SJS Investment Consulting Inc. Has $19.43 Million Position in Apple Inc. $AAPL

Key Points

• SJS Investment Consulting increased its stake in Apple by 14.9% to 71,462 shares valued at $19.43 million, making AAPL 2.5% of the firm's portfolio and its 7th largest holding.
• Other institutions also boosted positions (institutional ownership is 67.73%), but notable insider sales occurred: Deirdre O’Brien sold 30,002 shares and CEO Tim Cook sold 64,949 shares under pre‑arranged Rule 10b5‑1 plans.
• Wall Street is cautiously positive on Apple with a consensus rating of "Moderate Buy" and a $303.06 target, and the company recently beat quarterly estimates (EPS $2.84 vs $2.67; revenue $143.76B, +15.7%).

SJS Investment Consulting Inc. grew its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 14.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 71,462 shares of the iPhone maker's stock after acquiring an additional 9,282 shares during the quarter. Apple accounts for 2.5% of SJS Investment Consulting Inc.'s portfolio, making the stock its 7th largest holding. SJS Investment Consulting Inc.'s holdings in Apple were worth $19,428,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of AAPL. First National Bank of Hutchinson boosted its position in shares of Apple by 24.6% in the fourth quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker's stock valued at $8,845,000 after acquiring an additional 6,982 shares during the period. Eagle Capital Management LLC boosted its position in shares of Apple by 0.5% in the fourth quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker's stock valued at $13,544,000 after acquiring an additional 272 shares during the period. Brighton Jones LLC boosted its position in shares of Apple by 14.8% in the fourth quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker's stock valued at $134,554,000 after acquiring an additional 69,207 shares during the period. Revolve Wealth Partners LLC boosted its position in shares of Apple by 4.2% in the fourth quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker's stock valued at $16,742,000 after acquiring an additional 2,695 shares during the period. Finally, Highview Capital Management LLC DE boosted its position in shares of Apple by 2.4% in the fourth quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker's stock valued at $12,587,000 after acquiring an additional 1,155 shares during the period. 67.73% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on AAPL. Raymond James Financial reissued a "market perform" rating on shares of Apple in a research report on Friday, January 2nd. Bank of America raised their target price on Apple from $320.00 to $325.00 and gave the stock a "buy" rating in a research report on Tuesday, April 14th. Scotiabank set a $330.00 target price on Apple in a research report on Monday, February 2nd. BNP Paribas Exane upgraded shares of Apple from a "neutral" rating to an "outperform" rating and set a $300.00 price objective for the company in a research note on Friday, April 17th. Finally, Rosenblatt Securities restated a "neutral" rating and issued a $268.00 price objective on shares of Apple in a research note on Tuesday. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $303.06.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Market reaction to Apple naming John Ternus as CEO has been upbeat — investors and some analysts view his hardware pedigree as a credible path to accelerate device‑level AI and product innovation, supporting near‑term confidence in AAPL. Ternus the Page: Apple's Engineering Prodigy Takes the Reins
• Positive Sentiment: Apple patched a high‑profile iPhone notification bug that exposed deleted messages; the security fix lifted sentiment around privacy and product quality and coincided with an intraday stock bounce. Apple (AAPL) Stock Climbs as iPhone Notification Bug Gets Patched
• Positive Sentiment: Channel and shipment data show strong iPhone demand (notably China) and some broker notes (e.g., Bank of America commentary) expect iPhone 17 demand to support upcoming results — a fundamental tailwind ahead of earnings. Apple gets a stunning boost as smartphone rivals stumble
• Neutral Sentiment: April 30 earnings are the next major catalyst — previews and options activity show investors positioning for a beat/miss outcome; that event could swing AAPL materially in either direction. Apple Q2 Earnings Preview: Is AAPL Stock a Buy, Sell, or Hold?
• Neutral Sentiment: Mixed analyst notes: some firms reaffirm positive ratings while others flag valuation/AI execution risks — the street is split, so analyst chatter is supporting volume but not a clear directional consensus. Wedbush Reaffirms Outperform Rating for Apple
• Negative Sentiment: Reports of a broader leadership exodus and that chip chief Johny Srouji is “seriously considering” leaving pose execution risk — losing senior hardware/AI talent could undermine product roadmaps during an AI pivot. Apple rocked by executive departures, with chip chief at risk of leaving next
• Negative Sentiment: Regulatory risk surfaces in India where an accelerated antitrust probe into App Store rules could lead to structural changes or multibillion penalties — a material long‑term profit and policy risk for Apple’s services franchise. Indian Antitrust Push Tests Apple App Store Model And Valuation Narrative

Insiders Place Their Bets

In other Apple news, SVP Deirdre O'brien sold 30,002 shares of Apple stock in a transaction 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 completion of the transaction, the senior vice president directly owned 136,810 shares of the company's stock, valued at approximately $34,934,433.50. This trade represents a 17.99% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through 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 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 transaction, the chief executive officer directly owned 3,280,418 shares of the company's stock, valued at approximately $833,980,668.14. The trade was a 1.94% 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. 0.06% of the stock is currently owned by company insiders.

Apple Trading Up 0.1%

Shares of AAPL stock opened at $273.43 on Friday. Apple Inc. has a 52-week low of $193.25 and a 52-week high of $288.62. The stock has a market cap of $4.01 trillion, a price-to-earnings ratio of 34.57, a P/E/G ratio of 2.49 and a beta of 1.11. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.94 and a current ratio of 0.97. The firm has a fifty day moving average of $259.72 and a 200-day moving average of $264.46.

Apple (NASDAQ:AAPL - Get Free Report) last announced 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. The company had revenue of $143.76 billion during the quarter, compared to analysts' expectations of $138.25 billion. Apple had a net margin of 27.04% and a return on equity of 159.94%. The business's revenue was up 15.7% on a year-over-year basis. During the same quarter in the prior year, the company posted $2.40 EPS. On average, equities research analysts forecast that Apple Inc. will post 8.5 earnings per share 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 issued a dividend of $0.26 per share. The ex-dividend date of this dividend was Monday, February 9th. This represents a $1.04 dividend on an annualized basis and a dividend yield of 0.4%. Apple's dividend payout ratio (DPR) is presently 13.15%.

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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