Woodward Diversified Capital LLC Acquires 3,245 Shares of Apple Inc. $AAPL

Woodward Diversified Capital LLC raised its holdings in Apple Inc. (NASDAQ:AAPL) by 7.1% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 48,916 shares of the iPhone maker’s stock after buying an additional 3,245 shares during the period. Apple makes up approximately 6.2% of Woodward Diversified Capital LLC’s portfolio, making the stock its 2nd largest position. Woodward Diversified Capital LLC’s holdings in Apple were worth $14,154,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. First National Bank of Hutchinson increased its holdings in Apple by 24.6% during the 4th quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker’s stock worth $8,845,000 after purchasing an additional 6,982 shares during the period. Eagle Capital Management LLC boosted its stake in shares of Apple by 0.5% in the 4th quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker’s stock valued at $13,544,000 after buying an additional 272 shares during the period. Brighton Jones LLC boosted its stake in shares of Apple by 14.8% in the 4th quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker’s stock valued at $134,554,000 after buying an additional 69,207 shares during the period. Revolve Wealth Partners LLC grew its position in shares of Apple by 4.2% during the fourth quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker’s stock worth $16,742,000 after buying an additional 2,695 shares in the last quarter. Finally, Highview Capital Management LLC DE grew its position in shares of Apple by 2.4% during the fourth quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker’s stock worth $12,587,000 after buying an additional 1,155 shares in the last quarter. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Insider Buying and Selling

In other news, SVP Jennifer Newstead sold 1,439 shares of the stock in a transaction that occurred on Tuesday, August 25th. The stock was sold at an average price of $310.95, for a total value of $447,457.05. Following the completion of the sale, the senior vice president directly owned 37,229 shares of the company’s stock, valued at approximately $11,576,357.55. This represents a 3.72% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Ben Borders sold 116 shares of the firm’s stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $295.14, for a total transaction of $34,236.24. Following the transaction, the insider owned 38,713 shares in the company, valued at approximately $11,425,754.82. This trade represents a 0.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 4,433 shares of company stock worth $1,367,024 in the last 90 days. 0.06% of the stock is currently owned by company insiders.

Apple Price Performance

Shares of NASDAQ:AAPL opened at $324.96 on Thursday. Apple Inc. has a 12 month low of $225.95 and a 12 month high of $344.57. The firm has a market capitalization of $4.74 trillion, a P/E ratio of 37.27, a P/E/G ratio of 2.81 and a beta of 1.09. The company has a debt-to-equity ratio of 0.66, a current ratio of 1.00 and a quick ratio of 0.93. The company’s fifty day moving average price is $313.87 and its 200 day moving average price is $289.62.

Apple (NASDAQ:AAPL) last issued its quarterly earnings data on Thursday, July 30th. The iPhone maker reported $2.02 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.89 by $0.13. Apple had a return on equity of 135.46% and a net margin of 27.62%.The company had revenue of $109.42 billion for the quarter, compared to analyst estimates of $109.04 billion. During the same quarter last year, the company posted $1.57 earnings per share. The business’s quarterly revenue was up 16.4% compared to the same quarter last year. As a group, sell-side analysts predict that Apple Inc. will post 8.74 earnings per share for the current fiscal year.

Apple Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, August 13th. Investors of record on Monday, August 10th were given a $0.27 dividend. The ex-dividend date of this dividend was Monday, August 10th. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.3%. Apple’s dividend payout ratio is 12.39%.

Analysts Set New Price Targets

Several analysts recently weighed in on AAPL shares. UBS Group reaffirmed a “neutral” rating on shares of Apple in a report on Friday, July 31st. Weiss Ratings upgraded shares of Apple from a “buy (b-)” rating to a “buy (b)” rating in a report on Monday, August 3rd. KGI Securities downgraded shares of Apple from an “outperform” rating to a “hold” rating and set a $315.00 price objective on the stock. in a research report on Monday, June 22nd. BTIG Research began coverage on shares of Apple in a research report on Monday, August 17th. They set a “neutral” rating for the company. Finally, Robert W. Baird increased their target price on Apple from $310.00 to $330.00 and gave the company an “outperform” rating in a report on Friday, July 24th. One 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 issued a Sell rating to the stock. According to data from MarketBeat.com, Apple has a consensus rating of “Moderate Buy” and a consensus price target of $330.61.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: CEO transition initially welcomed: John Ternus officially became CEO on Sept. 1 after 25 years at Apple, while Tim Cook remains executive chairman. Investors view Ternus’s hardware expertise as providing continuity, and Apple shares rose sharply during his first day in the role. Apple shares rise as John Ternus takes over as CEO
• Positive Sentiment: Constructive analyst outlook: Morgan Stanley reaffirmed its overweight rating and set a $360 price target, while Bank of America reiterated Buy with a $380 target. Analysts see potential for Apple to strengthen its position in the AI era through hardware, services and a new product cycle.
• Positive Sentiment: Foldable iPhone could add significant revenue: Morgan Stanley estimates Apple’s anticipated foldable iPhone could contribute approximately $14 billion in December-quarter revenue, creating a potential new growth engine. Apple foldable iPhone revenue estimate
• Neutral Sentiment: Sept. 9 launch is the key near-term catalyst: Wall Street considers the upcoming iPhone event an important test of pricing power, consumer demand, AI capabilities and whether Apple can sustain growth beyond its mature smartphone franchise. Ternus has described the launch as “phenomenal.” Why the next iPhone launch matters
• Neutral Sentiment: Leadership incentives align with shareholders: Ternus’s approximately $55 million–$58 million compensation package is heavily tied to Apple’s performance relative to the S&P 500. Cook will receive about $47 million as executive chairman, supporting continuity but underscoring his continued influence.
• Negative Sentiment: Valuation and growth concerns remain: DA Davidson maintained a Neutral rating with a $270 target, and Rosenblatt kept Neutral despite raising its target to $303. Analysts warn that Apple may need the foldable iPhone and stronger AI execution to avoid a revenue slowdown next year, while its premium valuation leaves limited room for disappointment.
• Negative Sentiment: AI, memory costs and legal risks weigh on sentiment: Apple trails some rivals in AI, faces elevated memory-chip costs that could pressure margins, and is engaged in a contentious trade-secrets lawsuit with OpenAI. OpenAI denies Apple’s allegations, increasing uncertainty around the dispute.

Apple 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.