Apple Inc. $AAPL Shares Sold by Oregon Pacific Wealth Management LLC

Oregon Pacific Wealth Management LLC lessened its stake in Apple Inc. (NASDAQ:AAPL) by 62.4% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 1,718 shares of the iPhone maker’s stock after selling 2,853 shares during the period. Oregon Pacific Wealth Management LLC’s holdings in Apple were worth $467,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of AAPL. Isthmus Partners LLC grew its stake in shares of Apple by 6.4% in the third quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker’s stock worth $25,000 after acquiring an additional 5,808 shares in the last quarter. Sellwood Investment Partners LLC grew its stake in shares of Apple by 110.9% in the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock worth $34,000 after acquiring an additional 71 shares in the last quarter. ROSS JOHNSON & Associates LLC grew its stake in shares of 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 acquiring an additional 180 shares in the last quarter. LSV Asset Management acquired a new position in shares of Apple in the fourth quarter worth $65,000. Finally, 49 Wealth Management LLC grew its stake in shares of Apple by 15.7% in the third quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker’s stock worth $76,000 after acquiring an additional 40,543 shares in the last quarter. Institutional investors and hedge funds own 67.73% of the company’s stock.

Insiders Place Their Bets

In related news, SVP Deirdre O’brien sold 30,002 shares of the business’s stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $255.35, for a total transaction of $7,661,010.70. Following the completion of the transaction, the senior vice president owned 136,810 shares in the company, valued at approximately $34,934,433.50. The trade was a 17.99% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Timothy D. Cook sold 64,949 shares of the business’s stock in a transaction on 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 transaction, the chief executive officer owned 3,280,418 shares of the company’s stock, valued at approximately $833,980,668.14. The trade was a 1.94% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.06% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on AAPL shares. The Goldman Sachs Group restated a “buy” rating on shares of Apple in a research note on Monday, March 2nd. KGI Securities upgraded shares of Apple to an “outperform” rating and set a $306.00 price target for the company in a research note on Friday, January 30th. UBS Group restated a “neutral” rating on shares of Apple in a research note on Wednesday, March 4th. Weiss Ratings restated a “buy (b-)” rating on shares of Apple in a research note on Monday, December 29th. Finally, Needham & Company LLC restated a “hold” rating on shares of Apple in a research note on Friday, January 30th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $301.37.

Apple Stock Performance

Shares of AAPL stock opened at $263.40 on Friday. The company has a current ratio of 0.97, a quick ratio of 0.94 and a debt-to-equity ratio of 0.87. The firm has a fifty day moving average price of $259.87 and a 200 day moving average price of $263.93. The company has a market cap of $3.87 trillion, a P/E ratio of 33.30, a PEG ratio of 2.47 and a beta of 1.11. Apple Inc. has a 12 month low of $189.81 and a 12 month high of $288.62.

Apple (NASDAQ:AAPL) last issued its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, topping analysts’ consensus estimates of $2.67 by $0.17. The firm had revenue of $143.76 billion during the quarter, compared to the consensus estimate of $138.25 billion. Apple had a net margin of 27.04% and a return on equity of 159.94%. The company’s revenue was up 15.7% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.40 earnings per share. Sell-side analysts predict that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Dividend Announcement

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

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Analyst and price-target upgrades lift the outlook for future earnings and sentiment — Bank of America raised its Apple price target, signaling conviction among some sell‑side desks that Apple’s long-term cash-flow profile remains attractive. Bank of America Increases Apple Price Target to $325
• Positive Sentiment: KeyCorp recently raised Q2/Q4 and FY2027 EPS forecasts for Apple, which supports near‑term earnings expectations and offsets valuation concerns. (Research-note summary)
• Positive Sentiment: High-profile bullish commentary from TV/influencers (Jim Cramer) is reinforcing investor confidence and likely contributed to buying interest in options and shares. Jim Cramer Reveals Why Apple (AAPL) Stock is Worth it
• Neutral Sentiment: Apple is pushing Siri teams to adopt AI coding tools and is clearly ramping internal AI development efforts — positive for product roadmap but timing and revenue impact remain uncertain. Apple Pushes Siri Programmers to Adopt AI Coding Tools
• Neutral Sentiment: Unusually heavy call‑option activity shows elevated bullish positioning, which can amplify moves both up and down; this is a market‑sentiment signal rather than a change in fundamentals. (Options volume report)
• Negative Sentiment: TSMC’s blowout results (record margins and profits driven by AI chip demand) were interpreted negatively for Apple today — investors see TSMC less dependent on Apple and view stronger AI-centric capex at chipmakers as a reminder that competition and supply dynamics are shifting in ways that could pressure margins or bargaining leverage. TSMC’s Results Weren’t a Great Sign for Apple
• Negative Sentiment: New litigation alleging Apple Pay failed to prevent rapid gambling transactions introduces legal and compliance risk for Apple’s payment services, which could pressure services valuation if exposures grow. Apple Lawsuit Puts Apple Pay Controls And Services Valuation In Focus

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.