Apple Inc. $AAPL is Hudson Value Partners LLC’s 3rd Largest Position

Hudson Value Partners LLC reduced its position in shares of Apple Inc. (NASDAQ:AAPL) by 3.5% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 64,340 shares of the iPhone maker’s stock after selling 2,349 shares during the period. Apple makes up approximately 5.2% of Hudson Value Partners LLC’s portfolio, making the stock its 3rd largest position. Hudson Value Partners LLC’s holdings in Apple were worth $17,548,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the company. Salomon & Ludwin LLC raised its holdings in Apple by 1.0% during the fourth quarter. Salomon & Ludwin LLC now owns 69,693 shares of the iPhone maker’s stock worth $18,626,000 after purchasing an additional 710 shares in the last quarter. Planned Solutions Inc. raised its holdings in Apple by 12.6% during the fourth quarter. Planned Solutions Inc. now owns 22,206 shares of the iPhone maker’s stock worth $6,037,000 after purchasing an additional 2,488 shares in the last quarter. Morey & Quinn Wealth Partners LLC raised its holdings in Apple by 0.3% during the fourth quarter. Morey & Quinn Wealth Partners LLC now owns 29,141 shares of the iPhone maker’s stock worth $7,922,000 after purchasing an additional 91 shares in the last quarter. Emerald Advisors LLC increased its holdings in Apple by 5.7% in the fourth quarter. Emerald Advisors LLC now owns 23,288 shares of the iPhone maker’s stock valued at $6,331,000 after buying an additional 1,250 shares in the last quarter. Finally, Family Capital Management Inc. increased its holdings in Apple by 1.7% in the fourth quarter. Family Capital Management Inc. now owns 22,625 shares of the iPhone maker’s stock valued at $6,151,000 after buying an additional 375 shares in the last quarter. 67.73% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Apple

In other news, CEO Timothy D. Cook sold 64,949 shares of the 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 sale, the chief executive officer directly 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. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Deirdre O’brien sold 30,002 shares of the stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $255.35, for a total transaction of $7,661,010.70. Following the completion of the sale, the senior vice president owned 136,810 shares in the company, valued at $34,934,433.50. This represents a 17.99% 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. Insiders have sold 97,759 shares of company stock valued at $24,964,305 over the last three months. Company insiders own 0.06% of the company’s stock.

Key Apple News

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.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on AAPL shares. JPMorgan Chase & Co. increased their target price on shares of Apple from $315.00 to $325.00 and gave the company an “overweight” rating in a report on Friday, January 30th. Moffett Nathanson increased their target price on shares of Apple from $241.00 to $270.00 and gave the company a “neutral” rating in a report on Wednesday, February 25th. TD Cowen reaffirmed a “buy” rating and issued a $335.00 target price (up from $325.00) on shares of Apple in a report on Friday, May 1st. KGI Securities raised shares of Apple to an “outperform” rating and set a $306.00 target price for the company in a report on Friday, January 30th. Finally, Barclays reaffirmed an “underweight” rating and issued a $253.00 target price (up from $248.00) on shares of Apple in a report on Friday, May 1st. One research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $308.74.

Apple Stock Down 0.8%

AAPL stock opened at $297.84 on Tuesday. The company’s 50 day simple moving average is $266.12 and its 200-day simple moving average is $267.68. The firm 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. Apple Inc. has a 12 month low of $193.46 and a 12 month high of $303.20. The company has a debt-to-equity ratio of 0.70, a current ratio of 1.07 and a quick ratio of 1.02.

Apple (NASDAQ:AAPL) last released its quarterly earnings results on Thursday, April 30th. The iPhone maker reported $2.01 EPS for the quarter, beating the consensus estimate of $1.95 by $0.06. The business had revenue of $111.18 billion for the quarter, compared to analyst estimates of $109.46 billion. Apple had a net margin of 27.15% and a return on equity of 146.69%. The company’s quarterly revenue was up 16.6% on a year-over-year basis. During the same period in the prior year, the business earned $1.65 earnings per share. Equities analysts expect 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. Stockholders of record on Monday, May 11th were 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 was Monday, May 11th. Apple’s dividend payout ratio (DPR) is currently 13.06%.

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.