MSH Capital Advisors LLC Has $46.29 Million Holdings in Apple Inc. $AAPL

MSH Capital Advisors LLC raised its stake in Apple Inc. (NASDAQ:AAPL) by 348.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 170,265 shares of the iPhone maker’s stock after acquiring an additional 132,283 shares during the quarter. Apple makes up approximately 9.9% of MSH Capital Advisors LLC’s investment portfolio, making the stock its largest position. MSH Capital Advisors LLC’s holdings in Apple were worth $46,288,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently made changes to their positions in the stock. Isthmus Partners LLC increased its stake 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 buying an additional 5,808 shares during the period. Sellwood Investment Partners LLC increased its position in Apple by 110.9% during the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock valued at $34,000 after purchasing an additional 71 shares during the period. ROSS JOHNSON & Associates LLC increased its position in Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after purchasing an additional 180 shares during the period. LSV Asset Management acquired a new stake in Apple during the 4th quarter valued at approximately $65,000. Finally, 49 Wealth Management LLC increased its position in Apple by 15.7% during the 3rd quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker’s stock valued at $76,000 after purchasing an additional 40,543 shares during the period. Institutional investors own 67.73% of the company’s stock.

Apple Price Performance

Shares of AAPL opened at $301.54 on Tuesday. Apple Inc. has a 12-month low of $195.07 and a 12-month high of $317.40. The business’s fifty day moving average is $282.36 and its 200 day moving average is $271.63. 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 $4.43 trillion, a P/E ratio of 36.46, a P/E/G ratio of 2.68 and a beta of 1.09.

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

Apple Increases Dividend

The business also recently disclosed 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 was Monday, May 11th. This represents a $1.08 annualized dividend and a yield of 0.4%. Apple’s dividend payout ratio (DPR) is 13.06%.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple’s new Siri AI and broader Apple Intelligence rollout could improve user engagement, strengthen the ecosystem, and support longer-term monetization across its large installed base. Apple introduces Siri AI, a profoundly more capable and personal assistant
• Positive Sentiment: Wedbush and other bullish analysts said the WWDC announcements could unlock significant AI-driven upside, with one note calling the event a potential catalyst for meaningful monetization across Apple’s installed base. AI Could Add $75-$100 to Apple Stock (AAPL), Says Top Wedbush Analyst after WWDC Event
• Neutral Sentiment: Apple expanded developer tools and AI frameworks, including cheaper access to its Foundation Models for smaller developers, which may help grow the ecosystem but is unlikely to move near-term earnings immediately. Apple bets cheaper AI will woo small developers
• Negative Sentiment: The market’s reaction suggests investors wanted a bigger AI breakthrough; several reports said Apple shares faded after the announcements as the new platform was seen as underwhelming versus high expectations. Apple (AAPL) Stock Slides after New AI Platform Underwhelms
• Negative Sentiment: Apple is still being viewed as late to AI, and some coverage framed WWDC as catch-up rather than a clear leadership moment, raising concerns that the announcements may not be enough to drive a new wave of hardware upgrades right away. Apple plays catch-up at WWDC

Insider Buying and Selling

In other Apple news, insider Ben Borders sold 1,274 shares of the firm’s stock in a transaction on Friday, May 8th. The stock was sold at an average price of $290.00, for a total transaction of $369,460.00. Following the transaction, the insider directly owned 38,713 shares in the company, valued at approximately $11,226,770. This trade represents a 3.19% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Deirdre O’brien sold 30,002 shares of the firm’s stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $255.35, for a total value of $7,661,010.70. Following the transaction, the senior vice president owned 136,810 shares in the company, valued at approximately $34,934,433.50. This trade represents a 17.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 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 in the last 90 days. Insiders own 0.06% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on AAPL. Moffett Nathanson increased their target price on shares of Apple from $241.00 to $270.00 and gave the company a “neutral” rating in a research report on Wednesday, February 25th. The Goldman Sachs Group restated a “buy” rating on shares of Apple in a report on Monday, March 2nd. Jefferies Financial Group set a $330.00 price target on Apple in a report on Wednesday, March 4th. Wedbush restated an “outperform” rating and set a $400.00 price target on shares of Apple in a report on Friday. Finally, KeyCorp restated a “sector weight” rating on shares of Apple in a report on Thursday, March 12th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $312.82.

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.