Dopkins Wealth Management LLC Boosts Stock Position in Apple Inc. $AAPL

Dopkins Wealth Management LLC increased its holdings in Apple Inc. (NASDAQ:AAPL) by 49.1% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 17,867 shares of the iPhone maker’s stock after purchasing an additional 5,884 shares during the quarter. Apple makes up approximately 1.8% of Dopkins Wealth Management LLC’s holdings, making the stock its 15th largest holding. Dopkins Wealth Management LLC’s holdings in Apple were worth $4,535,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of AAPL. Overbrook Management Corp boosted its stake in Apple by 57.4% during the fourth quarter. Overbrook Management Corp now owns 104,648 shares of the iPhone maker’s stock worth $28,449,000 after acquiring an additional 38,174 shares in the last quarter. Torren Management LLC purchased a new position in shares of Apple during the fourth quarter valued at approximately $1,178,000. Summit Wealth Partners LLC lifted its holdings in shares of Apple by 108.3% during the first quarter. Summit Wealth Partners LLC now owns 34,989 shares of the iPhone maker’s stock valued at $8,880,000 after purchasing an additional 18,188 shares during the last quarter. Adventist Health System Sunbelt Healthcare Corp bought a new stake in shares of Apple in the 4th quarter worth approximately $105,482,000. Finally, Rainier Family Wealth Inc. boosted its position in shares of Apple by 14.1% in the 1st quarter. Rainier Family Wealth Inc. now owns 24,386 shares of the iPhone maker’s stock worth $6,189,000 after purchasing an additional 3,014 shares in the last quarter. Institutional investors own 67.73% of the company’s stock.

Insider Transactions at Apple

In related news, CFO Kevan Parekh sold 1,534 shares of Apple stock in a transaction 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 sale, the chief financial officer owned 13,366 shares of the company’s stock, 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 company’s stock in a transaction 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 sale, the insider owned 38,713 shares of the company’s stock, valued at approximately $11,226,770. This trade represents a 3.19% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 97,875 shares of company stock valued at $24,998,541 over the last 90 days. 0.06% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on AAPL shares. TD Cowen lifted their price objective on Apple from $335.00 to $350.00 and gave the company a “buy” rating in a research note on Tuesday, June 9th. Needham & Company LLC restated a “hold” rating on shares of Apple in a report on Tuesday, June 9th. Jefferies Financial Group reaffirmed a “hold” rating on shares of Apple in a research report on Tuesday, June 9th. Wedbush reiterated an “outperform” rating and issued a $400.00 price target on shares of Apple in a research note on Friday, June 5th. Finally, Wells Fargo & Company reissued an “overweight” rating and set a $310.00 price objective (up from $300.00) on shares of Apple in a research report on Friday, May 1st. One analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $314.85.

Apple Stock Performance

Shares of AAPL stock opened at $289.36 on Wednesday. The company has a 50 day moving average price of $293.26 and a 200-day moving average price of $273.27. Apple Inc. has a 52 week low of $201.50 and a 52 week high of $317.40. The firm has a market capitalization of $4.25 trillion, a PE ratio of 34.99, a P/E/G ratio of 2.45 and a beta of 1.09. 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 (NASDAQ:AAPL) last issued its quarterly earnings data 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 company had revenue of $111.18 billion for the quarter, compared to the consensus estimate of $109.46 billion. During the same quarter in the prior year, the firm earned $1.65 earnings per share. The firm’s revenue for the quarter was up 16.6% compared to the same quarter last year. As a group, equities research analysts expect that Apple Inc. will post 8.74 earnings per share for the current year.

Apple Increases Dividend

The business 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. The ex-dividend date was Monday, May 11th. This represents a $1.08 dividend on an annualized basis and a yield of 0.4%. This is a boost from Apple’s previous quarterly dividend of $0.26. Apple’s dividend payout ratio (DPR) is presently 13.06%.

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: The U.S. Supreme Court agreed to hear Apple’s appeal in its Epic Games fight, giving Apple a chance to overturn a contempt ruling tied to App Store payment rules. That reduces, for now, some legal overhang on the stock. US Supreme Court to hear Apple appeal of contempt in Epic Games lawsuit
• Positive Sentiment: Wall Street support for Apple’s AI strategy has improved after reports that its AI overhaul and updated Siri architecture could strengthen the ecosystem and support future hardware upgrades. Why Apple’s WWDC 2026 shows a material positive reset of criticized AI strategy?
• Positive Sentiment: Some analysts say Apple’s recent pullback and seasonal July trends could make the stock attractive again for investors looking for a rebound. Why you need to buy Apple stock in July
• Neutral Sentiment: Apple is reportedly lobbying for approval to buy memory chips from China’s CXMT to ease supply pressure, which could help costs, but it also highlights the depth of the current chip shortage and geopolitical risk. Apple (AAPL) Seeks Blacklisted China Chip Approval As Supplier Breach Raises Risk
• Neutral Sentiment: Reports that Apple raised prices on Macs, iPads and other products due to higher memory costs are a mixed signal: better pricing power, but also margin pressure from AI-driven component inflation. Apple Is Raising Prices Due to Higher Memory Costs. Is the Stock in Trouble?
• Neutral Sentiment: Britain’s regulator is proposing changes that would let app developers steer users to alternative payments outside Apple’s App Store, which could pressure fees if adopted. Apple and Google Urged to Offer Alternative UK Payment Paths
• Negative Sentiment: A new dark-web data leak involving Tata Electronics reportedly exposed iPhone 18 Pro supplier details and prototype information, renewing investor concerns about Apple’s supply chain security and future product secrecy. Apple iPhone 18 Pro supplier list, parts and photos exposed in Tata data leak
• Negative Sentiment: Apple also faces added antitrust pressure in the U.K. and India, keeping App Store fees and regulatory scrutiny in focus for investors. UK targets Apple, Google app store fees for developers

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.