Apple Inc. $AAPL Shares Sold by Baker Chad R

Baker Chad R lessened its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 8.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 178,883 shares of the iPhone maker’s stock after selling 16,501 shares during the quarter. Apple makes up 8.8% of Baker Chad R’s investment portfolio, making the stock its largest holding. Baker Chad R’s holdings in Apple were worth $48,849,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in the business. Sellwood Investment Partners LLC lifted its position in Apple by 110.9% in the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock worth $34,000 after buying an additional 71 shares in the last quarter. ROSS JOHNSON & Associates LLC grew its holdings in shares of Apple by 1,800.0% during the 1st 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 in the last quarter. LSV Asset Management purchased a new position in shares of Apple during the 4th quarter valued at $65,000. HFM Investment Advisors LLC acquired a new position in shares of Apple in the first quarter worth $99,000. Finally, Miller Global Investments LLC acquired a new position in shares of Apple in the fourth quarter worth $127,000. Institutional investors and hedge funds own 67.73% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on the company. Bank of America reduced their price objective on Apple from $325.00 to $320.00 and set a “buy” rating for the company in a research report on Monday, March 23rd. DA Davidson reaffirmed a “neutral” rating and issued a $270.00 target price on shares of Apple in a research report on Friday, January 30th. Scotiabank set a $330.00 price target on Apple in a research note on Monday, February 2nd. Oppenheimer reiterated a “market perform” rating on shares of Apple in a report on Friday, January 30th. Finally, KGI Securities raised Apple to an “outperform” rating and set a $306.00 price target for the company in a research note on Friday, January 30th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Apple presently has a consensus rating of “Moderate Buy” and a consensus target price of $297.58.

Apple Price Performance

NASDAQ AAPL opened at $255.92 on Friday. Apple Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $288.62. The stock’s 50-day moving average is $260.67 and its two-hundred day moving average is $263.38. The firm has a market cap of $3.76 trillion, a P/E ratio of 32.35, a price-to-earnings-growth ratio of 2.42 and a beta of 1.11. 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) last released its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.67 by $0.17. The company 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 revenue was up 15.7% on a year-over-year basis. During the same quarter in the prior year, the company posted $2.40 EPS. On average, analysts anticipate that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, February 12th. Shareholders of record on Monday, February 9th were given a dividend of $0.26 per share. The ex-dividend date of this dividend was Monday, February 9th. This represents a $1.04 dividend on an annualized basis and a yield of 0.4%. Apple’s dividend payout ratio is presently 13.15%.

Insider Activity at Apple

In other Apple news, 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 transaction, the chief executive officer owned 3,280,418 shares in the company, valued at $833,980,668.14. This trade represents a 1.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Deirdre O’brien sold 30,002 shares of Apple 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 completion of the transaction, the senior vice president directly owned 136,810 shares in the company, valued at approximately $34,934,433.50. This represents a 17.99% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.06% of the company’s stock.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Top investor endorsement — Billionaire Ken Griffin lists Apple among his five best stock picks, highlighting institutional conviction and potential buying support. 5 Best Stocks to Buy According to Billionaire Ken Griffin
• Positive Sentiment: Analyst backing — Bank of America reiterates a Buy and cites accelerating services growth and on‑device AI upside, supporting a premium valuation thesis and positive analyst flow. Apple: Accelerating Services Growth and On‑Device AI Upside Support Premium Valuation and Buy Rating
• Positive Sentiment: U.S. manufacturing boost — Apple expands its U.S. manufacturing program with a reported $400M investment, a politically favorable move that can reduce supply risk and support margin/PR. Apple Inc. (AAPL) expands US manufacturing program with $400M investment
• Neutral Sentiment: Positive narrative around Apple at 50 — Extensive coverage of Apple’s 50th anniversary reminds investors of the company’s long-term durability, but raises governance/succession questions that are medium‑term rather than catalytic. Apple At 50 Weighs AI Partnerships Satellite Ties And Succession
• Neutral Sentiment: AI positioning debate — Coverage highlights a strategic pivot toward opening Siri to third‑party AI assistants and other AI moves; this reduces long-term AI execution risk but timing and monetization remain uncertain. Apple’s AI Strategy Is Pivoting. Here’s Why That Could Be Great News for the Stock.
• Negative Sentiment: Satellite dependency risk — Reports that Amazon is in talks to buy Globalstar (Apple’s satellite partner for Emergency SOS/messaging) raise competitive and supply‑chain uncertainty for Apple’s satellite features. Amazon Lines Up Deal to Rival SpaceX’s Starlink: Report. Why Apple Could Be a Problem.
• Negative Sentiment: Valuation pressure — Commentary points to a rich trailing and forward P/E (high 20s–30s) that’s prompting profit‑taking and making AAPL sensitive to any slowdown in growth or disappointment on AI execution. Is Apple Stock Overvalued Or Undervalued?
• Negative Sentiment: Geopolitical / macro risk — Headlines about potential targeting of U.S. tech firms and broader Mag‑7 weakness amplify downside risk if tensions or macro selloffs persist. AAPL Stock on Watch: Iran Threatens Retaliatory Strikes Could Hit Apple Next

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.