Apple Inc. $AAPL is Middleton & Co. Inc. MA’s 2nd Largest Position

Middleton & Co. Inc. MA reduced its position in Apple Inc. (NASDAQ:AAPL) by 2.0% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 227,411 shares of the iPhone maker’s stock after selling 4,538 shares during the quarter. Apple comprises about 6.6% of Middleton & Co. Inc. MA’s holdings, making the stock its 2nd largest position. Middleton & Co. Inc. MA’s holdings in Apple were worth $61,824,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the company. Reyes Financial Architecture Inc. increased its stake in Apple by 0.4% in the 3rd quarter. Reyes Financial Architecture Inc. now owns 9,898 shares of the iPhone maker’s stock valued at $2,520,000 after buying an additional 37 shares during the period. WESPAC Advisors LLC increased its stake in Apple by 0.3% in the 4th quarter. WESPAC Advisors LLC now owns 12,326 shares of the iPhone maker’s stock valued at $3,351,000 after buying an additional 39 shares during the period. American Alpha Advisors LLC increased its stake in Apple by 3.7% in the 3rd quarter. American Alpha Advisors LLC now owns 1,151 shares of the iPhone maker’s stock valued at $293,000 after buying an additional 41 shares during the period. Seven Springs Wealth Group LLC increased its stake in Apple by 0.3% in the 3rd quarter. Seven Springs Wealth Group LLC now owns 15,451 shares of the iPhone maker’s stock valued at $3,934,000 after buying an additional 42 shares during the period. Finally, Avant Capital LLC increased its stake in Apple by 0.9% in the 3rd quarter. Avant Capital LLC now owns 4,814 shares of the iPhone maker’s stock valued at $1,226,000 after buying an additional 43 shares during the period. 67.73% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on AAPL shares. Barclays reissued an “underweight” rating and issued a $253.00 price objective (up from $248.00) on shares of Apple in a research note on Friday, May 1st. Evercore reissued an “outperform” rating and issued a $365.00 price objective on shares of Apple in a research note on Thursday, May 14th. Stifel Nicolaus set a $330.00 price target on shares of Apple in a research note on Monday, March 2nd. Moffett Nathanson upped their price target on shares of Apple from $241.00 to $270.00 and gave the stock a “neutral” rating in a research note on Wednesday, February 25th. Finally, KeyCorp reaffirmed a “sector weight” rating on shares of Apple in a research note on Thursday, March 12th. One investment 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 given a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $310.31.

Apple Price Performance

Apple stock opened at $310.85 on Thursday. Apple Inc. has a 52 week low of $195.07 and a 52 week high of $313.26. The company has a quick ratio of 1.02, a current ratio of 1.07 and a debt-to-equity ratio of 0.70. The firm’s 50-day simple moving average is $273.03 and its 200 day simple moving average is $269.45. The firm has a market capitalization of $4.57 trillion, a PE ratio of 37.59, a P/E/G ratio of 2.68 and a beta of 1.06.

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, beating analysts’ consensus estimates of $1.95 by $0.06. The company had revenue of $111.18 billion for the quarter, compared to analyst estimates of $109.46 billion. Apple had a net margin of 27.15% and a return on equity of 146.69%. The firm’s quarterly revenue was up 16.6% on a year-over-year basis. During the same period in the prior year, the firm earned $1.65 EPS. On average, equities research analysts predict 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 $0.27 dividend. This is a positive change 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 payout ratio is currently 13.06%.

More Apple News

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

Insider Activity

In other Apple news, insider Ben Borders sold 1,274 shares of the company’s stock in a transaction dated Friday, May 8th. The shares were sold at an average price of $290.00, for a total value of $369,460.00. Following the transaction, the insider directly owned 38,713 shares in the company, valued at approximately $11,226,770. This represents a 3.19% 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 company’s stock in a transaction dated Thursday, April 2nd. The shares were sold at an average price of $255.35, for a total transaction of $7,661,010.70. Following the completion of the transaction, the senior vice president owned 136,810 shares in the company, valued at approximately $34,934,433.50. This trade represents a 17.99% decrease in their ownership of the stock. 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 valued at $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.