Silicon Valley Capital Partners Has $51.78 Million Position in Apple Inc. $AAPL

Silicon Valley Capital Partners decreased its holdings in Apple Inc. (NASDAQ:AAPL) by 2.1% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 204,015 shares of the iPhone maker’s stock after selling 4,399 shares during the quarter. Apple accounts for about 5.1% of Silicon Valley Capital Partners’ investment portfolio, making the stock its 7th largest position. Silicon Valley Capital Partners’ holdings in Apple were worth $51,777,000 as of its most recent filing with the SEC.

Several other institutional investors also recently modified their holdings of AAPL. Lifetime Wealth Management P.C. acquired a new stake in Apple during the 4th quarter worth about $41,000. ROSS JOHNSON & Associates LLC boosted its holdings 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 worth $42,000 after buying an additional 180 shares during the period. LSV Asset Management purchased a new position in shares of Apple in the fourth quarter worth approximately $65,000. Timmons Wealth Management LLC purchased a new position in shares of Apple in the fourth quarter worth approximately $69,000. Finally, Inspire Investing LLC acquired a new stake in shares of Apple during the fourth quarter valued at approximately $76,000. Institutional investors own 67.73% of the company’s stock.

Apple Trading Up 1.0%

Shares of NASDAQ:AAPL opened at $305.26 on Friday. The firm has a fifty day moving average of $309.00 and a two-hundred day moving average of $285.04. The firm has a market capitalization of $4.46 trillion, a P/E ratio of 35.01, a price-to-earnings-growth ratio of 2.59 and a beta of 1.09. Apple Inc. has a 12-month low of $223.78 and a 12-month high of $344.57. The company has a quick ratio of 0.93, a current ratio of 1.00 and a debt-to-equity ratio of 0.66.

Apple (NASDAQ:AAPL) last posted its quarterly earnings results on Thursday, July 30th. The iPhone maker reported $2.02 earnings per share for the quarter, topping analysts’ consensus estimates of $1.89 by $0.13. Apple had a net margin of 27.62% and a return on equity of 135.46%. The business had revenue of $109.42 billion for the quarter, compared to the consensus estimate of $109.04 billion. During the same period in the prior year, the business posted $1.57 earnings per share. Apple’s revenue for the quarter was up 16.4% compared to the same quarter last year. On average, equities analysts expect that Apple Inc. will post 8.76 EPS for the current fiscal year.

Apple Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, August 13th. Shareholders of record on Monday, August 10th were paid a $0.27 dividend. The ex-dividend date was Monday, August 10th. This represents a $1.08 dividend on an annualized basis and a yield of 0.4%. Apple’s payout ratio is 12.39%.

Wall Street Analysts Forecast Growth

A number of research firms recently commented on AAPL. BNP Paribas Exane raised shares of Apple from a “neutral” rating to an “outperform” rating and set a $300.00 price objective for the company in a research note on Friday, April 17th. Needham & Company LLC reissued a “hold” rating on shares of Apple in a research note on Friday, July 31st. Citigroup restated a “buy” rating and issued a $365.00 target price (up from $315.00) on shares of Apple in a report on Monday, July 13th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Apple in a research report on Monday, June 8th. Finally, TD Cowen lifted their price target on Apple from $350.00 to $400.00 and gave the company a “buy” rating in a report on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, ten have given a Hold rating and four have assigned a Sell rating to the company. Based on data from MarketBeat, Apple presently has a consensus rating of “Moderate Buy” and an average target price of $328.60.

Insider Activity

In other news, SVP Jennifer Newstead sold 1,439 shares of Apple stock in a transaction dated Tuesday, August 11th. The stock was sold at an average price of $307.75, for a total transaction of $442,852.25. Following the completion of the sale, the senior vice president directly owned 40,107 shares in the company, valued at $12,342,929.25. The trade was a 3.46% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Ben Borders sold 116 shares of the business’s stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $295.14, for a total value of $34,236.24. Following the completion of the sale, the insider directly owned 38,713 shares of the company’s stock, valued at approximately $11,425,754.82. The trade was a 0.30% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Corporate insiders own 0.06% of the company’s stock.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple reportedly received approximately $2.2 billion in tariff refunds, which could support near-term cash flow and earnings. More than 40 S&P 500 companies have reported receiving refunds from the broader tariff program. S&P 500 Companies Claim First Payouts From $100 Billion Tariff Refund Wave
• Positive Sentiment: Apple opened a 20,000-square-foot Advanced Manufacturing Center in Houston, where it plans to assemble Mac mini computers and co-locate advanced AI-server production. The facility strengthens Apple’s U.S. manufacturing narrative and may improve supplier capabilities. Apple’s Tim Cook joined by Howard Lutnick in opening Houston manufacturing plant
• Positive Sentiment: Norway’s sovereign wealth fund disclosed Apple as its second-largest global holding, valued at roughly 522 billion Norwegian kroner. The position provides a signal of continued confidence from a major long-term investor. Apple Stock Rises While Norway Fund Reveals Huge Position
• Neutral Sentiment: Apple is negotiating performance-based licensing agreements with publishers to supply current content for an upgraded, AI-powered Siri. The deals could improve Siri’s usefulness, but the potential nine-figure expense would pressure services margins and monetization remains uncertain. Apple in Talks to Pay Publishers to Improve AI-Powered Siri
• Negative Sentiment: Jefferies reduced its Apple price target, questioning whether the company has enough product and artificial-intelligence momentum to justify its premium valuation. Google’s new Pixel 11 lineup also intensifies competition ahead of Apple’s expected Siri and iPhone updates. Apple Stock Falls After Jefferies Slashes Price Target
• Negative Sentiment: Rising memory and other component costs could erode Apple’s margins even if demand remains strong. Apple is testing Chinese supplier CXMT for DRAM, which could diversify supply but introduces geopolitical and quality-related risks. Apple Stock’s Biggest Risk Is The Memory Bill, Not Demand
• Negative Sentiment: Senior Vice President Jennifer Newstead sold 1,439 Apple shares for approximately $443,000, reducing her direct stake by 3.46%. The transaction is relatively small but may add modest insider-selling pressure. Apple SEC Form 4 Insider Sale

Apple 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.