Apple Inc. $AAPL Stock Holdings Boosted by Natural Investments LLC

Natural Investments LLC boosted its stake in Apple Inc. (NASDAQ:AAPL) by 4.5% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 96,528 shares of the iPhone maker’s stock after acquiring an additional 4,120 shares during the period. Apple accounts for about 6.5% of Natural Investments LLC’s holdings, making the stock its biggest position. Natural Investments LLC’s holdings in Apple were worth $26,242,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in AAPL. Overbrook Management Corp lifted its holdings in shares of Apple by 57.4% in the 4th quarter. Overbrook Management Corp now owns 104,648 shares of the iPhone maker’s stock valued at $28,449,000 after buying an additional 38,174 shares during the period. Highland Capital Management LLC grew its holdings in Apple by 2.2% during the third quarter. Highland Capital Management LLC now owns 397,834 shares of the iPhone maker’s stock worth $101,301,000 after acquiring an additional 8,446 shares during the period. Citizens Financial Group Inc. RI raised its position in Apple by 48.4% in the third quarter. Citizens Financial Group Inc. RI now owns 1,426,605 shares of the iPhone maker’s stock worth $363,256,000 after acquiring an additional 465,393 shares in the last quarter. Tufton Capital Management lifted its holdings in Apple by 4.3% in the third quarter. Tufton Capital Management now owns 100,130 shares of the iPhone maker’s stock valued at $25,496,000 after acquiring an additional 4,157 shares during the period. Finally, Montis Financial LLC boosted its position in shares of Apple by 15.8% during the 3rd quarter. Montis Financial LLC now owns 77,919 shares of the iPhone maker’s stock worth $19,841,000 after purchasing an additional 10,640 shares in the last quarter. 67.73% of the stock is owned by hedge funds and other institutional investors.

Apple Price Performance

Apple stock opened at $287.52 on Thursday. Apple Inc. has a 52 week low of $193.25 and a 52 week high of $288.62. The company has a quick ratio of 1.02, a current ratio of 1.07 and a debt-to-equity ratio of 0.70. The firm’s 50-day simple moving average is $261.55 and its 200 day simple moving average is $265.79. The firm has a market capitalization of $4.22 trillion, a PE ratio of 34.77, a P/E/G ratio of 2.48 and a beta of 1.06.

Apple (NASDAQ:AAPL) last posted its earnings results on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share for the quarter, beating the consensus estimate of $1.95 by $0.06. The firm had revenue of $111.18 billion during the quarter, compared to the consensus estimate of $109.46 billion. Apple had a net margin of 27.15% and a return on equity of 146.69%. The firm’s revenue for the quarter was up 16.6% on a year-over-year basis. During the same period last year, the firm posted $1.65 EPS. On average, equities research analysts predict that Apple Inc. will post 8.73 EPS for the current fiscal year.

Apple Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, May 14th. Stockholders of record on Monday, May 11th will be given a $0.27 dividend. This is a boost from Apple’s previous quarterly dividend of $0.26. This represents a $1.08 annualized dividend and a dividend yield of 0.4%. The ex-dividend date is Monday, May 11th. Apple’s dividend payout ratio (DPR) is currently 13.06%.

Analysts Set New Price Targets

AAPL has been the topic of a number of recent analyst reports. Maxim Group raised shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 price target on the stock in a research note on Friday, January 30th. Rosenblatt Securities raised their price objective on shares of Apple from $268.00 to $276.00 and gave the company a “neutral” rating in a research note on Friday, May 1st. Evercore restated an “outperform” rating on shares of Apple in a research report on Monday, March 2nd. Jefferies Financial Group set a $330.00 target price on shares of Apple in a report on Wednesday, March 4th. Finally, Stephens set a $315.00 price target on shares of Apple in a research report on Monday, January 26th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $304.31.

Insider Transactions at Apple

In related news, SVP Deirdre O’brien sold 30,002 shares of Apple stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $255.35, for a total transaction of $7,661,010.70. Following the completion of the transaction, the senior vice president directly owned 136,810 shares in the company, valued at $34,934,433.50. The trade was a 17.99% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Kevan Parekh sold 1,534 shares of the company’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 value of $421,850.00. Following the completion of the sale, the chief financial officer directly owned 13,366 shares in the company, valued at approximately $3,675,650. The trade was a 10.30% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 96,485 shares of company stock valued at $24,594,845 in the last ninety days. Corporate insiders own 0.06% of the company’s stock.

Trending Headlines about Apple

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

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.