Quotient Wealth Partners LLC Buys 2,864 Shares of Apple Inc. $AAPL

Key Points

• Quotient Wealth Partners LLC increased its stake in Apple by 3.6% in Q4, buying 2,864 shares to hold 81,567 shares valued at about $22.18 million, making Apple ~0.6% of the firm's portfolio and its 24th largest holding.
• Company insiders have been net sellers recently: CFO Kevan Parekh sold 1,534 shares at $275 and CEO Tim Cook sold 64,949 shares at $254.23 (via a 10b5‑1 plan); insiders sold 96,485 shares worth roughly $24.6 million in the past 90 days.
• Analyst sentiment is broadly positive (consensus "Moderate Buy", $301.83 target) supported by product and services catalysts and iPhone share gains, but risks include AI competition (Qualcomm/OpenAI reports) and the upcoming CEO transition to John Ternus.

Quotient Wealth Partners LLC boosted its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 3.6% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 81,567 shares of the iPhone maker's stock after purchasing an additional 2,864 shares during the quarter. Apple comprises about 0.6% of Quotient Wealth Partners LLC's investment portfolio, making the stock its 24th largest holding. Quotient Wealth Partners LLC's holdings in Apple were worth $22,175,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Reyes Financial Architecture Inc. increased its holdings in Apple by 0.4% in the third quarter. Reyes Financial Architecture Inc. now owns 9,898 shares of the iPhone maker's stock valued at $2,520,000 after purchasing an additional 37 shares during the last quarter. WESPAC Advisors LLC increased its holdings in Apple by 0.3% in the fourth quarter. WESPAC Advisors LLC now owns 12,326 shares of the iPhone maker's stock valued at $3,351,000 after purchasing an additional 39 shares during the last quarter. American Alpha Advisors LLC increased its holdings in shares of Apple by 3.7% in the third quarter. American Alpha Advisors LLC now owns 1,151 shares of the iPhone maker's stock worth $293,000 after acquiring an additional 41 shares in the last quarter. Seven Springs Wealth Group LLC increased its holdings in shares of Apple by 0.3% in the third quarter. Seven Springs Wealth Group LLC now owns 15,451 shares of the iPhone maker's stock worth $3,934,000 after acquiring an additional 42 shares in the last quarter. Finally, Avant Capital LLC increased its holdings in shares of Apple by 0.9% in the third quarter. Avant Capital LLC now owns 4,814 shares of the iPhone maker's stock worth $1,226,000 after acquiring an additional 43 shares in the last quarter. Institutional investors own 67.73% of the company's stock.

Insiders Place Their Bets

In other Apple news, CFO Kevan Parekh sold 1,534 shares of the firm's stock in a transaction on Thursday, April 23rd. The stock was sold at an average price of $275.00, for a total transaction of $421,850.00. Following the transaction, the chief financial officer owned 13,366 shares in the company, valued at $3,675,650. This trade represents a 10.30% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Timothy D. Cook sold 64,949 shares of Apple 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 transaction, the chief executive officer owned 3,280,418 shares in the company, valued at approximately $833,980,668.14. The trade was a 1.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 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 worth $24,594,845 in the last 90 days. Company insiders own 0.06% of the company's stock.

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Wall Street is nudging expectations up: UBS and other firms have raised targets and flagged the potential for a slight beat and stronger guidance into Q2, supporting near-term upside. UBS Lifts Apple Stock
• Positive Sentiment: Positive bullish notes and models (e.g., 24/7 Wall St.) argue AAPL is undervalued into the earnings print, implying material upside for patient investors if Apple reiterates growth and margin trajectory. Apple Stock Poised for 21% Surge
• Positive Sentiment: Product and services catalyst set: Apple launched a cheaper App Store subscription structure (monthly with 12‑month commitment) and is rolling out AI photo-editing tools and new MacBook Pro silicon praise — both help services revenue and device differentiation. Apple introduces a cheaper option for App Store subscriptions MacBook Pro M5 review Apple to Launch AI Photo Editing Tool
• Positive Sentiment: Supply-chain and margin edge: reports note Apple is benefiting from memory pricing and silicon allocations, which can widen iPhone margins versus rivals and support services penetration. Apple turns a memory crisis into an opportunity
• Positive Sentiment: iPhone momentum: market-share reports show Apple reached the top global smartphone spot in the March quarter — a tangible signal that device sales could drive revenue upside into the print. Apple is defying a global smartphone slump
• Neutral Sentiment: Leadership transition is now on investors’ radars: John Ternus is set to become CEO in September — a product/engineering–focused pick that reduces surprise risk long term but creates short-term execution scrutiny. John Ternus, Apple’s new CEO
• Neutral Sentiment: Earnings cadence and elevated expectations: the Magnificent Seven earnings week concentrates sentiment — Apple faces a higher bar on revenue, services growth and AI messaging; that raises volatility but not an immediate directional verdict. Big Tech faces key earnings test on AI spending and cloud growth
• Neutral Sentiment: Insider activity: CFO Kevan Parekh disclosed a sale of shares (filed), which is a routine liquidity event but worth noting for timing-sensitive traders. SEC Form 4
• Negative Sentiment: Competitive threat from Qualcomm/OpenAI tie-up: reports that OpenAI is working with Qualcomm/MediaTek on AI-native phone chips triggered rotation into chipmakers and raised investor concern that Apple could lose on-device AI leadership if it doesn’t accelerate. Did Qualcomm Just Put Apple in Check? Could This New AI Smartphone Compete With Apple?
• Negative Sentiment: Perception Apple is behind on AI: multiple pieces warn that Apple needs a clear AI breakthrough; if the company fails to show credible on‑device AI progress or monetization at earnings, sentiment could flip quickly. Apple Is Falling Behind in AI

Apple Price Performance

Apple stock opened at $270.71 on Wednesday. The stock's fifty day moving average price is $260.40 and its two-hundred day moving average price is $264.94. Apple Inc. has a one year low of $193.25 and a one year high of $288.62. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94. The firm has a market cap of $3.97 trillion, a PE ratio of 34.22, a price-to-earnings-growth ratio of 2.44 and a beta of 1.11.

Apple (NASDAQ:AAPL - Get Free Report) last posted its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, topping 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 firm had revenue of $143.76 billion for the quarter, compared to analyst estimates of $138.25 billion. During the same quarter last year, the company earned $2.40 EPS. The company's revenue was up 15.7% on a year-over-year basis. As a group, research analysts expect that Apple Inc. will post 8.52 EPS for the current fiscal year.

Apple Announces Dividend

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

Analyst Ratings Changes

Several research firms have recently weighed in on AAPL. Barclays upped their price objective on Apple from $239.00 to $248.00 and gave the stock an "underweight" rating in a research report on Tuesday, March 3rd. BNP Paribas Exane raised Apple from a "neutral" rating to an "outperform" rating and set a $300.00 price objective on the stock in a report on Friday, April 17th. Moffett Nathanson upped their price objective on Apple from $241.00 to $270.00 and gave the company a "neutral" rating in a report on Wednesday, February 25th. The Goldman Sachs Group reaffirmed a "buy" rating on shares of Apple in a report on Monday, March 2nd. Finally, Needham & Company LLC reaffirmed a "hold" rating on shares of Apple in a report on Friday, January 30th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus target price of $301.83.

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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