Apple Inc. $AAPL Shares Acquired by Altshuler Shaham Ltd

Altshuler Shaham Ltd raised its stake in shares of Apple Inc. (NASDAQ:AAPL) by 807.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 223,092 shares of the iPhone maker’s stock after acquiring an additional 198,496 shares during the period. Altshuler Shaham Ltd’s holdings in Apple were worth $60,650,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in AAPL. Isthmus Partners LLC grew its holdings in shares of Apple by 6.4% in the third quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker’s stock valued at $25,000 after purchasing an additional 5,808 shares in the last quarter. Sellwood Investment Partners LLC grew its holdings in shares of 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 holdings in shares of 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 position in shares of Apple in the fourth quarter valued at approximately $65,000. Finally, Timmons Wealth Management LLC acquired a new position in shares of Apple in the fourth quarter valued at approximately $69,000. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is reportedly preparing a second-generation iPhone Air for spring 2027, with upgrades including a second rear camera and better battery life, reinforcing the company’s longer-term product pipeline. Article Title
• Positive Sentiment: Several analysts reiterated bullish views after WWDC, arguing Apple’s AI strategy, ecosystem integration, and premium-services monetization could support further upside in AAPL. Article Title
• Positive Sentiment: One report said Apple is well positioned to navigate the AI memory crunch because it built up inventory, which could help protect margins versus rivals facing the same component shortage. Article Title
• Neutral Sentiment: Apple insider Ben Borders sold a small number of shares, but the filing says the sale was mainly to cover tax withholding tied to equity vesting, making it less concerning for investors. Article Title
• Negative Sentiment: CEO Tim Cook said price hikes across Apple’s lineup are “unavoidable” because AI-driven demand is pushing up memory and storage chip costs, raising concerns about margin pressure and possible consumer backlash. Article Title
• Negative Sentiment: Investors remain frustrated with Apple’s slower-than-expected AI rollout, and some coverage says the company still has to prove tangible progress after WWDC rather than just promise future updates. Article Title
• Negative Sentiment: Italy opened a Digital Markets Act probe into Apple’s cloud interoperability practices, adding a new regulatory overhang in Europe. Article Title

Insider Activity at Apple

In other news, CFO Kevan Parekh sold 1,534 shares of the business’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 transaction of $421,850.00. Following the completion of the sale, the chief financial officer owned 13,366 shares in the company, valued at approximately $3,675,650. The trade was a 10.30% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Deirdre O’brien sold 30,002 shares of the business’s 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 sale, the senior vice president owned 136,810 shares of the company’s stock, valued at $34,934,433.50. This represents a 17.99% decrease in their position. 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 a total of 97,875 shares of company stock worth $24,998,541 over the last 90 days. 0.06% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

A number of research analysts recently weighed in on AAPL shares. Moffett Nathanson lifted their price objective on shares of Apple from $241.00 to $270.00 and gave the company a “neutral” rating in a report on Wednesday, February 25th. Monness Crespi & Hardt lifted their price objective on shares of Apple from $315.00 to $335.00 and gave the company a “buy” rating in a report on Friday, May 1st. Oppenheimer restated a “market perform” rating on shares of Apple in a report on Tuesday, June 9th. Tigress Financial restated a “strong-buy” rating and issued a $375.00 price objective (up from $305.00) on shares of Apple in a report on Thursday, May 14th. Finally, UBS Group restated a “buy” rating on shares of Apple in a report on Tuesday, June 9th. One analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Apple presently has an average rating of “Moderate Buy” and a consensus price target of $314.59.

Apple Stock Down 1.1%

Shares of NASDAQ:AAPL opened at $295.95 on Thursday. The company has a market capitalization of $4.35 trillion, a PE ratio of 35.79, a P/E/G ratio of 2.61 and a beta of 1.09. 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 twelve month low of $195.07 and a twelve month high of $317.40. The firm has a 50 day simple moving average of $288.06 and a 200-day simple moving average of $272.66.

Apple (NASDAQ:AAPL) last issued its quarterly earnings data on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share for the quarter, topping the consensus estimate of $1.95 by $0.06. The business 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 company’s revenue was up 16.6% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.65 EPS. On average, equities analysts predict that Apple Inc. will post 8.75 EPS for the current fiscal year.

Apple Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, May 14th. Stockholders of record on Monday, May 11th were given a dividend of $0.27 per share. The ex-dividend date was Monday, May 11th. This represents a $1.08 annualized dividend and a dividend yield of 0.4%. This is a boost from Apple’s previous quarterly dividend of $0.26. Apple’s payout ratio is presently 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.