RMR Wealth Builders Buys 5,706 Shares of Apple Inc. $AAPL

Key Points

• RMR Wealth Builders increased its Apple stake by 4.5% in the fourth quarter, buying 5,706 additional shares and bringing its total holdings to 132,523 shares worth about $36.0 million. Apple now accounts for roughly 2.9% of the firm’s portfolio.
• Apple reported strong quarterly results, with EPS of $2.01 and revenue of $111.18 billion, both ahead of analyst expectations. Revenue rose 16.6% year over year, and analysts currently expect full-year EPS of 8.74.
• Analysts remain broadly positive on Apple, with a consensus rating of “Moderate Buy” and an average price target of $310.31. Recent commentary has focused on AI-related upside, though some caution remains around softer iPhone momentum and future regulatory risks.

RMR Wealth Builders grew its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 4.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 132,523 shares of the iPhone maker's stock after acquiring an additional 5,706 shares during the quarter. Apple comprises approximately 2.9% of RMR Wealth Builders' investment portfolio, making the stock its 9th largest holding. RMR Wealth Builders' holdings in Apple were worth $36,028,000 as of its most recent SEC filing.

Other hedge funds have also recently modified their holdings of the company. Sellwood Investment Partners LLC increased its holdings in shares of Apple by 110.9% during the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock valued at $34,000 after acquiring an additional 71 shares in the last quarter. ROSS JOHNSON & Associates LLC increased its holdings in Apple by 1,800.0% in 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 worth approximately $65,000. PayPay Securities Corp increased its holdings in Apple by 52.1% in the 4th quarter. PayPay Securities Corp now owns 365 shares of the iPhone maker's stock worth $99,000 after buying an additional 125 shares during the period. Finally, eCIO Inc. acquired a new position in Apple in the 4th quarter worth approximately $112,000. Institutional investors and hedge funds own 67.73% of the company's stock.

Insider Activity

In other news, SVP Deirdre O'brien sold 30,002 shares of the firm's stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $255.35, for a total transaction of $7,661,010.70. Following the sale, the senior vice president owned 136,810 shares of the company's stock, valued at $34,934,433.50. This trade represents a 17.99% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Ben Borders sold 1,274 shares of the firm's stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $290.00, for a total transaction of $369,460.00. Following the sale, the insider directly owned 38,713 shares in the company, valued at $11,226,770. The trade was a 3.19% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 97,759 shares of company stock worth $24,964,305 over the last 90 days. Company insiders own 0.06% of the company's stock.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on the stock. Jefferies Financial Group set a $330.00 price target on shares of Apple in a report on Wednesday, March 4th. DA Davidson reiterated a "neutral" rating and issued a $270.00 price target on shares of Apple in a report on Friday, May 1st. TD Cowen reiterated a "buy" rating and issued a $335.00 price target (up from $325.00) on shares of Apple in a report on Friday, May 1st. Stifel Nicolaus set a $330.00 price target on shares of Apple in a report on Monday, March 2nd. Finally, Sanford C. Bernstein reiterated an "outperform" rating on shares of Apple in a report on Wednesday, March 4th. One analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Apple presently has an average rating of "Moderate Buy" and an average price target of $310.31.

Apple Price Performance

Shares of NASDAQ AAPL opened at $310.85 on Thursday. The stock has a market capitalization of $4.57 trillion, a price-to-earnings ratio of 37.59, a PEG ratio of 2.68 and a beta of 1.06. Apple Inc. has a 12 month low of $195.07 and a 12 month high of $313.26. The firm's 50 day simple moving average is $273.03 and its 200-day simple moving average is $269.45. The company has a debt-to-equity ratio of 0.70, a current ratio of 1.07 and a quick ratio of 1.02.

Apple (NASDAQ:AAPL - Get Free Report) last issued its quarterly earnings data on Thursday, April 30th. The iPhone maker reported $2.01 EPS for the quarter, topping analysts' consensus estimates of $1.95 by $0.06. The business had revenue of $111.18 billion for the quarter, compared to analysts' expectations of $109.46 billion. Apple had a net margin of 27.15% and a return on equity of 146.69%. The business's revenue was up 16.6% on a year-over-year basis. During the same quarter last year, the company earned $1.65 EPS. Analysts expect that Apple Inc. will post 8.74 EPS for the current year.

Apple Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, May 14th. Stockholders of record on Monday, May 11th were paid a dividend of $0.27 per share. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date of this dividend was Monday, May 11th. This is a positive change from Apple's previous quarterly dividend of $0.26. Apple's dividend payout ratio is 13.06%.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Bank of America raised its price target on Apple to $380, saying AI features and a redesigned Siri could drive substantial incremental revenue over the next few years. Article Title
• Positive Sentiment: Melius Research also boosted its outlook ahead of WWDC 2026, saying Apple could finally show “real AI sizzle,” which has helped fuel expectations for a stronger product cycle. Article Title
• Positive Sentiment: Multiple pieces highlight Apple’s recent stock strength, including new record highs and growing optimism that the company’s Services business and ecosystem remain resilient even as iPhone growth slows. Article Title
• Neutral Sentiment: News that Android smartphone makers may be hit harder than Apple by AI memory shortages could be relatively supportive for AAPL by comparison, but it is more of an industry backdrop than a direct catalyst. Article Title
• Neutral Sentiment: Several articles point to Apple trading near all-time highs and approaching a $5 trillion valuation, reinforcing bullish momentum, though these are mostly commentary rather than fresh company-specific developments. Article Title
• Negative Sentiment: Some investors remain cautious because iPhone shipment momentum is softening and Apple’s next major growth driver still needs to be proven at WWDC, which leaves room for disappointment if AI announcements underwhelm. Article Title
• Negative Sentiment: One Reuters item notes Apple and Google are pushing back against Canada’s online safety bill over encryption concerns, a regulatory issue that could create future headline risk. Article Title

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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