Eagle Wealth Advisors LLC Acquires New Holdings in Apple Inc. $AAPL

Eagle Wealth Advisors LLC acquired a new stake in Apple Inc. (NASDAQ:AAPL) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 40,751 shares of the iPhone maker’s stock, valued at approximately $11,078,000. Apple accounts for about 9.4% of Eagle Wealth Advisors LLC’s holdings, making the stock its 2nd largest position.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Sellwood Investment Partners LLC raised its holdings in Apple by 110.9% in the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock valued at $34,000 after buying an additional 71 shares during the period. ROSS JOHNSON & Associates LLC grew its position in Apple by 1,800.0% in the 1st 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 in the last quarter. LSV Asset Management acquired a new position in Apple in the 4th quarter valued at about $65,000. PayPay Securities Corp grew its position in Apple by 52.1% in the 4th quarter. PayPay Securities Corp now owns 365 shares of the iPhone maker’s stock valued at $99,000 after acquiring an additional 125 shares in the last quarter. Finally, eCIO Inc. acquired a new position in Apple in the 4th quarter valued at about $112,000. 67.73% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, CFO Kevan Parekh sold 1,534 shares of the firm’s stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $275.00, for a total transaction of $421,850.00. Following the sale, the chief financial officer owned 13,366 shares of the company’s stock, valued at approximately $3,675,650. This trade represents a 10.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Ben Borders sold 1,274 shares of the firm’s stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $290.00, for a total value of $369,460.00. Following the sale, the insider directly owned 38,713 shares in the company, valued at $11,226,770. This trade represents a 3.19% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 97,759 shares of company stock worth $24,964,305 over the last 90 days. Insiders own 0.06% of the company’s stock.

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Bank of America raised its price target on Apple to $380, saying AI features and a redesigned Siri could drive substantial incremental revenue over the next few years. Article Title
• Positive Sentiment: Melius Research also boosted its outlook ahead of WWDC 2026, saying Apple could finally show “real AI sizzle,” which has helped fuel expectations for a stronger product cycle. Article Title
• Positive Sentiment: Multiple pieces highlight Apple’s recent stock strength, including new record highs and growing optimism that the company’s Services business and ecosystem remain resilient even as iPhone growth slows. Article Title
• Neutral Sentiment: News that Android smartphone makers may be hit harder than Apple by AI memory shortages could be relatively supportive for AAPL by comparison, but it is more of an industry backdrop than a direct catalyst. Article Title
• Neutral Sentiment: Several articles point to Apple trading near all-time highs and approaching a $5 trillion valuation, reinforcing bullish momentum, though these are mostly commentary rather than fresh company-specific developments. Article Title
• Negative Sentiment: Some investors remain cautious because iPhone shipment momentum is softening and Apple’s next major growth driver still needs to be proven at WWDC, which leaves room for disappointment if AI announcements underwhelm. Article Title
• Negative Sentiment: One Reuters item notes Apple and Google are pushing back against Canada’s online safety bill over encryption concerns, a regulatory issue that could create future headline risk. Article Title

Apple Stock Performance

Shares of AAPL opened at $310.85 on Thursday. The stock has a 50-day simple moving average of $273.03 and a 200-day simple moving average of $269.45. The company has a debt-to-equity ratio of 0.70, a quick ratio of 1.02 and a current ratio of 1.07. The stock has a market capitalization of $4.57 trillion, a PE ratio of 37.59, a PEG ratio of 2.68 and a beta of 1.06. Apple Inc. has a 1 year low of $195.07 and a 1 year high of $313.26.

Apple (NASDAQ:AAPL) last announced its quarterly earnings data on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.95 by $0.06. Apple had a return on equity of 146.69% and a net margin of 27.15%.The business had revenue of $111.18 billion during the quarter, compared to analysts’ expectations of $109.46 billion. During the same quarter last year, the business posted $1.65 EPS. The business’s quarterly revenue was up 16.6% compared to the same quarter last year. On average, analysts predict that Apple Inc. will post 8.74 earnings per share for the current fiscal year.

Apple Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, May 14th. Stockholders of record on Monday, May 11th were given a dividend of $0.27 per share. This is a boost from Apple’s previous quarterly dividend of $0.26. The ex-dividend date of this dividend was Monday, May 11th. This represents a $1.08 annualized dividend and a dividend yield of 0.3%. Apple’s dividend payout ratio is 13.06%.

Analysts Set New Price Targets

AAPL has been the subject of several research reports. Evercore reaffirmed an “outperform” rating and issued a $365.00 target price on shares of Apple in a research report on Thursday, May 14th. Bank of America reaffirmed a “buy” rating and issued a $380.00 target price (up from $330.00) on shares of Apple in a research report on Tuesday. KeyCorp reaffirmed a “sector weight” rating on shares of Apple in a research report on Thursday, March 12th. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $310.00 target price (up from $300.00) on shares of Apple in a research report on Friday, May 1st. Finally, KGI Securities upgraded Apple to an “outperform” rating and set a $306.00 price objective for the company in a research note on Friday, January 30th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $310.31.

Apple 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.