Apple Inc. $AAPL Shares Acquired by Foguth Wealth Management LLC.

Key Points

• Foguth Wealth Management increased its Apple stake by 13.2% in the first quarter, bringing its holdings to 34,238 shares valued at approximately $8.69 million. Institutional investors collectively own 67.73% of Apple.
• Apple reported quarterly earnings of $2.02 per share on $109.42 billion in revenue, exceeding analyst expectations, while revenue rose 16.4% year over year. The company also maintains a $0.27 quarterly dividend, yielding about 0.4%.
• Apple faces mixed outlook factors: potential advances in China-specific AI, Siri and U.S. manufacturing are positive, but analysts cite delayed product innovation, limited near-term AI momentum, rising memory costs and strong competition from Google. The stock has a “Moderate Buy” consensus rating with an average price target of $328.60.

Foguth Wealth Management LLC. increased its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 13.2% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 34,238 shares of the iPhone maker's stock after acquiring an additional 3,986 shares during the period. Apple makes up approximately 1.1% of Foguth Wealth Management LLC.'s portfolio, making the stock its 27th biggest holding. Foguth Wealth Management LLC.'s holdings in Apple were worth $8,689,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of AAPL. Lifetime Wealth Management P.C. acquired a new stake in shares of Apple during the 4th quarter valued at approximately $41,000. ROSS JOHNSON & Associates LLC raised its stake in shares of Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock worth $42,000 after buying an additional 180 shares during the last quarter. Timmons Wealth Management LLC purchased a new stake in shares of Apple in the 4th quarter worth about $69,000. LSV Asset Management acquired a new stake in Apple in the 4th quarter valued at about $65,000. Finally, Inspire Investing LLC acquired a new stake in Apple in the 4th quarter valued at about $76,000. Hedge funds and other institutional investors own 67.73% of the company's stock.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is reportedly training a China-specific large language model with Alibaba’s support. The initiative could bring Apple Intelligence to Chinese users, improve Apple’s competitive position against Huawei and reduce reliance on third-party AI models in a key market. Apple trains China-specific AI model
• Positive Sentiment: Apple opened an advanced manufacturing center in Houston that will support AI-server production, Mac mini assembly and workforce training. The facility reinforces Apple’s U.S. investment plans and may improve supply-chain resilience and relations with policymakers. Apple opens Houston manufacturing facility
• Positive Sentiment: Apple reportedly received about $2.2 billion in tariff refunds. The cash recovery could offset some trade-related expenses and support near-term earnings and cash flow. Apple tariff refund report
• Positive Sentiment: Apple is discussing usage-based content agreements with publishers to improve the upgraded Siri’s access to current information. A stronger Siri could help narrow Apple’s perceived AI gap and support future services growth. Apple publisher talks for Siri
• Neutral Sentiment: Apple proposed a 15% commission on purchases made through external links in iOS apps amid its continuing legal dispute with Epic. The proposal could preserve some App Store revenue, but the final regulatory and legal outcome remains uncertain. Apple proposes external purchase commission
• Neutral Sentiment: Apple’s valuation remains demanding, with a market capitalization near $4.5 trillion and a forward earnings outlook that leaves the stock sensitive to execution. An insider sale by SVP Jennifer Newstead was disclosed, though such transactions do not necessarily indicate a change in corporate fundamentals. Apple insider sale
• Negative Sentiment: Jefferies downgraded Apple, citing concerns about the canceled or delayed all-glass iPhone concept, limited near-term AI momentum and rising memory-chip costs. Higher component prices could pressure margins and make it harder for Apple to justify its premium valuation. Jefferies Apple downgrade and iPhone concerns
• Negative Sentiment: Google’s Pixel 11 is placing Gemini more deeply into the smartphone experience, raising the competitive stakes for Apple ahead of the iPhone 18 launch and Siri’s broader overhaul.

Apple Price Performance

NASDAQ:AAPL opened at $305.93 on Friday. Apple Inc. has a 12-month low of $223.78 and a 12-month high of $344.57. The firm has a market cap of $4.46 trillion, a price-to-earnings ratio of 35.08, a price-to-earnings-growth ratio of 2.62 and a beta of 1.09. The company's 50-day moving average is $308.98 and its two-hundred day moving average is $285.19. The company has a current ratio of 1.00, a quick ratio of 0.93 and a debt-to-equity ratio of 0.66.

Apple (NASDAQ:AAPL - Get Free Report) last issued its quarterly earnings results on Thursday, July 30th. The iPhone maker reported $2.02 EPS for the quarter, topping analysts' consensus estimates of $1.89 by $0.13. The business had revenue of $109.42 billion during the quarter, compared to the consensus estimate of $109.04 billion. Apple had a net margin of 27.62% and a return on equity of 135.46%. The company's quarterly revenue was up 16.4% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.57 earnings per share. Research analysts expect that Apple Inc. will post 8.76 EPS for the current year.

Apple Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, August 13th. Shareholders of record on Monday, August 10th were paid a $0.27 dividend. This represents a $1.08 annualized dividend and a yield of 0.4%. The ex-dividend date of this dividend was Monday, August 10th. Apple's payout ratio is presently 12.39%.

Insider Activity at Apple

In other Apple news, SVP Jennifer Newstead sold 1,439 shares of the stock in a transaction on Tuesday, August 11th. The stock was sold at an average price of $307.75, for a total transaction of $442,852.25. Following the transaction, the senior vice president owned 40,107 shares of the company's stock, valued at $12,342,929.25. This represents a 3.46% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, insider Ben Borders sold 116 shares of the firm's stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $295.14, for a total value of $34,236.24. Following the sale, the insider owned 38,713 shares in the company, valued at $11,425,754.82. This trade represents a 0.30% 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. 0.06% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of equities analysts have issued reports on the stock. Robert W. Baird lifted their target price on shares of Apple from $310.00 to $330.00 and gave the stock an "outperform" rating in a research report on Friday, July 24th. Evercore reiterated an "outperform" rating on shares of Apple in a research report on Wednesday, July 8th. DA Davidson reissued a "neutral" rating and set a $270.00 price objective on shares of Apple in a research note on Friday, July 31st. Wedbush restated an "outperform" rating and set a $400.00 price objective on shares of Apple in a research report on Friday, June 5th. Finally, HSBC raised Apple from a "hold" rating to a "buy" rating and upped their target price for the company from $260.00 to $366.00 in a research note on Thursday, July 16th. One research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, ten have given a Hold rating and four have issued a Sell rating to the company. According to data from MarketBeat.com, Apple has a consensus rating of "Moderate Buy" and a consensus price target of $328.60.

Apple Profile

Apple Inc NASDAQ: AAPL is a multinational technology company headquartered in Cupertino, California, founded in 1976 by Steve Jobs, Steve Wozniak and Ronald Wayne. The company designs, develops and sells consumer electronics, software and services. Over its history Apple has evolved from personal computers to a broad portfolio that spans mobile devices, wearables, home entertainment and digital services.

Apple's principal hardware products include the iPhone smartphone, iPad tablet, Mac personal computers, Apple Watch wearable devices and a range of accessories such as AirPods and HomePod.

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