Mosaic Advisors LLC Grows Stock Holdings in Apple Inc. $AAPL

Mosaic Advisors LLC increased its stake in Apple Inc. (NASDAQ:AAPL) by 8.0% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 24,531 shares of the iPhone maker’s stock after purchasing an additional 1,820 shares during the period. Apple accounts for 9.0% of Mosaic Advisors LLC’s portfolio, making the stock its 3rd largest holding. Mosaic Advisors LLC’s holdings in Apple were worth $6,649,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently bought and sold shares of the company. Lifetime Wealth Management P.C. bought a new position in Apple in the fourth quarter valued at about $41,000. ROSS JOHNSON & Associates LLC increased its position 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 period. LSV Asset Management bought a new stake in Apple during the 4th quarter worth about $65,000. Timmons Wealth Management LLC bought a new stake in Apple during the 4th quarter worth about $69,000. Finally, Inspire Investing LLC acquired a new position in Apple during the 4th quarter valued at about $76,000. Institutional investors and hedge funds own 67.73% of the company’s stock.

Insiders Place Their Bets

In other Apple news, insider Ben Borders sold 1,274 shares of the business’s stock in a transaction dated 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 transaction, the insider directly owned 38,713 shares of the company’s stock, valued at approximately $11,226,770. The trade was a 3.19% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 0.06% of the company’s stock.

Apple Trading Down 0.6%

AAPL opened at $338.19 on Thursday. The firm’s fifty day moving average is $308.94 and its two-hundred day moving average is $280.73. The firm has a market cap of $4.97 trillion, a PE ratio of 40.89, a price-to-earnings-growth ratio of 2.94 and a beta of 1.10. Apple Inc. has a twelve month low of $201.50 and a twelve month high of $344.57. The company has a debt-to-equity ratio of 0.70, a quick ratio of 1.02 and a current ratio of 1.07.

Apple (NASDAQ:AAPL) last released its quarterly earnings data on Thursday, April 30th. The iPhone maker reported $2.01 EPS for the quarter, beating analysts’ consensus estimates of $1.95 by $0.06. The business had revenue of $111.18 billion during the quarter, compared to analysts’ expectations of $109.46 billion. Apple had a net margin of 27.15% and a return on equity of 146.69%. The firm’s quarterly revenue was up 16.6% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.65 EPS. Equities research analysts anticipate that Apple Inc. will post 8.76 EPS for the current year.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on the stock. Rosenblatt Securities reaffirmed a “neutral” rating and issued a $276.00 target price on shares of Apple in a research note on Tuesday, June 9th. KGI Securities lowered shares of Apple from an “outperform” rating to a “hold” rating and set a $315.00 price objective on the stock. in a report on Monday, June 22nd. Bank of America reaffirmed a “buy” rating and issued a $380.00 price objective on shares of Apple in a research note on Thursday, June 18th. Monness Crespi & Hardt lifted their target price on shares of Apple from $315.00 to $335.00 and gave the stock a “buy” rating in a report on Friday, May 1st. Finally, UBS Group set a $365.00 target price on shares of Apple in a research report on Tuesday, July 21st. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, nine have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $327.40.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Strong iPhone demand and steady pricing are expected to produce Apple’s strongest June-quarter revenue growth in five years. Analysts are also watching for contributions from Services, Mac, and iPhone 17 shipments. Apple set for strongest June-quarter sales growth in 5 years
• Positive Sentiment: Apple’s new Apple Upgrade program, powered by Klarna, lets U.S. customers lease iPhones, Macs, iPads, and Apple Watches through monthly payments. The initiative could lower upfront costs, increase upgrade frequency, and support device sales. Apple launches US device leasing program with Klarna
• Positive Sentiment: Erste Group modestly raised its fiscal 2027 EPS forecast to $9.57 from $9.56, above the current-year consensus estimate of $8.76, reinforcing the bullish long-term earnings outlook.
• Neutral Sentiment: Apple’s record valuation reflects investor confidence in its relatively disciplined AI spending and improving product demand, while money has rotated away from Nvidia and other high-spending chip stocks. However, options markets imply a comparatively contained post-earnings move, suggesting much of the optimism may already be priced in. Apple Could Swing $170 Billion In Value After Earnings
• Negative Sentiment: Apple faces a leadership transition, with Tim Cook preparing for his final earnings call as CEO and hardware chief John Ternus scheduled to succeed him. Investors will seek evidence that the incoming CEO can sustain growth beyond the iPhone.
• Negative Sentiment: Proposed U.K. App Store rules could loosen Apple’s control over in-app payments and reduce commission revenue; Apple argues the measures amount to price regulation. Apple says UK App Store proposal amounts to price regulation
• Negative Sentiment: A federal lawsuit alleges a fraudulent Bitcoin wallet app remained available in Apple’s App Store, raising potential legal costs and renewed concerns about app-review and platform liability.

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.