Y.D. More Investments Ltd Has $3.48 Million Holdings in Apple Inc. $AAPL

Key Points

• Y.D. More Investments Ltd cut its Apple stake by 42.4% in the first quarter, selling 10,140 shares and retaining 13,770 shares valued at approximately $3.48 million. Institutional investors collectively own 67.73% of Apple.
• Analysts maintain a generally positive view of Apple, with a consensus rating of “Moderate Buy” and an average price target of $327.40, though ratings range from “Strong Buy” to “Sell.”
• Apple reported quarterly earnings and revenue above analyst expectations and increased its quarterly dividend to $0.27 per share. Shares opened at $336.91, near the company’s 52-week high, with a market capitalization of roughly $4.95 trillion.

Y.D. More Investments Ltd decreased its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 42.4% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 13,770 shares of the iPhone maker's stock after selling 10,140 shares during the period. Y.D. More Investments Ltd's holdings in Apple were worth $3,482,000 as of its most recent filing with the SEC.

Other institutional investors have also made changes to their positions in the company. Lifetime Wealth Management P.C. bought a new position in Apple in the 4th quarter worth $41,000. ROSS JOHNSON & Associates LLC boosted its holdings in Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock valued at $42,000 after acquiring an additional 180 shares during the period. LSV Asset Management acquired a new stake in shares of Apple in the fourth quarter valued at about $65,000. Timmons Wealth Management LLC acquired a new stake in shares of Apple in the fourth quarter valued at about $69,000. Finally, 49 Wealth Management LLC increased its stake in shares of Apple by 15.7% in the third quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker's stock worth $76,000 after purchasing an additional 40,543 shares during the period. 67.73% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

AAPL has been the subject of several research analyst reports. Barclays reissued an "underweight" rating on shares of Apple in a research report on Tuesday, June 9th. Oppenheimer reaffirmed a "market perform" rating on shares of Apple in a research report on Tuesday, June 9th. Weiss Ratings reiterated a "buy (b-)" rating on shares of Apple in a report on Wednesday, July 15th. Maxim Group reissued a "buy" rating and issued a $350.00 price objective (up from $310.00) on shares of Apple in a research report on Tuesday, June 9th. Finally, DA Davidson restated a "neutral" rating and issued a $270.00 price objective on shares of Apple in a research note on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, nine have assigned a Hold rating and two have issued a Sell rating to the company's stock. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $327.40.

Apple Stock Up 1.2%

NASDAQ AAPL opened at $336.91 on Tuesday. The company has a current ratio of 1.07, a quick ratio of 1.02 and a debt-to-equity ratio of 0.70. The stock's 50 day moving average is $307.40 and its two-hundred day moving average is $279.61. The company has a market capitalization of $4.95 trillion, a price-to-earnings ratio of 40.74, a PEG ratio of 2.88 and a beta of 1.10. Apple Inc. has a 1-year low of $201.50 and a 1-year high of $339.57.

Apple (NASDAQ:AAPL - Get Free Report) last issued its earnings results on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.95 by $0.06. The business had revenue of $111.18 billion during the quarter, compared to analysts' expectations of $109.46 billion. Apple had a return on equity of 146.69% and a net margin of 27.15%.Apple's quarterly revenue was up 16.6% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.65 EPS. Equities analysts forecast that Apple Inc. will post 8.76 earnings per share for the current fiscal year.

Apple Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, May 14th. Shareholders of record on Monday, May 11th were given a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a yield of 0.3%. This is a positive change from Apple's previous quarterly dividend of $0.26. The ex-dividend date was Monday, May 11th. Apple's dividend payout ratio (DPR) is currently 13.06%.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Market-cap leadership and momentum: Apple reclaimed the title of the world’s largest company as Nvidia shares declined. The move reinforces investor confidence in Apple’s resilient consumer business and has made AAPL a relative outperformer among major technology stocks. Apple ends day as world's most valuable company, passing Nvidia
• Positive Sentiment: Earnings optimism: Apple reports results on July 30, with analysts expecting continued iPhone demand, Services growth, and potentially strong Mac revenue. Goldman Sachs raised its price target and expects performance above consensus on iPhone and Mac sales, while Bank of America anticipates a Services-driven earnings beat. Goldman Raises Apple Stock Price Target
• Positive Sentiment: Investor positioning: Options activity indicates traders are preparing for a sizable upward move following earnings. The stock has risen about 20% from its late-June low, reflecting elevated expectations for the report and Apple’s product ecosystem. Apple options are doing something unusual into earnings
• Neutral Sentiment: Future product catalysts: Apple is reportedly emphasizing privacy as it develops smart glasses for a potential 2027 launch, while investors continue to speculate about a foldable iPhone and incoming CEO John Ternus’s ability to drive the next major product cycle. Apple Puts Privacy at Center of Smart Glasses Push
• Negative Sentiment: AI execution concerns: Investors remain divided over Apple’s comparatively restrained AI spending and strategy, particularly as rivals commit hundreds of billions of dollars to AI infrastructure. A disappointing outlook or evidence that Apple is falling behind could pressure the stock after its strong run. Apple Is Barely Spending on AI
• Negative Sentiment: Valuation and component-cost risks: At roughly 41 times earnings, Apple has limited room for an earnings miss. Potential tariffs and higher memory-chip prices could increase iPhone production costs and compress hardware margins, although Apple is reportedly seeking permission to use Chinese memory components in international devices. Apple stock and memory-cost analysis

Insider Transactions at Apple

In other Apple news, insider Ben Borders sold 1,274 shares of the stock in a transaction on Friday, May 8th. The stock was 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 in the company, valued at $11,226,770. This represents a 3.19% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.06% of the stock is owned by corporate insiders.

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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