10,790 Shares of Apple Inc. $AAPL Purchased by Windsor Advisory Group LLC

Key Points

• Windsor Advisory Group LLC purchased 10,790 Apple shares worth approximately $3.12 million during the second quarter, making Apple about 2.3% of its portfolio and its 10th-largest holding.
• Institutional ownership remains high at 67.73%, while analysts maintain a “Moderate Buy” consensus and an average price target of $340.14, despite some rating downgrades.
• Apple’s strong iPhone 18 demand and recent earnings performance support the stock, but elevated valuation, rising component costs, AI competition, and legal issues remain key risks.

Windsor Advisory Group LLC bought a new stake in Apple Inc. (NASDAQ:AAPL - Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 10,790 shares of the iPhone maker's stock, valued at approximately $3,122,000. Apple comprises approximately 2.3% of Windsor Advisory Group LLC's holdings, making the stock its 10th biggest holding.

Several other hedge funds also recently bought and sold shares of the stock. Longfellow Investment Management Co. LLC purchased a new position in shares of Apple during the 2nd quarter worth approximately $30,000. Lifetime Wealth Management P.C. purchased a new stake in Apple in the fourth quarter valued at approximately $41,000. Ascentis Wealth Management LLC raised its position in Apple by 822.7% in the second quarter. Ascentis Wealth Management LLC now owns 292,493 shares of the iPhone maker's stock valued at $85,000 after purchasing an additional 260,792 shares during the period. Basso Capital Management L.P. acquired a new position in Apple during the fourth quarter worth $88,000. Finally, Bard Associates Inc. purchased a new position in shares of Apple during the fourth quarter worth $109,000. Hedge funds and other institutional investors own 67.73% of the company's stock.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: iPhone 18 demand remains encouraging. Long lines in India and strong interest in the iPhone 18 Pro and Pro Max suggest Apple’s premium pricing is holding up in an important growth market. Evercore ISI raised its price target to $380 from $365 while maintaining an outperform rating. Apple iPhone demand in India
• Positive Sentiment: Momentum and technical positioning remain supportive. AAPL has gained roughly 10% over the past month and is approaching a potential buy point, helping sustain investor interest. Bank of America and JPMorgan have reiterated bullish ratings, while several analysts maintain targets above the current trading range. Apple stock approaches buy point
• Neutral Sentiment: Apple is expanding its product ecosystem. The company plans a refreshed HomePod mini, while reports suggest it may develop its own AI server chips. These initiatives could support future ecosystem engagement and infrastructure efficiency, but they are not yet material earnings drivers. Apple to release new HomePod mini
• Negative Sentiment: Rising component costs could pressure margins. Bernstein warned that surging memory and other smartphone component costs may weigh on gross margins and earnings in the December quarter, particularly as Apple introduces more expensive iPhones. Apple’s expensive new iPhones and margins
• Negative Sentiment: Valuation and AI execution remain key risks. At nearly $5 trillion in market value and about 38–39 times earnings, Apple requires continued earnings growth to justify its valuation. Analysts argue Alphabet’s Gemini ecosystem and monetization progress currently give it an edge in consumer AI, while Meta’s AI devices add competitive pressure. Alphabet versus Apple in consumer AI
• Negative Sentiment: Legal and product issues add uncertainty. A judge certified a class of payment card issuers in an Apple Pay antitrust lawsuit alleging improper fees. Separately, Apple is preparing a software fix for an iPhone 18 Pro reboot problem. Apple Pay class-action lawsuit

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on the company. Deutsche Bank Aktiengesellschaft cut Apple from a "buy" rating to a "hold" rating in a research note on Monday, August 17th. Sanford C. Bernstein restated an "outperform" rating on shares of Apple in a report on Friday. DA Davidson restated a "neutral" rating and set a $270.00 target price on shares of Apple in a report on Wednesday, September 2nd. HSBC reaffirmed a "buy" rating and issued a $366.00 target price on shares of Apple in a research report on Tuesday, September 8th. Finally, Raymond James Financial reissued a "market perform" rating on shares of Apple in a research report on Friday, July 31st. One research analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, thirteen have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, Apple presently has a consensus rating of "Moderate Buy" and a consensus target price of $340.14.

Insider Transactions at Apple

In other Apple news, SVP Jennifer Newstead sold 2,399 shares of Apple stock in a transaction dated Tuesday, September 22nd. The stock was sold at an average price of $340.06, for a total transaction of $815,803.94. Following the completion of the sale, the senior vice president directly owned 44,391 shares of the company's stock, valued at $15,095,603.46. The trade was a 5.13% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Over the last ninety days, insiders sold 11,031 shares of company stock worth $3,535,759. 0.06% of the stock is owned by insiders.

Apple Stock Performance

Shares of NASDAQ:AAPL opened at $341.07 on Monday. Apple Inc. has a 52 week low of $243.42 and a 52 week high of $345.34. The company's 50 day moving average is $321.56 and its two-hundred day moving average is $297.64. The company has a current ratio of 1.00, a quick ratio of 0.93 and a debt-to-equity ratio of 0.66. The company has a market cap of $4.98 trillion, a PE ratio of 39.11, a P/E/G ratio of 2.96 and a beta of 1.08.

Apple (NASDAQ:AAPL - Get Free Report) last released its quarterly earnings data on Thursday, July 30th. The iPhone maker reported $2.02 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.89 by $0.13. The business had revenue of $109.42 billion during the quarter, compared to analysts' expectations of $109.04 billion. Apple had a net margin of 27.62% and a return on equity of 135.46%. The company's revenue for the quarter was up 16.4% on a year-over-year basis. During the same period in the previous year, the company earned $1.57 EPS. Equities analysts predict that Apple Inc. will post 8.74 earnings per share for the current fiscal year.

Apple Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, August 13th. Shareholders of record on Monday, August 10th were paid a $0.27 dividend. The ex-dividend date was Monday, August 10th. This represents a $1.08 dividend on an annualized basis and a yield of 0.3%. Apple's dividend payout ratio (DPR) is currently 12.39%.

About Apple

Apple Inc is a technology company that designs, develops and markets consumer electronics, software and digital services. Its principal products include the iPhone, Mac computers, iPad tablets, Apple Watch, AirPods and other accessories. The company also develops operating systems and applications that support its hardware products.

Apple's services business includes the App Store, Apple Music, Apple TV, Apple Arcade, Apple Fitness+, Apple News+, Apple Pay and iCloud. These services provide digital content, payments, cloud storage and subscription offerings across the company's ecosystem of devices.

Founded in 1976, Apple is headquartered in Cupertino, California, and serves consumers, businesses, educational institutions and government customers worldwide.

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