Apple Inc. $AAPL Stake Trimmed by InvesTrust

InvesTrust lessened its stake in shares of Apple Inc. (NASDAQ:AAPL) by 7.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 26,585 shares of the iPhone maker’s stock after selling 2,106 shares during the period. Apple comprises 2.8% of InvesTrust’s investment portfolio, making the stock its 8th largest holding. InvesTrust’s holdings in Apple were worth $7,227,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently bought and sold shares of the company. Overbrook Management Corp boosted its position in Apple by 57.4% during the 4th quarter. Overbrook Management Corp now owns 104,648 shares of the iPhone maker’s stock worth $28,449,000 after acquiring an additional 38,174 shares during the period. Monarch Capital Management Inc. increased its holdings in shares of Apple by 4.6% in the 2nd quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker’s stock valued at $13,740,000 after purchasing an additional 2,920 shares during the period. Highland Capital Management LLC lifted its position in shares of Apple by 2.2% in the third quarter. Highland Capital Management LLC now owns 397,834 shares of the iPhone maker’s stock worth $101,301,000 after purchasing an additional 8,446 shares in the last quarter. Citizens Financial Group Inc. RI boosted its holdings in shares of Apple by 48.4% during the third quarter. Citizens Financial Group Inc. RI now owns 1,426,605 shares of the iPhone maker’s stock worth $363,256,000 after purchasing an additional 465,393 shares during the period. Finally, Tufton Capital Management boosted its holdings in shares of Apple by 4.3% during the third quarter. Tufton Capital Management now owns 100,130 shares of the iPhone maker’s stock worth $25,496,000 after purchasing an additional 4,157 shares during the period. 67.73% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Apple

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 Price Performance

NASDAQ AAPL opened at $255.92 on Monday. The company has a quick ratio of 0.94, a current ratio of 0.97 and a debt-to-equity ratio of 0.87. The stock has a market capitalization of $3.76 trillion, a PE ratio of 32.35, a price-to-earnings-growth ratio of 2.42 and a beta of 1.11. Apple Inc. has a 12-month low of $169.21 and a 12-month high of $288.62. The company has a 50 day moving average price of $260.67 and a two-hundred day moving average price of $263.56.

Apple (NASDAQ:AAPL) last released its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, beating analysts’ consensus estimates of $2.67 by $0.17. Apple had a net margin of 27.04% and a return on equity of 159.94%. The business had revenue of $143.76 billion for the quarter, compared to the consensus estimate of $138.25 billion. During the same quarter last year, the firm earned $2.40 EPS. Apple’s revenue for the quarter was up 15.7% on a year-over-year basis. As a group, equities analysts predict that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Dividend Announcement

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

Insider Transactions at Apple

In other news, CEO Timothy D. Cook sold 64,949 shares of the company’s stock in a transaction dated 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 approximately $833,980,668.14. This represents a 1.94% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Deirdre O’brien sold 30,002 shares of the stock in a transaction dated Thursday, April 2nd. The shares were sold at an average price of $255.35, for a total value of $7,661,010.70. Following 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. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.06% of the stock is owned by insiders.

Wall Street Analyst Weigh In

Several research analysts have weighed in on the stock. Weiss Ratings reiterated a “buy (b-)” rating on shares of Apple in a research note on Monday, December 29th. DA Davidson reissued a “neutral” rating and set a $270.00 target price on shares of Apple in a research note on Friday, January 30th. The Goldman Sachs Group restated a “buy” rating on shares of Apple in a report on Monday, March 2nd. Moffett Nathanson upped their price target on shares of Apple from $241.00 to $270.00 and gave the stock a “neutral” rating in a research note on Wednesday, February 25th. Finally, Rosenblatt Securities increased their price objective on Apple from $267.00 to $268.00 and gave the stock a “neutral” rating in a report on Thursday, March 5th. One 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’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $297.58.

Apple 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.