Comprehensive Financial Consultants Institutional Inc. Has $7.72 Million Holdings in Apple Inc. $AAPL

Comprehensive Financial Consultants Institutional Inc. lowered its position in Apple Inc. (NASDAQ:AAPL) by 5.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 28,395 shares of the iPhone maker’s stock after selling 1,642 shares during the period. Apple makes up approximately 2.3% of Comprehensive Financial Consultants Institutional Inc.’s investment portfolio, making the stock its 3rd biggest holding. Comprehensive Financial Consultants Institutional Inc.’s holdings in Apple were worth $7,719,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Isthmus Partners LLC increased its position 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 worth $25,000 after acquiring an additional 5,808 shares during the period. Sellwood Investment Partners LLC grew its holdings in Apple by 110.9% in the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock worth $34,000 after purchasing an additional 71 shares during the last quarter. ROSS JOHNSON & Associates LLC grew its holdings in Apple by 1,800.0% in the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after purchasing an additional 180 shares during the last quarter. LSV Asset Management purchased a new position in Apple in the fourth quarter worth $65,000. Finally, 49 Wealth Management LLC grew its holdings in 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 purchasing an additional 40,543 shares during the last quarter. 67.73% of the stock is owned by hedge funds and other institutional investors.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Bank of America raised its price target on Apple to $380, saying AI features and a redesigned Siri could drive substantial incremental revenue over the next few years. Article Title
• Positive Sentiment: Melius Research also boosted its outlook ahead of WWDC 2026, saying Apple could finally show “real AI sizzle,” which has helped fuel expectations for a stronger product cycle. Article Title
• Positive Sentiment: Multiple pieces highlight Apple’s recent stock strength, including new record highs and growing optimism that the company’s Services business and ecosystem remain resilient even as iPhone growth slows. Article Title
• Neutral Sentiment: News that Android smartphone makers may be hit harder than Apple by AI memory shortages could be relatively supportive for AAPL by comparison, but it is more of an industry backdrop than a direct catalyst. Article Title
• Neutral Sentiment: Several articles point to Apple trading near all-time highs and approaching a $5 trillion valuation, reinforcing bullish momentum, though these are mostly commentary rather than fresh company-specific developments. Article Title
• Negative Sentiment: Some investors remain cautious because iPhone shipment momentum is softening and Apple’s next major growth driver still needs to be proven at WWDC, which leaves room for disappointment if AI announcements underwhelm. Article Title
• Negative Sentiment: One Reuters item notes Apple and Google are pushing back against Canada’s online safety bill over encryption concerns, a regulatory issue that could create future headline risk. Article Title

Analysts Set New Price Targets

AAPL has been the topic of several analyst reports. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Apple in a report on Monday, March 2nd. Moffett Nathanson lifted their price target on shares of Apple from $241.00 to $270.00 and gave the stock a “neutral” rating in a report on Wednesday, February 25th. Needham & Company LLC reaffirmed a “hold” rating on shares of Apple in a report on Friday, May 1st. JPMorgan Chase & Co. lifted their price target on shares of Apple from $315.00 to $325.00 and gave the stock an “overweight” rating in a report on Friday, January 30th. Finally, Citigroup reiterated a “buy” rating on shares of Apple in a research note on Tuesday, April 21st. One research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $310.31.

Insider Buying and Selling at Apple

In other Apple news, SVP Deirdre O’brien sold 30,002 shares of the company’s stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $255.35, for a total value of $7,661,010.70. Following the sale, the senior vice president directly owned 136,810 shares of the company’s stock, valued at approximately $34,934,433.50. This represents a 17.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Ben Borders sold 1,274 shares of the company’s stock in a transaction on Friday, May 8th. The shares were sold at an average price of $290.00, for a total transaction of $369,460.00. Following the completion of the sale, the insider directly owned 38,713 shares in the company, valued at approximately $11,226,770. The trade was a 3.19% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 97,759 shares of company stock valued at $24,964,305 in the last three months. Company insiders own 0.06% of the company’s stock.

Apple Trading Up 0.8%

NASDAQ:AAPL opened at $310.85 on Thursday. Apple Inc. has a 12 month low of $195.07 and a 12 month high of $313.26. The firm has a fifty day simple moving average of $273.03 and a 200-day simple moving average of $269.45. The company has a current ratio of 1.07, a quick ratio of 1.02 and a debt-to-equity ratio of 0.70. The company has a market capitalization of $4.57 trillion, a P/E ratio of 37.59, a PEG ratio of 2.68 and a beta of 1.06.

Apple (NASDAQ:AAPL) last posted 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. Apple had a net margin of 27.15% and a return on equity of 146.69%. The company had revenue of $111.18 billion for the quarter, compared to analyst estimates of $109.46 billion. During the same period in the prior year, the company earned $1.65 earnings per share. The firm’s revenue was up 16.6% on a year-over-year basis. On average, equities research analysts anticipate that Apple Inc. will post 8.74 earnings per share for the current year.

Apple Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, May 14th. Shareholders of record on Monday, May 11th were issued a $0.27 dividend. The ex-dividend date of this dividend was Monday, May 11th. This is a positive change from Apple’s previous quarterly dividend of $0.26. This represents a $1.08 annualized dividend and a yield of 0.3%. Apple’s dividend 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.