NWF Advisory Services Inc. Has $30.88 Million Position in Apple Inc. $AAPL

NWF Advisory Services Inc. reduced its position in shares of Apple Inc. (NASDAQ:AAPL) by 7.1% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 121,668 shares of the iPhone maker’s stock after selling 9,259 shares during the period. Apple accounts for about 3.5% of NWF Advisory Services Inc.’s holdings, making the stock its 4th biggest position. NWF Advisory Services Inc.’s holdings in Apple were worth $30,878,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. TFR Capital LLC. grew its position in Apple by 6.3% in the 1st quarter. TFR Capital LLC. now owns 59,441 shares of the iPhone maker’s stock worth $15,086,000 after purchasing an additional 3,533 shares in the last quarter. Principal Financial Group Inc. increased its stake in Apple by 1.7% in the 1st quarter. Principal Financial Group Inc. now owns 21,342,814 shares of the iPhone maker’s stock valued at $5,416,593,000 after buying an additional 348,745 shares during the last quarter. Sfam LLC lifted its position in shares of Apple by 1.0% during the 1st quarter. Sfam LLC now owns 4,709 shares of the iPhone maker’s stock worth $1,195,000 after buying an additional 46 shares in the last quarter. Citizens National Bank Trust Department boosted its stake in shares of Apple by 17.0% in the 1st quarter. Citizens National Bank Trust Department now owns 152,949 shares of the iPhone maker’s stock worth $38,817,000 after buying an additional 22,187 shares during the last quarter. Finally, Chicago Partners Investment Group LLC boosted its stake in shares of Apple by 2.5% in the 1st quarter. Chicago Partners Investment Group LLC now owns 301,461 shares of the iPhone maker’s stock worth $82,350,000 after buying an additional 7,415 shares during the last quarter. 67.73% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Apple

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

Apple Trading Up 0.9%

NASDAQ:AAPL opened at $340.08 on Wednesday. The company has a market cap of $4.99 trillion, a P/E ratio of 41.12, a P/E/G ratio of 2.91 and a beta of 1.10. The stock’s fifty day moving average price is $308.22 and its two-hundred day moving average price is $280.18. Apple Inc. has a 1 year low of $201.50 and a 1 year high of $342.89. The company has a debt-to-equity ratio of 0.70, a current ratio of 1.07 and a quick ratio of 1.02.

Apple (NASDAQ:AAPL) last announced 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 company had revenue of $111.18 billion during the quarter, compared to analysts’ expectations of $109.46 billion. Apple had a return on equity of 146.69% and a net margin of 27.15%.The firm’s quarterly revenue was up 16.6% compared to the same quarter last year. During the same period in the previous year, the business earned $1.65 earnings per share. As a group, analysts expect that Apple Inc. will post 8.76 EPS for the current year.

Apple Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, May 14th. Shareholders of record on Monday, May 11th were paid a $0.27 dividend. The ex-dividend date was Monday, May 11th. This represents a $1.08 annualized dividend and a yield of 0.3%. This is an increase from Apple’s previous quarterly dividend of $0.26. Apple’s dividend payout ratio is 13.06%.

Insider Buying and Selling

In other Apple news, insider Ben Borders sold 1,274 shares of Apple stock in a transaction dated Friday, May 8th. The stock was 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 of the company’s stock, valued at $11,226,770. The trade was a 3.19% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 0.06% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

A number of analysts recently commented on the company. Morgan Stanley set a $364.00 price target on Apple and gave the company an “overweight” rating in a research report on Thursday, July 23rd. UBS Group set a $365.00 price objective on Apple in a research report on Tuesday, July 21st. Needham & Company LLC restated a “hold” rating on shares of Apple in a research note on Tuesday, June 9th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Apple in a research report on Monday, June 8th. Finally, Jefferies Financial Group reiterated a “hold” rating on shares of Apple in a research note on Tuesday, June 9th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, nine have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, Apple presently has an average rating of “Moderate Buy” and an average target price of $327.40.

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.