Planned Solutions Inc. Boosts Stock Holdings in Apple Inc. $AAPL

Planned Solutions Inc. boosted its position in shares of Apple Inc. (NASDAQ:AAPL) by 12.6% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 22,206 shares of the iPhone maker’s stock after buying an additional 2,488 shares during the period. Apple comprises 1.9% of Planned Solutions Inc.’s portfolio, making the stock its 13th biggest holding. Planned Solutions Inc.’s holdings in Apple were worth $6,037,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of AAPL. Norges Bank purchased a new stake in Apple during the 2nd quarter worth approximately $38,942,255,000. Nuveen LLC purchased a new stake in Apple during the 1st quarter worth approximately $17,472,482,000. Laurel Wealth Advisors LLC increased its stake in Apple by 20,464.8% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker’s stock worth $5,553,753,000 after buying an additional 26,937,401 shares in the last quarter. Northern Trust Corp increased its stake in Apple by 13.3% during the 4th quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker’s stock worth $42,918,365,000 after buying an additional 20,079,472 shares in the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in Apple by 14.3% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 104,706,358 shares of the iPhone maker’s stock worth $26,220,566,000 after buying an additional 13,137,968 shares in the last quarter. 67.73% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, insider Ben Borders sold 1,274 shares of the company’s stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $290.00, for a total value of $369,460.00. Following the transaction, the insider directly owned 38,713 shares in the company, valued at approximately $11,226,770. This represents a 3.19% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Timothy D. Cook sold 64,949 shares of the company’s stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $254.23, for a total value of $16,511,984.27. Following the completion of the transaction, the chief executive officer owned 3,280,418 shares in the company, valued at $833,980,668.14. This represents a 1.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 97,759 shares of company stock valued at $24,964,305. Insiders own 0.06% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on AAPL. Stifel Nicolaus set a $330.00 target price on Apple in a report on Monday, March 2nd. KGI Securities upgraded Apple to an “outperform” rating and set a $306.00 target price on the stock in a report on Friday, January 30th. UBS Group set a $296.00 target price on Apple and gave the stock a “neutral” rating in a report on Friday, May 1st. Barclays restated an “underweight” rating and set a $253.00 target price (up from $248.00) on shares of Apple in a report on Friday, May 1st. Finally, Citigroup restated a “buy” rating on shares of Apple in a report on Tuesday, April 21st. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $308.74.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is reportedly planning a broad set of AI features for iOS 27, including writing help, app shortcuts, and other Siri enhancements, signaling a stronger product roadmap for the next iPhone cycle.
• Positive Sentiment: Reports that Apple’s revamped Siri may lean on Google Gemini suggest Apple is willing to use outside AI to accelerate its assistant overhaul, which could improve competitive positioning faster than building everything in-house. Apple’s Next-Gen Siri App May Lean Heavily on Google’s AI
• Positive Sentiment: Wall Street commentary highlighted Apple’s services business as a potential earnings engine, with some analysts seeing a path to higher EPS if the ecosystem continues to expand.
• Positive Sentiment: Hedge-fund interest also remains supportive, with Viking Global reportedly opening a fresh Apple stake worth nearly $1 billion, reinforcing institutional confidence in the stock.
• Neutral Sentiment: Apple’s upcoming WWDC is expected to center on AI integration, but it is still a preview event rather than a revenue event, so the near-term impact depends on how compelling the announcements are. Apple Reveals Dates of Tim Cook’s Final WWDC as CEO
• Neutral Sentiment: Social chatter around satellite connectivity and other hardware upgrades points to continued innovation interest, but these themes are longer-term and less likely to move the stock immediately.
• Negative Sentiment: Apple is facing renewed regulatory pressure after an Indian court ordered the company to fully cooperate in an App Store antitrust probe, adding another legal overhang for investors.
• Negative Sentiment: Reports that Apple is discounting iPhone 17 models in China highlight ongoing competition and margin pressure in a critical market, which could temper enthusiasm if price cuts deepen.

Apple Trading Down 0.8%

AAPL opened at $297.84 on Tuesday. Apple Inc. has a one year low of $193.46 and a one year high of $303.20. The stock has a market capitalization of $4.37 trillion, a PE ratio of 36.01, a P/E/G ratio of 2.61 and a beta of 1.06. The business’s 50 day moving average price is $266.12 and its 200 day moving average price is $267.68. The company has a debt-to-equity ratio of 0.70, a quick ratio of 1.02 and a current ratio of 1.07.

Apple (NASDAQ:AAPL) last released its quarterly earnings data on Thursday, April 30th. The iPhone maker reported $2.01 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 firm had revenue of $111.18 billion for the quarter, compared to analysts’ expectations of $109.46 billion. During the same period in the prior year, the firm posted $1.65 earnings per share. The firm’s quarterly revenue was up 16.6% on a year-over-year basis. As a group, equities research analysts expect that Apple Inc. will post 8.74 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 issued a $0.27 dividend. This is a boost from Apple’s previous quarterly dividend of $0.26. This represents a $1.08 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date was Monday, May 11th. Apple’s payout ratio is currently 13.06%.

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.