Apple Inc. $AAPL Stock Holdings Lifted by RMR Wealth Builders

RMR Wealth Builders increased its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 4.5% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 132,523 shares of the iPhone maker’s stock after acquiring an additional 5,706 shares during the period. Apple accounts for about 2.9% of RMR Wealth Builders’ holdings, making the stock its 9th biggest holding. RMR Wealth Builders’ holdings in Apple were worth $36,028,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Sellwood Investment Partners LLC lifted its position in shares of Apple by 110.9% during the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock valued at $34,000 after buying an additional 71 shares in the last quarter. ROSS JOHNSON & Associates LLC lifted its holdings in Apple by 1,800.0% in the 1st 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 purchased a new position in Apple in the 4th quarter valued at $65,000. PayPay Securities Corp lifted its holdings in Apple by 52.1% in the 4th quarter. PayPay Securities Corp now owns 365 shares of the iPhone maker’s stock valued at $99,000 after purchasing an additional 125 shares in the last quarter. Finally, eCIO Inc. purchased a new position in Apple in the 4th quarter valued at $112,000. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Trending Headlines about Apple

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

Apple Stock Up 0.8%

Shares of AAPL opened at $310.85 on Thursday. Apple Inc. has a 52-week low of $195.07 and a 52-week high of $313.26. The company has a market capitalization of $4.57 trillion, a PE ratio of 37.59, a price-to-earnings-growth ratio of 2.68 and a beta of 1.06. The stock has a fifty day simple moving average of $273.03 and a two-hundred day simple moving average of $269.45. The company has a quick ratio of 1.02, a current ratio of 1.07 and a debt-to-equity ratio of 0.70.

Apple (NASDAQ:AAPL) last issued its earnings results on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.95 by $0.06. Apple had a return on equity of 146.69% and a net margin of 27.15%.The business had revenue of $111.18 billion during the quarter, compared to the consensus estimate of $109.46 billion. During the same period last year, the company earned $1.65 EPS. The company’s revenue for the quarter was up 16.6% on a year-over-year basis. As a group, equities analysts forecast that Apple Inc. will post 8.74 EPS for the current year.

Apple Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, May 14th. Investors of record on Monday, May 11th were given a dividend of $0.27 per share. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.3%. 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. Apple’s dividend payout ratio is 13.06%.

Wall Street Analyst Weigh In

A number of research analysts have weighed in on the company. Bank of America restated a “buy” rating and issued a $380.00 price objective (up from $330.00) on shares of Apple in a report on Tuesday. Maxim Group upgraded Apple from a “hold” rating to a “buy” rating and set a $300.00 price objective on the stock in a report on Friday, January 30th. Barclays restated an “underweight” rating and issued a $253.00 price objective (up from $248.00) on shares of Apple in a report on Friday, May 1st. Royal Bank Of Canada set a $325.00 price objective on Apple in a report on Monday, February 2nd. Finally, Morgan Stanley reaffirmed an “overweight” rating and issued a $330.00 target price (up from $315.00) on shares of Apple in a research note on Friday, May 1st. One research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $310.31.

Insiders Place Their Bets

In related news, CFO Kevan Parekh sold 1,534 shares of the firm’s stock in a transaction dated Thursday, April 23rd. The stock was 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 directly owned 13,366 shares of the company’s stock, valued at approximately $3,675,650. This trade represents a 10.30% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Timothy D. Cook sold 64,949 shares of the firm’s stock in a transaction dated Thursday, April 2nd. The stock was 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 of the company’s stock, valued at $833,980,668.14. The trade was a 1.94% 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 sold a total of 97,759 shares of company stock valued at $24,964,305 over the last 90 days. Company insiders own 0.06% of the company’s stock.

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.