Private Capital Advisors Inc. Has $72.20 Million Stake in Apple Inc. $AAPL

Posted by Mitch Edgeman on Jun 7th, 2026

Private Capital Advisors Inc. cut its stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 9.7% in the 4th quarter, Holdings Channel reports. The firm owned 265,568 shares of the iPhone maker’s stock after selling 28,650 shares during the quarter. Apple comprises approximately 7.4% of Private Capital Advisors Inc.’s holdings, making the stock its 2nd biggest position. Private Capital Advisors Inc.’s holdings in Apple were worth $72,197,000 as of its most recent SEC filing.

Other institutional investors also recently made changes to their positions in the company. Sellwood Investment Partners LLC increased 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 worth $34,000 after acquiring an additional 71 shares during the period. ROSS JOHNSON & Associates LLC increased 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 worth $42,000 after acquiring an additional 180 shares during the period. LSV Asset Management acquired a new stake in shares of Apple in the 4th quarter worth about $65,000. PayPay Securities Corp increased its holdings in shares of Apple by 52.1% in the 4th quarter. PayPay Securities Corp now owns 365 shares of the iPhone maker’s stock worth $99,000 after acquiring an additional 125 shares during the period. Finally, eCIO Inc. acquired a new stake in shares of Apple in the 4th quarter worth about $112,000. 67.73% of the stock is owned by institutional investors.

Apple Stock Performance

Shares of AAPL opened at $307.34 on Friday. The firm has a 50-day moving average price of $281.39 and a 200 day moving average price of $271.37. The firm has a market capitalization of $4.51 trillion, a PE ratio of 37.16, a P/E/G ratio of 2.68 and a beta of 1.09. The company has a quick ratio of 1.02, a current ratio of 1.07 and a debt-to-equity ratio of 0.70. Apple Inc. has a 52-week low of $195.07 and a 52-week high of $316.94.

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

Apple Increases Dividend

The firm also recently disclosed 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 positive change from Apple’s previous quarterly dividend of $0.26. The ex-dividend date was Monday, May 11th. This represents a $1.08 annualized dividend and a dividend yield of 0.4%. Apple’s payout ratio is 13.06%.

Analyst Ratings Changes

AAPL has been the topic of a number of analyst reports. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $310.00 price objective (up from $300.00) on shares of Apple in a report on Friday, May 1st. KeyCorp reaffirmed a “sector weight” rating on shares of Apple in a report on Thursday, March 12th. Stifel Nicolaus set a $330.00 price objective on shares of Apple in a report on Monday, March 2nd. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Apple in a report on Monday, March 2nd. Finally, Evercore reaffirmed an “outperform” rating and issued a $365.00 price objective on shares of Apple in a report on Thursday, May 14th. One 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 assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $312.82.

Check Out Our Latest Report on Apple

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

Positive Sentiment: Apple’s WWDC keynote is expected to highlight a revamped Siri, Apple Intelligence updates, and a broader AI strategy, which could act as a near-term catalyst if the company shows meaningful progress. Will WWDC Drive Apple Stock (AAPL) Higher? Here’s What Analysts Expect
Positive Sentiment: Analysts remain constructive, with Citi reiterating a Buy and Wedbush reaffirming Outperform with a $400 target, citing Apple’s AI inflection point and resilient iPhone fundamentals. Asiya Merchant Reiterates Buy on Apple, Citing AI Strategy Inflection and Resilient iPhone Fundamentals
Positive Sentiment: Apple’s App Store update showed $1.4 trillion in sales and billings last year, reinforcing the scale of its Services ecosystem even as most transactions did not carry a commission. Apple touts $1.4 trillion in App Store billings and sales, 90% without a commission
Positive Sentiment: Foxconn raised its second-quarter outlook, a constructive signal for Apple’s supply chain and iPhone demand, since Foxconn is Apple’s top iPhone assembler. Taiwan’s Foxconn raises guidance for second-quarter outlook
Neutral Sentiment: Reports that Apple may rely on Google cloud infrastructure and Nvidia chips to power a redesigned Siri suggest the company is prioritizing speed to market, but they also underscore that Apple is leaning on outside partners for its AI push. Apple Taps Google to Prep Siri For September Revamp
Negative Sentiment: Some coverage warns that Apple still faces a high bar to justify its valuation, and UBS noted decelerating App Store growth could pressure the Services growth story if AI execution disappoints. Investors Should Worry About Apple’s (AAPL) Decelerating App Store Growth, Says UBS

Insider Buying and Selling at Apple

In other news, insider Ben Borders sold 1,274 shares of the firm’s stock in a transaction dated Friday, May 8th. The shares were sold at an average price of $290.00, for a total transaction of $369,460.00. Following the completion of the transaction, the insider owned 38,713 shares in the company, valued at approximately $11,226,770. This trade represents a 3.19% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, CEO Timothy D. Cook sold 64,949 shares of the firm’s stock in a transaction dated Thursday, April 2nd. The shares were sold at an average price of $254.23, for a total transaction of $16,511,984.27. Following the transaction, the chief executive officer owned 3,280,418 shares of the company’s stock, valued at approximately $833,980,668.14. This trade represents a 1.94% 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. In the last quarter, insiders have sold 97,759 shares of company stock worth $24,964,305. Company insiders own 0.06% of the company’s stock.

About Apple

(Free Report)

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.