Warner Financial Inc. Acquires 6,566 Shares of Apple Inc. $AAPL

Key Points

• Warner Financial Inc. increased its Apple stake by 56% in Q4, purchasing an additional 6,566 shares to hold 18,293 shares worth about $4.97 million, making AAPL 1.7% of the fund and its 13th largest holding.
• Apple topped expectations in the quarter, reporting $2.84 EPS vs. $2.67 consensus and revenue of $143.76 billion (vs. $138.25B expected), with revenue up 15.7% year‑over‑year.
• Senior insiders sold stock: SVP Deirdre O'Brien sold 30,002 shares and CEO Tim Cook sold 64,949 shares, both transactions executed under pre‑arranged Rule 10b5‑1 trading plans.

Warner Financial Inc. grew its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 56.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 18,293 shares of the iPhone maker's stock after purchasing an additional 6,566 shares during the quarter. Apple makes up 1.7% of Warner Financial Inc.'s investment portfolio, making the stock its 13th largest holding. Warner Financial Inc.'s holdings in Apple were worth $4,973,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Retirement Investment Advisors Inc. bought a new stake in Apple in the fourth quarter worth about $1,758,000. Apella Capital LLC boosted its stake in Apple by 31.0% in the fourth quarter. Apella Capital LLC now owns 254,471 shares of the iPhone maker's stock valued at $69,180,000 after acquiring an additional 60,182 shares during the last quarter. Aaron Wealth Advisors LLC grew its position in shares of Apple by 25.2% during the 4th quarter. Aaron Wealth Advisors LLC now owns 234,058 shares of the iPhone maker's stock valued at $63,631,000 after acquiring an additional 47,105 shares during the period. Avantra Family Wealth Inc. increased its stake in shares of Apple by 1.4% during the 4th quarter. Avantra Family Wealth Inc. now owns 28,803 shares of the iPhone maker's stock worth $7,830,000 after purchasing an additional 405 shares during the last quarter. Finally, Newbridge Financial Services Group Inc. raised its holdings in shares of Apple by 12.4% in the 4th quarter. Newbridge Financial Services Group Inc. now owns 94,008 shares of the iPhone maker's stock worth $25,557,000 after purchasing an additional 10,397 shares during the period. 67.73% of the stock is owned by hedge funds and other institutional investors.

Apple Price Performance

Shares of NASDAQ AAPL opened at $273.43 on Friday. 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 Inc. has a fifty-two week low of $193.25 and a fifty-two week high of $288.62. The stock has a market cap of $4.01 trillion, a PE ratio of 34.57, a price-to-earnings-growth ratio of 2.49 and a beta of 1.11. The stock 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 issued its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, topping 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 analysts' expectations of $138.25 billion. During the same quarter in the prior year, the firm posted $2.40 EPS. The firm's quarterly revenue was up 15.7% on a year-over-year basis. Equities research analysts anticipate that Apple Inc. will post 8.5 earnings per share for the current year.

Apple Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, February 12th. Stockholders of record on Monday, February 9th were issued a $0.26 dividend. This represents a $1.04 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date of this dividend was Monday, February 9th. Apple's dividend payout ratio is presently 13.15%.

Insider Transactions at Apple

In related news, SVP Deirdre O'brien sold 30,002 shares of the company'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 approximately $34,934,433.50. This represents a 17.99% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Timothy D. Cook sold 64,949 shares of the stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $254.23, for a total transaction of $16,511,984.27. Following the completion of the sale, the chief executive officer owned 3,280,418 shares in the company, valued at $833,980,668.14. This represents 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. Corporate insiders own 0.06% of the company's stock.

Wall Street Analyst Weigh In

Several equities analysts recently commented on AAPL shares. Bank of America upped their price objective on Apple from $320.00 to $325.00 and gave the company a "buy" rating in a research note on Tuesday, April 14th. The Goldman Sachs Group restated a "buy" rating on shares of Apple in a research note on Monday, March 2nd. Sanford C. Bernstein reaffirmed an "outperform" rating on shares of Apple in a research report on Wednesday, March 4th. DA Davidson reiterated a "neutral" rating and set a $270.00 price target on shares of Apple in a research note on Friday, January 30th. Finally, Rosenblatt Securities reissued a "neutral" rating and issued a $268.00 price objective on shares of Apple in a report on Tuesday. One analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock presently 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: Investors are taking the CEO transition as a near-term positive — John Ternus’s appointment and the market’s favorable reception helped lift sentiment, with analysts and media noting hardware-focused leadership could re-energize product roadmaps. Ternus the Page: Apple's Engineering Prodigy Takes the Reins
• Positive Sentiment: Demand signal: Apple’s $599 M4 Mac Mini sold out online and higher‑RAM SKUs face long delays, driven partly by AI tool adoption — this supports hardware revenue and suggests stronger-than-expected PC/Mac demand. Good luck getting a Mac Mini anytime soon
• Positive Sentiment: Privacy/security update: Apple patched a notification bug that exposed deleted messages to law enforcement — the fix and related positive headlines have been welcomed by investors focused on Apple’s privacy moat. Apple fixes bug that cops used to extract deleted chat messages from iPhones
• Neutral Sentiment: Earnings/near-term catalyst: Options and analyst flow point to expectations for an upbeat April 30 earnings print; some firms see April results as a possible “clearing event” for the stock, but estimates and guidance will be watched closely. Apple Earnings Preview: Q2 2026
• Neutral Sentiment: Analyst notes: Mixed broker activity — Wedbush reaffirmed Outperform while Rosenblatt stayed Neutral; options activity implies traders expect upside but reaction will hinge on guidance. Wedbush Reaffirms Outperform Rating for Apple NASDAQ: AAPL
• Negative Sentiment: Leadership and talent risk: Multiple reports highlight an exodus of senior execs and concerns Johny Srouji may leave; investors worry about execution risk as Apple pivots toward on‑device AI under new management. Apple is experiencing its biggest leadership shake-up since Steve Jobs died
• Negative Sentiment: Regulatory risk in India: The Competition Commission is advancing a major antitrust probe of Apple’s App Store rules that could lead to a multibillion-dollar penalty and changes to its business model in a key market. Indian Antitrust Push Tests Apple App Store Model And Valuation Narrative
• Negative Sentiment: Critical commentary: Several op-eds question whether the CEO change and hardware emphasis solve Apple’s AI strategy and valuation challenges, warning of possible multiple compression if growth narrative weakens. The New Void Within Apple

About Apple

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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