Valley National Advisers Inc. Buys 9,444 Shares of Apple Inc. $AAPL

Valley National Advisers Inc. increased its stake in Apple Inc. (NASDAQ:AAPL) by 9.8% during the fourth quarter, HoldingsChannel.com reports. The fund owned 105,530 shares of the iPhone maker’s stock after buying an additional 9,444 shares during the period. Apple makes up approximately 4.0% of Valley National Advisers Inc.’s holdings, making the stock its 4th biggest position. Valley National Advisers Inc.’s holdings in Apple were worth $28,688,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also modified their holdings of AAPL. Isthmus Partners LLC grew its holdings in shares of Apple by 6.4% during the third quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker’s stock valued at $25,000 after buying an additional 5,808 shares in the last quarter. Sellwood Investment Partners LLC grew its stake in Apple by 110.9% in the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock valued at $34,000 after purchasing an additional 71 shares in the last quarter. ROSS JOHNSON & Associates LLC grew its stake in Apple by 1,800.0% in the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after purchasing an additional 180 shares in the last quarter. LSV Asset Management acquired a new stake in shares of Apple in the fourth quarter worth about $65,000. Finally, 49 Wealth Management LLC lifted its position in shares of Apple by 15.7% in the third quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker’s stock worth $76,000 after buying an additional 40,543 shares during the last quarter. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Apple Price Performance

AAPL stock opened at $276.73 on Tuesday. The stock has a market cap of $4.06 trillion, a PE ratio of 33.46, a price-to-earnings-growth ratio of 2.51 and a beta of 1.06. The stock has a 50-day moving average price of $260.73 and a two-hundred day moving average price of $265.27. The company has a current ratio of 1.07, a quick ratio of 1.02 and a debt-to-equity ratio of 0.70. Apple Inc. has a 1 year low of $193.25 and a 1 year high of $288.62.

Apple (NASDAQ:AAPL) last posted its quarterly earnings results on Thursday, April 30th. The iPhone maker reported $2.01 EPS for the quarter, topping 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 quarter last year, the company posted $1.65 earnings per share. Apple’s quarterly revenue was up 16.6% on a year-over-year basis. Equities analysts forecast that Apple Inc. will post 8.64 EPS for the current fiscal year.

Apple Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, May 14th. Shareholders of record on Monday, May 11th will be paid a dividend of $0.27 per share. The ex-dividend date of this dividend is Monday, May 11th. 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 dividend yield of 0.4%. Apple’s payout ratio is presently 12.58%.

Insider Buying and Selling

In related news, CFO Kevan Parekh sold 1,534 shares of the business’s 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 sale, the chief financial officer owned 13,366 shares of the company’s stock, valued at $3,675,650. The trade was a 10.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO Timothy D. Cook sold 64,949 shares of the business’s stock in a transaction on Thursday, April 2nd. The stock was sold at an average price of $254.23, for a total transaction 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 SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 96,485 shares of company stock valued at $24,594,845 over the last 90 days. 0.06% of the stock is owned by insiders.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on AAPL. Royal Bank Of Canada set a $325.00 price target on Apple in a research report on Monday, February 2nd. DA Davidson reaffirmed a “neutral” rating and issued a $270.00 price target on shares of Apple in a report on Friday. KGI Securities upgraded Apple to an “outperform” rating and set a $306.00 price objective on the stock in a research note on Friday, January 30th. BNP Paribas Exane upgraded Apple from a “neutral” rating to an “outperform” rating and set a $300.00 price target on the stock in a research report on Friday, April 17th. Finally, Sanford C. Bernstein restated an “outperform” rating on shares of Apple in a research report on Wednesday, March 4th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $304.31.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple set to pay its second 2026 dividend next week (ex?dividend May 11, pay date May 14), which supports yield-seeking investors and buyback/dividend total?return narratives. Read More.
• Positive Sentiment: Exploratory talks with Intel and Samsung to build Apple device processors in the U.S. signal active de?risking of TSMC concentration — a structural supply?chain positive if it scales. Read More.
• Positive Sentiment: Wall Street momentum from a stronger?than?expected Q2 (record revenue, $2.01 EPS) plus a $100B buyback and recent analyst price?target upgrades underpin bullish sentiment. Read More.
• Neutral Sentiment: Apple is reportedly weighing a major AI acquisition and increasing R&D spend — a potential long?term growth driver but with execution and cost uncertainty. Read More.
• Neutral Sentiment: Product roadmap updates (iOS 27 Wallet “Create a Pass”, more on?device AI) support services/engagement but are incremental to near?term revenue. Read More.
• Negative Sentiment: Ongoing chip constraints and concerns about adopting non?TSMC process tech raise short?term supply/timing and margin uncertainty for iPhone and Mac production. Read More.
• Negative Sentiment: CEO Tim Cook has warned about rising component/memory costs (which can compress margins), and Apple is fighting legal disputes (Epic) that can create near?term headline risk. Read More. · Read More.

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.