Apple Inc. $AAPL Stock Holdings Lowered by Retirement Planning Group LLC

Retirement Planning Group LLC cut its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 10.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 161,459 shares of the iPhone maker’s stock after selling 18,964 shares during the period. Apple makes up approximately 1.3% of Retirement Planning Group LLC’s holdings, making the stock its 15th biggest position. Retirement Planning Group LLC’s holdings in Apple were worth $40,977,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Mattern Capital Management LLC grew its position in Apple by 1.1% in the first quarter. Mattern Capital Management LLC now owns 77,600 shares of the iPhone maker’s stock worth $19,694,000 after buying an additional 867 shares during the last quarter. Objective Capital Management LLC lifted its position in shares of Apple by 0.5% during the 1st quarter. Objective Capital Management LLC now owns 9,270 shares of the iPhone maker’s stock valued at $2,353,000 after acquiring an additional 47 shares during the last quarter. NBZ Investment Advisors LLC boosted its stake in shares of Apple by 12.0% during the 1st quarter. NBZ Investment Advisors LLC now owns 13,081 shares of the iPhone maker’s stock worth $3,320,000 after acquiring an additional 1,400 shares in the last quarter. Integrity Wealth Solutions LLC boosted its stake in shares of Apple by 4.1% during the 1st quarter. Integrity Wealth Solutions LLC now owns 17,846 shares of the iPhone maker’s stock worth $4,529,000 after acquiring an additional 707 shares in the last quarter. Finally, Bleakley Financial Group LLC grew its holdings in shares of Apple by 4.6% in the 1st quarter. Bleakley Financial Group LLC now owns 717,733 shares of the iPhone maker’s stock worth $182,153,000 after acquiring an additional 31,623 shares during the last quarter. 67.73% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

AAPL has been the topic of a number of recent analyst reports. Robert W. Baird boosted their target price on Apple from $310.00 to $330.00 and gave the stock an “outperform” rating in a research report on Friday, July 24th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Apple in a research report on Wednesday, July 15th. TD Cowen boosted their price objective on Apple from $335.00 to $350.00 and gave the stock a “buy” rating in a report on Tuesday, June 9th. Royal Bank Of Canada set a $365.00 price objective on shares of Apple in a research note on Wednesday, July 15th. Finally, Bank of America reiterated a “buy” rating and issued a $380.00 target price on shares of Apple in a report on Thursday, June 18th. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, Apple currently has an average rating of “Moderate Buy” and a consensus price target of $327.40.

Apple Stock Performance

Shares of Apple stock opened at $340.08 on Wednesday. Apple Inc. has a 12 month low of $201.50 and a 12 month high of $342.89. 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 stock has a market cap of $4.99 trillion, a PE ratio of 41.12, a price-to-earnings-growth ratio of 2.91 and a beta of 1.10. The business has a fifty day simple moving average of $308.22 and a 200-day simple moving average of $280.18.

Apple (NASDAQ:AAPL) last posted its quarterly earnings results 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. The firm had revenue of $111.18 billion for the quarter, compared to analyst estimates of $109.46 billion. Apple had a return on equity of 146.69% and a net margin of 27.15%.Apple’s quarterly revenue was up 16.6% on a year-over-year basis. During the same period in the previous year, the firm earned $1.65 earnings per share. On average, sell-side analysts anticipate that Apple Inc. will post 8.76 EPS for the current fiscal year.

Apple Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, May 14th. Shareholders of record on Monday, May 11th were paid a dividend of $0.27 per share. This is a boost from Apple’s previous quarterly dividend of $0.26. The ex-dividend date of this dividend was Monday, May 11th. This represents a $1.08 annualized dividend and a yield of 0.3%. Apple’s dividend payout ratio (DPR) is presently 13.06%.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Investor optimism is building ahead of earnings. Analysts expect continued strength in iPhone and Services revenue, while Goldman Sachs raised its price target and projected outperformance in iPhone and Mac sales. Options activity also indicates expectations for a substantial post-earnings move. Goldman raises Apple price target
• Positive Sentiment: Apple launched Apple Upgrade, a U.S. leasing program powered by Klarna. Customers can lease iPhones, Macs, iPads and Apple Watches through monthly payments, including iPhone plans starting at $17.99. The program could improve affordability, support upgrade frequency and broaden access to Apple’s hardware ecosystem. Apple launches US device leasing program with Klarna
• Neutral Sentiment: Apple’s privacy positioning is receiving favorable attention after users’ seemingly private Claude AI conversations appeared in Google search results. The publicity may reinforce Apple’s privacy brand, although the direct financial impact is unclear. Claude chats exposed in Google searches
• Negative Sentiment: Valuation and execution risks are elevated. KeyBanc remains bearish, citing slowing unit and user growth, while Apple’s premium earnings multiple leaves limited room for an earnings or outlook disappointment. Investors will closely watch iPhone demand, Services growth, margins and management commentary during Tim Cook’s final earnings call as CEO. Apple earnings preview
• Negative Sentiment: Rising memory and component costs could pressure hardware margins, particularly if tariffs restrict Apple’s access to lower-cost Chinese suppliers. Separately, a lawsuit alleges that a fraudulent Bitcoin wallet app on the App Store caused about $1.8 million in losses, creating a modest App Store oversight and reputational risk. Memory tariffs and Apple margins

Insider Buying and Selling at Apple

In other news, insider Ben Borders sold 1,274 shares of the company’s stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $290.00, for a total value of $369,460.00. Following the transaction, the insider owned 38,713 shares in the company, valued at $11,226,770. This represents a 3.19% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.06% of the stock is 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.