Turtle Creek Wealth Advisors LLC Grows Stock Holdings in Apple Inc. $AAPL

Turtle Creek Wealth Advisors LLC increased its holdings in Apple Inc. (NASDAQ:AAPL) by 8.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 199,054 shares of the iPhone maker’s stock after purchasing an additional 14,733 shares during the quarter. Apple accounts for 4.3% of Turtle Creek Wealth Advisors LLC’s holdings, making the stock its 2nd biggest position. Turtle Creek Wealth Advisors LLC’s holdings in Apple were worth $54,115,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in AAPL. Sellwood Investment Partners LLC raised its holdings in shares of Apple by 110.9% during the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock valued at $34,000 after acquiring an additional 71 shares during the period. ROSS JOHNSON & Associates LLC raised its holdings in shares of Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after acquiring an additional 180 shares during the period. LSV Asset Management acquired a new stake in shares of Apple during the fourth quarter valued at approximately $65,000. PayPay Securities Corp raised its holdings in shares of Apple by 52.1% during the fourth quarter. PayPay Securities Corp now owns 365 shares of the iPhone maker’s stock valued at $99,000 after acquiring an additional 125 shares during the period. Finally, eCIO Inc. acquired a new stake in shares of Apple during the fourth quarter valued at approximately $112,000. 67.73% of the stock is currently owned by institutional investors.

Apple Stock Up 0.9%

Apple stock opened at $304.99 on Friday. The firm has a market cap of $4.48 trillion, a PE ratio of 36.88, a P/E/G ratio of 2.63 and a beta of 1.06. The company has a debt-to-equity ratio of 0.70, a quick ratio of 1.02 and a current ratio of 1.07. The firm’s 50 day moving average price is $268.68 and its two-hundred day moving average price is $268.34. Apple Inc. has a twelve month low of $193.46 and a twelve month high of $305.54.

Apple (NASDAQ:AAPL) last released its quarterly earnings data on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share for the quarter, beating the consensus estimate of $1.95 by $0.06. The firm 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 revenue for the quarter was up 16.6% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.65 EPS. On average, research analysts predict that Apple Inc. will post 8.74 EPS for the current fiscal year.

Apple Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, May 14th. Shareholders of record on Monday, May 11th were paid a $0.27 dividend. The ex-dividend date was Monday, May 11th. This represents a $1.08 annualized dividend and a yield of 0.4%. This is a boost from Apple’s previous quarterly dividend of $0.26. Apple’s dividend payout ratio (DPR) is currently 13.06%.

Analyst Ratings Changes

AAPL has been the topic of a number of recent analyst reports. Rosenblatt Securities boosted their price target on shares of Apple from $268.00 to $276.00 and gave the company a “neutral” rating in a report on Friday, May 1st. Phillip Securities upgraded shares of Apple from a “moderate sell” rating to a “hold” rating in a report on Sunday, February 1st. Scotiabank set a $330.00 price target on shares of Apple in a report on Monday, February 2nd. Wells Fargo & Company restated an “overweight” rating and set a $310.00 price target (up from $300.00) on shares of Apple in a report on Friday, May 1st. Finally, UBS Group set a $296.00 price target on shares of Apple and gave the company a “neutral” rating in a report on Friday, May 1st. One analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Apple presently has an average rating of “Moderate Buy” and a consensus target price of $308.74.

Insider Activity at Apple

In other Apple news, insider Ben Borders sold 1,274 shares of the company’s stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $290.00, for a total value of $369,460.00. Following the transaction, the insider owned 38,713 shares in the company, valued at approximately $11,226,770. This represents a 3.19% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. 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 completion of the sale, the senior vice president directly owned 136,810 shares of the company’s stock, 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 a total of 97,759 shares of company stock worth $24,964,305 in the last 90 days. 0.06% of the stock is owned by corporate insiders.

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Several articles highlighted Apple as a long-term winner, citing its strong ecosystem, share buybacks, customer loyalty, and improving AI strategy. Evercore ISI also reiterated an Outperform rating and lifted its price target to $365, while Wedbush stayed upbeat on Apple’s AI opportunity and services growth. Article Title
• Positive Sentiment: Apple was also said to be bucking a weak smartphone market, with iPhone 17 demand helping it stand out versus peers as broader handset demand softens. That suggests continued relative share gains in premium devices. Article Title
• Positive Sentiment: Apple said its App Store fraud-prevention systems, using AI and human review, blocked $2.2 billion in suspicious transactions last year. That reinforces the strength of Apple’s services platform and the value of its ecosystem controls. Article Title
• Neutral Sentiment: Some commentary framed Apple as one of the market’s “monster stocks” and a core Buffett-style holding, reinforcing its defensive appeal for long-term investors rather than pointing to a near-term catalyst. Article Title
• Neutral Sentiment: Apple also remained in the spotlight in broader AI and smart-glasses discussions, with analysts saying its future visionOS platform could matter in AR/VR over time. This is strategically important, but not an immediate earnings driver. Article Title
• Negative Sentiment: KeyBanc turned cautious on Apple, warning that the stock’s valuation looks stretched and could be due for profit-taking. That is the clearest near-term headwind in the news flow and may be weighing on the shares. Article Title
• Negative Sentiment: Apple is also asking the U.S. Supreme Court to review a contempt order tied to its Epic Games App Store dispute, keeping regulatory and margin pressure concerns alive around App Store rules and fees. Article Title

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.