Rogco LP Has $5.98 Million Stock Holdings in Apple Inc. $AAPL

Rogco LP raised its stake in shares of Apple Inc. (NASDAQ:AAPL) by 10.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 22,006 shares of the iPhone maker’s stock after purchasing an additional 2,026 shares during the period. Apple accounts for 2.0% of Rogco LP’s portfolio, making the stock its 11th largest holding. Rogco LP’s holdings in Apple were worth $5,983,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in AAPL. Vanguard Group Inc. boosted its position in shares of Apple by 1.9% in the fourth quarter. Vanguard Group Inc. now owns 1,426,283,914 shares of the iPhone maker’s stock valued at $387,749,545,000 after acquiring an additional 26,856,752 shares during the period. State Street Corp boosted its position in shares of Apple by 0.9% in the second quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker’s stock valued at $123,358,461,000 after acquiring an additional 5,224,229 shares during the period. Geode Capital Management LLC boosted its position in shares of Apple by 1.4% in the second quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker’s stock valued at $72,506,336,000 after acquiring an additional 4,942,638 shares during the period. Norges Bank bought a new stake in shares of Apple in the second quarter valued at approximately $38,942,255,000. Finally, Northern Trust Corp boosted its position in shares of Apple by 13.3% in the fourth quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker’s stock valued at $42,918,365,000 after acquiring an additional 20,079,472 shares during the period. Institutional investors and hedge funds own 67.73% of the company’s stock.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Bank of America raised its price target on Apple to $380, saying AI features and a redesigned Siri could drive substantial incremental revenue over the next few years. Article Title
• Positive Sentiment: Melius Research also boosted its outlook ahead of WWDC 2026, saying Apple could finally show “real AI sizzle,” which has helped fuel expectations for a stronger product cycle. Article Title
• Positive Sentiment: Multiple pieces highlight Apple’s recent stock strength, including new record highs and growing optimism that the company’s Services business and ecosystem remain resilient even as iPhone growth slows. Article Title
• Neutral Sentiment: News that Android smartphone makers may be hit harder than Apple by AI memory shortages could be relatively supportive for AAPL by comparison, but it is more of an industry backdrop than a direct catalyst. Article Title
• Neutral Sentiment: Several articles point to Apple trading near all-time highs and approaching a $5 trillion valuation, reinforcing bullish momentum, though these are mostly commentary rather than fresh company-specific developments. Article Title
• Negative Sentiment: Some investors remain cautious because iPhone shipment momentum is softening and Apple’s next major growth driver still needs to be proven at WWDC, which leaves room for disappointment if AI announcements underwhelm. Article Title
• Negative Sentiment: One Reuters item notes Apple and Google are pushing back against Canada’s online safety bill over encryption concerns, a regulatory issue that could create future headline risk. Article Title

Apple Stock Performance

Apple stock opened at $310.85 on Thursday. The stock has a 50-day simple moving average of $273.03 and a 200 day simple moving average of $269.45. The company has a quick ratio of 1.02, a current ratio of 1.07 and a debt-to-equity ratio of 0.70. Apple Inc. has a 12-month low of $195.07 and a 12-month high of $313.26. The stock has a market capitalization of $4.57 trillion, a price-to-earnings ratio of 37.59, a P/E/G ratio of 2.68 and a beta of 1.06.

Apple (NASDAQ:AAPL) last released its quarterly earnings results on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share (EPS) for the quarter, beating 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 during the quarter, compared to analysts’ expectations of $109.46 billion. During the same period in the previous year, the business posted $1.65 earnings per share. The firm’s revenue for the quarter was up 16.6% compared to the same quarter last year. On average, research analysts anticipate that Apple Inc. will post 8.74 earnings per share for the current fiscal year.

Apple Increases Dividend

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

Insiders Place Their Bets

In related news, insider Ben Borders sold 1,274 shares of Apple stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $290.00, for a total value of $369,460.00. Following the completion of the transaction, the insider directly owned 38,713 shares of the company’s stock, valued at $11,226,770. The trade was a 3.19% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CFO Kevan Parekh sold 1,534 shares of Apple stock in a transaction dated 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 transaction, the chief financial officer directly owned 13,366 shares of the company’s stock, valued at $3,675,650. This represents a 10.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 97,759 shares of company stock valued at $24,964,305. 0.06% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

AAPL has been the subject of several research reports. Royal Bank Of Canada set a $325.00 price objective on Apple in a research report on Monday, February 2nd. Wells Fargo & Company reissued an “overweight” rating and issued a $310.00 price objective (up from $300.00) on shares of Apple in a research report on Friday, May 1st. Rosenblatt Securities increased their price objective on Apple from $268.00 to $276.00 and gave the company a “neutral” rating in a research report on Friday, May 1st. Tigress Financial reissued a “strong-buy” rating and issued a $375.00 price objective (up from $305.00) on shares of Apple in a research report on Thursday, May 14th. Finally, Evercore reaffirmed an “outperform” rating and issued a $365.00 target price on shares of Apple in a research report on Thursday, May 14th. One analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Apple currently has a consensus rating of “Moderate Buy” and a consensus price target of $310.31.

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.