Apple Inc. $AAPL Position Boosted by Livforsakringsbolaget Skandia Omsesidigt

Livforsakringsbolaget Skandia Omsesidigt boosted its stake in shares of Apple Inc. (NASDAQ:AAPL) by 1.7% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 683,600 shares of the iPhone maker’s stock after purchasing an additional 11,265 shares during the period. Apple comprises about 7.5% of Livforsakringsbolaget Skandia Omsesidigt’s investment portfolio, making the stock its 2nd biggest position. Livforsakringsbolaget Skandia Omsesidigt’s holdings in Apple were worth $185,830,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently bought and sold shares of AAPL. Isthmus Partners LLC lifted its position in shares of Apple by 6.4% in the third 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 lifted its position in shares of Apple by 110.9% in the third 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 lifted its position in shares of Apple by 1,800.0% in the first 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 position in shares of Apple in the fourth quarter valued at about $65,000. Finally, 49 Wealth Management LLC lifted its position in shares of Apple by 15.7% in the third quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker’s stock valued at $76,000 after acquiring an additional 40,543 shares in the last quarter. 67.73% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Morgan Stanley and TD Cowen raised their price targets on Apple after WWDC, signaling confidence that the AI rollout could support longer-term upside. Morgan Stanley revamps Apple stock target after key event
• Positive Sentiment: Analysts say Apple’s new AI features may help spark a bigger iPhone upgrade cycle and strengthen Services revenue over time. Apple’s AI could usher in a historic upgrade cycle that investors are overlooking
• Neutral Sentiment: Apple introduced a more capable Siri and platform-wide AI upgrades at WWDC, which could matter for future device demand, but investors are still waiting for proof of monetization. WWDC 2026: Everything announced on Siri AI, iOS 27, Apple Intelligence and more
• Negative Sentiment: The stock fell after WWDC because the AI reveal did not deliver the immediate breakthrough many investors expected, and the rollout looks gradual rather than explosive. Why Apple (AAPL) Shares Are Sliding Today
• Negative Sentiment: Some analysts warned that older iPhones may not be able to run the new AI features well, limiting the addressable installed base and near-term upside. Apple’s AI Siri will be held back by aging devices, Morgan Stanley says

Apple Price Performance

NASDAQ:AAPL opened at $291.58 on Thursday. The company has a current ratio of 1.07, a quick ratio of 1.02 and a debt-to-equity ratio of 0.70. The company has a market capitalization of $4.28 trillion, a P/E ratio of 35.26, a P/E/G ratio of 2.53 and a beta of 1.09. Apple Inc. has a 12 month low of $195.07 and a 12 month high of $317.40. The business’s 50-day moving average is $284.09 and its 200 day moving average is $271.97.

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

Apple Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, May 14th. Investors of record on Monday, May 11th were given a $0.27 dividend. This is an increase from Apple’s previous quarterly dividend of $0.26. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date was Monday, May 11th. Apple’s dividend payout ratio (DPR) is presently 13.06%.

Insider Transactions at Apple

In related news, CFO Kevan Parekh sold 1,534 shares of the business’s stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $275.00, for a total value of $421,850.00. Following the sale, the chief financial officer directly owned 13,366 shares in the company, valued at approximately $3,675,650. The trade was a 10.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Deirdre O’brien sold 30,002 shares of the business’s 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 completion of the sale, the senior vice president owned 136,810 shares in the company, valued at $34,934,433.50. This represents a 17.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 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 over the last three months. Corporate insiders own 0.06% of the company’s stock.

Wall Street Analyst Weigh In

AAPL has been the topic of several research analyst reports. Needham & Company LLC restated a “hold” rating on shares of Apple in a research report on Tuesday. Sanford C. Bernstein restated an “outperform” rating on shares of Apple in a research report on Monday. Monness Crespi & Hardt boosted their price objective on Apple from $315.00 to $335.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Oppenheimer restated a “market perform” rating on shares of Apple in a research report on Tuesday. Finally, Barclays restated an “underweight” rating on shares of Apple in a research report on Tuesday. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Apple has an average rating of “Moderate Buy” and a consensus target price of $314.59.

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.