,342,929.25. The trade was a 3.46% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.06% of the stock is owned by insiders.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is reportedly training a China-specific large language model with Alibaba’s support. The initiative could bring Apple Intelligence to Chinese users, improve Apple’s competitive position against Huawei and reduce reliance on third-party AI models in a key market. Apple trains China-specific AI model
• Positive Sentiment: Apple opened an advanced manufacturing center in Houston that will support AI-server production, Mac mini assembly and workforce training. The facility reinforces Apple’s U.S. investment plans and may improve supply-chain resilience and relations with policymakers. Apple opens Houston manufacturing facility
• Positive Sentiment: Apple reportedly received about $2.2 billion in tariff refunds. The cash recovery could offset some trade-related expenses and support near-term earnings and cash flow. Apple tariff refund report
• Positive Sentiment: Apple is discussing usage-based content agreements with publishers to improve the upgraded Siri’s access to current information. A stronger Siri could help narrow Apple’s perceived AI gap and support future services growth. Apple publisher talks for Siri
• Neutral Sentiment: Apple proposed a 15% commission on purchases made through external links in iOS apps amid its continuing legal dispute with Epic. The proposal could preserve some App Store revenue, but the final regulatory and legal outcome remains uncertain. Apple proposes external purchase commission
• Neutral Sentiment: Apple’s valuation remains demanding, with a market capitalization near $4.5 trillion and a forward earnings outlook that leaves the stock sensitive to execution. An insider sale by SVP Jennifer Newstead was disclosed, though such transactions do not necessarily indicate a change in corporate fundamentals. Apple insider sale
• Negative Sentiment: Jefferies downgraded Apple, citing concerns about the canceled or delayed all-glass iPhone concept, limited near-term AI momentum and rising memory-chip costs. Higher component prices could pressure margins and make it harder for Apple to justify its premium valuation. Jefferies Apple downgrade and iPhone concerns
• Negative Sentiment: Google’s Pixel 11 is placing Gemini more deeply into the smartphone experience, raising the competitive stakes for Apple ahead of the iPhone 18 launch and Siri’s broader overhaul.

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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