Xena Financial Planning LLC Buys Shares of 36,284 Apple Inc. $AAPL

Key Points

• Xena Financial Planning LLC bought 36,284 new shares of Apple in Q4 worth roughly $9.86 million, making AAPL 11.6% of its portfolio and the firm's second‑largest holding.
• Apple beat quarterly estimates, reporting $2.84 EPS vs. $2.67 expected and $143.76 billion in revenue (up 15.7% YoY); the company has a $3.82 trillion market cap, a PE of ~32.9, and pays a $0.26 quarterly dividend (~0.4% yield).
• Insider and market sentiment: CEO Tim Cook and SVP Deirdre O'Brien sold shares under pre‑arranged Rule 10b5‑1 plans in April, institutional investors own about 67.7% of AAPL, and analysts' consensus is a "Moderate Buy" with a $301.23 price target.

Xena Financial Planning LLC bought a new stake in Apple Inc. (NASDAQ:AAPL - Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund bought 36,284 shares of the iPhone maker's stock, valued at approximately $9,864,000. Apple makes up 11.6% of Xena Financial Planning LLC's portfolio, making the stock its 2nd largest holding.

Several other institutional investors have also recently made changes to their positions in the stock. Paller Financial Services Inc acquired a new position in shares of Apple during the 4th quarter worth approximately $480,000. Parkwoods Wealth Partners LLC increased its position in shares of Apple by 54.8% during the 4th quarter. Parkwoods Wealth Partners LLC now owns 4,752 shares of the iPhone maker's stock worth $1,292,000 after purchasing an additional 1,683 shares during the last quarter. Stewardship Advisors LLC increased its position in shares of Apple by 9.2% during the 4th quarter. Stewardship Advisors LLC now owns 9,561 shares of the iPhone maker's stock worth $2,599,000 after purchasing an additional 807 shares during the last quarter. 25 LLC increased its position in shares of Apple by 17.0% during the 4th quarter. 25 LLC now owns 17,838 shares of the iPhone maker's stock worth $4,849,000 after purchasing an additional 2,591 shares during the last quarter. Finally, Sollinda Capital Management LLC increased its position in shares of Apple by 1.3% during the 4th quarter. Sollinda Capital Management LLC now owns 11,024 shares of the iPhone maker's stock worth $2,997,000 after purchasing an additional 140 shares during the last quarter. Institutional investors and hedge funds own 67.73% of the company's stock.

Apple Stock Performance

AAPL opened at $260.48 on Monday. The business has a fifty day simple moving average of $260.76 and a 200 day simple moving average of $263.88. The company has a market capitalization of $3.82 trillion, a PE ratio of 32.93, a price-to-earnings-growth ratio of 2.47 and a beta of 1.11. Apple Inc. has a 1 year low of $186.06 and a 1 year high of $288.62. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94.

Apple (NASDAQ:AAPL - Get Free Report) last released its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.67 by $0.17. The business had revenue of $143.76 billion during the quarter, compared to the consensus estimate of $138.25 billion. Apple had a return on equity of 159.94% and a net margin of 27.04%.The firm's quarterly revenue was up 15.7% on a year-over-year basis. During the same period in the previous year, the company posted $2.40 EPS. Research analysts expect that Apple Inc. will post 7.28 EPS for the current year.

Apple Announces Dividend

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

Insider Buying and Selling at Apple

In related news, SVP Deirdre O'brien sold 30,002 shares of the business's 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 sale, the senior vice president directly owned 136,810 shares in the company, valued at $34,934,433.50. The trade was a 17.99% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Timothy D. Cook sold 64,949 shares of the business's 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 completion of the sale, the chief executive officer owned 3,280,418 shares of the company's stock, valued at $833,980,668.14. This trade 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. Insiders own 0.06% of the company's stock.

Analyst Upgrades and Downgrades

AAPL has been the topic of several recent analyst reports. Sanford C. Bernstein reaffirmed an "outperform" rating on shares of Apple in a research report on Wednesday, March 4th. Monness Crespi & Hardt boosted their target price on Apple from $300.00 to $315.00 and gave the stock a "buy" rating in a report on Friday, January 30th. Weiss Ratings reissued a "buy (b-)" rating on shares of Apple in a report on Monday, December 29th. Evercore reissued an "outperform" rating on shares of Apple in a report on Monday, March 2nd. Finally, Moffett Nathanson boosted their target price on Apple from $241.00 to $270.00 and gave the stock a "neutral" rating in a report on Wednesday, February 25th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $301.23.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: TSMC’s blowout AI-driven quarter highlights strong demand for advanced nodes used by Apple’s silicon roadmap; continued strength at TSMC supports Apple’s access to cutting-edge chips for iPhones and AI features, a tailwind for device performance and services growth. Read More.
• Positive Sentiment: Apple joined Project Glasswing, an industry cybersecurity alliance using Anthropic’s Mythos AI to find/fix severe OS vulnerabilities — this signals investment in platform security and enterprise trust, which can protect services revenue and device adoption. Read More.
• Positive Sentiment: Reports that Apple is testing multiple smart‑glasses designs (possible 2027 product, late‑2026 unveiling) reinforce the company’s long‑term hardware roadmap and new revenue vectors (wearables + AR/AI experiences). This keeps upside to future product-driven growth assumptions. Read More.
• Positive Sentiment: New, lower‑priced MacBook lineup and Apple TV expansion to Amazon Prime broaden distribution and addressable market, supporting near‑term sales and services exposure. Product affordability and distribution moves help revenue diversification. Read More.
• Neutral Sentiment: Coverage on Apple entering the foldable smartphone market emphasizes long‑term upside in China and new‑product optionality, but analysts stress timing and margin uncertainty — useful context, not an immediate catalyst. Read More.
• Neutral Sentiment: Media mentions (e.g., Jim Cramer discussing Qnity and Apple’s American Manufacturing Program) are peripheral — they can influence sentiment but don’t materially change Apple’s fundamentals. Read More.
• Negative Sentiment: A fake Ledger app on Apple’s App Store reportedly drained ~6 BTC from a user after they entered their seed phrase, raising App Store security and trust concerns that could attract regulatory scrutiny and damage reputation around self‑custody/crypto apps. Investors should watch App Store controls and any official responses. Read More.
• Negative Sentiment: Social media and trade chatter about engineering snags delaying Apple’s foldable iPhone pushed a short‑term selloff previously; while fundamentals later re‑asserted, delays (if confirmed) would defer revenue and could pressure near‑term sentiment. Read More.

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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