Taylor Securities Services Inc. Invests $18.14 Million in Apple Inc. $AAPL

Taylor Securities Services Inc. acquired a new stake in Apple Inc. (NASDAQ:AAPL) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 66,722 shares of the iPhone maker’s stock, valued at approximately $18,139,000. Apple accounts for about 8.3% of Taylor Securities Services Inc.’s holdings, making the stock its 4th biggest position.

Several other large investors have also bought and sold shares of the company. Isthmus Partners LLC boosted its position in shares of Apple by 6.4% during the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker’s stock valued at $25,000 after purchasing an additional 5,808 shares in the last quarter. ROSS JOHNSON & Associates LLC raised its holdings in shares of Apple by 1,800.0% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after purchasing an additional 180 shares in the last quarter. LSV Asset Management acquired a new stake in Apple during the fourth quarter valued at approximately $65,000. Timmons Wealth Management LLC acquired a new stake in Apple during the fourth quarter valued at approximately $69,000. Finally, Inspire Investing LLC bought a new stake in Apple during the fourth quarter worth approximately $76,000. Institutional investors own 67.73% of the company’s stock.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Bank of America said Apple’s WWDC 2026 AI announcements were a “material positive reset,” citing a more capable Siri that can understand context, screen content, and execute actions across apps and devices. Apple’s WWDC 2026 AI strategy reset viewed positively by Bank of America
• Positive Sentiment: Analysts continue to point to Apple’s expanding enterprise footprint, AI push, and business tools as drivers that could support device shipments and sustained sales growth. Apple’s Expanding Enterprise Footprint to Boost Sales: What’s Ahead?
• Neutral Sentiment: Apple’s rumored chip partnership with Intel is being framed as a long-term domestic manufacturing catalyst, but it remains unconfirmed and more relevant to Intel’s rally than to Apple’s near-term fundamentals. Intel’s Surge on an Apple Chip Deal Means Investors Are Betting on Its Foundry
• Neutral Sentiment: A recent congressional trading report noted activity in several Magnificent Seven names, including Apple, but the disclosure did not indicate a company-specific operational change. New Congressman Is Selling Stocks: Here’s The Six Magnificent Seven Names He Ditched
• Negative Sentiment: Tim Cook warned that Apple can no longer fully absorb rising memory chip costs, making product price hikes increasingly likely and raising margin concerns for investors. Tim Cook Warns Apple Product Price Hikes Are Unavoidable Due to Higher Chip Costs. What That Means for AAPL Stock.
• Negative Sentiment: KGI Securities downgraded Apple to Neutral, saying the stock’s recent rally leaves limited upside from current levels. Apple stock hit with major Wall Street downgrade

Apple Price Performance

AAPL opened at $297.01 on Tuesday. The firm has a market capitalization of $4.36 trillion, a P/E ratio of 35.91, a PEG ratio of 2.59 and a beta of 1.09. The stock has a fifty day moving average of $290.46 and a 200-day moving average of $272.98. The company has a quick ratio of 1.02, a current ratio of 1.07 and a debt-to-equity ratio of 0.70. Apple Inc. has a 12-month low of $198.96 and a 12-month high of $317.40.

Apple (NASDAQ:AAPL) last issued 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. The business had revenue of $111.18 billion for the quarter, compared to the consensus estimate 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 quarter in the previous year, the company posted $1.65 earnings per share. Equities analysts forecast that Apple Inc. will post 8.75 EPS for the current fiscal year.

Apple Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, May 14th. Shareholders of record on Monday, May 11th were paid a dividend of $0.27 per share. This is a boost from Apple’s previous quarterly dividend of $0.26. The ex-dividend date of this dividend was Monday, May 11th. This represents a $1.08 annualized dividend and a yield of 0.4%. Apple’s dividend payout ratio (DPR) is presently 13.06%.

Insiders Place Their Bets

In related news, CEO Timothy D. Cook sold 64,949 shares of the firm’s stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $254.23, for a total transaction of $16,511,984.27. Following the completion of the sale, the chief executive officer directly owned 3,280,418 shares in the company, valued at approximately $833,980,668.14. This trade represents a 1.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Deirdre O’brien sold 30,002 shares of the business’s stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $255.35, for a total transaction of $7,661,010.70. Following the transaction, the senior vice president directly owned 136,810 shares in the company, valued at $34,934,433.50. The trade was a 17.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 97,875 shares of company stock worth $24,998,541. Insiders own 0.06% of the company’s stock.

Analyst Ratings Changes

Several research analysts have issued reports on AAPL shares. Tigress Financial reaffirmed a “strong-buy” rating and issued a $375.00 price target (up from $305.00) on shares of Apple in a report on Thursday, May 14th. Needham & Company LLC restated a “hold” rating on shares of Apple in a report on Tuesday, June 9th. KGI Securities lowered Apple from an “outperform” rating to a “hold” rating and set a $315.00 target price on the stock. in a research report on Monday. DA Davidson reaffirmed a “neutral” rating and set a $270.00 target price on shares of Apple in a report on Friday, May 1st. Finally, KeyCorp reiterated a “sector weight” rating on shares of Apple in a research report on Tuesday, June 9th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $314.85.

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.