1,526 Apple Inc. $AAPL Shares Purchased by Consilium Wealth Advisory LLC

Key Points

• Consilium Wealth Advisory increased its Apple stake by 2.1%, purchasing 1,526 shares to hold 75,246 shares worth approximately $25.1 million. Institutional investors collectively own 67.73% of Apple.
• Apple insiders sold 286,853 shares worth about $95.5 million over the past three months, including Tim Cook’s $63.8 million sale; the transactions were made to cover tax withholding on vested equity awards.
• Analysts maintain a broadly positive outlook, with a consensus “Moderate Buy” rating and an average price target of $340.12. Apple recently exceeded earnings and revenue expectations, while its stock traded near its 12-month high at $347.73.

Consilium Wealth Advisory LLC grew its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 2.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 75,246 shares of the iPhone maker's stock after buying an additional 1,526 shares during the quarter. Apple accounts for approximately 7.5% of Consilium Wealth Advisory LLC's holdings, making the stock its 3rd biggest holding. Consilium Wealth Advisory LLC's holdings in Apple were worth $25,059,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Avenir Tech Ltd purchased a new position in Apple during the second quarter worth $29,000. Longfellow Investment Management Co. LLC purchased a new stake in Apple during the 2nd quarter worth about $30,000. ABS Investment Management LLC acquired a new position in Apple in the 2nd quarter valued at about $376,168,000. Bamco Inc. NY acquired a new position in Apple in the 2nd quarter valued at about $118,000. Finally, Bard Associates Inc. acquired a new position in Apple in the 2nd quarter valued at about $161,000. 67.73% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Apple

In other Apple news, insider Timothy Cook sold 191,753 shares of the stock in a transaction that occurred on Friday, October 2nd. The shares were sold at an average price of $332.96, for a total transaction of $63,846,078.88. Following the transaction, the insider owned 3,264,168 shares of the company's stock, valued at $1,086,837,377.28. This trade represents a 5.55% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, SVP Deirdre O'brien sold 46,389 shares of Apple stock in a transaction on Friday, October 2nd. The shares were sold at an average price of $333.42, for a total transaction of $15,467,020.38. Following the completion of the transaction, the senior vice president owned 136,810 shares in the company, valued at approximately $45,615,190.20. This trade represents a 25.32% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders sold 286,853 shares of company stock worth $95,477,342. 0.06% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of equities research analysts have recently commented on AAPL shares. Citigroup reiterated a "buy" rating on shares of Apple in a report on Thursday, September 10th. Moffett Nathanson set a $283.00 price objective on shares of Apple and gave the company a "neutral" rating in a research note on Tuesday. DA Davidson reissued a "neutral" rating and set a $270.00 price objective on shares of Apple in a research note on Wednesday, September 2nd. Needham & Company LLC restated a "hold" rating on shares of Apple in a research report on Thursday, October 1st. Finally, Rosenblatt Securities reaffirmed a "neutral" rating and issued a $303.00 target price on shares of Apple in a research note on Thursday, September 10th. One investment analyst has rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, fifteen have issued a Hold rating and two have given a Sell rating to the company's stock. According to MarketBeat.com, Apple currently has a consensus rating of "Moderate Buy" and an average target price of $340.12.

Apple Trading Down 0.1%

NASDAQ AAPL opened at $347.73 on Friday. Apple Inc. has a 12 month low of $243.42 and a 12 month high of $351.73. The company has a 50-day moving average of $329.75 and a 200-day moving average of $309.34. The company has a debt-to-equity ratio of 0.66, a current ratio of 1.00 and a quick ratio of 0.93. The company has a market cap of $5.07 trillion, a P/E ratio of 39.88, a P/E/G ratio of 2.75 and a beta of 1.07.

Apple (NASDAQ:AAPL - Get Free Report) last announced its quarterly earnings data on Thursday, July 30th. The iPhone maker reported $2.02 earnings per share for the quarter, topping the consensus estimate of $1.89 by $0.13. Apple had a net margin of 27.62% and a return on equity of 135.46%. The business had revenue of $109.42 billion for the quarter, compared to analyst estimates of $109.04 billion. During the same period in the prior year, the firm posted $1.57 EPS. The company's revenue was up 16.4% on a year-over-year basis. As a group, equities analysts predict that Apple Inc. will post 8.75 earnings per share for the current year.

Apple Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, August 13th. Investors of record on Monday, August 10th were given a dividend of $0.27 per share. The ex-dividend date of this dividend was Monday, August 10th. This represents a $1.08 annualized dividend and a yield of 0.3%. Apple's dividend payout ratio is 12.39%.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Strong iPhone Duo demand is the primary catalyst. The foldable phone launched globally Friday amid long lines, limited store inventory and reports that preorders are backordered into 2027. Supply-chain reports indicate Apple raised its first-year shipment target by 44%, to roughly 14 million units. The premium product could expand Apple’s addressable market and support revenue growth. Apple fans react as iPhone Duo hits stores
• Positive Sentiment: The launch strengthens Apple’s broader hardware and services roadmap. Analysts are evaluating whether the Duo can drive accessory, software and services revenue, while potential touchscreen Macs, smart-home products and an Apple-Schneider Electric energy-management partnership provide additional growth opportunities. Will Apple take over the smart home
• Positive Sentiment: Apple briefly reclaimed the title of world’s most valuable public company. AAPL approached or surpassed Nvidia’s approximately $5 trillion valuation as Nvidia shares weakened during a broader AI-stock selloff. Investors are treating Apple’s substantial cash generation and lower AI infrastructure spending as a relative safe haven. Apple tops Nvidia in market value
• Neutral Sentiment: The next major test is earnings. Apple’s fiscal fourth-quarter results are expected November 2, with investors looking for evidence that iPhone Duo demand, holiday sales and margins justify a stock trading near 40 times earnings. Analysts remain broadly constructive, but the average price target is close to recent trading levels.
• Negative Sentiment: Execution and valuation risks remain significant. Some early users have reported cracked foldable screens, while reviews cite first-generation glitches, a $2,000 price and limitations involving the camera and apps. These issues could affect returns, customer satisfaction and adoption.
• Negative Sentiment: Insider selling adds a modest cautionary signal. Senior Vice President Jennifer Newstead sold approximately $815,000 of AAPL shares, following several similar sales. The transaction is small relative to Apple’s size but may reinforce concerns that the stock has become expensive.

About Apple

Apple Inc designs, develops and sells consumer electronics, software and digital services. Its best-known products include the iPhone smartphone, Mac personal computers, iPad tablets, Apple Watch, AirPods and other accessories. The company also develops operating systems and applications that support its hardware ecosystem.

Apple's services business includes the App Store, Apple Music, Apple TV, Apple Arcade, iCloud, Apple Pay and other subscription, payment and digital-content offerings.

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