Calder Financial LLC Acquires New Position in Apple Inc. $AAPL

Calder Financial LLC acquired a new stake in shares of Apple Inc. (NASDAQ:AAPL) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 2,307 shares of the iPhone maker’s stock, valued at approximately $627,000. Apple makes up approximately 0.6% of Calder Financial LLC’s portfolio, making the stock its 27th largest holding.

Several other large investors also recently bought and sold shares of the business. Third View Private Wealth LLC purchased a new stake in Apple during the 4th quarter valued at about $19,089,000. Financial Futures Ltd Liability Co. grew its stake in Apple by 1.5% during the 4th quarter. Financial Futures Ltd Liability Co. now owns 3,612 shares of the iPhone maker’s stock valued at $982,000 after acquiring an additional 52 shares in the last quarter. Sheridan Capital Management LLC grew its stake in Apple by 1.1% during the 4th quarter. Sheridan Capital Management LLC now owns 6,068 shares of the iPhone maker’s stock valued at $1,650,000 after acquiring an additional 68 shares in the last quarter. Hudson Oak Wealth Advisory LLC purchased a new stake in Apple during the 4th quarter valued at about $648,000. Finally, Charter Oak Capital Management LLC grew its stake in Apple by 1.1% during the 4th quarter. Charter Oak Capital Management LLC now owns 78,467 shares of the iPhone maker’s stock valued at $21,332,000 after acquiring an additional 816 shares in the last quarter. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple held exploratory talks with Intel and Samsung about making its main device processors in the U.S., which reduces single-supplier (TSMC) risk and is being priced as a supply-chain hedge by investors. Apple explores using Intel, Samsung to build main device chips in the US
• Positive Sentiment: Apple plans to let users choose third‑party AI models across iOS 27 features and is positioning devices as AI platforms — a strategic move that broadens the company’s AI roadmap without having to rely solely on its in-house models. Apple to let users choose rival AI models across iOS 27 features
• Positive Sentiment: Fundamentals remain solid: strong March-quarter results, continued iPhone strength (iPhone 17 cited as top seller in Q1), services momentum, and shareholder returns (dividend and a large buyback) support the stock’s rally. iPhone 17 Rules, Becomes World’s Best-Selling Smartphone
• Neutral Sentiment: Reports emphasize these chip talks are preliminary with no orders placed; switching foundries involves technology, scale and reliability tradeoffs, so any supply-chain benefit will depend on formal contracts and ramp timelines. Apple explores Intel, Samsung as U.S. chip suppliers
• Negative Sentiment: Apple agreed to a $250M settlement in a shareholder suit over delayed Siri/Apple Intelligence features — a headline risk and cash outflow that briefly pressures sentiment. Apple settles lawsuit over late Siri AI features for $250 million
• Negative Sentiment: Management has warned that rising memory (RAM) costs tied to AI needs could raise hardware prices and weigh on margins — a structural cost pressure to monitor. Apple’s Tim Cook says AI-fueled ‘RAMmageddon’ will make your next laptop and phone a lot pricier

Apple Stock Performance

Apple stock opened at $284.18 on Wednesday. The firm has a 50 day simple moving average of $261.12 and a 200-day simple moving average of $265.51. Apple Inc. has a 1-year low of $193.25 and a 1-year high of $288.62. 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 cap of $4.17 trillion, a price-to-earnings ratio of 34.36, a price-to-earnings-growth ratio of 2.42 and a beta of 1.06.

Apple (NASDAQ:AAPL) last posted its quarterly earnings results on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share for the quarter, beating 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 business had revenue of $111.18 billion during the quarter, compared to analysts’ expectations of $109.46 billion. During the same quarter in the prior year, the company posted $1.65 EPS. The business’s revenue for the quarter was up 16.6% on a year-over-year basis. On average, analysts expect that Apple Inc. will post 8.72 EPS for the current year.

Apple Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, May 14th. Stockholders of record on Monday, May 11th will be paid a $0.27 dividend. This is a positive change from Apple’s previous quarterly dividend of $0.26. The ex-dividend date of this dividend is Monday, May 11th. This represents a $1.08 annualized dividend and a dividend yield of 0.4%. Apple’s dividend payout ratio is currently 12.58%.

Insider Activity

In other news, SVP Deirdre O’brien sold 30,002 shares of the stock in a transaction that occurred on 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 owned 136,810 shares of the company’s stock, valued at $34,934,433.50. This represents a 17.99% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Kevan Parekh sold 1,534 shares of the company’s stock in a transaction that occurred on Thursday, April 23rd. The stock was sold at an average price of $275.00, for a total transaction of $421,850.00. Following the completion of the transaction, the chief financial officer owned 13,366 shares in the company, valued at approximately $3,675,650. This represents a 10.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 96,485 shares of company stock valued at $24,594,845 in the last 90 days. Company insiders own 0.06% of the company’s stock.

Wall Street Analysts Forecast Growth

AAPL has been the subject of several research reports. JPMorgan Chase & Co. upped their price objective on shares of Apple from $315.00 to $325.00 and gave the company an “overweight” rating in a research note on Friday, January 30th. Citigroup reaffirmed a “buy” rating on shares of Apple in a research note on Tuesday, April 21st. Phillip Securities raised shares of Apple from a “moderate sell” rating to a “hold” rating in a research note on Sunday, February 1st. Maxim Group raised shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 price objective for the company in a research note on Friday, January 30th. Finally, Wedbush reaffirmed an “outperform” rating and set a $350.00 price objective 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 given a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Apple currently has a consensus rating of “Moderate Buy” and a consensus target price of $304.31.

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.