5,194 Shares in Apple Inc. $AAPL Bought by Osbon Capital Management LLC

Key Points

• Osbon Capital Management purchased 5,194 Apple shares worth approximately $1.5 million, making Apple about 1.2% of its portfolio. Institutional investors and hedge funds collectively own 67.73% of Apple.
• Wall Street sentiment remains favorable, with a consensus “Moderate Buy” rating and an average price target of $340.14; several firms recently raised their targets.
• Apple reported quarterly revenue growth of 16.4% and earnings that exceeded estimates, but its roughly $4.9 trillion market capitalization and elevated valuation leave investors focused on AI execution, product quality and regional demand concerns.

Osbon Capital Management LLC bought a new stake in Apple Inc. (NASDAQ:AAPL - Free Report) during the second quarter, according to its most recent disclosure with the SEC. The firm bought 5,194 shares of the iPhone maker's stock, valued at approximately $1,503,000. Apple comprises about 1.2% of Osbon Capital Management LLC's holdings, making the stock its 12th largest position.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Prospect Hill Management LLC purchased a new stake in shares of Apple during the second quarter worth approximately $146,370,000. Focus Partners Advisor Solutions LLC purchased a new stake in shares of Apple during the 2nd quarter worth $168,646,000. Wealthfront Advisers LLC acquired a new position in shares of Apple during the 2nd quarter worth $482,388,000. Sterling Financial Planning Inc. acquired a new position in Apple during the second quarter worth about $4,666,000. Finally, Baron Silver Stevens Financial Advisors LLC increased its holdings in Apple by 65.6% in the second quarter. Baron Silver Stevens Financial Advisors LLC now owns 66,717 shares of the iPhone maker's stock valued at $19,305,000 after buying an additional 26,418 shares in the last quarter. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on AAPL. Arete Research upped their price target on Apple from $305.00 to $335.00 and gave the stock a "buy" rating in a report on Wednesday, June 24th. CICC Research boosted their target price on Apple from $310.00 to $340.00 and gave the stock an "outperform" rating in a research report on Tuesday, August 4th. Royal Bank Of Canada set a $365.00 price target on Apple in a research note on Wednesday, July 15th. JPMorgan Chase & Co. reiterated a "buy" rating on shares of Apple in a research report on Monday. Finally, Piper Sandler started coverage on shares of Apple in a research note on Monday, August 17th. They issued an "overweight" rating on the stock. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, thirteen have assigned a Hold rating and two have assigned a Sell rating to the company's stock. Based on data from MarketBeat, Apple has a consensus rating of "Moderate Buy" and a consensus target price of $340.14.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Strong iPhone 18 demand supports near-term revenue. Long customer lines in India and sustained interest in the iPhone 18 Pro and Pro Max suggest Apple’s premium pricing has not materially weakened demand in a key growth market. However, regional trends are mixed, with China remaining a concern. Inside India newsletter: Apple set to take a bigger bite of the world's second-largest smartphone market
• Positive Sentiment: New hardware and possible AI expansion provide growth catalysts. Apple’s iPhone Duo foldable, M6 Mac mini and M5 Ultra Mac Studio are being positioned as evidence that the company can still generate product excitement. Reports that Apple may develop its own AI server chips could also improve control over infrastructure costs and AI performance. Could John Ternus’ Product Strategy Reshape Apple’s Next Growth Phase?
• Positive Sentiment: Analyst support remains favorable. JPMorgan reaffirmed a “buy” rating, while Bank of America maintained its “buy” rating and set a $370 target, implying further upside from recent levels. Apple analyst ratings
• Neutral Sentiment: Apple renewed Qualcomm’s global patent license agreement. The deal, effective April 1, 2027, removes a potential licensing uncertainty but also highlights Apple’s continuing relationship with Qualcomm for modem-related technology. Qualcomm, Apple extend licensing agreement for chips
• Negative Sentiment: Valuation and AI execution are major investor concerns. Commentators argue that AAPL’s large gains and roughly $4.9 trillion market capitalization leave limited room for disappointment, particularly if Apple’s AI products fail to match Meta’s rapidly advancing AI agents and wearables. Apple stock could be 32% overpriced after fresh AI cost warnings
• Negative Sentiment: Near-term execution issues add pressure. Reports of an iPhone 18 Pro reboot problem requiring a software update, Fitness+ layoffs and an executive’s stock sale may reinforce concerns about product quality, cost control and insider confidence. Apple says software update to fix iPhone 18 Pro rebooting bug is coming next week

Insider Transactions at Apple

In other Apple news, SVP Jennifer Newstead sold 2,399 shares of Apple stock in a transaction that occurred on Tuesday, September 22nd. The shares were sold at an average price of $340.06, for a total value 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 approximately $15,095,603.46. The trade was a 5.13% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders have sold a total of 11,031 shares of company stock worth $3,535,759 in the last quarter. 0.06% of the stock is currently owned by company insiders.

Apple Stock Down 0.3%

AAPL opened at $335.92 on Friday. The firm has a market cap of $4.90 trillion, a P/E ratio of 38.52, a PEG ratio of 2.95 and a beta of 1.08. The business's fifty day simple moving average is $321.41 and its 200 day simple moving average is $297.07. Apple Inc. has a 52 week low of $243.42 and a 52 week high of $345.34. The company has a quick ratio of 0.93, a current ratio of 1.00 and a debt-to-equity ratio of 0.66.

Apple (NASDAQ:AAPL - Get Free Report) last released its earnings results on Thursday, July 30th. The iPhone maker reported $2.02 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.89 by $0.13. Apple had a net margin of 27.62% and a return on equity of 135.46%. The company 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 earned $1.57 EPS. The firm's quarterly revenue was up 16.4% on a year-over-year basis. As a group, equities research analysts anticipate that Apple Inc. will post 8.74 EPS for the current fiscal year.

Apple Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, August 13th. Investors of record on Monday, August 10th were paid 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 dividend yield of 0.3%. Apple's dividend payout ratio is presently 12.39%.

Apple Company Profile

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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