Bluedoor Private Wealth LLC Makes New Investment in Apple Inc. $AAPL

Bluedoor Private Wealth LLC purchased a new stake in Apple Inc. (NASDAQ:AAPL) during the 4th quarter, HoldingsChannel reports. The fund purchased 29,666 shares of the iPhone maker’s stock, valued at approximately $8,065,000. Apple comprises approximately 3.7% of Bluedoor Private Wealth LLC’s portfolio, making the stock its 3rd biggest holding.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Isthmus Partners LLC raised its holdings in shares of Apple by 6.4% in the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker’s stock valued at $25,000 after acquiring an additional 5,808 shares in the last quarter. Sellwood Investment Partners LLC raised its holdings in shares of 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 acquiring an additional 71 shares in the last quarter. ROSS JOHNSON & Associates LLC raised its holdings in shares of 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 purchased a new stake in shares of Apple in the 4th quarter valued at about $65,000. Finally, Timmons Wealth Management LLC purchased a new stake in shares of Apple in the 4th quarter valued at about $69,000. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Apple Stock Performance

Shares of NASDAQ AAPL opened at $299.24 on Wednesday. The stock has a market cap of $4.40 trillion, a price-to-earnings ratio of 36.18, a P/E/G ratio of 2.58 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 $317.40. The stock’s 50-day moving average is $287.32 and its 200 day moving average is $272.54.

Apple (NASDAQ:AAPL) last announced its quarterly earnings data on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share for the quarter, beating analysts’ consensus estimates of $1.95 by $0.06. The company had revenue of $111.18 billion for 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%.Apple’s revenue for the quarter was up 16.6% compared to the same quarter last year. During the same period last year, the firm posted $1.65 EPS. On average, sell-side analysts anticipate that Apple Inc. will post 8.75 EPS for the current fiscal year.

Apple Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, May 14th. Investors of record on Monday, May 11th were issued a dividend of $0.27 per share. The ex-dividend date of this dividend was Monday, May 11th. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.4%. This is a positive change from Apple’s previous quarterly dividend of $0.26. Apple’s payout ratio is 13.06%.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is reportedly preparing a major 2027 product push featuring camera-equipped AirPods, AI sunglasses, a foldable iPhone, and a 20th-anniversary iPhone, which could reignite hardware growth. Apple (AAPL) Plans Camera AirPods and a Foldable iPhone for 2027 in Major Product Push
• Positive Sentiment: Wall Street remains upbeat after WWDC, with TD Cowen and Maxim reiterating bullish views and raising the price target, arguing Apple’s AI rollout is still in the early stages. Qualcomm Is Eyeing a Massive AI Pivot. Why Wall Street Is Still Cautious.
• Positive Sentiment: Investors are also encouraged by commentary that AI could strengthen Apple’s long-term bull case, since the company controls the device, operating system, and ecosystem where AI features will be delivered. AI Strengthens Apple (AAPL) Stock’s Bull Case
• Neutral Sentiment: Apple’s supplier Tata Electronics said India’s pollution board dropped scrutiny of its iPhone parts plant after contamination concerns were addressed, removing a near-term operational distraction. Tata says India pollution board drops scrutiny of Apple iPhone parts plant
• Neutral Sentiment: Apple is also facing a new Italy antitrust probe over cloud interoperability under the Digital Markets Act, which adds regulatory noise but is not yet a quantified financial hit. Italy’s antitrust regulator probes Apple over cloud services under Digital Market rules
• Negative Sentiment: Some reports say Apple was not fully able to meet investor expectations on AI at WWDC, and skepticism around near-term execution is weighing on sentiment. Here’s Why Apple Inc (AAPL) Is Falling Despite AI Advancements at WWDC 2026
• Negative Sentiment: Apple is reportedly planning changes to its Hide My Email privacy feature, which could make anonymous sign-ups easier to block and may be viewed as a privacy tradeoff. Apple plans to change its Hide My Email privacy feature that could make it less effective

Wall Street Analyst Weigh In

Several analysts have weighed in on the company. Morgan Stanley set a $325.00 price target on Apple in a report on Tuesday, June 9th. Bank of America reaffirmed a “buy” rating and issued a $380.00 price target (up from $330.00) on shares of Apple in a report on Tuesday, May 26th. Tigress Financial reaffirmed a “strong-buy” rating and issued a $375.00 price target (up from $305.00) on shares of Apple in a report on Thursday, May 14th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Apple in a report on Monday, June 8th. Finally, Citigroup reissued a “buy” rating on shares of Apple in a report on Monday, June 1st. One analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $314.59.

Insider Transactions at Apple

In other Apple news, SVP Deirdre O’brien sold 30,002 shares of Apple stock in a transaction that occurred on 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 directly owned 136,810 shares of the company’s stock, valued at $34,934,433.50. The trade was a 17.99% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Ben Borders sold 1,274 shares of Apple stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $290.00, for a total value of $369,460.00. Following the completion of the transaction, the insider directly owned 38,713 shares in the company, valued at $11,226,770. This trade represents a 3.19% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 97,759 shares of company stock valued at $24,964,305. 0.06% of the stock is currently owned by corporate insiders.

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.