SC&H Financial Advisors Inc. Buys 2,989 Shares of Apple Inc. $AAPL

SC&H Financial Advisors Inc. raised its stake in shares of Apple Inc. (NASDAQ:AAPL) by 8.0% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 40,473 shares of the iPhone maker’s stock after purchasing an additional 2,989 shares during the period. Apple accounts for approximately 1.7% of SC&H Financial Advisors Inc.’s investment portfolio, making the stock its 14th biggest position. SC&H Financial Advisors Inc.’s holdings in Apple were worth $11,003,000 as of its most recent SEC filing.

Several other large investors have also bought and sold shares of the stock. Sowell Financial Services LLC raised its position in Apple by 6.3% during the 4th quarter. Sowell Financial Services LLC now owns 427,645 shares of the iPhone maker’s stock worth $116,260,000 after purchasing an additional 25,181 shares during the last quarter. Financial & Tax Architects LLC raised its position in shares of Apple by 1.6% in the 4th quarter. Financial & Tax Architects LLC now owns 17,083 shares of the iPhone maker’s stock worth $4,644,000 after acquiring an additional 267 shares in the last quarter. Voisard Asset Management Group Inc. raised its position in shares of Apple by 8.5% in the 4th quarter. Voisard Asset Management Group Inc. now owns 10,553 shares of the iPhone maker’s stock worth $2,869,000 after acquiring an additional 831 shares in the last quarter. NavPoint Financial Inc. raised its position in shares of Apple by 8.0% in the 4th quarter. NavPoint Financial Inc. now owns 37,727 shares of the iPhone maker’s stock worth $10,257,000 after acquiring an additional 2,801 shares in the last quarter. Finally, BXM Wealth LLC raised its position in shares of Apple by 829.5% in the 4th quarter. BXM Wealth LLC now owns 202,094 shares of the iPhone maker’s stock worth $54,941,000 after acquiring an additional 180,352 shares in the last quarter. 67.73% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several research firms have recently weighed in on AAPL. Sanford C. Bernstein reissued an “outperform” rating on shares of Apple in a research report on Wednesday, March 4th. Wedbush reissued an “outperform” rating and issued a $350.00 price objective on shares of Apple in a research report on Tuesday. Rosenblatt Securities reissued a “neutral” rating and issued a $268.00 price objective on shares of Apple in a research report on Tuesday. The Goldman Sachs Group reissued a “buy” rating on shares of Apple in a research report on Monday, March 2nd. Finally, Stifel Nicolaus set a $330.00 price objective on Apple in a research report on Monday, March 2nd. One analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Apple has a consensus rating of “Moderate Buy” and a consensus price target of $303.06.

Apple Stock Performance

Shares of Apple stock opened at $266.17 on Wednesday. Apple Inc. has a one year low of $193.25 and a one year high of $288.62. The firm has a market capitalization of $3.91 trillion, a price-to-earnings ratio of 33.65, a PEG ratio of 2.51 and a beta of 1.11. The business has a 50-day simple moving average of $259.53 and a 200 day simple moving average of $264.34. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94.

Apple (NASDAQ:AAPL) last issued its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, beating analysts’ consensus estimates of $2.67 by $0.17. Apple had a return on equity of 159.94% and a net margin of 27.04%.The business had revenue of $143.76 billion during the quarter, compared to analyst estimates of $138.25 billion. During the same period in the previous year, the company posted $2.40 EPS. The firm’s revenue was up 15.7% compared to the same quarter last year. On average, research analysts anticipate that Apple Inc. will post 8.49 earnings per share for the current fiscal year.

Apple Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, February 12th. Investors of record on Monday, February 9th were given a $0.26 dividend. This represents a $1.04 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date of this dividend was Monday, February 9th. Apple’s payout ratio is presently 13.15%.

Insider Transactions at Apple

In other Apple news, CEO Timothy D. Cook sold 64,949 shares of Apple stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $254.23, for a total transaction of $16,511,984.27. Following the completion of the transaction, the chief executive officer owned 3,280,418 shares in the company, valued at approximately $833,980,668.14. The trade was a 1.94% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Deirdre O’brien sold 30,002 shares of Apple stock in a transaction dated 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 transaction, the senior vice president owned 136,810 shares of the company’s stock, valued at $34,934,433.50. This trade represents a 17.99% decrease in their position. 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 own 0.06% of the company’s stock.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple promoted Johny Srouji to chief hardware officer and consolidated hardware leadership, signaling faster in‑house silicon development and tighter integration across iPhone and Mac — a tailwind for margins and product differentiation. Apple’s elevation of Johny Srouji
• Positive Sentiment: China demand is improving: reports show a large year‑over‑year jump in iPhone shipments in China, supporting near‑term revenue and offsetting some macro worries. China iPhone shipments jump 20%
• Positive Sentiment: Several Wall Street firms reaffirm bullish views (including high price targets) arguing the succession preserves continuity while positioning Apple to leverage hardware + AI — a reason some investors view any dip as a buying opportunity. Analyst reactions and price targets
• Neutral Sentiment: Succession is orderly: Tim Cook will become executive chairman and the board approved the internal promotion, which reduces governance risk versus an external hire. That provides continuity but not an immediate strategic shift. Apple Appoints John Ternus CEO
• Neutral Sentiment: Apple’s recent quarterly results and revenue beat still underpin the company’s valuation; earnings coming at month‑end remain an important catalyst. Post‑Cook future and earnings outlook
• Negative Sentiment: Market reaction is cautious: headlines emphasizing Apple’s AI “gap” and whether a hardware executive can accelerate AI services have driven selling pressure and wider implied option ranges. WSJ on challenges for John Ternus
• Negative Sentiment: Short‑term technical and derivatives signals: unusual put activity and expanded post‑announcement volatility suggest traders are hedging or betting on a wider post‑transition trading range. Unusual put options activity
• Negative Sentiment: Regulatory risk: Apple’s withholding of data in an India antitrust probe remains an unresolved legal overhang that could lead to fines or restrictions in a large market. India antitrust case

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.