Nvest Wealth Strategies Inc. Buys Shares of 2,105 Apple Inc. $AAPL

Nvest Wealth Strategies Inc. bought a new stake in shares of Apple Inc. (NASDAQ:AAPL) in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund bought 2,105 shares of the iPhone maker’s stock, valued at approximately $572,000. Apple comprises about 0.4% of Nvest Wealth Strategies Inc.’s investment portfolio, making the stock its 19th largest holding.

Other institutional investors have also recently added to or reduced their stakes in the company. Isthmus Partners LLC boosted its holdings in shares of Apple by 6.4% during the third quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker’s stock valued at $25,000 after acquiring an additional 5,808 shares during the period. Sellwood Investment Partners LLC boosted its holdings in shares of Apple by 110.9% during the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock valued at $34,000 after acquiring an additional 71 shares during the period. ROSS JOHNSON & Associates LLC boosted its holdings in shares of Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after acquiring an additional 180 shares during the period. LSV Asset Management acquired a new position in shares of Apple during the fourth quarter valued at $65,000. Finally, 49 Wealth Management LLC boosted its holdings in shares of Apple by 15.7% during the third quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker’s stock valued at $76,000 after acquiring an additional 40,543 shares during the period. Institutional investors own 67.73% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have recently issued reports on AAPL. Wells Fargo & Company reissued an “overweight” rating and set a $310.00 price target (up from $300.00) on shares of Apple in a report on Friday, May 1st. Stephens set a $315.00 price target on shares of Apple in a report on Monday, January 26th. Phillip Securities raised shares of Apple from a “moderate sell” rating to a “hold” rating in a report on Sunday, February 1st. KGI Securities raised shares of Apple to an “outperform” rating and set a $306.00 price target for the company in a report on Friday, January 30th. Finally, UBS Group set a $296.00 price target on shares of Apple and gave the company a “neutral” rating in a report on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Apple currently has an average rating of “Moderate Buy” and a consensus price target of $308.74.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple said it blocked $2.2 billion in App Store fraud in 2025, reinforcing the strength of its platform controls and the durability of its services ecosystem. Apple Says It Blocked $2.2 Billion in App Store Fraud
• Positive Sentiment: Reports say Apple is bucking the worst smartphone slump since COVID, with iPhone 17 demand helping Apple stand out as the only top-five smartphone brand expected to grow in April 2026. Apple Bucks Worst Smartphone Slump Since COVID
• Positive Sentiment: Evercore ISI reiterated an Outperform rating and lifted its price target to $365, while other commentary highlighted Apple as a long-term earnings and free-cash-flow compounder. Is Apple Inc. One of Louis Navellier’s Top Long-Term Stock Picks on Earning Growth Prospects?
• Positive Sentiment: Analysts also pointed to Apple’s AI push and services opportunity, including a path to significantly higher service revenue as Apple Intelligence rolls out. Apple Inc. Targets $15B Service Revenue via AI
• Neutral Sentiment: Apple’s request for U.S. Supreme Court review of an Epic Games contempt order adds legal uncertainty, but the immediate stock impact is likely limited unless the Court takes the case. Apple asks US Supreme Court to review contempt order in Epic Games lawsuit
• Neutral Sentiment: Several articles framed Apple as a core long-term holding and a major competitor in AI, wearables, and consumer tech, which is supportive to sentiment but not a direct new catalyst. Should Investors Buy Microsoft Stock Instead of Apple Stock?
• Negative Sentiment: KeyBanc turned more cautious on Apple, warning that valuation looks stretched and that the shares may be due for profit-taking, which could cap upside in the near term. KeyBanc Turns Cautious on Apple Stock as Valuation Concerns Grow. It’s Due for Profit-Taking.

Apple Price Performance

Shares of NASDAQ AAPL opened at $304.99 on Friday. Apple Inc. has a twelve month low of $193.46 and a twelve month high of $305.54. The company has a current ratio of 1.07, a quick ratio of 1.02 and a debt-to-equity ratio of 0.70. The company has a market capitalization of $4.48 trillion, a price-to-earnings ratio of 36.88, a PEG ratio of 2.63 and a beta of 1.06. The firm has a 50-day moving average of $268.68 and a two-hundred day moving average of $268.34.

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

Apple Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, May 14th. Shareholders of record on Monday, May 11th were issued a $0.27 dividend. The ex-dividend date was Monday, May 11th. This is a positive change from Apple’s previous quarterly dividend of $0.26. This represents a $1.08 annualized dividend and a dividend yield of 0.4%. Apple’s dividend payout ratio is 13.06%.

Insider Activity at Apple

In related news, CFO Kevan Parekh sold 1,534 shares of the firm’s stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $275.00, for a total transaction of $421,850.00. Following the transaction, the chief financial officer owned 13,366 shares of the company’s stock, valued at approximately $3,675,650. This trade represents a 10.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Timothy D. Cook sold 64,949 shares of the firm’s stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $254.23, for a total transaction of $16,511,984.27. Following the transaction, the chief executive officer directly owned 3,280,418 shares in the company, valued at approximately $833,980,668.14. The trade was a 1.94% decrease in their position. 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 sold 97,759 shares of company stock valued at $24,964,305 over the last ninety days. 0.06% of the stock is owned by company insiders.

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.