Golden Road Advisors LLC Has $3.49 Million Holdings in Apple Inc. $AAPL

Golden Road Advisors LLC decreased its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 13.0% in the 4th quarter, HoldingsChannel.com reports. The fund owned 12,828 shares of the iPhone maker’s stock after selling 1,909 shares during the quarter. Apple makes up approximately 2.0% of Golden Road Advisors LLC’s holdings, making the stock its 8th largest holding. Golden Road Advisors LLC’s holdings in Apple were worth $3,487,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in AAPL. First National Bank of Hutchinson raised its position in shares of Apple by 24.6% during the 4th quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker’s stock valued at $8,845,000 after acquiring an additional 6,982 shares during the last quarter. Eagle Capital Management LLC increased its position in shares of Apple by 0.5% in the 4th quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker’s stock valued at $13,544,000 after buying an additional 272 shares in the last quarter. Brighton Jones LLC increased its position in shares of Apple by 14.8% in the 4th quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker’s stock valued at $134,554,000 after buying an additional 69,207 shares in the last quarter. Revolve Wealth Partners LLC increased its position in shares of Apple by 4.2% in the 4th quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker’s stock valued at $16,742,000 after buying an additional 2,695 shares in the last quarter. Finally, Highview Capital Management LLC DE increased its position in shares of Apple by 2.4% in the 4th quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker’s stock valued at $12,587,000 after buying an additional 1,155 shares in the last quarter. Institutional investors own 67.73% of the company’s stock.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple’s upcoming WWDC is expected to showcase a major Siri AI overhaul and broader iOS AI upgrades, reinforcing expectations for a stronger AI product cycle. Apple to Unveil Siri’s AI Overhaul at June Conference
• Positive Sentiment: Analysts are increasingly bullish that Apple’s ecosystem could benefit from agentic AI, with Bank of America reportedly lifting its price target and pointing to user identity, payments, and app access as key advantages. Bank of America Raises Its Apple Stock Price Target to $380. Agentic AI Could Be the Upside Driver.
• Positive Sentiment: Multiple pieces highlight Apple as a momentum stock and suggest Apple Intelligence could drive iPhone and Mac upgrades, which supports the case for further revenue growth. Apple Intelligence Drives Up iPhone & Mac Sales: More Upside Ahead?
• Neutral Sentiment: Leak-driven coverage around the iPhone 18 Pro’s rumored colors and camera changes is generating buzz, but it is too early to be a major fundamental stock driver. iPhone 18 Pro dummy units reveal four color options [Gallery] – 9to5Mac
• Negative Sentiment: Some technical commentary warns Apple is approaching long-term resistance and may need a consolidation period after a strong run, which could limit near-term upside. Apple (AAPL) Faces $355 Barrier at Top of Its Multi-Year Uptrend Structure

Wall Street Analyst Weigh In

AAPL has been the subject of a number of recent analyst reports. Phillip Securities upgraded shares of Apple from a “moderate sell” rating to a “hold” rating in a research report on Sunday, February 1st. Stifel Nicolaus set a $330.00 price objective on shares of Apple in a research report on Monday, March 2nd. TD Cowen restated a “buy” rating and issued a $335.00 price objective (up from $325.00) on shares of Apple in a research report on Friday, May 1st. UBS Group set a $296.00 price objective on shares of Apple and gave the company a “neutral” rating in a research report on Friday, May 1st. Finally, DA Davidson restated a “neutral” rating and issued a $270.00 price objective on shares of Apple in a research report on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Apple currently has a consensus rating of “Moderate Buy” and a consensus target price of $310.31.

Apple Price Performance

AAPL stock opened at $312.06 on Monday. The stock has a 50-day moving average price of $275.43 and a two-hundred day moving average price of $270.06. The stock has a market cap of $4.58 trillion, a PE ratio of 37.73, a price-to-earnings-growth ratio of 2.72 and a beta of 1.09. The company has a current ratio of 1.07, a quick ratio of 1.02 and a debt-to-equity ratio of 0.70. Apple Inc. has a 1 year low of $195.07 and a 1 year high of $315.00.

Apple (NASDAQ:AAPL) last released its earnings results on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.95 by $0.06. The firm had revenue of $111.18 billion during the quarter, compared to analysts’ expectations of $109.46 billion. Apple had a return on equity of 146.69% and a net margin of 27.15%.The company’s revenue was up 16.6% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.65 EPS. Equities analysts forecast that Apple Inc. will post 8.74 EPS for the current fiscal year.

Apple Increases Dividend

The company 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 is a boost from Apple’s previous quarterly dividend of $0.26. The ex-dividend date was Monday, May 11th. This represents a $1.08 dividend on an annualized basis and a yield of 0.3%. Apple’s dividend payout ratio is currently 13.06%.

Insider Transactions at Apple

In other Apple news, CFO Kevan Parekh sold 1,534 shares of the 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 completion of the transaction, the chief financial officer owned 13,366 shares in the company, valued at approximately $3,675,650. This represents a 10.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Deirdre O’brien sold 30,002 shares of the stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $255.35, for a total value of $7,661,010.70. Following the transaction, 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 disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 97,759 shares of company stock worth $24,964,305 in the last 90 days. Company insiders own 0.06% of the company’s stock.

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.