Silver Oak Securities Incorporated Has $33.58 Million Stake in Apple Inc. $AAPL

Key Points

• Silver Oak Securities increased its Apple stake 1.9% to 122,962 shares—worth about $33.58 million and representing roughly 2.3% of the firm's portfolio, making AAPL its third‑largest holding.
• Senior insiders sold stock on April 2 under pre‑arranged Rule 10b5‑1 plans: SVP Deirdre O'Brien sold 30,002 shares (~$7.66M) and CEO Tim Cook sold 64,949 shares (~$16.51M), modestly reducing their ownership.
• Apple beat quarterly EPS estimates ($2.84 vs. $2.67) with revenue of $143.76B (+15.7% YoY), has a market cap of about <$3.82T>, pays a $0.26 quarterly dividend, and carries a consensus "Moderate Buy" analyst target of $301.23.

Silver Oak Securities Incorporated raised its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 1.9% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 122,962 shares of the iPhone maker's stock after purchasing an additional 2,288 shares during the period. Apple accounts for about 2.3% of Silver Oak Securities Incorporated's investment portfolio, making the stock its 3rd biggest holding. Silver Oak Securities Incorporated's holdings in Apple were worth $33,579,000 as of its most recent filing with the SEC.

Several other hedge funds have also bought and sold shares of the stock. Infinity Wealth Counsel LLC grew its holdings in Apple by 38.4% during the fourth quarter. Infinity Wealth Counsel LLC now owns 2,881 shares of the iPhone maker's stock valued at $783,000 after purchasing an additional 800 shares during the period. Signature Wealth Management Group boosted its stake in shares of Apple by 3.3% in the fourth quarter. Signature Wealth Management Group now owns 11,015 shares of the iPhone maker's stock worth $2,995,000 after acquiring an additional 352 shares during the period. Zevenbergen Capital Investments LLC boosted its stake in shares of Apple by 5.4% in the fourth quarter. Zevenbergen Capital Investments LLC now owns 501,917 shares of the iPhone maker's stock worth $136,451,000 after acquiring an additional 25,866 shares during the period. Vaughan Nelson Investment Management L.P. bought a new position in shares of Apple in the fourth quarter worth about $161,516,000. Finally, Solitude Financial Services boosted its stake in shares of Apple by 12.2% in the fourth quarter. Solitude Financial Services now owns 15,468 shares of the iPhone maker's stock worth $4,205,000 after acquiring an additional 1,677 shares during the period. Institutional investors own 67.73% of the company's stock.

Insider Buying and Selling

In other Apple news, SVP Deirdre O'brien sold 30,002 shares of the company's stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $255.35, for a total transaction 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 document filed with the SEC, which is available at this link. 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 that occurred 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 sale, the chief executive officer owned 3,280,418 shares in the company, valued at approximately $833,980,668.14. This trade represents a 1.94% decrease in their ownership of the stock. 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. Corporate insiders own 0.06% of the company's stock.

Apple Price Performance

Shares of Apple stock opened at $260.48 on Friday. The stock has a 50 day moving average of $260.76 and a 200 day moving average of $263.80. Apple Inc. has a 12 month low of $186.06 and a 12 month high of $288.62. The firm has a market cap of $3.82 trillion, a PE ratio of 32.93, a PEG ratio of 2.47 and a beta of 1.11. 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 issued its quarterly earnings data 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. Apple had a return on equity of 159.94% and a net margin of 27.04%.The business had revenue of $143.76 billion for the quarter, compared to the consensus estimate of $138.25 billion. During the same period in the prior year, the business posted $2.40 earnings per share. The company's quarterly revenue was up 15.7% compared to the same quarter last year. On average, research analysts expect that Apple Inc. will post 7.28 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 given a dividend of $0.26 per share. 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 dividend payout ratio is 13.15%.

Key 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

Analysts Set New Price Targets

A number of equities analysts have recently weighed in on the company. TD Cowen reaffirmed a "buy" rating and issued a $325.00 price objective on shares of Apple in a research note on Friday, January 30th. Raymond James Financial reaffirmed a "market perform" rating on shares of Apple in a research note on Friday, January 2nd. Morgan Stanley reaffirmed an "overweight" rating and issued a $315.00 price objective on shares of Apple in a research note on Monday, March 23rd. Royal Bank Of Canada set a $325.00 price objective on Apple in a research note on Monday, February 2nd. Finally, Rosenblatt Securities upped their price objective on Apple from $267.00 to $268.00 and gave the stock a "neutral" rating in a research note on Thursday, March 5th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus target price of $301.23.

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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