Apple Inc. $AAPL Shares Sold by Windsor Capital Management LLC

Windsor Capital Management LLC cut its stake in shares of Apple Inc. (NASDAQ:AAPL) by 7.3% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 26,511 shares of the iPhone maker’s stock after selling 2,075 shares during the quarter. Apple makes up approximately 2.0% of Windsor Capital Management LLC’s portfolio, making the stock its 18th biggest position. Windsor Capital Management LLC’s holdings in Apple were worth $7,671,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in the company. Lifetime Wealth Management P.C. acquired a new position in shares of Apple during the fourth quarter worth $41,000. ROSS JOHNSON & Associates LLC increased 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 buying an additional 180 shares during the last quarter. LSV Asset Management acquired a new stake in Apple in the fourth quarter valued at $65,000. Timmons Wealth Management LLC acquired a new stake in Apple in the fourth quarter valued at $69,000. Finally, Inspire Investing LLC purchased a new stake in Apple during the 4th quarter worth about $76,000. 67.73% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Apple

In other news, SVP Jennifer Newstead sold 1,439 shares of Apple stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $307.49, for a total transaction of $442,478.11. Following the completion of the sale, the senior vice president directly owned 38,668 shares in the company, valued at approximately $11,890,023.32. This trade represents a 3.59% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Ben Borders sold 116 shares of Apple stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $295.14, for a total value of $34,236.24. Following the transaction, the insider directly owned 38,713 shares of the company’s stock, valued at approximately $11,425,754.82. This represents a 0.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last three months, insiders have sold 2,994 shares of company stock worth $919,567. 0.06% of the stock is owned by insiders.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Incoming CEO John Ternus is expected to reassess Apple’s research-and-development budget and potentially increase spending on AI. Analysts see stronger investment in Siri and other AI products as a way to close the gap with technology rivals. Apple Could Get a New R&D and AI Budget
• Positive Sentiment: Potential product catalysts include an AI-enhanced Siri expected later this year, camera-equipped AI AirPods targeted for 2027 and a foldable iPhone that one analyst estimates could sell 14 million units by 2027. Successful launches could support a major upgrade cycle. Apple Wants to Pay Publishers to Improve Siri
• Positive Sentiment: Walmart’s nationwide rollout of contactless payments will add Apple Pay acceptance across its U.S. stores, websites and apps. The move expands Apple Pay’s reach and strengthens Apple’s services ecosystem. Walmart Adds Apple Pay Nationwide
• Neutral Sentiment: Options activity showed a modestly bullish bias, with calls outnumbering puts, while implied volatility remained below its 52-week median. However, the signal was not strong enough to establish a decisive near-term direction. Apple Options Sentiment
• Neutral Sentiment: Apple’s leadership change on September 1 is creating both opportunity and uncertainty. Bank of America maintains a Buy view but says Ternus must deliver more surprising products and technologies because the company has become increasingly predictable. Apple Must Relearn How to Surprise
• Negative Sentiment: Apple reportedly cut more than 200 positions tied to Siri and the Vision Pro headset while redirecting resources toward future devices. The restructuring may improve efficiency, but it also highlights execution challenges in AI and spatial computing.
• Negative Sentiment: Analysts have warned that Apple’s insulation from macroeconomic and competitive headwinds is fading. With shares trading at a high earnings multiple, investors may be less tolerant of slower growth, regulatory pressure and delays in AI products. Apple’s Immunity to Headwinds Is Fading
• Negative Sentiment: Reports that Apple is quietly shifting attention toward China add geopolitical and demand risk, while its substantial tax settlement and filings highlighting large profits routed through Ireland could renew regulatory scrutiny.
• Negative Sentiment: Senior Vice President Jennifer Newstead sold 1,439 shares under a prearranged Rule 10b5-1 plan. The transaction is relatively small and does not necessarily signal a change in fundamentals, but it provides a modest negative headline.

Analyst Ratings Changes

A number of equities analysts recently issued reports on the company. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $350.00 price target (up from $310.00) on shares of Apple in a report on Friday, July 31st. Oppenheimer restated a “market perform” rating on shares of Apple in a research report on Friday, July 31st. JPMorgan Chase & Co. lowered their target price on shares of Apple from $345.00 to $340.00 and set an “overweight” rating for the company in a report on Friday, July 31st. Royal Bank Of Canada set a $365.00 target price on shares of Apple in a research report on Wednesday, July 15th. Finally, Piper Sandler initiated coverage on shares of Apple in a research note on Monday, August 17th. They set an “overweight” rating on the stock. One research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have given a Hold rating and four have assigned a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $330.53.

Apple Stock Performance

Shares of Apple stock opened at $309.35 on Monday. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.93 and a current ratio of 1.00. The company has a market capitalization of $4.51 trillion, a P/E ratio of 35.48, a PEG ratio of 2.65 and a beta of 1.09. Apple Inc. has a 1 year low of $224.69 and a 1 year high of $344.57. The company’s fifty day moving average is $310.63 and its two-hundred day moving average is $287.16.

Apple (NASDAQ:AAPL) last released its earnings results on Thursday, July 30th. The iPhone maker reported $2.02 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.89 by $0.13. The business had revenue of $109.42 billion for the quarter, compared to analyst estimates of $109.04 billion. Apple had a return on equity of 135.46% and a net margin of 27.62%.The company’s revenue for the quarter was up 16.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.57 earnings per share. Analysts forecast that Apple Inc. will post 8.76 earnings per share for the current year.

Apple Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, August 13th. Investors of record on Monday, August 10th were paid a $0.27 dividend. The ex-dividend date was Monday, August 10th. This represents a $1.08 annualized dividend and a dividend yield of 0.3%. Apple’s dividend payout ratio (DPR) is 12.39%.

Apple Company 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.