U.S. Capital Wealth Advisors LLC Has $101 Million Stake in Apple Inc. $AAPL

Key Points

• U.S. Capital Wealth Advisors cut its stake in Apple by 8% in Q4 and now holds 371,513 shares worth about $101 million, making Apple roughly 2.6% of the firm's assets and its second-largest position.
• Apple beat Q2 expectations (EPS $2.01 vs. $1.95; revenue $111.18B), raised guidance, announced a $100B buyback and a dividend increase to $0.27 quarterly, driving a 3.3% stock rise and higher analyst targets (consensus ~$304.31).
• Risks persist: management warned the global memory-chip shortage could hurt margins, some analysts question if the beat is sustainable (possible one-time effects), and insiders sold shares last quarter (96,485 shares, ~0.06% insider ownership).

U.S. Capital Wealth Advisors LLC lowered its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 8.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 371,513 shares of the iPhone maker's stock after selling 32,521 shares during the quarter. Apple accounts for about 2.6% of U.S. Capital Wealth Advisors LLC's holdings, making the stock its 2nd largest position. U.S. Capital Wealth Advisors LLC's holdings in Apple were worth $100,999,000 at the end of the most recent reporting period.

A number of other hedge funds also recently modified their holdings of the company. Reyes Financial Architecture Inc. lifted its position in shares of Apple by 0.4% in the 3rd quarter. Reyes Financial Architecture Inc. now owns 9,898 shares of the iPhone maker's stock worth $2,520,000 after acquiring an additional 37 shares during the period. WESPAC Advisors LLC lifted its position in shares of Apple by 0.3% in the 4th quarter. WESPAC Advisors LLC now owns 12,326 shares of the iPhone maker's stock worth $3,351,000 after acquiring an additional 39 shares during the period. American Alpha Advisors LLC lifted its position in shares of Apple by 3.7% in the 3rd 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 during the period. Seven Springs Wealth Group LLC lifted its position in shares of Apple by 0.3% in the 3rd 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 during the period. Finally, Avant Capital LLC lifted its position in shares of Apple by 0.9% in the 3rd 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 during the period. Institutional investors own 67.73% of the company's stock.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Q2 results beat and June-quarter guidance well above Street expectations, giving investors confidence in near-term sales momentum and margins. Apple stages sharpest rally in 9 months as execs cite iPhone, Mac demand in boosting guidance
• Positive Sentiment: Management expanded capital returns — a large share buyback ($100B) plus a dividend raise — which supports EPS and buyback-driven upside. Apple (AAPL) Stock: Q2 Earnings Beat ... and $100B Buyback
• Positive Sentiment: Stronger-than-expected demand in Greater China and for the iPhone 17 and Mac lineup (including Mac Mini demand for AI work) is driving top-line upside and a re-rating by some analysts. Apple's China sales jumped 28%: now analysts are rethinking AAPL
• Positive Sentiment: Multiple firms raised price targets and options activity surged, signaling bullish positioning and expectations for further upside. Analyst moves & options flow
• Neutral Sentiment: Apple signaled it is retiring its net-cash-neutral target — investors interpret this as freeing cash for a potential large AI acquisition, but timing and impact remain speculative. Apple just gave a subtle clue that a splashy AI acquisition may be in the cards
• Neutral Sentiment: Media/services expansion — Apple aims to grow its sports/TV footprint (Formula One content and TV deals), which supports longer-term services revenue diversification but is incremental near term. Apple's Cue expects F1 movie sequel...
• Negative Sentiment: Management warned that the global memory-chip shortage is worsening — that creates a real near-term cost/margin headwind and could force pricing or longer-term supplier commitments. Apple Warns the Memory Shortage Is Getting Worse
• Negative Sentiment: Some analysts remain cautious — Wall Street is split on whether the beat is sustainable versus one-time effects (tariff refunds, inventory/timing), leaving valuation and durability questions. Wall Street Splits on Apple After Q2 Beat

Apple Stock Up 3.3%

Shares of NASDAQ AAPL opened at $280.19 on Friday. The stock has a market cap of $4.11 trillion, a PE ratio of 33.88, a PEG ratio of 2.55 and a beta of 1.06. The business has a fifty day moving average of $260.73 and a two-hundred day moving average of $265.14. Apple Inc. has a 52-week low of $193.25 and a 52-week high of $288.62. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.94 and a current ratio of 0.97.

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 (EPS) for the quarter, beating the consensus estimate of $1.95 by $0.06. Apple had a return on equity of 161.46% and a net margin of 27.15%.The firm had revenue of $111.18 billion during the quarter, compared to the consensus estimate of $109.46 billion. During the same quarter in the previous year, the company posted $1.65 EPS. The business's revenue for the quarter was up 16.6% compared to the same quarter last year. As a group, equities research analysts expect that Apple Inc. will post 8.64 earnings per share for the current fiscal year.

Apple Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, May 14th. Shareholders of record on Monday, May 11th will be given a $0.27 dividend. This represents a $1.08 annualized dividend and a yield of 0.4%. The ex-dividend date is Monday, May 11th. This is a positive change from Apple's previous quarterly dividend of $0.26. Apple's dividend payout ratio is presently 13.15%.

Insider Buying and Selling at Apple

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 value of $7,661,010.70. Following the completion of the transaction, the senior vice president owned 136,810 shares in the company, valued at approximately $34,934,433.50. The trade was a 17.99% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Kevan Parekh sold 1,534 shares of Apple stock in a transaction on Thursday, April 23rd. The shares were sold at an average price of $275.00, for a total value of $421,850.00. Following the completion of the transaction, the chief financial officer owned 13,366 shares of the company's stock, valued at approximately $3,675,650. The trade was a 10.30% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 96,485 shares of company stock worth $24,594,845. 0.06% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

A number of analysts have commented on AAPL shares. UBS Group set a $296.00 price objective on Apple in a research report on Friday. Jefferies Financial Group set a $330.00 price target on Apple in a research report on Wednesday, March 4th. Stephens set a $315.00 price objective on Apple in a research note on Monday, January 26th. Scotiabank set a $330.00 price objective on Apple in a report on Monday, February 2nd. Finally, Evercore reissued an "outperform" rating on shares of Apple in a report on Monday, March 2nd. One equities research 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 issued a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average target price of $304.31.

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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