Apple Inc. $AAPL Shares Sold by Cdkv Holdings LLC

Cdkv Holdings LLC trimmed its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 15.1% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 9,469 shares of the iPhone maker’s stock after selling 1,680 shares during the period. Apple accounts for 2.1% of Cdkv Holdings LLC’s portfolio, making the stock its 11th biggest position. Cdkv Holdings LLC’s holdings in Apple were worth $2,403,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. Lifetime Wealth Management P.C. bought a new position in Apple in the 4th quarter valued at about $41,000. ROSS JOHNSON & Associates LLC increased its position in shares of Apple by 1,800.0% in the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after acquiring an additional 180 shares in the last quarter. LSV Asset Management acquired a new stake in Apple during the 4th quarter valued at $65,000. Timmons Wealth Management LLC purchased a new stake in Apple in the 4th quarter worth about $69,000. Finally, Inspire Investing LLC purchased a new stake in shares of Apple in the fourth quarter worth approximately $76,000. Institutional investors and hedge funds own 67.73% of the company’s stock.

Analyst Ratings Changes

A number of brokerages recently issued reports on AAPL. Oppenheimer reiterated a “market perform” rating on shares of Apple in a report on Tuesday, June 9th. Weiss Ratings restated a “buy (b-)” rating on shares of Apple in a research report on Wednesday, July 15th. Needham & Company LLC restated a “hold” rating on shares of Apple in a research note on Tuesday, June 9th. Evercore restated an “outperform” rating on shares of Apple in a research note on Wednesday, July 8th. Finally, Royal Bank Of Canada set a $365.00 price objective on Apple in a report on Wednesday, July 15th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $327.40.

Trending Headlines about Apple

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

Apple Price Performance

Shares of AAPL stock opened at $336.91 on Tuesday. The firm 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. 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 firm’s 50 day moving average is $307.40 and its 200-day moving average is $279.61. Apple Inc. has a 1 year low of $201.50 and a 1 year high of $339.57.

Apple (NASDAQ:AAPL) last issued its earnings results 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 net margin of 27.15% and a return on equity of 146.69%. The company had revenue of $111.18 billion for the quarter, compared to analyst estimates of $109.46 billion. During the same quarter last year, the firm earned $1.65 EPS. The company’s revenue for the quarter was up 16.6% on a year-over-year basis. Sell-side analysts forecast that Apple Inc. will post 8.76 EPS for the current fiscal year.

Apple Increases Dividend

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

Insider Activity at Apple

In related news, insider Ben Borders sold 116 shares of the stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $295.14, for a total value of $34,236.24. Following the sale, the insider directly owned 38,713 shares in the company, valued at $11,425,754.82. This trade represents a 0.30% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 0.06% of the stock is currently owned by company insiders.

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.