Universal Beteiligungs und Servicegesellschaft mbH Has $3.04 Billion Stake in Apple Inc. $AAPL

Key Points

• Universal Beteiligungs und Servicegesellschaft mbH increased its Apple stake by 0.7% in the fourth quarter, bringing its holdings to 11,232,447 shares valued at about $3.04 billion. Apple now makes up 4.9% of the firm’s portfolio and is its third-largest holding.
• Apple posted strong quarterly results, reporting earnings per share of $2.01 versus estimates of $1.95 and revenue of $111.18 billion, ahead of expectations. Revenue rose 16.6% year over year, and analysts currently expect full-year EPS of 8.74.
• The company raised its dividend to $0.27 per share, up from $0.26 previously, for an annualized payout of $1.08 and a yield of 0.4%. The article also notes ongoing insider selling and continued AI-related product plans as key developments around the stock.

Universal Beteiligungs und Servicegesellschaft mbH lifted its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 0.7% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 11,232,447 shares of the iPhone maker's stock after buying an additional 80,689 shares during the quarter. Apple comprises 4.9% of Universal Beteiligungs und Servicegesellschaft mbH's portfolio, making the stock its 3rd biggest holding. Universal Beteiligungs und Servicegesellschaft mbH owned 0.08% of Apple worth $3,042,480,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently made changes to their positions in the company. Reyes Financial Architecture Inc. lifted its holdings in Apple by 0.4% during 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 in the last quarter. WESPAC Advisors LLC increased its stake in shares of Apple by 0.3% in the fourth quarter. WESPAC Advisors LLC now owns 12,326 shares of the iPhone maker's stock worth $3,351,000 after purchasing an additional 39 shares in the last quarter. American Alpha Advisors LLC increased its stake 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 purchasing an additional 41 shares in the last quarter. Seven Springs Wealth Group LLC raised its position in shares of Apple by 0.3% during the 3rd quarter. Seven Springs Wealth Group LLC now owns 15,451 shares of the iPhone maker's stock valued at $3,934,000 after purchasing an additional 42 shares during the period. Finally, Avant Capital LLC raised its position in shares of Apple by 0.9% during the 3rd quarter. Avant Capital LLC now owns 4,814 shares of the iPhone maker's stock valued at $1,226,000 after purchasing an additional 43 shares during the period. 67.73% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Apple

In other news, CFO Kevan Parekh sold 1,534 shares of the stock in a transaction that occurred 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 completion of the transaction, the chief financial officer directly owned 13,366 shares in the company, valued at approximately $3,675,650. This represents a 10.30% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Ben Borders sold 1,274 shares of the firm's stock in a transaction on Friday, May 8th. The shares were sold at an average price of $290.00, for a total transaction of $369,460.00. Following the completion of the transaction, the insider directly owned 38,713 shares of the company's stock, valued at approximately $11,226,770. This trade represents a 3.19% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 97,759 shares of company stock worth $24,964,305. 0.06% of the stock is owned by corporate insiders.

Apple Stock Down 0.8%

Shares of AAPL stock opened at $297.84 on Tuesday. The stock has a market cap of $4.37 trillion, a P/E ratio of 36.01, a PEG ratio of 2.61 and a beta of 1.06. Apple Inc. has a 52 week low of $193.46 and a 52 week high of $303.20. The company has a quick ratio of 1.02, a current ratio of 1.07 and a debt-to-equity ratio of 0.70. The company's fifty day simple moving average is $266.12 and its two-hundred day simple moving average is $267.68.

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

Apple Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, May 14th. Investors of record on Monday, May 11th were paid a dividend of $0.27 per share. The ex-dividend date of this dividend was Monday, May 11th. This is a boost from Apple's previous quarterly dividend of $0.26. This represents a $1.08 dividend on an annualized basis and a yield of 0.4%. Apple's dividend payout ratio is currently 13.06%.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is reportedly planning a broad set of AI features for iOS 27, including writing help, app shortcuts, and other Siri enhancements, signaling a stronger product roadmap for the next iPhone cycle.
• Positive Sentiment: Reports that Apple’s revamped Siri may lean on Google Gemini suggest Apple is willing to use outside AI to accelerate its assistant overhaul, which could improve competitive positioning faster than building everything in-house. Apple's Next-Gen Siri App May Lean Heavily on Google's AI
• Positive Sentiment: Wall Street commentary highlighted Apple’s services business as a potential earnings engine, with some analysts seeing a path to higher EPS if the ecosystem continues to expand.
• Positive Sentiment: Hedge-fund interest also remains supportive, with Viking Global reportedly opening a fresh Apple stake worth nearly $1 billion, reinforcing institutional confidence in the stock.
• Neutral Sentiment: Apple’s upcoming WWDC is expected to center on AI integration, but it is still a preview event rather than a revenue event, so the near-term impact depends on how compelling the announcements are. Apple Reveals Dates of Tim Cook's Final WWDC as CEO
• Neutral Sentiment: Social chatter around satellite connectivity and other hardware upgrades points to continued innovation interest, but these themes are longer-term and less likely to move the stock immediately.
• Negative Sentiment: Apple is facing renewed regulatory pressure after an Indian court ordered the company to fully cooperate in an App Store antitrust probe, adding another legal overhang for investors.
• Negative Sentiment: Reports that Apple is discounting iPhone 17 models in China highlight ongoing competition and margin pressure in a critical market, which could temper enthusiasm if price cuts deepen.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on AAPL shares. Tigress Financial reaffirmed a "strong-buy" rating and issued a $375.00 target price (up from $305.00) on shares of Apple in a report on Thursday. Citigroup reissued a "buy" rating on shares of Apple in a report on Tuesday, April 21st. Sanford C. Bernstein reaffirmed an "outperform" rating on shares of Apple in a research note on Wednesday, March 4th. Moffett Nathanson increased their target price on Apple from $241.00 to $270.00 and gave the stock a "neutral" rating in a research report on Wednesday, February 25th. Finally, TD Cowen reissued a "buy" rating and set a $335.00 target price (up from $325.00) on shares of Apple in a research note on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, Apple currently has a consensus rating of "Moderate Buy" and a consensus price target of $308.74.

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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