Apple Inc. $AAPL Shares Purchased by Watershed Private Wealth LLC

Watershed Private Wealth LLC increased its position in shares of Apple Inc. (NASDAQ:AAPL) by 40.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 17,436 shares of the iPhone maker’s stock after acquiring an additional 5,036 shares during the period. Apple makes up about 1.4% of Watershed Private Wealth LLC’s investment portfolio, making the stock its 18th largest position. Watershed Private Wealth LLC’s holdings in Apple were worth $4,740,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the stock. Vanguard Group Inc. lifted its holdings in shares of Apple by 0.4% during the 1st quarter. Vanguard Group Inc. now owns 1,400,790,809 shares of the iPhone maker’s stock valued at $311,157,662,000 after buying an additional 5,005,297 shares during the last quarter. State Street Corp raised its stake in shares of Apple by 0.9% in the 2nd quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker’s stock valued at $123,358,461,000 after acquiring an additional 5,224,229 shares in the last quarter. Geode Capital Management LLC increased its position in Apple by 1.4% in the 2nd quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker’s stock worth $72,506,336,000 after buying an additional 4,942,638 shares during the period. Norges Bank bought a new position in Apple in the 2nd quarter worth approximately $38,942,255,000. Finally, Northern Trust Corp increased its position in Apple by 13.3% in the 4th quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker’s stock worth $42,918,365,000 after buying an additional 20,079,472 shares during the period. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Apple Stock Down 1.2%

AAPL stock opened at $276.73 on Tuesday. The company has a debt-to-equity ratio of 0.70, a current ratio of 1.07 and a quick ratio of 1.02. The stock has a market capitalization of $4.06 trillion, a P/E ratio of 33.46, a P/E/G ratio of 2.51 and a beta of 1.06. The business has a 50-day moving average of $260.73 and a 200-day moving average of $265.27. Apple Inc. has a fifty-two week low of $193.25 and a fifty-two week high of $288.62.

Apple (NASDAQ:AAPL) last posted its quarterly earnings data on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share for the quarter, topping the consensus estimate of $1.95 by $0.06. The company 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 revenue for the quarter was up 16.6% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.65 earnings per share. On average, sell-side analysts anticipate that Apple Inc. will post 8.64 earnings per share for the current fiscal year.

Apple Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, May 14th. Stockholders of record on Monday, May 11th will be given a dividend of $0.27 per share. This is an increase from Apple’s previous quarterly dividend of $0.26. This represents a $1.08 annualized dividend and a dividend yield of 0.4%. The ex-dividend date of this dividend is Monday, May 11th. Apple’s payout ratio is currently 12.58%.

Wall Street Analyst Weigh In

A number of research firms have recently issued reports on AAPL. Jefferies Financial Group set a $330.00 price objective on Apple in a research report on Wednesday, March 4th. Phillip Securities raised Apple from a “moderate sell” rating to a “hold” rating in a research note on Sunday, February 1st. Evercore reissued an “outperform” rating on shares of Apple in a research note on Monday, March 2nd. Morgan Stanley reaffirmed an “overweight” rating and set a $330.00 price target (up from $315.00) on shares of Apple in a research note on Friday. Finally, DA Davidson reaffirmed a “neutral” rating and set a $270.00 price target on shares of Apple in a research note on Friday. One analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Apple has an average rating of “Moderate Buy” and an average price target of $304.31.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple set to pay its second 2026 dividend next week (ex?dividend May 11, pay date May 14), which supports yield-seeking investors and buyback/dividend total?return narratives. Read More.
• Positive Sentiment: Exploratory talks with Intel and Samsung to build Apple device processors in the U.S. signal active de?risking of TSMC concentration — a structural supply?chain positive if it scales. Read More.
• Positive Sentiment: Wall Street momentum from a stronger?than?expected Q2 (record revenue, $2.01 EPS) plus a $100B buyback and recent analyst price?target upgrades underpin bullish sentiment. Read More.
• Neutral Sentiment: Apple is reportedly weighing a major AI acquisition and increasing R&D spend — a potential long?term growth driver but with execution and cost uncertainty. Read More.
• Neutral Sentiment: Product roadmap updates (iOS 27 Wallet “Create a Pass”, more on?device AI) support services/engagement but are incremental to near?term revenue. Read More.
• Negative Sentiment: Ongoing chip constraints and concerns about adopting non?TSMC process tech raise short?term supply/timing and margin uncertainty for iPhone and Mac production. Read More.
• Negative Sentiment: CEO Tim Cook has warned about rising component/memory costs (which can compress margins), and Apple is fighting legal disputes (Epic) that can create near?term headline risk. Read More. · Read More.

Insider Transactions at Apple

In other news, CFO Kevan Parekh sold 1,534 shares of the company’s stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $275.00, for a total transaction of $421,850.00. Following the completion of the transaction, the chief financial officer directly owned 13,366 shares of the company’s stock, valued at $3,675,650. This represents a 10.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Deirdre O’brien sold 30,002 shares of the company’s stock in a transaction dated 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 transaction, the senior vice president directly owned 136,810 shares of the company’s stock, valued at $34,934,433.50. This represents a 17.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 96,485 shares of company stock valued at $24,594,845 over the last three months. Company insiders own 0.06% of the company’s stock.

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.