Moody Lynn & Lieberson LLC Purchases 3,171 Shares of Apple Inc. $AAPL

Key Points

• Moody Lynn & Lieberson LLC increased its Apple stake by 3,171 shares (a 1.1% rise) to 279,130 shares, making Apple about 4.0% of the firm's portfolio and its sixth-largest holding, worth roughly $75.9 million.
• Apple recently beat quarterly estimates with EPS of $2.84 versus $2.67 expected and revenue of $143.8 billion (up 15.7% year‑over‑year); analysts' consensus is a "Moderate Buy" with an average target of $301.23.
• Corporate insiders sold shares recently—CEO Tim Cook sold 64,949 shares (~$16.5M) and SVP Deirdre O'Brien sold 30,002 shares (~$7.7M) under pre‑arranged 10b5‑1 plans—while institutional investors own about 67.7% of the stock.

Moody Lynn & Lieberson LLC boosted its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 1.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 279,130 shares of the iPhone maker's stock after buying an additional 3,171 shares during the period. Apple accounts for approximately 4.0% of Moody Lynn & Lieberson LLC's portfolio, making the stock its 6th biggest holding. Moody Lynn & Lieberson LLC's holdings in Apple were worth $75,884,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of AAPL. First National Bank of Hutchinson grew its stake in shares of Apple by 24.6% in 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 grew its stake in shares of 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 last quarter. Brighton Jones LLC grew its stake in shares of Apple by 14.8% in the 4th quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker's stock valued at $134,554,000 after purchasing an additional 69,207 shares during the last quarter. Revolve Wealth Partners LLC grew its stake in shares of Apple by 4.2% in the 4th quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker's stock valued at $16,742,000 after purchasing an additional 2,695 shares during the last quarter. Finally, Highview Capital Management LLC DE grew its stake in shares of Apple by 2.4% in the 4th quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker's stock valued at $12,587,000 after purchasing an additional 1,155 shares during the last quarter. 67.73% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of analysts recently weighed in on the company. KGI Securities upgraded Apple to an "outperform" rating and set a $306.00 price target on the stock in a research note on Friday, January 30th. Sanford C. Bernstein restated an "outperform" rating on shares of Apple in a research note on Wednesday, March 4th. TD Cowen restated a "buy" rating and issued a $325.00 price target on shares of Apple in a research note on Friday, January 30th. Raymond James Financial restated a "market perform" rating on shares of Apple in a research note on Friday, January 2nd. Finally, Stephens set a $315.00 price target on Apple in a research note on Monday, January 26th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average target price of $301.23.

Apple Stock Performance

Apple stock opened at $260.48 on Monday. The firm has a market capitalization of $3.82 trillion, a P/E ratio of 32.93, a PEG ratio of 2.47 and a beta of 1.11. The stock has a fifty day moving average price of $260.76 and a 200 day moving average price of $263.88. Apple Inc. has a 52 week low of $186.06 and a 52 week high of $288.62. The company has a current ratio of 0.97, a quick ratio of 0.94 and a debt-to-equity ratio of 0.87.

Apple (NASDAQ:AAPL - Get Free Report) last posted its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.67 by $0.17. The firm had revenue of $143.76 billion during the quarter, compared to the consensus estimate of $138.25 billion. Apple had a return on equity of 159.94% and a net margin of 27.04%.The firm's quarterly revenue was up 15.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.40 earnings per share. Equities research analysts anticipate that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Dividend Announcement

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

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Market share gains: Counterpoint/Reuters data show Apple led global smartphone shipments in Q1 with about 21% share and 5% year‑over‑year growth — a signal of resilient iPhone demand that underpins revenue and margin outlooks. Apple leads global smartphone shipments
• Positive Sentiment: Supplier strength: TSMC reported a 35% jump in Q1 revenue on AI chip demand — good for Apple’s advanced chip supply continuity and pricing leverage for devices using leading-node silicon. TSMC revenue surges
• Positive Sentiment: Services distribution lift: Apple TV becoming available as a paid add‑on on Amazon Prime Video in the U.S. expands services reach and monetization channels for Apple’s content/subscription ecosystem. Apple TV lands on Amazon Prime Video
• Neutral Sentiment: Options activity: Reports of unusual bullish options flow suggest some investors are positioning for upside, but options can amplify short‑term moves without changing fundamentals. Unusual Activity in Apple Options Today
• Neutral Sentiment: Institutional moves: Coverage notes Israel Englander trimmed a Millennium position and other filings show insider sales — routine portfolio rebalancing that merits monitoring but not necessarily a directional signal alone. Israel Englander Trims Stake
• Negative Sentiment: Retail/ labor risk: Apple will close three U.S. mall stores in June including its first unionized location in Towson, Maryland. The move raises labor‑relations and PR concerns and highlights brick‑and‑mortar pressure — a small revenue line but reputational and employee‑relation risk. Apple to shutter its first unionized US store
• Negative Sentiment: Earnings/forecast downside: Jefferies flagged a possible slight March‑quarter miss (weaker iPhone sales, higher memory costs) and Erste lowered FY2027 EPS estimates — both could pressure near‑term sentiment ahead of formal guidance. Apple set to deliver slight earnings miss
• Negative Sentiment: Product timing concerns: Ongoing reports about foldable iPhone technical challenges and potential delays keep some investors cautious about the next major product catalyst. Foldable iPhone remains on track

Insider Buying and Selling

In related news, CEO Timothy D. Cook sold 64,949 shares of the stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $254.23, for a total value of $16,511,984.27. Following the completion of the transaction, the chief executive officer directly owned 3,280,418 shares of the company's stock, valued at $833,980,668.14. This represents a 1.94% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Deirdre O'brien sold 30,002 shares of the stock in a transaction that occurred 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 completion of the transaction, 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 ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate 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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