Apple Inc. $AAPL Stock Holdings Raised by Proactive Wealth Strategies LLC

Proactive Wealth Strategies LLC raised its position in shares of Apple Inc. (NASDAQ:AAPL) by 11.1% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 23,545 shares of the iPhone maker’s stock after purchasing an additional 2,360 shares during the period. Apple makes up approximately 2.5% of Proactive Wealth Strategies LLC’s holdings, making the stock its 5th largest holding. Proactive Wealth Strategies LLC’s holdings in Apple were worth $6,401,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Isthmus Partners LLC grew its stake in shares of Apple by 6.4% during the third quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker’s stock valued at $25,000 after buying an additional 5,808 shares during the last quarter. Sellwood Investment Partners LLC grew its stake in shares of Apple by 110.9% during the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock valued at $34,000 after buying an additional 71 shares during the last quarter. ROSS JOHNSON & Associates LLC grew its stake in shares of Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after buying an additional 180 shares during the last quarter. LSV Asset Management bought a new position in shares of Apple during the fourth quarter valued at about $65,000. Finally, 49 Wealth Management LLC grew its stake in shares of Apple by 15.7% during the third quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker’s stock valued at $76,000 after buying an additional 40,543 shares during the last quarter. Hedge funds and other institutional investors own 67.73% of the company’s stock.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Investors are looking for WWDC to showcase a major Siri overhaul and new AI features, which could help justify a higher valuation if Apple demonstrates stronger product momentum. Article Title
• Positive Sentiment: Apple’s App Store generated more than $1.4 trillion in developer sales and billings last year, reinforcing the scale and stickiness of its Services ecosystem. Article Title
• Positive Sentiment: Analysts remain constructive on Apple’s AI roadmap and ecosystem strength, with several price-target hikes and Buy calls suggesting upside if the company executes at WWDC. Article Title
• Neutral Sentiment: Apple approved Poke as the first AI agent on its Messages for Business platform, showing early AI adoption inside its messaging ecosystem, but the near-term financial impact appears limited. Article Title
• Neutral Sentiment: Reports that Apple may use Google cloud servers and Nvidia chips to help power Siri signal a faster AI rollout, though they also highlight Apple’s reliance on outside infrastructure. Article Title
• Negative Sentiment: UBS warned that App Store growth is decelerating, which matters because App Store revenue is a key driver of Apple’s high-margin Services segment. Article Title
• Negative Sentiment: Apple agreed to submit India financials in a long-running antitrust case, keeping regulatory risk in focus as authorities move closer to a penalty decision. Article Title

Apple Stock Up 0.3%

NASDAQ AAPL opened at $311.24 on Friday. 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 $4.57 trillion, a PE ratio of 37.63, a PEG ratio of 2.70 and a beta of 1.09. Apple Inc. has a 1 year low of $195.07 and a 1 year high of $316.94. The business’s 50-day moving average is $280.29 and its 200 day moving average is $271.11.

Apple (NASDAQ:AAPL) last posted its earnings results on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share (EPS) for the quarter, topping 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%.Apple’s quarterly revenue was up 16.6% on a year-over-year basis. During the same period last year, the firm earned $1.65 earnings per share. Sell-side analysts forecast that Apple Inc. will post 8.74 earnings per share for the current year.

Apple Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, May 14th. Investors of record on Monday, May 11th were paid a $0.27 dividend. The ex-dividend date of this dividend was Monday, May 11th. This is a boost from Apple’s previous quarterly dividend of $0.26. This represents a $1.08 annualized dividend and a dividend yield of 0.3%. Apple’s payout ratio is 13.06%.

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on the company. Morgan Stanley reaffirmed an “overweight” rating on shares of Apple in a research note on Monday. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Apple in a research note on Wednesday, March 4th. Rosenblatt Securities raised their price objective on Apple from $268.00 to $276.00 and gave the company a “neutral” rating in a research note on Friday, May 1st. Jefferies Financial Group set a $330.00 price objective on Apple in a research note on Wednesday, March 4th. Finally, Barclays reaffirmed an “underweight” rating and set a $253.00 price objective (up from $248.00) on shares of Apple in a research note on Friday, May 1st. One investment 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. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $312.82.

Insider Transactions at Apple

In other Apple news, 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 sale, the chief executive officer directly owned 3,280,418 shares of the company’s stock, valued at approximately $833,980,668.14. The trade was a 1.94% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 value of $421,850.00. Following the sale, 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 ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 97,759 shares of company stock valued at $24,964,305. 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.