MH & Associates Securities Management Corp ADV Buys Shares of 10,825 Apple Inc. $AAPL

Key Points

• MH & Associates opened a new position in Apple, purchasing 10,825 shares worth about $2.94 million, making AAPL 2.4% of the fund and its 20th-largest holding.
• Insiders sold 96,485 AAPL shares in the past 90 days, including SVP Deirdre O'Brien's sale of 30,002 shares (~$7.66M) and CEO Tim Cook's sale of 64,949 shares (~$16.51M), both under Rule 10b5-1 plans.
• Analysts maintain a consensus “Moderate Buy” with a $303.06 price target, but sentiment is mixed as upbeat Q2 guidance and iPhone momentum compete with concerns about AI competition and an upcoming leadership transition.

MH & Associates Securities Management Corp ADV purchased a new position in Apple Inc. (NASDAQ:AAPL - Free Report) during the 4th quarter, according to its most recent disclosure with the SEC. The fund purchased 10,825 shares of the iPhone maker's stock, valued at approximately $2,943,000. Apple accounts for 2.4% of MH & Associates Securities Management Corp ADV's holdings, making the stock its 20th largest position.

A number of other large investors also recently modified their holdings of the business. First National Bank of Hutchinson raised its stake in Apple by 24.6% during the 4th quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker's stock valued at $8,845,000 after purchasing an additional 6,982 shares during the last quarter. Eagle Capital Management LLC boosted its holdings in Apple by 0.5% in the 4th quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker's stock valued at $13,544,000 after purchasing an additional 272 shares during the period. Brighton Jones LLC grew its position in Apple by 14.8% in the 4th quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker's stock worth $134,554,000 after purchasing an additional 69,207 shares during the last quarter. Revolve Wealth Partners LLC increased its holdings in shares of Apple by 4.2% during the 4th quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker's stock worth $16,742,000 after purchasing an additional 2,695 shares during the period. Finally, Highview Capital Management LLC DE increased its holdings in shares of Apple by 2.4% during the 4th quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker's stock worth $12,587,000 after purchasing an additional 1,155 shares during the period. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Apple

In other Apple news, SVP Deirdre O'brien sold 30,002 shares of the company's stock in a transaction on 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 sale, the senior vice president directly owned 136,810 shares in the company, valued at $34,934,433.50. This represents a 17.99% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. 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 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 completion of the sale, the chief executive officer owned 3,280,418 shares in the company, valued at $833,980,668.14. This trade 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 in the last 90 days. 0.06% of the stock is owned by corporate insiders.

Analyst Ratings Changes

Several equities research analysts recently weighed in on AAPL shares. Jefferies Financial Group set a $330.00 target price on shares of Apple in a research note on Wednesday, March 4th. Barclays boosted their price target on Apple from $239.00 to $248.00 and gave the company an "underweight" rating in a research note on Tuesday, March 3rd. Weiss Ratings reaffirmed a "buy (b-)" rating on shares of Apple in a report on Monday, December 29th. Needham & Company LLC reiterated a "hold" rating on shares of Apple in a research report on Friday, January 30th. Finally, Rosenblatt Securities reissued a "neutral" rating and set a $268.00 price objective on shares of Apple in a report on Tuesday, April 21st. One equities research 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 issued a Sell rating to the company's stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $303.06.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Company guidance and margin outlook remain constructive — Wall Street previews show Apple expecting ~13%–16% revenue growth and healthy gross margins for fiscal Q2, which supports the case for another beat when results arrive. Should You Buy, Sell, or Hold AAPL Stock Before Q2 Earnings?
• Positive Sentiment: iPhone momentum and supply-chain moves are boosting market share — reports note Apple claimed the top global smartphone spot in the March quarter, providing revenue upside and evidence the hardware cycle isn’t dead. Apple is defying a global smartphone slump
• Neutral Sentiment: Leadership change is front‑and‑center — John Ternus will become CEO in September; investors are parsing his product-first background and focus on services/AI as both an opportunity and a source of near-term uncertainty. Execution under new leadership will matter for sentiment but is a longer-term story. John Ternus, Apple’s new CEO, inherits a rebounding China business—and some messy headaches
• Neutral Sentiment: Big Tech earnings week and AI monetization themes raise expectations — analysts expect AI to drive cloud/ad/product revenue; that raises the bar for Apple to show credible AI product/monetization progress. Big Tech faces key earnings test on AI spending and cloud growth
• Negative Sentiment: Competitor moves (Qualcomm + OpenAI) spooked investors — reports that OpenAI is working with Qualcomm/MediaTek on AI-first smartphone chips lifted Qualcomm and raised fears Apple could lose an edge if it doesn’t move faster on on‑device AI. That rotation into chipmakers pressured AAPL sentiment today. Could This New AI Smartphone Compete With Apple? Qualcomm Shares Rise
• Negative Sentiment: Mounting narrative that Apple is lagging on AI execution — commentary and analyst pieces arguing Apple needs an AI breakthrough (and could be slow to integrate third‑party innovations) are feeding investor caution ahead of earnings. Apple Is Falling Behind in AI. Will a New CEO Revive Apple Stock?

Apple Stock Performance

NASDAQ:AAPL opened at $267.50 on Tuesday. Apple Inc. has a 12-month low of $193.25 and a 12-month high of $288.62. The company has a quick ratio of 0.94, a current ratio of 0.97 and a debt-to-equity ratio of 0.87. The firm has a market capitalization of $3.93 trillion, a PE ratio of 33.82, a price-to-earnings-growth ratio of 2.47 and a beta of 1.11. The firm has a 50-day moving average price of $260.26 and a 200 day moving average price of $264.76.

Apple (NASDAQ:AAPL - Get Free Report) last released its quarterly earnings data 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. Apple had a return on equity of 159.94% and a net margin of 27.04%.The company had revenue of $143.76 billion for the quarter, compared to the consensus estimate of $138.25 billion. During the same period in the previous year, the business earned $2.40 earnings per share. The company's quarterly revenue was up 15.7% on a year-over-year basis. Research analysts anticipate that Apple Inc. will post 8.52 earnings per share for the current fiscal year.

Apple Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, February 12th. Investors of record on Monday, February 9th were given a dividend of $0.26 per share. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. The ex-dividend date was Monday, February 9th. Apple's dividend payout ratio (DPR) is 13.15%.

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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