Integral Investment Advisors Inc. increased its holdings in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 9.7% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 51,999 shares of the iPhone maker’s stock after buying an additional 4,593 shares during the quarter. Apple accounts for about 3.3% of Integral Investment Advisors Inc.’s holdings, making the stock its 9th biggest holding. Integral Investment Advisors Inc.’s holdings in Apple were worth $13,197,000 as of its most recent SEC filing.
Several other large investors have also bought and sold shares of AAPL. Lifetime Wealth Management P.C. acquired a new position in Apple during the 4th quarter worth approximately $41,000. ROSS JOHNSON & Associates LLC boosted 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 valued at $42,000 after buying an additional 180 shares in the last quarter. LSV Asset Management acquired a new stake in Apple in the fourth quarter valued at approximately $65,000. Timmons Wealth Management LLC bought a new stake in shares of Apple during the fourth quarter worth $69,000. Finally, Inspire Investing LLC bought a new stake in shares of Apple during the fourth quarter worth $76,000. 67.73% of the stock is owned by institutional investors and hedge funds.
Insider Activity at Apple
In related news, insider Ben Borders sold 116 shares of the company’s stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $295.14, for a total transaction of $34,236.24. Following the completion of the sale, the insider owned 38,713 shares in the company, valued at approximately $11,425,754.82. This represents a 0.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Kevan Parekh sold 1,534 shares of the stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $275.00, for a total transaction of $421,850.00. Following the completion of the sale, the chief financial officer owned 13,366 shares of the company’s stock, valued at approximately $3,675,650. This represents a 10.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 2,924 shares of company stock valued at $825,546. Company insiders own 0.06% of the company’s stock.
Analyst Upgrades and Downgrades
Get Our Latest Research Report on AAPL
Apple News Summary
Here are the key news stories impacting Apple this week:
- Positive Sentiment: China approved Apple Intelligence for iPhones, clearing a major hurdle for Apple’s delayed AI rollout in its biggest international market. Reports also say Alibaba’s Qwen and Baidu models will help power the experience, which should support Apple’s AI adoption story. Alibaba and Baidu shares jump in Hong Kong on Apple AI partnership
- Positive Sentiment: Several market commentators say Apple is benefiting from a “standard oil” style strategy: keep monetizing a massive installed base through hardware, services, and selective ecosystem expansion rather than chasing capital-intensive AI infrastructure. That narrative is helping justify the stock’s record highs. Why Apple’s ‘Standard Oil’ Strategy Is Driving the Stock to All-Time Highs
- Positive Sentiment: Warren Buffett reiterated that Apple remains one of Berkshire Hathaway’s favorite holdings, easing some investor concern about the planned CEO transition from Tim Cook. Warren Buffett Just Reaffirmed Apple as One of His Favorite Stocks
- Neutral Sentiment: KeyCorp raised earnings estimates for Apple for several future periods, but kept an Underweight rating and a $250 price target, signaling improving fundamentals while still warning that valuation is rich. Apple Inc. research notes and analyst updates
- Neutral Sentiment: Apple is reportedly exploring acquisitions of chip startups to strengthen its AI server and custom silicon efforts. That could help long-term competitiveness, but the impact is still speculative. Apple chasing AI chip company deals, The Information reports
- Negative Sentiment: Some reports say Apple’s iPhone manufacturing costs are rising because of higher component prices, and that could pressure margins if Apple can’t fully offset those costs with pricing or mix improvements. Apple’s New iPhone Is Going to Cost Significantly More Than Last Year
- Negative Sentiment: Apple is also facing scrutiny from U.S. lawmakers over its China memory-chip sourcing plans, adding a political and supply-chain overhang to the AI and hardware story. AAPL’s China Memory Chip Plans Draw National Security Scrutiny
Apple Stock Up 1.8%
Shares of NASDAQ:AAPL opened at $333.26 on Friday. Apple Inc. has a 1 year low of $201.50 and a 1 year high of $334.68. The company has a debt-to-equity ratio of 0.70, a current ratio of 1.07 and a quick ratio of 1.02. The business’s 50-day moving average is $302.80 and its 200-day moving average is $276.70. The company has a market capitalization of $4.89 trillion, a price-to-earnings ratio of 40.30, a P/E/G ratio of 2.84 and a beta of 1.10.
Apple (NASDAQ:AAPL – Get Free Report) last posted its quarterly earnings results on Thursday, April 30th. The iPhone maker reported $2.01 EPS for the quarter, topping 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 business’s quarterly revenue was up 16.6% on a year-over-year basis. During the same period last year, the company posted $1.65 earnings per share. Equities research analysts predict that Apple Inc. will post 8.76 earnings per share for the current year.
Apple Increases Dividend
The business also recently disclosed a quarterly dividend, which was paid on Thursday, May 14th. Stockholders of record on Monday, May 11th were paid a $0.27 dividend. This represents a $1.08 annualized dividend and a dividend yield of 0.3%. This is a boost from Apple’s previous quarterly dividend of $0.26. The ex-dividend date of this dividend was Monday, May 11th. Apple’s dividend payout ratio (DPR) is currently 13.06%.
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.
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