Everest Management Corp. Has $3.29 Million Stock Holdings in Apple Inc. $AAPL

Posted by ABMN Staff on Jun 1st, 2026

Everest Management Corp. trimmed its position in Apple Inc. (NASDAQ:AAPL – Free Report) by 30.0% during the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 12,092 shares of the iPhone maker’s stock after selling 5,193 shares during the period. Apple comprises approximately 1.8% of Everest Management Corp.’s holdings, making the stock its 14th largest holding. Everest Management Corp.’s holdings in Apple were worth $3,287,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Overbrook Management Corp lifted its stake in shares of Apple by 57.4% in the 4th quarter. Overbrook Management Corp now owns 104,648 shares of the iPhone maker’s stock valued at $28,449,000 after purchasing an additional 38,174 shares during the period. Citizens Financial Group Inc. RI grew its stake 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. Tufton Capital Management grew its stake 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. Torren Management LLC bought a new stake in Apple in the fourth quarter valued at about $1,178,000. Finally, KBC Group NV increased its holdings in Apple by 3.1% in the fourth quarter. KBC Group NV now owns 7,044,697 shares of the iPhone maker’s stock valued at $1,915,172,000 after purchasing an additional 214,215 shares during the last quarter. 67.73% of the stock is owned by institutional investors and hedge funds.

Apple Stock Performance

NASDAQ:AAPL opened at $312.06 on Monday. 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 business’s 50-day simple moving average is $275.43 and its 200-day simple moving average is $270.06. Apple Inc. has a fifty-two week low of $195.07 and a fifty-two week high of $315.00. The stock has a market capitalization of $4.58 trillion, a PE ratio of 37.73, a price-to-earnings-growth ratio of 2.72 and a beta of 1.09.

Apple (NASDAQ:AAPL – Get Free Report) last announced its earnings results on Thursday, April 30th. The iPhone maker reported $2.01 EPS for the quarter, topping the consensus estimate of $1.95 by $0.06. Apple had a net margin of 27.15% and a return on equity of 146.69%. The firm had revenue of $111.18 billion for the quarter, compared to the consensus estimate of $109.46 billion. During the same period last year, the company posted $1.65 EPS. The business’s quarterly revenue was up 16.6% on a year-over-year basis. Sell-side analysts expect that Apple Inc. will post 8.74 earnings per share for the current fiscal year.

Apple Increases Dividend

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

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on the company. Sanford C. Bernstein restated an “outperform” rating on shares of Apple in a report on Wednesday, March 4th. Scotiabank set a $330.00 price target on shares of Apple in a research report on Monday, February 2nd. UBS Group set a $296.00 price objective on shares of Apple and gave the stock a “neutral” rating in a research note on Friday, May 1st. Monness Crespi & Hardt boosted their price objective on shares of Apple from $315.00 to $335.00 and gave the company a “buy” rating in a report on Friday, May 1st. Finally, TD Cowen reaffirmed a “buy” rating and issued a $335.00 target price (up from $325.00) on shares of Apple in a research note on Friday, May 1st. One 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. According to MarketBeat.com, Apple currently has a consensus rating of “Moderate Buy” and an average price target of $310.31.

Check Out Our Latest Stock Report on AAPL

Insider Activity at Apple

In other Apple news, insider Ben Borders sold 1,274 shares of the stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $290.00, for a total transaction of $369,460.00. Following the completion of the transaction, the insider owned 38,713 shares in the company, valued at approximately $11,226,770. This represents a 3.19% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Deirdre O’brien sold 30,002 shares of Apple 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 completion of the sale, the senior vice president directly owned 136,810 shares in the company, valued at $34,934,433.50. This represents a 17.99% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 97,759 shares of company stock valued at $24,964,305. Insiders own 0.06% of the company’s stock.

More Apple News

Here are the key news stories impacting Apple this week:

Positive Sentiment: Apple’s upcoming WWDC is expected to showcase a major Siri AI overhaul and broader iOS AI upgrades, reinforcing expectations for a stronger AI product cycle. Apple to Unveil Siri’s AI Overhaul at June Conference
Positive Sentiment: Analysts are increasingly bullish that Apple’s ecosystem could benefit from agentic AI, with Bank of America reportedly lifting its price target and pointing to user identity, payments, and app access as key advantages. Bank of America Raises Its Apple Stock Price Target to $380. Agentic AI Could Be the Upside Driver.
Positive Sentiment: Multiple pieces highlight Apple as a momentum stock and suggest Apple Intelligence could drive iPhone and Mac upgrades, which supports the case for further revenue growth. Apple Intelligence Drives Up iPhone & Mac Sales: More Upside Ahead?
Neutral Sentiment: Leak-driven coverage around the iPhone 18 Pro’s rumored colors and camera changes is generating buzz, but it is too early to be a major fundamental stock driver. iPhone 18 Pro dummy units reveal four color options [Gallery] – 9to5Mac
Negative Sentiment: Some technical commentary warns Apple is approaching long-term resistance and may need a consolidation period after a strong run, which could limit near-term upside. Apple (AAPL) Faces $355 Barrier at Top of Its Multi-Year Uptrend Structure

About Apple

(Free Report)

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.