Apple Inc. $AAPL is CWS Financial Advisors LLC’s 5th Largest Position

CWS Financial Advisors LLC lessened its position in Apple Inc. (NASDAQ:AAPL) by 4.0% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 60,550 shares of the iPhone maker’s stock after selling 2,508 shares during the period. Apple comprises about 3.9% of CWS Financial Advisors LLC’s holdings, making the stock its 5th biggest position. CWS Financial Advisors LLC’s holdings in Apple were worth $15,367,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of AAPL. Geremia Financial Services LLC grew its stake in Apple by 0.9% in the 1st quarter. Geremia Financial Services LLC now owns 39,590 shares of the iPhone maker’s stock worth $10,048,000 after acquiring an additional 341 shares during the period. Beacon Financial Advisory LLC lifted its stake in shares of Apple by 2.4% during the 1st quarter. Beacon Financial Advisory LLC now owns 35,881 shares of the iPhone maker’s stock worth $9,106,000 after purchasing an additional 845 shares during the period. Tanglewood Legacy Advisors LLC boosted its holdings in shares of Apple by 8.6% during the first quarter. Tanglewood Legacy Advisors LLC now owns 16,844 shares of the iPhone maker’s stock worth $4,275,000 after purchasing an additional 1,331 shares during the last quarter. Evolution Wealth Management Inc. grew its position in shares of Apple by 43.9% in the first quarter. Evolution Wealth Management Inc. now owns 5,782 shares of the iPhone maker’s stock valued at $1,467,000 after purchasing an additional 1,764 shares during the period. Finally, Level Wealth Management LLC increased its stake in Apple by 4.7% in the first quarter. Level Wealth Management LLC now owns 3,193 shares of the iPhone maker’s stock valued at $810,000 after purchasing an additional 144 shares during the last quarter. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Insider Activity 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 stock was sold at an average price of $275.00, for a total value of $421,850.00. Following the completion of the transaction, the chief financial officer directly owned 13,366 shares in the company, valued at $3,675,650. The trade was a 10.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Ben Borders sold 1,274 shares of the business’s stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $290.00, for a total value of $369,460.00. Following the transaction, the insider owned 38,713 shares of the company’s stock, valued at $11,226,770. This represents a 3.19% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 2,924 shares of company stock valued at $825,546. Insiders own 0.06% of the company’s stock.

Analysts Set New Price Targets

AAPL has been the topic of a number of research analyst reports. Evercore reissued an “outperform” rating on shares of Apple in a research note on Wednesday, July 8th. Oppenheimer reaffirmed a “market perform” rating on shares of Apple in a research note on Tuesday, June 9th. Wedbush reiterated an “outperform” rating and set a $400.00 price objective on shares of Apple in a report on Friday, June 5th. Maxim Group reissued a “buy” rating and issued a $350.00 target price (up from $310.00) on shares of Apple in a research report on Tuesday, June 9th. Finally, Bank of America restated a “buy” rating and issued a $380.00 target price on shares of Apple in a report on Thursday, June 18th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, Apple has a consensus rating of “Moderate Buy” and an average price target of $318.43.

Apple Price Performance

AAPL stock opened at $333.26 on Friday. The firm has a market cap of $4.89 trillion, a P/E ratio of 40.30, a price-to-earnings-growth ratio of 2.84 and a beta of 1.10. 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 Inc. has a 1 year low of $201.50 and a 1 year high of $334.68. The stock has a 50-day simple moving average of $302.80 and a 200-day simple moving average of $276.70.

Apple (NASDAQ:AAPL) last released its quarterly earnings results on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share for the quarter, beating analysts’ consensus estimates of $1.95 by $0.06. Apple had a net margin of 27.15% and a return on equity of 146.69%. The business had revenue of $111.18 billion during the quarter, compared to analyst estimates of $109.46 billion. During the same period last year, the business earned $1.65 EPS. The business’s revenue was up 16.6% on a year-over-year basis. On average, equities analysts predict that Apple Inc. will post 8.76 earnings per share for the current fiscal year.

Apple Increases Dividend

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

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: China approved Apple Intelligence for iPhones, clearing a major hurdle for Apple’s delayed AI rollout in its biggest international market. Reports also say Alibaba’s Qwen and Baidu models will help power the experience, which should support Apple’s AI adoption story. Alibaba and Baidu shares jump in Hong Kong on Apple AI partnership
• Positive Sentiment: Several market commentators say Apple is benefiting from a “standard oil” style strategy: keep monetizing a massive installed base through hardware, services, and selective ecosystem expansion rather than chasing capital-intensive AI infrastructure. That narrative is helping justify the stock’s record highs. Why Apple’s ‘Standard Oil’ Strategy Is Driving the Stock to All-Time Highs
• Positive Sentiment: Warren Buffett reiterated that Apple remains one of Berkshire Hathaway’s favorite holdings, easing some investor concern about the planned CEO transition from Tim Cook. Warren Buffett Just Reaffirmed Apple as One of His Favorite Stocks
• Neutral Sentiment: KeyCorp raised earnings estimates for Apple for several future periods, but kept an Underweight rating and a $250 price target, signaling improving fundamentals while still warning that valuation is rich. Apple Inc. research notes and analyst updates
• Neutral Sentiment: Apple is reportedly exploring acquisitions of chip startups to strengthen its AI server and custom silicon efforts. That could help long-term competitiveness, but the impact is still speculative. Apple chasing AI chip company deals, The Information reports
• Negative Sentiment: Some reports say Apple’s iPhone manufacturing costs are rising because of higher component prices, and that could pressure margins if Apple can’t fully offset those costs with pricing or mix improvements. Apple’s New iPhone Is Going to Cost Significantly More Than Last Year
• Negative Sentiment: Apple is also facing scrutiny from U.S. lawmakers over its China memory-chip sourcing plans, adding a political and supply-chain overhang to the AI and hardware story. AAPL’s China Memory Chip Plans Draw National Security Scrutiny

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.