Atala Financial Inc Takes Position in Apple Inc. (NASDAQ:AAPL)

May 24, 2025

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Atala Financial Inc bought a new stake in Apple Inc. (NASDAQ:AAPL – Free Report) during the 4th quarter, HoldingsChannel reports. The fund bought 17,503 shares of the iPhone maker’s stock, valued at approximately $4,383,000. Apple comprises 3.1% of Atala Financial Inc’s investment portfolio, making the stock its 5th largest holding.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. State Street Corp raised its stake in shares of Apple by 10.6% in the third quarter. State Street Corp now owns 584,010,284 shares of the iPhone maker’s stock valued at $136,074,372,000 after acquiring an additional 55,935,105 shares during the period. FMR LLC increased its stake in Apple by 5.3% in the 3rd quarter. FMR LLC now owns 363,859,362 shares of the iPhone maker’s stock worth $84,779,231,000 after buying an additional 18,224,005 shares during the period. Geode Capital Management LLC increased its stake in Apple by 6.5% in the 3rd quarter. Geode Capital Management LLC now owns 333,857,500 shares of the iPhone maker’s stock worth $77,542,863,000 after buying an additional 20,483,787 shares during the period. Charles Schwab Investment Management Inc. increased its stake in Apple by 3.3% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 98,099,411 shares of the iPhone maker’s stock worth $24,566,054,000 after buying an additional 3,156,680 shares during the period. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in Apple by 1.9% in the 3rd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 91,568,390 shares of the iPhone maker’s stock worth $21,335,435,000 after buying an additional 1,742,087 shares during the period. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Apple Stock Down 3.0%

AAPL stock opened at $195.27 on Friday. The firm has a 50 day moving average of $205.04 and a 200 day moving average of $225.92. The stock has a market capitalization of $2.92 trillion, a PE ratio of 31.00, a price-to-earnings-growth ratio of 2.44 and a beta of 1.27. The company has a quick ratio of 0.88, a current ratio of 0.92 and a debt-to-equity ratio of 1.26. Apple Inc. has a 52 week low of $169.21 and a 52 week high of $260.10.

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Apple (NASDAQ:AAPL – Get Free Report) last released its earnings results on Thursday, May 1st. The iPhone maker reported $1.65 EPS for the quarter, topping analysts’ consensus estimates of $1.62 by $0.03. The company had revenue of $95.36 billion during the quarter, compared to analysts’ expectations of $94.04 billion. Apple had a net margin of 24.30% and a return on equity of 160.83%. Apple’s revenue for the quarter was up 5.1% on a year-over-year basis. During the same period last year, the business earned $1.53 EPS. Sell-side analysts forecast that Apple Inc. will post 7.28 earnings per share for the current year.

Apple announced that its Board of Directors has approved a stock repurchase plan on Thursday, May 1st that allows the company to buyback $100.00 billion in shares. This buyback authorization allows the iPhone maker to purchase up to 3.1% of its stock through open market purchases. Stock buyback plans are generally an indication that the company’s management believes its stock is undervalued.

Apple Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, May 15th. Investors of record on Monday, May 12th were paid a $0.26 dividend. The ex-dividend date was Monday, May 12th. This is a boost from Apple’s previous quarterly dividend of $0.25. This represents a $1.04 dividend on an annualized basis and a yield of 0.53%. Apple’s dividend payout ratio (DPR) is 16.20%.

Insider Buying and Selling

In other Apple news, COO Jeffrey E. Williams sold 35,493 shares of Apple 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 sale, the chief operating officer now directly owns 390,059 shares in the company, valued at approximately $87,377,116.59. The trade was a 8.34% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, insider Chris Kondo sold 4,486 shares of Apple stock in a transaction that occurred on Monday, May 12th. The shares were sold at an average price of $208.19, for a total transaction of $933,940.34. Following the sale, the insider now owns 15,533 shares of the company’s stock, valued at approximately $3,233,815.27. The trade was a 22.41% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 191,507 shares of company stock worth $42,694,080 in the last three months. Corporate insiders own 0.06% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms recently commented on AAPL. Barclays reduced their price target on shares of Apple from $197.00 to $173.00 and set an “underweight” rating on the stock in a research note on Wednesday, April 30th. JPMorgan Chase & Co. reduced their price target on shares of Apple from $270.00 to $245.00 and set an “overweight” rating on the stock in a research note on Monday, April 14th. DA Davidson raised their price target on shares of Apple from $230.00 to $250.00 and gave the stock a “buy” rating in a research note on Friday, May 2nd. Needham & Company LLC reaffirmed a “buy” rating and issued a $225.00 price target on shares of Apple in a research note on Friday, May 2nd. Finally, Monness Crespi & Hardt cut their target price on shares of Apple from $260.00 to $245.00 and set a “buy” rating on the stock in a research report on Friday, May 2nd. Four analysts have rated the stock with a sell rating, eleven have issued a hold rating, eighteen have issued a buy rating and two have given a strong buy rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $235.80.

Read Our Latest Stock Report on Apple

Apple Company Profile

(Free Report)

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.