Tokio Marine Asset Management Co. Ltd. Has $174.62 Million Stake in Apple Inc. $AAPL

Tokio Marine Asset Management Co. Ltd. raised its stake in shares of Apple Inc. (NASDAQ:AAPL) by 1.6% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 642,317 shares of the iPhone maker’s stock after purchasing an additional 10,237 shares during the period. Apple accounts for about 6.0% of Tokio Marine Asset Management Co. Ltd.’s investment portfolio, making the stock its 3rd biggest holding. Tokio Marine Asset Management Co. Ltd.’s holdings in Apple were worth $174,620,000 as of its most recent filing with the SEC.

Other hedge funds have also bought and sold shares of the company. Isthmus Partners LLC boosted its stake 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 worth $25,000 after acquiring an additional 5,808 shares during the period. Sellwood Investment Partners LLC boosted its stake 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 worth $34,000 after acquiring an additional 71 shares during the period. ROSS JOHNSON & Associates LLC boosted its stake 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 worth $42,000 after acquiring an additional 180 shares during the period. LSV Asset Management bought a new position in shares of Apple in the fourth quarter worth about $65,000. Finally, 49 Wealth Management LLC boosted its stake 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 acquiring an additional 40,543 shares during the period. Institutional investors own 67.73% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have recently weighed in on AAPL shares. DA Davidson reaffirmed a “neutral” rating and issued a $270.00 price objective on shares of Apple in a research note on Friday, May 1st. Scotiabank set a $330.00 price objective on Apple in a research note on Monday, February 2nd. KeyCorp reaffirmed a “sector weight” rating on shares of Apple in a research note on Thursday, March 12th. UBS Group set a $296.00 price objective on Apple and gave the stock a “neutral” rating in a research note on Friday, May 1st. Finally, KGI Securities raised Apple to an “outperform” rating and set a $306.00 price target for the company in a research note on Friday, January 30th. One research 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 issued a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $305.74.

Insider Buying and Selling

In other news, insider Ben Borders sold 1,274 shares of the firm’s stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $290.00, for a total value of $369,460.00. Following the completion of the sale, the insider directly owned 38,713 shares of the company’s stock, valued at $11,226,770. This trade represents a 3.19% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, SVP Deirdre O’brien sold 30,002 shares of the firm’s stock in a transaction that occurred 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 completion of the sale, the senior vice president directly owned 136,810 shares of the company’s stock, valued at $34,934,433.50. The trade was a 17.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 97,759 shares of company stock valued at $24,964,305 over the last quarter. Company insiders own 0.06% of the company’s stock.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is reportedly preparing major iPhone software changes, including a more customizable Camera app, a rebuilt Siri, and broader interface updates, which investors view as a sign the company is sharpening its product roadmap ahead of future iPhone and WWDC-related announcements. Apple Stock Is Gaining Today: What’s Happening Behind The Scenes?
• Positive Sentiment: Apple is being helped by rising AI optimism, with commentary highlighting strong iPhone demand, solid Services performance, and potential AI partnerships such as Google Gemini, all of which support the case for continued upside. Ca$htag$: AAPL Hits Record High as AI Optimism Grows
• Positive Sentiment: Apple is also getting support from reports that WWDC could be a major catalyst if it resets the market’s AI expectations and strengthens confidence in future software and ecosystem growth. The Event That Could Redefine Apple’s Summer Rally
• Positive Sentiment: Apple’s efforts to expand the App Store for autonomous AI agents suggest the company is trying to capture more of the next wave of AI-powered software while maintaining its security standards. Apple Prepares App Store for Autonomous AI Agents
• Neutral Sentiment: Apple’s participation in U.S.-China diplomatic and business discussions could matter for supply-chain and market-access issues, but the near-term financial impact is still uncertain. Trump Arrives in Beijing for High-Stakes Xi Summit Focused on Trade, AI, and Iran
• Neutral Sentiment: Reports that Apple is opposing EU AI-related measures and arguing they could hurt privacy and security are more about regulatory positioning than an immediate earnings driver. Apple criticises EU measures to help AI rivals access Google services
• Negative Sentiment: Fresh tariff headlines could keep pressure on Apple’s hardware costs and supply chain if higher import duties remain in place for longer. Appeals Court Temporarily Reinstates Trump’s 10% Global Tariffs
• Negative Sentiment: Recent insider selling, including a modest sale by Ben Borders, may slightly temper sentiment, though it is small relative to Apple’s size and the broader bullish backdrop. SEC insider filing

Apple Stock Performance

Apple stock opened at $298.87 on Thursday. The company’s 50-day moving average price is $263.92 and its 200-day moving average price is $267.00. Apple Inc. has a twelve month low of $193.46 and a twelve month high of $300.92. The company has a quick ratio of 1.02, a current ratio of 1.07 and a debt-to-equity ratio of 0.70. The company has a market cap of $4.39 trillion, a PE ratio of 36.14, a price-to-earnings-growth ratio of 2.57 and a beta of 1.06.

Apple (NASDAQ:AAPL) last posted its quarterly earnings data on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.95 by $0.06. The business had revenue of $111.18 billion during the quarter, compared to analyst estimates of $109.46 billion. Apple had a return on equity of 146.69% and a net margin of 27.15%.The company’s revenue for the quarter was up 16.6% on a year-over-year basis. During the same period last year, the company earned $1.65 EPS. On average, equities research analysts forecast 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 will be paid on Thursday, May 14th. Stockholders of record on Monday, May 11th will be paid a $0.27 dividend. This represents a $1.08 annualized dividend and a dividend yield of 0.4%. The ex-dividend date of this dividend is Monday, May 11th. This is a positive change from Apple’s previous quarterly dividend of $0.26. Apple’s dividend payout ratio is 13.06%.

Apple 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.