Apple Inc. $AAPL is Loring Wolcott & Coolidge Fiduciary Advisors LLP MA’s 8th Largest Position

Loring Wolcott & Coolidge Fiduciary Advisors LLP MA cut its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 0.8% in the 4th quarter, HoldingsChannel reports. The firm owned 1,417,914 shares of the iPhone maker’s stock after selling 10,979 shares during the quarter. Apple accounts for approximately 3.3% of Loring Wolcott & Coolidge Fiduciary Advisors LLP MA’s investment portfolio, making the stock its 8th biggest holding. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA’s holdings in Apple were worth $366,204,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in the business. Reyes Financial Architecture Inc. increased its position in shares of Apple by 0.4% during the 3rd quarter. Reyes Financial Architecture Inc. now owns 9,898 shares of the iPhone maker’s stock valued at $2,520,000 after purchasing an additional 37 shares during the last quarter. WESPAC Advisors LLC increased its position in shares of Apple by 0.3% during the 4th quarter. WESPAC Advisors LLC now owns 12,326 shares of the iPhone maker’s stock valued at $3,351,000 after purchasing an additional 39 shares during the last quarter. American Alpha Advisors LLC increased its position in shares of Apple by 3.7% during the 3rd quarter. American Alpha Advisors LLC now owns 1,151 shares of the iPhone maker’s stock valued at $293,000 after purchasing an additional 41 shares during the last quarter. Seven Springs Wealth Group LLC increased its position in shares of Apple by 0.3% during the 3rd quarter. Seven Springs Wealth Group LLC now owns 15,451 shares of the iPhone maker’s stock valued at $3,934,000 after purchasing an additional 42 shares during the last quarter. Finally, Avant Capital LLC increased its position in shares of Apple by 0.9% during the 3rd quarter. Avant Capital LLC now owns 4,814 shares of the iPhone maker’s stock valued at $1,226,000 after purchasing an additional 43 shares during the last quarter. 67.73% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on AAPL. Rosenblatt Securities lifted their price objective on Apple from $268.00 to $276.00 and gave the stock a “neutral” rating in a report on Friday, May 1st. The Goldman Sachs Group reissued a “buy” rating on shares of Apple in a report on Monday, March 2nd. Phillip Securities raised Apple from a “moderate sell” rating to a “hold” rating in a report on Sunday, February 1st. Morgan Stanley reissued an “overweight” rating and issued a $330.00 price objective (up from $315.00) on shares of Apple in a report on Friday, May 1st. Finally, TD Cowen reissued a “buy” rating and issued a $335.00 price objective (up from $325.00) on shares of Apple in a report on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $308.74.

Apple Stock Up 1.1%

AAPL stock opened at $302.25 on Thursday. 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 firm has a market capitalization of $4.44 trillion, a PE ratio of 36.55, a PEG ratio of 2.60 and a beta of 1.06. Apple Inc. has a twelve month low of $193.46 and a twelve month high of $303.20. The stock has a 50-day simple moving average of $267.80 and a two-hundred day simple moving average of $268.10.

Apple (NASDAQ:AAPL) last posted its earnings results on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share 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 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 quarterly revenue was up 16.6% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.65 EPS. On average, equities analysts predict that Apple Inc. will post 8.74 EPS for the current fiscal year.

Apple Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, May 14th. Shareholders of record on Monday, May 11th were issued a dividend of $0.27 per share. This represents a $1.08 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date of this dividend was Monday, May 11th. This is a boost from Apple’s previous quarterly dividend of $0.26. Apple’s payout ratio is presently 13.06%.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple’s App Store fraud prevention system blocked $2.2 billion in fraudulent transactions last year, underscoring the strength and scale of its Services ecosystem. Apple uses AI and human reviews to prevent $2.2B in potential App Store fraud
• Positive Sentiment: Analysts continue to point to Services as a major growth driver for Apple, which could support earnings even as iPhone growth matures. AAPL: Forget the iPhone—Services Will Drive the Next Phase of Growth
• Positive Sentiment: Apple is reportedly offering China price cuts for the 618 holiday, a move that could help its sales and market-share push in a competitive market. Apple cutting prices in China for 618 holiday likely to aid market share push: Wedbush
• Neutral Sentiment: Apple received some favorable media attention after Google’s I/O event, with commentary suggesting Google’s AI showcase may have strengthened expectations that Apple will have room to compete aggressively at WWDC. Google I/O 2026 had nothing to say and said it badly ahead of Apple’s WWDC
• Neutral Sentiment: Reports that Apple is reorganizing its hardware team and pushing more AI-powered features suggest a product-development refresh, but the impact on near-term earnings is unclear. Apple reportedly plans hardware team shake up to ramp up future devices
• Negative Sentiment: KeyBanc turned cautious on Apple, warning that valuation looks stretched and suggesting the stock may be due for profit-taking. KeyBanc Turns Cautious on Apple Stock as Valuation Concerns Grow. It’s Due for Profit-Taking.
• Negative Sentiment: Apple remains exposed to regulatory and strategic risks, including an Indian court order to cooperate in an App Store antitrust probe and ongoing concerns about AI feature delays. Apple ordered by Indian court to ‘fully cooperate’ in iPhone App Store antitrust probe

Insider Buying and Selling

In other 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 sale, the chief executive officer owned 3,280,418 shares in the company, valued at approximately $833,980,668.14. This trade represents a 1.94% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 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 sale, the senior vice president owned 136,810 shares of the company’s stock, valued at approximately $34,934,433.50. This trade represents a 17.99% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 97,759 shares of company stock worth $24,964,305 over the last quarter. 0.06% of the stock is owned by corporate insiders.

Apple Company 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.