Cura Wealth Advisors LLC raised its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 18.4% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 18,664 shares of the iPhone maker’s stock after acquiring an additional 2,907 shares during the period. Apple accounts for about 1.9% of Cura Wealth Advisors LLC’s holdings, making the stock its 7th biggest position. Cura Wealth Advisors LLC’s holdings in Apple were worth $5,074,000 at the end of the most recent quarter.
Several other institutional investors also recently bought and sold shares of the business. Tyche Wealth Partners LLC increased its holdings in shares of Apple by 4.6% during the 4th quarter. Tyche Wealth Partners LLC now owns 131,301 shares of the iPhone maker’s stock worth $35,696,000 after buying an additional 5,830 shares during the last quarter. Natural Investments LLC increased its holdings in shares of Apple by 4.5% during the 4th quarter. Natural Investments LLC now owns 96,528 shares of the iPhone maker’s stock worth $26,242,000 after buying an additional 4,120 shares during the last quarter. Oak Ridge Investments LLC increased its holdings in shares of Apple by 7.1% during the 4th quarter. Oak Ridge Investments LLC now owns 592,599 shares of the iPhone maker’s stock worth $161,104,000 after buying an additional 39,441 shares during the last quarter. Cove Private Wealth LLC increased its holdings in shares of Apple by 5.9% during the 4th quarter. Cove Private Wealth LLC now owns 118,587 shares of the iPhone maker’s stock worth $32,239,000 after buying an additional 6,590 shares during the last quarter. Finally, Keener Financial Planning LLC increased its holdings in shares of Apple by 39.4% during the 4th quarter. Keener Financial Planning LLC now owns 11,276 shares of the iPhone maker’s stock worth $3,065,000 after buying an additional 3,187 shares during the last quarter. 67.73% of the stock is currently owned by institutional investors and hedge funds.
Insider Activity at Apple
In related 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 value of $16,511,984.27. Following the completion of the sale, the chief executive officer directly owned 3,280,418 shares in the company, valued at approximately $833,980,668.14. This represents a 1.94% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Kevan Parekh sold 1,534 shares of the stock in a transaction on Thursday, April 23rd. The shares were 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 approximately $3,675,650. This represents a 10.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 96,485 shares of company stock worth $24,594,845. Corporate insiders own 0.06% of the company’s stock.
Analysts Set New Price Targets
Read Our Latest Analysis on Apple
Apple Stock Up 1.2%
Shares of NASDAQ AAPL opened at $287.52 on Thursday. Apple Inc. has a 12-month low of $193.25 and a 12-month high of $288.62. The company has a market cap of $4.22 trillion, a P/E ratio of 34.77, a P/E/G ratio of 2.48 and a beta of 1.06. 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 stock has a fifty day moving average price of $261.55 and a 200 day moving average price of $265.79.
Apple (NASDAQ:AAPL – Get Free Report) last announced its quarterly earnings results on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.95 by $0.06. Apple had a return on equity of 146.69% and a net margin of 27.15%.The firm had revenue of $111.18 billion during the quarter, compared to the consensus estimate of $109.46 billion. During the same period in the prior year, the firm earned $1.65 EPS. The firm’s quarterly revenue was up 16.6% compared to the same quarter last year. Research analysts anticipate that Apple Inc. will post 8.73 EPS for the current fiscal year.
Apple Increases Dividend
The business also recently declared a quarterly dividend, which will be paid on Thursday, May 14th. Investors of record on Monday, May 11th will be issued a $0.27 dividend. The ex-dividend date is Monday, May 11th. This represents a $1.08 annualized dividend and a yield of 0.4%. This is an increase from Apple’s previous quarterly dividend of $0.26. Apple’s payout ratio is currently 13.06%.
More Apple News
Here are the key news stories impacting Apple this week:
- Positive Sentiment: Bloomberg/Reuters reports Apple will let users pick third‑party AI models across iOS 27 features — a move that turns iPhones into a more open AI platform, increasing services opportunities and ecosystem stickiness. Apple to let users choose rival AI models across iOS 27 features
- Positive Sentiment: Apple confirmed an increased dividend with an upcoming record/ex‑dividend timeline (shareholders of record May 11; payment mid‑May), supporting income-oriented demand. Dear Apple Stock Fans, Mark Your Calendars for May 11
- Positive Sentiment: Reports that Apple is exploring U.S. chip manufacturing partnerships with Intel and Samsung reduce single‑supplier (TSMC) risk — a structural supply‑chain play that investors see as de‑risking long‑term device production. The news also lifted chip peers, signaling investor appetite for the strategy. Apple explores using Intel, Samsung to build main device chips in the US
- Positive Sentiment: Strong product performance: iPhone 17 is reported as the world’s best‑selling smartphone in Q1 and Apple posted a record March quarter (revenue/EPS beats), reinforcing top‑line momentum. iPhone 17 Rules, Becomes World’s Best‑Selling Smartphone
- Neutral Sentiment: Apple’s R&D spending has crossed 10% of sales as it accelerates AI investment — good for long‑term product leadership but raises near‑term operating leverage and investor focus on ROI. Apple crosses 10% of sales on AI R&D
- Neutral Sentiment: Product lineup changes and temporary pulled Mac Studio/Mac mini high‑memory configs point to supply bottlenecks for Macs — supports demand proof but may keep near‑term sales lumpy. Apple pulls high‑memory Mac mini/Mac Studio configs from store on supply crunch
- Negative Sentiment: Apple agreed to a $250M settlement in lawsuits over delayed/mis‑advertised Siri/AI features — the cost is manageable but highlights execution and marketing risks around AI rollouts and could create modest near‑term cash outflows and reputational headlines. Apple settles lawsuit over late Siri AI features for $250 million
- Negative Sentiment: Legal pressure persists: Apple failed to pause a contempt ruling related to the Epic Games App Store case, keeping antitrust/legal overhangs on the stock. Apple dealt blow by Supreme Court in long‑running antitrust feud
About Apple
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.
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