67,359 Shares of Apple Inc. $AAPL Bought by Markowski Investments

Key Points

• Markowski Investments bought 67,359 Apple shares worth approximately $19.5 million during the second quarter, making Apple 4.3% of its portfolio and its sixth-largest holding.
• Several other institutions also initiated Apple positions, and institutional investors now own 67.73% of the company. Analysts maintain a broadly positive outlook, with a consensus “Moderate Buy” rating and an average price target of $340.02.
• Apple reported quarterly revenue of $109.42 billion, up 16.4% year over year, and exceeded earnings expectations. However, its roughly 38-times earnings valuation, potential margin pressure from rising memory costs, and concerns about AI monetization remain key risks.

Markowski Investments bought a new stake in Apple Inc. (NASDAQ:AAPL - Free Report) during the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 67,359 shares of the iPhone maker's stock, valued at approximately $19,491,000. Apple makes up 4.3% of Markowski Investments' investment portfolio, making the stock its 6th biggest position.

Several other large investors have also modified their holdings of AAPL. Prospect Hill Management LLC acquired a new position in Apple in the second quarter worth $146,370,000. Focus Partners Advisor Solutions LLC bought a new stake in Apple during the second quarter valued at $168,646,000. Wealthfront Advisers LLC acquired a new stake in shares of Apple during the second quarter worth $482,388,000. Satovsky Asset Management LLC bought a new position in shares of Apple in the 2nd quarter worth about $16,064,000. Finally, Saranac Partners Ltd bought a new position in shares of Apple in the 2nd quarter worth about $9,513,000. Institutional investors own 67.73% of the company's stock.

Analyst Upgrades and Downgrades

Several brokerages have commented on AAPL. The Goldman Sachs Group assumed coverage on shares of Apple in a research report on Monday, August 17th. They issued a "buy" rating on the stock. Phillip Securities boosted their target price on Apple from $290.00 to $300.00 and gave the company a "neutral" rating in a research note on Monday, September 14th. Raymond James Financial reaffirmed a "market perform" rating on shares of Apple in a research note on Friday, July 31st. Oppenheimer reiterated a "market perform" rating on shares of Apple in a report on Thursday, September 10th. Finally, JPMorgan Chase & Co. reissued a "buy" rating on shares of Apple in a research note on Monday, September 21st. One analyst has rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, fourteen have assigned a Hold rating and two have given a Sell rating to the company's stock. Based on data from MarketBeat, Apple has a consensus rating of "Moderate Buy" and an average price target of $340.02.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is reportedly partnering with LG to develop smart-home products including a smart lock, thermostat and doorbell. Expanding into connected-home hardware could deepen the Apple ecosystem and create additional long-term revenue opportunities. Apple smart home partnership
• Positive Sentiment: App Store revenue growth rebounded to approximately 5% in September after a weaker August, suggesting improving momentum for Apple’s high-margin Services business. The recovery is supportive, although UBS remains cautious about the durability of the growth. App Store growth rebounds
• Positive Sentiment: Apple’s latest reported quarter remains a fundamental support: revenue rose 16.4% year over year to $109.42 billion and earnings exceeded analyst expectations. Investor optimism is also tied to a potential Siri overhaul and stronger AI capabilities.
• Neutral Sentiment: Apple is trading above many analyst price targets, while its roughly 38-times earnings valuation leaves limited room for execution disappointments. Investors are watching whether a possible $1,999 foldable iPhone can justify premium pricing and sustain the current market multiple. Apple valuation and memory costs
• Neutral Sentiment: Apple’s weighting in major index and technology ETFs remains substantial as Apple, Microsoft and Nvidia together account for about 21% of the S&P 500. This supports demand through passive investing but also increases concentration and valuation risk. Apple ETF exposure
• Negative Sentiment: Memory-cost inflation could pressure gross margins, while analysts expect earnings growth to slow to roughly 8.5% in 2027. Concerns that Apple remains behind rivals in AI monetization make the premium valuation more difficult to defend. Apple earnings multiple concerns
• Negative Sentiment: CEO John Ternus, Timothy Cook and SVP Deirdre O’Brien sold shares worth roughly $87.8 million in total. The filings cited tax withholding related to vested equity awards, reducing the signal of bearish intent, but the insider selling may still create short-term headline pressure. Apple insider sales

Insider Buying and Selling

In related news, SVP Deirdre O'brien sold 46,389 shares of the company's 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 sale, the senior vice president directly owned 136,810 shares of the company's stock, valued at approximately $45,615,190.20. This represents a 25.32% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Timothy D. Cook sold 191,753 shares of the firm's stock in a transaction 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 completion of the transaction, the insider owned 3,264,168 shares in the company, valued at $1,086,837,377.28. The trade was a 5.55% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last three months, insiders have sold 276,984 shares of company stock worth $92,116,025. 0.06% of the stock is currently owned by company insiders.

Apple Price Performance

NASDAQ AAPL opened at $333.63 on Wednesday. Apple Inc. has a fifty-two week low of $243.42 and a fifty-two week high of $345.34. The stock's 50-day moving average is $321.95 and its two-hundred day moving average is $301.49. The firm has a market cap of $4.87 trillion, a P/E ratio of 38.26, a price-to-earnings-growth ratio of 2.65 and a beta of 1.07. The company has a debt-to-equity ratio of 0.66, a current ratio of 1.00 and a quick ratio of 0.93.

Apple (NASDAQ:AAPL - Get Free Report) last released its quarterly earnings results 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 company had revenue of $109.42 billion during the quarter, compared to the consensus estimate of $109.04 billion. Apple had a return on equity of 135.46% and a net margin of 27.62%.The firm's revenue was up 16.4% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.57 EPS. On average, analysts anticipate that Apple Inc. will post 8.75 earnings per share for the current fiscal year.

Apple Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, August 13th. Shareholders 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 dividend on an annualized basis and a yield of 0.3%. Apple's dividend payout ratio is presently 12.39%.

About Apple

Apple Inc is a technology company that designs, develops and markets 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 software platforms, including iOS, macOS, iPadOS, watchOS and visionOS.

Apple's services business includes the App Store, Apple Music, Apple TV+, Apple Arcade, Apple News+, Apple Fitness+ and iCloud.

Want to see what other hedge funds are holding AAPL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Apple Inc. (NASDAQ:AAPL - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.