Lyell Wealth Management LP Buys 438 Shares of Apple Inc. (NASDAQ:AAPL)
2025-04-26T07:49:06Z
Lyell Wealth Management LP increased its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 0.2% in the 4th quarter, Holdings Channel reports. The firm owned 185,415 shares of the iPhone maker’s stock after purchasing an additional 438 shares during the perio…
Lyell Wealth Management LP increased its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 0.2% in the 4th quarter, Holdings Channel reports. The firm owned 185,415 shares of the iPhone maker’s stock after purchasing an additional 438 shares during the period. Apple accounts for approximately 4.2% of Lyell Wealth Management LP’s holdings, making the stock its 2nd biggest position. Lyell Wealth Management LP’s holdings in Apple were worth $46,432,000 at the end of the most recent reporting period.
A number of other large investors have also recently added to or reduced their stakes in AAPL. Amara Financial LLC. acquired a new stake in shares of Apple in the third quarter worth $288,000. Silicon Valley Capital Partners boosted its holdings in Apple by 12.8% in the 3rd quarter. Silicon Valley Capital Partners now owns 253,743 shares of the iPhone maker’s stock valued at $59,122,000 after purchasing an additional 28,799 shares during the period. Catalyst Financial Partners LLC grew its position in Apple by 4.2% in the 3rd quarter. Catalyst Financial Partners LLC now owns 96,589 shares of the iPhone maker’s stock worth $22,505,000 after purchasing an additional 3,935 shares during the last quarter. Vestcor Inc increased its holdings in shares of Apple by 10.1% during the 3rd quarter. Vestcor Inc now owns 375,539 shares of the iPhone maker’s stock worth $87,501,000 after purchasing an additional 34,414 shares during the period. Finally, 5th Street Advisors LLC raised its position in shares of Apple by 32.9% during the third quarter. 5th Street Advisors LLC now owns 15,100 shares of the iPhone maker’s stock valued at $3,518,000 after buying an additional 3,736 shares during the last quarter. Institutional investors own 67.73% of the company’s stock.
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Analyst Ratings Changes
AAPL has been the subject of several recent research reports. TD Cowen reaffirmed a “buy” rating on shares of Apple in a report on Tuesday, January 28th. Argus upgraded Apple to a “strong-buy” rating in a research note on Friday, January 31st. Barclays lifted their price target on shares of Apple from $183.00 to $197.00 and gave the stock an “underweight” rating in a research note on Friday, January 31st. DA Davidson dropped their price objective on shares of Apple from $290.00 to $230.00 and set a “buy” rating for the company in a research note on Monday, April 14th. Finally, Needham & Company LLC reiterated a “buy” rating and set a $225.00 target price on shares of Apple in a research report on Monday, April 14th. Two research analysts have rated the stock with a sell rating, eleven have given a hold rating, twenty-two have assigned a buy rating and two have given a strong buy rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $233.88.
Apple Stock Up 0.4 %
Shares of NASDAQ AAPL opened at $209.28 on Friday. The company has a current ratio of 0.92, a quick ratio of 0.88 and a debt-to-equity ratio of 1.26. The firm has a market capitalization of $3.14 trillion, a PE ratio of 33.22, a price-to-earnings-growth ratio of 2.44 and a beta of 1.26. The firm’s 50-day moving average is $215.71 and its 200-day moving average is $229.31. Apple Inc. has a 1 year low of $169.11 and a 1 year high of $260.10.
Apple (NASDAQ:AAPL – Get Free Report) last released its earnings results on Thursday, January 30th. The iPhone maker reported $2.40 EPS for the quarter, topping analysts’ consensus estimates of $2.36 by $0.04. Apple had a net margin of 24.30% and a return on equity of 160.83%. Equities analysts expect that Apple Inc. will post 7.28 EPS for the current year.
Apple Dividend Announcement
The business also recently announced a quarterly dividend, which was paid on Thursday, February 13th. Stockholders of record on Monday, February 10th were given a dividend of $0.25 per share. The ex-dividend date of this dividend was Monday, February 10th. This represents a $1.00 annualized dividend and a dividend yield of 0.48%. Apple’s payout ratio is currently 15.87%.
Insider Activity
In related news, COO Jeffrey E. Williams sold 35,493 shares of the business’s stock in a transaction that occurred on Wednesday, April 2nd. The shares were sold at an average price of $224.01, for a total transaction of $7,950,786.93. Following the completion of the transaction, the chief operating officer now owns 390,059 shares in the company, valued at approximately $87,377,116.59. The trade was a 8.34 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Kevan Parekh sold 4,570 shares of Apple stock in a transaction on Wednesday, April 23rd. The stock was sold at an average price of $206.00, for a total transaction of $941,420.00. Following the transaction, the chief financial officer now directly owns 4,569 shares in the company, valued at approximately $941,214. This represents a 50.01 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 187,021 shares of company stock valued at $41,760,140 in the last ninety days. 0.06% of the stock is owned by insiders.
About Apple
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Apple Inc designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. The company offers iPhone, a line of smartphones; Mac, a line of personal computers; iPad, a line of multi-purpose tablets; and wearables, home, and accessories comprising AirPods, Apple TV, Apple Watch, Beats products, and HomePod.
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