Apple Inc. $AAPL Stake Reduced by Nelson Capital Management LLC

Nelson Capital Management LLC lowered its stake in Apple Inc. (NASDAQ:AAPL) by 1.8% in the 1st quarter, HoldingsChannel.com reports. The firm owned 94,170 shares of the iPhone maker’s stock after selling 1,770 shares during the period. Apple comprises 2.9% of Nelson Capital Management LLC’s holdings, making the stock its 7th largest position. Nelson Capital Management LLC’s holdings in Apple were worth $23,900,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Lifetime Wealth Management P.C. bought a new stake in Apple in the 4th quarter worth $41,000. ROSS JOHNSON & Associates LLC raised its stake in shares of Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after acquiring an additional 180 shares during the last quarter. LSV Asset Management bought a new position in shares of Apple during the fourth quarter valued at about $65,000. Timmons Wealth Management LLC purchased a new stake in shares of Apple during the fourth quarter worth about $69,000. Finally, Inspire Investing LLC purchased a new stake in shares of Apple during the fourth quarter worth about $76,000. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Insider Transactions at Apple

In other news, insider Ben Borders sold 1,274 shares of the company’s stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $290.00, for a total value of $369,460.00. Following the transaction, the insider owned 38,713 shares in the company, valued at approximately $11,226,770. This represents a 3.19% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Company insiders own 0.06% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on the company. Phillip Securities downgraded Apple from a “hold” rating to a “moderate sell” rating in a report on Monday. Needham & Company LLC reiterated a “hold” rating on shares of Apple in a report on Friday, July 31st. Robert W. Baird lifted their price objective on Apple from $310.00 to $330.00 and gave the stock an “outperform” rating in a research report on Friday, July 24th. Evercore reiterated an “outperform” rating on shares of Apple in a research report on Wednesday, July 8th. Finally, Bank of America restated a “buy” rating and set a $380.00 target price on shares of Apple in a report on Thursday, June 18th. One research analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, eleven have issued a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, Apple currently has a consensus rating of “Moderate Buy” and an average price target of $330.44.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: India proposed extending tax exemptions for equipment suppliers to contract manufacturers through 2041. The policy could support Apple’s effort to expand iPhone production in India and reduce reliance on China. India proposes extending tax breaks for contract manufacturing in a boost for Apple
• Positive Sentiment: Analysts and bullish investors argue that Apple’s capital-light AI strategy could eventually pay off through its enormous installed base, device upgrades and Services ecosystem, without the infrastructure spending burden faced by hyperscalers. Apple’s AI Strategy Looks Different—Will It Pay Off?
• Positive Sentiment: Apple’s acquisition of PlasmaSolve could improve manufacturing simulations, device coatings and production yields, potentially supporting thinner and stronger future hardware. AAPL Stock Alert: What to Know as Apple Acquires PlasmaSolve
• Neutral Sentiment: Apple asked a U.S. court to block OpenAI and two former employees from using alleged trade secrets. OpenAI has responded by calling the case careless and publishing private communications; the dispute could affect OpenAI’s hardware plans but remains legally unresolved. Apple seeks preliminary injunction against OpenAI in trade secrets case
• Neutral Sentiment: Apple is also challenging a U.K. demand for access to encrypted user data. A favorable outcome could protect its privacy positioning, while prolonged regulatory litigation creates uncertainty. Apple launches fresh legal challenge against UK encrypted data access demand
• Negative Sentiment: The strongest pressure remains financial: Apple exceeded quarterly EPS and revenue estimates, but its outlook was viewed as disappointing. Higher memory and component costs, supply constraints, a Services revenue miss and delayed Apple Intelligence features have undermined confidence in near-term growth.
• Negative Sentiment: China Renaissance, DZ Bank and Phillip Securities downgraded AAPL, citing persistent memory inflation, supply risks and uncertainty over Apple Intelligence returns. With the stock trading around 35 times earnings and a PEG ratio above 2.6, investors are demanding substantial growth to justify the valuation.
• Negative Sentiment: The CEO transition adds execution risk. While some coverage views Cook’s departure as a well-prepared succession, investors will watch whether John Ternus can accelerate AI development and sustain Apple’s growth momentum.

Apple Price Performance

Shares of NASDAQ:AAPL opened at $309.46 on Wednesday. Apple Inc. has a 1-year low of $202.16 and a 1-year high of $344.57. The company has a debt-to-equity ratio of 0.66, a current ratio of 1.00 and a quick ratio of 0.93. The business has a fifty day moving average price of $309.42 and a 200-day moving average price of $282.24. The company has a market capitalization of $4.52 trillion, a PE ratio of 35.49, a PEG ratio of 2.60 and a beta of 1.09.

Apple (NASDAQ:AAPL) last posted its quarterly earnings results on Thursday, July 30th. The iPhone maker reported $2.02 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.89 by $0.13. The firm had revenue of $109.42 billion during the quarter, compared to analyst estimates of $109.04 billion. Apple had a return on equity of 135.46% and a net margin of 27.62%.Apple’s quarterly revenue was up 16.4% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.57 EPS. As a group, equities analysts expect that Apple Inc. will post 8.76 EPS for the current fiscal year.

Apple Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, August 13th. Shareholders of record on Monday, August 10th will be issued a $0.27 dividend. The ex-dividend date of this dividend is Monday, August 10th. This represents a $1.08 annualized dividend and a yield of 0.3%. Apple’s payout ratio is 12.39%.

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.