Bridgewater Advisors Inc. Has $46.76 Million Position in Apple Inc. $AAPL

Bridgewater Advisors Inc. reduced its holdings in Apple Inc. (NASDAQ:AAPL) by 2.4% during the 4th quarter, Holdings Channel reports. The fund owned 188,828 shares of the iPhone maker’s stock after selling 4,608 shares during the quarter. Apple comprises 3.0% of Bridgewater Advisors Inc.’s portfolio, making the stock its 8th largest holding. Bridgewater Advisors Inc.’s holdings in Apple were worth $46,763,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently added to or reduced their stakes in the company. Isthmus Partners LLC increased its position in Apple by 6.4% in the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker’s stock valued at $25,000 after acquiring an additional 5,808 shares during the period. Sellwood Investment Partners LLC increased 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 valued at $34,000 after acquiring an additional 71 shares during the period. ROSS JOHNSON & Associates LLC increased its position in Apple by 1,800.0% in 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 during the period. LSV Asset Management acquired a new stake in Apple in the 4th quarter valued at approximately $65,000. Finally, 49 Wealth Management LLC increased its position in Apple by 15.7% in the 3rd quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker’s stock valued at $76,000 after acquiring an additional 40,543 shares during the period. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Apple

In other Apple news, CFO Kevan Parekh sold 1,534 shares of Apple stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $275.00, for a total transaction of $421,850.00. Following the transaction, the chief financial officer directly owned 13,366 shares in the company, valued at approximately $3,675,650. The trade was a 10.30% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Timothy D. Cook sold 64,949 shares of Apple 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 approximately $833,980,668.14. The trade was a 1.94% 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. Over the last 90 days, insiders have sold 96,485 shares of company stock valued at $24,594,845. Corporate insiders own 0.06% of the company’s stock.

Apple Price Performance

NASDAQ AAPL opened at $287.52 on Thursday. The stock has a market capitalization of $4.22 trillion, a P/E ratio of 34.77, a P/E/G ratio of 2.48 and a beta of 1.06. Apple Inc. has a 1 year low of $193.25 and a 1 year high of $288.62. The business’s fifty day moving average is $261.55 and its two-hundred day moving average is $265.79. The company has a debt-to-equity ratio of 0.70, a quick ratio of 1.02 and a current ratio of 1.07.

Apple (NASDAQ:AAPL) last posted its quarterly 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. The company had revenue of $111.18 billion for 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%.The firm’s revenue was up 16.6% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.65 earnings per share. On average, research analysts forecast that Apple Inc. will post 8.73 earnings per share for the current fiscal year.

Apple Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, May 14th. Shareholders of record on Monday, May 11th will be issued a $0.27 dividend. 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 dividend payout ratio is currently 13.06%.

Wall Street Analyst Weigh In

A number of research analysts recently commented on the stock. JPMorgan Chase & Co. raised their price objective on shares of Apple from $315.00 to $325.00 and gave the company an “overweight” rating in a research note on Friday, January 30th. The Goldman Sachs Group reiterated a “buy” rating on shares of Apple in a research note on Monday, March 2nd. Sanford C. Bernstein reiterated an “outperform” rating on shares of Apple in a research note on Wednesday, March 4th. Robert W. Baird set a $310.00 price objective on shares of Apple in a research note on Friday, May 1st. Finally, Stephens set a $315.00 price objective on shares of Apple in a research note on Monday, January 26th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $304.31.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Bloomberg/Reuters reports Apple will let users pick third?party AI models across iOS 27 features — a move that turns iPhones into a more open AI platform, increasing services opportunities and ecosystem stickiness. Apple to let users choose rival AI models across iOS 27 features
• Positive Sentiment: Apple confirmed an increased dividend with an upcoming record/ex?dividend timeline (shareholders of record May 11; payment mid?May), supporting income-oriented demand. Dear Apple Stock Fans, Mark Your Calendars for May 11
• Positive Sentiment: Reports that Apple is exploring U.S. chip manufacturing partnerships with Intel and Samsung reduce single?supplier (TSMC) risk — a structural supply?chain play that investors see as de?risking long?term device production. The news also lifted chip peers, signaling investor appetite for the strategy. Apple explores using Intel, Samsung to build main device chips in the US
• Positive Sentiment: Strong product performance: iPhone 17 is reported as the world’s best?selling smartphone in Q1 and Apple posted a record March quarter (revenue/EPS beats), reinforcing top?line momentum. iPhone 17 Rules, Becomes World’s Best?Selling Smartphone
• Neutral Sentiment: Apple’s R&D spending has crossed 10% of sales as it accelerates AI investment — good for long?term product leadership but raises near?term operating leverage and investor focus on ROI. Apple crosses 10% of sales on AI R&D
• Neutral Sentiment: Product lineup changes and temporary pulled Mac Studio/Mac mini high?memory configs point to supply bottlenecks for Macs — supports demand proof but may keep near?term sales lumpy. Apple pulls high?memory Mac mini/Mac Studio configs from store on supply crunch
• Negative Sentiment: Apple agreed to a $250M settlement in lawsuits over delayed/mis?advertised Siri/AI features — the cost is manageable but highlights execution and marketing risks around AI rollouts and could create modest near?term cash outflows and reputational headlines. Apple settles lawsuit over late Siri AI features for $250 million
• Negative Sentiment: Legal pressure persists: Apple failed to pause a contempt ruling related to the Epic Games App Store case, keeping antitrust/legal overhangs on the stock. Apple dealt blow by Supreme Court in long?running antitrust feud

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.