B.O.S.S. Retirement Advisors LLC Increases Stock Position in Apple Inc. $AAPL

Posted by Jessica Moore on Jul 18th, 2026

B.O.S.S. Retirement Advisors LLC raised its position in Apple Inc. (NASDAQ:AAPL – Free Report) by 16.4% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 19,291 shares of the iPhone maker’s stock after purchasing an additional 2,722 shares during the period. Apple makes up approximately 1.5% of B.O.S.S. Retirement Advisors LLC’s investment portfolio, making the stock its 13th biggest position. B.O.S.S. Retirement Advisors LLC’s holdings in Apple were worth $4,896,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of AAPL. Lifetime Wealth Management P.C. acquired a new stake in shares of Apple during the fourth quarter worth approximately $41,000. ROSS JOHNSON & Associates LLC raised its holdings in Apple by 1,800.0% in the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after acquiring an additional 180 shares in the last quarter. Timmons Wealth Management LLC bought a new position in Apple during the 4th quarter valued at $69,000. LSV Asset Management acquired a new position in Apple during the 4th quarter worth $65,000. Finally, Inspire Investing LLC bought a new stake in shares of Apple in the 4th quarter worth about $76,000. 67.73% of the stock is owned by hedge funds and other institutional investors.

Apple Price Performance

NASDAQ AAPL opened at $333.74 on Friday. The company has a current ratio of 1.07, a quick ratio of 1.02 and a debt-to-equity ratio of 0.70. Apple Inc. has a 1 year low of $201.50 and a 1 year high of $334.99. The company has a market cap of $4.90 trillion, a PE ratio of 40.36, a PEG ratio of 2.89 and a beta of 1.10. The stock’s 50-day moving average price is $303.61 and its two-hundred day moving average price is $277.09.

Apple (NASDAQ:AAPL – Get Free Report) last released its earnings results on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share 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 business 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 firm posted $1.65 earnings per share. The firm’s quarterly revenue was up 16.6% compared to the same quarter last year. On average, analysts predict that Apple Inc. will post 8.76 EPS for the current year.

Apple Increases Dividend

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

Wall Street Analysts Forecast Growth

A number of research firms have commented on AAPL. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Apple in a report on Wednesday. DA Davidson restated a “neutral” rating and issued a $270.00 target price on shares of Apple in a research note on Friday, May 1st. Sanford C. Bernstein reiterated an “outperform” rating on shares of Apple in a research report on Monday, June 8th. Tigress Financial restated a “strong-buy” rating and set a $375.00 price objective (up from $305.00) on shares of Apple in a research report on Thursday, May 14th. Finally, Oppenheimer reiterated a “market perform” rating on shares of Apple in a research note on Tuesday, June 9th. One analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, nine have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $318.43.

Read Our Latest Report on Apple

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

Positive Sentiment: HSBC upgraded Apple Inc. (NASDAQ: AAPL) to Buy and raised its price target to $366 from $260, saying the company is at an operational turning point with AI features and hardware momentum supporting growth. HSBC upgrades Apple to Buy, sees “strong cycle ahead”
Positive Sentiment: China approved Apple Intelligence for iPhones, and Apple will integrate Alibaba’s Qwen AI model in its China rollout, a key step that could expand Apple’s AI adoption in one of its most important markets. Alibaba and Baidu shares jump in Hong Kong on Apple AI partnership
Positive Sentiment: Multiple reports say Apple briefly overtook Nvidia in market value, reinforcing the view that investors are rotating toward Apple’s consumer execution and away from some AI-heavy names. Apple closes in on Nvidia in race for world’s most valuable company
Positive Sentiment: Several commentaries highlighted Apple’s cash generation, shareholder returns, and robotics/innovation efforts, supporting the bullish “cash flow machine” and diversification narrative. Apple’s Core Business Cash Flow Machine Will Support Innovation and Diversification

Insider Transactions at Apple

In other Apple news, insider Ben Borders sold 116 shares of Apple stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $295.14, for a total transaction of $34,236.24. Following the transaction, the insider owned 38,713 shares of the company’s stock, valued at $11,425,754.82. The trade was a 0.30% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Kevan Parekh sold 1,534 shares of the business’s stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $275.00, for a total transaction of $421,850.00. Following the transaction, the chief financial officer directly owned 13,366 shares in the company, valued at $3,675,650. The trade was a 10.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 2,924 shares of company stock valued at $825,546 over the last 90 days. Corporate insiders own 0.06% of the company’s stock.

Apple Profile

(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.