Nisa Investment Advisors LLC Buys 178,391 Shares of Apple Inc. $AAPL

Key Points

• Nisa Investment Advisors raised its Apple stake by 4.4% in Q4, buying 178,391 shares to hold 4,260,984 shares worth about $1.158 billion, making Apple roughly 16.4% of its portfolio and its third-largest position.
• Apple recently beat quarterly estimates (EPS $2.84 vs. $2.67) with revenue of $143.76 billion (+15.7% YoY); the company has a market cap of $3.82 trillion, a P/E of 32.93 and an average analyst price target near $301.
• Large institutions continued to adjust positions—Vanguard, State Street, Geode and Northern Trust all increased holdings—and institutional ownership stands at about 67.73%, while insiders (including Tim Cook and Deirdre O'Brien) executed planned sales under Rule 10b5-1 plans.

Nisa Investment Advisors LLC lifted its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 4.4% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,260,984 shares of the iPhone maker's stock after purchasing an additional 178,391 shares during the period. Apple makes up about 16.4% of Nisa Investment Advisors LLC's holdings, making the stock its 3rd biggest position. Nisa Investment Advisors LLC's holdings in Apple were worth $1,158,391,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Vanguard Group Inc. raised its position in shares of Apple by 0.4% during the first quarter. Vanguard Group Inc. now owns 1,400,790,809 shares of the iPhone maker's stock worth $311,157,662,000 after purchasing an additional 5,005,297 shares during the period. State Street Corp raised its position in shares of Apple by 0.9% during the second quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker's stock worth $123,358,461,000 after purchasing an additional 5,224,229 shares during the period. Geode Capital Management LLC raised its position in shares of Apple by 1.4% during the second quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker's stock worth $72,506,336,000 after purchasing an additional 4,942,638 shares during the period. Norges Bank acquired a new stake in shares of Apple during the second quarter worth $38,942,255,000. Finally, Northern Trust Corp raised its position in shares of Apple by 13.3% during the fourth quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker's stock worth $42,918,365,000 after purchasing an additional 20,079,472 shares during the period. 67.73% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Apple

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

Apple Price Performance

NASDAQ:AAPL opened at $260.48 on Monday. The firm has a market capitalization of $3.82 trillion, a price-to-earnings ratio of 32.93, a PEG ratio of 2.47 and a beta of 1.11. Apple Inc. has a 1-year low of $186.06 and a 1-year 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. The business's fifty day moving average price is $260.76 and its 200 day moving average price is $263.88.

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 for the quarter, beating the consensus estimate of $2.67 by $0.17. Apple had a return on equity of 159.94% and a net margin of 27.04%.The firm had revenue of $143.76 billion for the quarter, compared to analyst estimates of $138.25 billion. During the same period in the previous year, the firm earned $2.40 earnings per share. Apple's quarterly revenue was up 15.7% on a year-over-year basis. On average, sell-side analysts forecast that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Dividend Announcement

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

Insider Transactions at Apple

In other Apple 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 ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through 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 business's stock in a transaction dated 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 transaction, 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 position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.06% of the company's stock.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on the company. Morgan Stanley reaffirmed an "overweight" rating and set a $315.00 target price on shares of Apple in a research report on Monday, March 23rd. UBS Group reissued a "neutral" rating on shares of Apple in a research report on Wednesday, March 4th. Wedbush reissued an "outperform" rating and set a $350.00 price target on shares of Apple in a research report on Friday, March 27th. JPMorgan Chase & Co. upped their price target on Apple from $315.00 to $325.00 and gave the company an "overweight" rating in a research report on Friday, January 30th. Finally, DA Davidson reissued a "neutral" rating and set a $270.00 price target on shares of Apple in a research report on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average price target of $301.23.

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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