Apple Inc. $AAPL Stock Holdings Lessened by CX Institutional

CX Institutional trimmed its position in shares of Apple Inc. (NASDAQ:AAPL) by 3.6% during the 4th quarter, Holdings Channel reports. The fund owned 236,446 shares of the iPhone maker’s stock after selling 8,771 shares during the period. Apple makes up approximately 1.9% of CX Institutional’s investment portfolio, making the stock its 7th biggest position. CX Institutional’s holdings in Apple were worth $64,280,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. Sellwood Investment Partners LLC raised its holdings in shares of Apple by 110.9% during the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock worth $34,000 after acquiring an additional 71 shares in the last quarter. ROSS JOHNSON & Associates LLC raised its holdings in shares of Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after acquiring an additional 180 shares in the last quarter. LSV Asset Management purchased a new stake in shares of Apple during the 4th quarter worth approximately $65,000. PayPay Securities Corp raised its holdings in shares of Apple by 52.1% during the 4th quarter. PayPay Securities Corp now owns 365 shares of the iPhone maker’s stock worth $99,000 after acquiring an additional 125 shares in the last quarter. Finally, eCIO Inc. purchased a new stake in shares of Apple during the 4th quarter worth approximately $112,000. 67.73% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Apple

In other news, CEO Timothy D. Cook sold 64,949 shares of the stock in a transaction 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 transaction, the chief executive officer owned 3,280,418 shares of the company’s stock, valued at approximately $833,980,668.14. This represents a 1.94% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Ben Borders sold 1,274 shares of the stock in a transaction on Friday, May 8th. The stock was sold at an average price of $290.00, for a total value of $369,460.00. Following the transaction, the insider directly owned 38,713 shares in the company, valued at $11,226,770. The trade was a 3.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 97,759 shares of company stock worth $24,964,305 over the last quarter. 0.06% of the stock is owned by corporate insiders.

Apple Price Performance

AAPL opened at $306.31 on Tuesday. Apple Inc. has a 12-month low of $195.07 and a 12-month high of $315.00. The company has a current ratio of 1.07, a quick ratio of 1.02 and a debt-to-equity ratio of 0.70. The business’s fifty day simple moving average is $276.58 and its 200-day simple moving average is $270.28. The company has a market capitalization of $4.50 trillion, a price-to-earnings ratio of 37.04, a PEG ratio of 2.72 and a beta of 1.09.

Apple (NASDAQ:AAPL) last posted its quarterly earnings results on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.95 by $0.06. Apple had a return on equity of 146.69% and a net margin of 27.15%.The business 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 company earned $1.65 EPS. The business’s revenue was up 16.6% compared to the same quarter last year. On average, equities research analysts anticipate that Apple Inc. will post 8.74 earnings per share for the current fiscal year.

Apple Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, May 14th. Stockholders of record on Monday, May 11th were given a dividend of $0.27 per share. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date of this dividend was Monday, May 11th. This is a positive change from Apple’s previous quarterly dividend of $0.26. Apple’s dividend payout ratio is currently 13.06%.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is reportedly preparing an iPhone Wallet feature that could split bills from a receipt, assign items to different people, and generate payment requests through Apple Cash. That would strengthen Apple’s payments ecosystem and could help Wallet compete more directly with Venmo and Cash App. Apple Set to Accelerate Wallet War With Automated Bill Splitting
• Positive Sentiment: Analysts have been raising price targets ahead of WWDC, betting that Apple’s Siri and broader AI upgrades could be a catalyst for the shares if the company shows meaningful progress at its developer event. Apple (AAPL) Stock Gains Momentum as Analysts Boost Targets Before WWDC Siri Unveiling
• Positive Sentiment: Several articles framed Apple as an attractive AI-related stock, reflecting ongoing investor interest in Apple’s product cycle, services growth, and potential AI-driven refreshes. Apple Inc. (AAPL): One of the Promising Stocks to Buy According to AI
• Neutral Sentiment: Apple teased WWDC 2026 with a new “All Systems Glow” tagline and wallpapers, which points to an upcoming software announcement but does not by itself change fundamentals. All Systems Glow: Apple Teases WWDC 2026 With New Tagline, Playlist, Wallpapers
• Neutral Sentiment: Apple is reportedly targeting a late-2027 launch for smart glasses, signaling a longer AI development timeline; that may support the long-term story, but it also suggests Apple’s next major wearable is still far away. Apple reportedly targeting 2027 launch for smart glasses amid AI refinement efforts
• Negative Sentiment: Apple fell on reports that the global smartphone market is nearing a record shipment decline, reinforcing worries about slower iPhone demand and a softer handset upgrade cycle. Apple Stock (AAPL) Falls as Global Smartphone Market Approaches Record Shipment Drop
• Negative Sentiment: Dell’s new XPS 13 laptop is drawing attention as a direct rival to Apple’s MacBook Neo, adding to competitive pressure in PCs and reminding investors that Apple faces rivals across multiple hardware categories. Dell Stock Extends Massive Rally on Morgan Stanley Upgrade, New Apple-Rivaling Laptop

Wall Street Analyst Weigh In

Several analysts have recently issued reports on AAPL shares. Moffett Nathanson upped their price objective on Apple from $241.00 to $270.00 and gave the stock a “neutral” rating in a report on Wednesday, February 25th. Stifel Nicolaus set a $330.00 target price on Apple in a research report on Monday, March 2nd. Robert W. Baird set a $310.00 target price on Apple in a research report on Friday, May 1st. Rosenblatt Securities boosted their target price on Apple from $268.00 to $276.00 and gave the company a “neutral” rating in a research report on Friday, May 1st. Finally, Citigroup reissued a “buy” rating on shares of Apple in a research report on Monday. One analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Apple has a consensus rating of “Moderate Buy” and a consensus price target of $310.31.

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.