Vaughan Nelson Investment Management, L.P. Adds $45M in Apple Inc. ($AAPL)
Vaughan Nelson Investment Management has significantly increased its position in Apple Inc., boosting its stake by 26.6%.
Key Points
- Vaughan Nelson Investment Management raised its Apple holdings by 158,269 shares, a 26.6% increase, totaling 752,384 shares worth $219 million.
- Apple's stock trades around $291.08 with a market cap of $4.28 trillion, a P/E ratio of 35.2, and a 52-week range of $195.07 to $317.40.
- Insider Arthur Levinson sold significant shares in May, and analysts like Morgan Stanley maintain a 'buy' rating with price targets up to $400.
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Vaughan Nelson Investment Management significantly increased its stake in Apple Inc. (NasdaqGS: AAPL), adding 158,269 shares according to its latest Form 13F filing with the SEC. This move boosted its Apple holdings by 26.6%, bringing the total to 752,384 shares valued at approximately $219 million as of April 16, 2026.
What Changed in Vaughan Nelson's Apple Position
Vaughan Nelson's decision to boost its position in Apple reflects a substantial investment increase. The firm previously held 594,115 shares and added 158,269 shares during the reporting period, marking a 26.6% rise. The total value of Vaughan Nelson's Apple holdings now stands at about $219 million.
Other Institutional Activity in Apple
Several other major institutional investors also adjusted their Apple holdings. BlackRock, Inc. reduced its stake by 9,970,306 shares, ending with about 1.14 billion shares worth $290.5 billion. Geode Capital Management, LLC increased its position by 10,584,437 shares, bringing its total to approximately 368.6 million shares valued at $93.3 billion. Meanwhile, State Street Corp trimmed its holdings by 1,715,096 shares, now holding 602.3 million shares worth $152.9 billion.
Apple Inc. Stock Down 10.2%
Shares of Apple Inc. are currently trading around $291.08. The company boasts a massive market cap of about $4.28 trillion. Apple's price-to-earnings (P/E) ratio stands at 35.2, with a forward P/E of 30.3. The stock's 52-week range is between $195.07 and $317.40, and it has a beta of 1.086, indicating moderate volatility compared to the market.
$AAPL stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
Apple reported revenue of $451.4 billion, reflecting a growth of 16.6%. The company's earnings per share (EPS) is $8.27, with a net margin of 27.2% and a return on equity (ROE) of 141.5%. Apple is scheduled to announce its next earnings on April 30, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
10 analysts raised price targets.
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EPS & revenue
EPS beat estimates by 1.1%. Revenue missed estimates by 0.6%.
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Profit surprise
EBITDA beat by 2 percent. Operating income beat by 3 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
10 target raises.
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Earnings quality
Gross margin up 2.2 points. Operating margin up 1.2 points. Positive free cash flow.
Earnings Call Summary
Apple delivered its best-ever quarter with 143.8 billion dollars in revenue, up 16 percent. iPhone surged 23 percent to 85.3 billion dollars driven by strong customer demand for the iPhone 17 lineup and record upgraders in China and India. Services hit an all-time record of 30 billion dollars, up 14 percent, while the installed base reached 2.5 billion active devices. Management highlighted Apple Intelligence features resonating with users and expanded retail presence in India as growth drivers.
Guidance Apple expects March quarter revenue to grow 13 percent to 16 percent year over year, with services growing at a similar rate to December. Gross margin should land between 48 percent to 49 percent. The company faces iPhone supply constraints from advanced chip demand but remains confident in the business outlook.
Slightly positive report. The quarter was acceptable, but the forward setup is not strong.
Dividend
Apple pays an annual dividend of $1.08 per share, yielding 0.37%. The dividend payout ratio is 12.59%, reflecting the portion of earnings paid out as dividends to shareholders.
Insider Buying and Selling at Apple Inc.
Several insiders have been active in trading Apple shares. Notably, Arthur Levinson sold 250,000 shares on May 6, 2026, at an average price of $284.76. Additionally, Ben Borders, the Principal Accounting Officer, sold 1,274 shares at $290 per share on May 8, 2026, under a Rule 10b5-1 plan.
Analysts Set New Price Targets
On June 9, 2026, TD Cowen and Maxim Group both maintained their 'buy' ratings for Apple, setting price targets at $350. Morgan Stanley also maintained a 'buy' rating with a target of $360. The consensus among 43 analysts remains a 'buy', with an average target price of $312.72.
About Apple Inc.
Apple Inc., headquartered in Cupertino, California, is a leading technology company that designs and sells consumer electronics, software, and services. Known for its innovative products like the iPhone, iPad, and Mac computers, Apple also offers services such as the App Store, Apple Music, and Apple Pay. Under the leadership of CEO Timothy D. Cook, Apple employs approximately 166,000 people worldwide.
Bottom Line
Vaughan Nelson's increased stake in Apple highlights confidence in the tech giant's future. Apple's robust financials and continued innovation make it a closely watched stock. Keep in mind that 13F filings are historical and don't necessarily reflect current positions.
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