Apple Inc. $AAPL Shares Newly Bought by University of Wisconsin Foundation

Key Points

• University of Wisconsin Foundation acquired 31,153 Apple shares worth approximately $9.0 million in the second quarter, making Apple about 7.1% of its portfolio. Institutional investors collectively own 67.73% of Apple.
• Apple reported quarterly earnings of $2.02 per share and revenue of $109.42 billion, beating analyst estimates, while revenue grew 16.4% year over year. Shares opened at $341.07, near their 52-week high, and the company pays a $0.27 quarterly dividend.
• Analysts maintain a generally positive outlook, with a consensus “Moderate Buy” rating and a $340.14 price target, but valuation, rising component costs, AI competition, legal challenges and product issues remain key risks.

University of Wisconsin Foundation acquired a new stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 31,153 shares of the iPhone maker's stock, valued at approximately $9,014,000. Apple accounts for approximately 7.1% of University of Wisconsin Foundation's portfolio, making the stock its 7th biggest position.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in AAPL. Sterling Wealth Management Inc. boosted its position in shares of Apple by 0.3% in the second quarter. Sterling Wealth Management Inc. now owns 11,579 shares of the iPhone maker's stock worth $3,351,000 after purchasing an additional 30 shares during the period. Evansbrook LLC raised its position in shares of Apple by 0.4% during the 1st quarter. Evansbrook LLC now owns 8,095 shares of the iPhone maker's stock valued at $2,054,000 after purchasing an additional 34 shares during the period. JMG Financial Group Ltd. raised its position in shares of Apple by 0.7% during the 1st quarter. JMG Financial Group Ltd. now owns 5,102 shares of the iPhone maker's stock valued at $1,295,000 after purchasing an additional 35 shares during the period. Advocate Investing Services LLC lifted its stake in shares of Apple by 0.5% during the 2nd quarter. Advocate Investing Services LLC now owns 7,847 shares of the iPhone maker's stock valued at $2,271,000 after buying an additional 39 shares in the last quarter. Finally, Interactive Financial Advisors Inc. boosted its holdings in Apple by 4.0% in the 4th quarter. Interactive Financial Advisors Inc. now owns 1,051 shares of the iPhone maker's stock worth $286,000 after buying an additional 40 shares during the period. 67.73% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other news, SVP Jennifer Newstead sold 2,399 shares of the stock in a transaction that occurred on 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 transaction, the senior vice president directly owned 44,391 shares in the company, valued at approximately $15,095,603.46. This represents a 5.13% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Over the last 90 days, insiders sold 11,031 shares of company stock worth $3,535,759. 0.06% of the stock is owned by corporate insiders.

Apple Stock Up 1.5%

Shares of AAPL stock opened at $341.07 on Friday. The company's fifty day simple moving average is $321.56 and its two-hundred day simple moving average is $297.37. Apple Inc. has a 52 week low of $243.42 and a 52 week high of $345.34. The stock has a market cap of $4.98 trillion, a P/E ratio of 39.11, a PEG ratio of 2.96 and a beta of 1.08. 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 issued its quarterly earnings data on Thursday, July 30th. The iPhone maker reported $2.02 earnings per share for the quarter, beating analysts' consensus estimates of $1.89 by $0.13. Apple had a return on equity of 135.46% and a net margin of 27.62%.The firm had revenue of $109.42 billion during the quarter, compared to analyst estimates of $109.04 billion. During the same quarter last year, the business posted $1.57 earnings per share. The business's quarterly revenue was up 16.4% compared to the same quarter last year. Analysts predict 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. Stockholders of record on Monday, August 10th were issued a dividend of $0.27 per share. This represents a $1.08 annualized dividend and a dividend yield of 0.3%. The ex-dividend date of this dividend was Monday, August 10th. Apple's dividend payout ratio is 12.39%.

Apple News Summary

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

Wall Street Analyst Weigh In

A number of brokerages have issued reports on AAPL. CICC Research increased their price target on Apple from $310.00 to $340.00 and gave the stock an "outperform" rating in a research note on Tuesday, August 4th. The Goldman Sachs Group began coverage on Apple in a research note on Monday, August 17th. They issued a "buy" rating for the company. Phillip Securities increased their target price on Apple from $290.00 to $300.00 and gave the stock a "neutral" rating in a research report on Monday, September 14th. Royal Bank Of Canada set a $365.00 target price on Apple in a research report on Wednesday, July 15th. Finally, Citic Securities lifted their target price on Apple from $300.00 to $349.00 in a research note on Thursday, August 6th. One research analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, thirteen have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $340.14.

Apple 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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