Apple Inc. $AAPL Shares Sold by Windsor Capital Management LLC

Windsor Capital Management LLC lessened its stake in Apple Inc. (NASDAQ:AAPL) by 7.3% during the second quarter, Holdings Channel reports. The firm owned 26,511 shares of the iPhone maker’s stock after selling 2,075 shares during the period. Apple makes up about 2.0% of Windsor Capital Management LLC’s holdings, making the stock its 18th biggest holding. Windsor Capital Management LLC’s holdings in Apple were worth $7,671,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Lifetime Wealth Management P.C. purchased a new position in Apple in the 4th quarter worth approximately $41,000. ROSS JOHNSON & Associates LLC raised its stake in shares of Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after purchasing an additional 180 shares during the period. Timmons Wealth Management LLC purchased a new stake in shares of Apple during the fourth quarter valued at approximately $69,000. LSV Asset Management acquired a new position in shares of Apple during the fourth quarter worth $65,000. Finally, Inspire Investing LLC acquired a new position in shares of Apple during the fourth quarter worth $76,000. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Insider Activity

In other news, SVP Jennifer Newstead sold 1,439 shares of the stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $307.49, for a total value of $442,478.11. Following the completion of the transaction, the senior vice president owned 38,668 shares of the company’s stock, valued at approximately $11,890,023.32. This represents a 3.59% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, insider Ben Borders sold 116 shares of the firm’s stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $295.14, for a total value of $34,236.24. Following the transaction, the insider directly owned 38,713 shares in the company, valued at $11,425,754.82. This trade represents a 0.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 2,994 shares of company stock valued at $919,567 in the last 90 days. Insiders own 0.06% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on AAPL shares. Wedbush reissued an “outperform” rating and issued a $400.00 price objective on shares of Apple in a research report on Friday, June 5th. Phillip Securities lowered Apple from a “hold” rating to a “moderate sell” rating in a research report on Monday, August 3rd. Raymond James Financial reiterated a “market perform” rating on shares of Apple in a research note on Friday, July 31st. Robert W. Baird raised their price objective on Apple from $310.00 to $330.00 and gave the company an “outperform” rating in a research note on Friday, July 24th. Finally, Wells Fargo & Company restated an “overweight” rating and set a $350.00 price objective (up from $310.00) on shares of Apple in a report on Friday, July 31st. One research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have given a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $330.53.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Incoming CEO John Ternus is expected to reassess Apple’s research-and-development budget and potentially increase spending on AI. Analysts see stronger investment in Siri and other AI products as a way to close the gap with technology rivals. Apple Could Get a New R&D and AI Budget
• Positive Sentiment: Potential product catalysts include an AI-enhanced Siri expected later this year, camera-equipped AI AirPods targeted for 2027 and a foldable iPhone that one analyst estimates could sell 14 million units by 2027. Successful launches could support a major upgrade cycle. Apple Wants to Pay Publishers to Improve Siri
• Positive Sentiment: Walmart’s nationwide rollout of contactless payments will add Apple Pay acceptance across its U.S. stores, websites and apps. The move expands Apple Pay’s reach and strengthens Apple’s services ecosystem. Walmart Adds Apple Pay Nationwide
• Neutral Sentiment: Options activity showed a modestly bullish bias, with calls outnumbering puts, while implied volatility remained below its 52-week median. However, the signal was not strong enough to establish a decisive near-term direction. Apple Options Sentiment
• Neutral Sentiment: Apple’s leadership change on September 1 is creating both opportunity and uncertainty. Bank of America maintains a Buy view but says Ternus must deliver more surprising products and technologies because the company has become increasingly predictable. Apple Must Relearn How to Surprise
• Negative Sentiment: Apple reportedly cut more than 200 positions tied to Siri and the Vision Pro headset while redirecting resources toward future devices. The restructuring may improve efficiency, but it also highlights execution challenges in AI and spatial computing.
• Negative Sentiment: Analysts have warned that Apple’s insulation from macroeconomic and competitive headwinds is fading. With shares trading at a high earnings multiple, investors may be less tolerant of slower growth, regulatory pressure and delays in AI products. Apple’s Immunity to Headwinds Is Fading
• Negative Sentiment: Reports that Apple is quietly shifting attention toward China add geopolitical and demand risk, while its substantial tax settlement and filings highlighting large profits routed through Ireland could renew regulatory scrutiny.
• Negative Sentiment: Senior Vice President Jennifer Newstead sold 1,439 shares under a prearranged Rule 10b5-1 plan. The transaction is relatively small and does not necessarily signal a change in fundamentals, but it provides a modest negative headline.

Apple Price Performance

Shares of NASDAQ:AAPL opened at $309.35 on Monday. The company has a market cap of $4.51 trillion, a PE ratio of 35.48, a P/E/G ratio of 2.65 and a beta of 1.09. Apple Inc. has a fifty-two week low of $224.69 and a fifty-two week high of $344.57. The firm has a 50-day simple moving average of $310.63 and a 200 day simple moving average of $287.16. The company has a quick ratio of 0.93, a current ratio of 1.00 and a debt-to-equity ratio of 0.66.

Apple (NASDAQ:AAPL) last issued its quarterly earnings data on Thursday, July 30th. The iPhone maker reported $2.02 EPS for the quarter, topping analysts’ consensus estimates of $1.89 by $0.13. Apple had a return on equity of 135.46% and a net margin of 27.62%.The firm had revenue of $109.42 billion during the quarter, compared to the consensus estimate of $109.04 billion. During the same period in the prior year, the business earned $1.57 EPS. The firm’s revenue was up 16.4% on a year-over-year basis. On average, sell-side analysts anticipate that Apple Inc. will post 8.76 EPS for the current year.

Apple Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, August 13th. Stockholders of record on Monday, August 10th were issued a dividend of $0.27 per share. The ex-dividend date of this dividend was Monday, August 10th. This represents a $1.08 annualized dividend and a dividend yield of 0.3%. Apple’s payout ratio is 12.39%.

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.