Apple Inc. $AAPL Shares Newly Purchased by Cooper Haims Advisors LLC

Key Points

• Cooper Haims Advisors LLC purchased 22,201 Apple shares worth approximately $6.4 million in the second quarter, making Apple 2.8% of its portfolio and its eighth-largest holding.
• Institutional investors and hedge funds own approximately 67.73% of Apple’s outstanding shares, with several firms—including Canada Pension Plan Investment Board and Castleark Management—also initiating positions during the quarter.
• Apple maintains a Moderate Buy consensus rating with an average price target of $340.14, while strong iPhone demand and recent earnings growth are balanced by valuation concerns, rising component costs, AI competition and legal risks.

Cooper Haims Advisors LLC bought a new stake in Apple Inc. (NASDAQ:AAPL - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 22,201 shares of the iPhone maker's stock, valued at approximately $6,424,000. Apple comprises about 2.8% of Cooper Haims Advisors LLC's investment portfolio, making the stock its 8th biggest position.

Several other institutional investors also recently modified their holdings of AAPL. Canada Pension Plan Investment Board bought a new stake in shares of Apple in the 2nd quarter valued at about $7,665,140,000. Kapitalo Investimentos Ltda bought a new position in Apple during the 2nd quarter worth approximately $1,679,000. Castleark Management LLC acquired a new position in Apple during the second quarter valued at approximately $136,609,000. Osterweis Capital Management Inc. acquired a new position in Apple during the second quarter valued at approximately $69,394,000. Finally, Nicholas Investment Partners LP bought a new stake in Apple in the second quarter valued at approximately $4,489,000. Institutional investors and hedge funds own 67.73% of the company's stock.

Key Apple News

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

Insider Activity at Apple

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 value of $815,803.94. Following the completion of the sale, the senior vice president owned 44,391 shares of the company's stock, valued at approximately $15,095,603.46. This represents a 5.13% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Over the last three months, insiders sold 11,031 shares of company stock valued at $3,535,759. Corporate insiders own 0.06% of the company's stock.

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on AAPL shares. Weiss Ratings lowered shares of Apple from a "buy (b)" rating to a "buy (b-)" rating in a report on Friday, September 18th. Arete Research upped their price objective on shares of Apple from $305.00 to $335.00 and gave the company a "buy" rating in a research report on Wednesday, June 24th. JPMorgan Chase & Co. reiterated a "buy" rating on shares of Apple in a report on Monday, September 21st. China Renaissance downgraded Apple from a "buy" rating to a "hold" rating and lowered their price target for the stock from $329.00 to $280.00 in a report on Tuesday, August 4th. Finally, Deutsche Bank Aktiengesellschaft cut Apple from a "buy" rating to a "hold" rating in a research note on Monday, August 17th. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, thirteen have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $340.14.

Apple Price Performance

NASDAQ:AAPL opened at $341.07 on Friday. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.93 and a current ratio of 1.00. The stock's 50-day simple moving average is $321.56 and its 200 day simple moving average is $297.37. The company has a market cap of $4.98 trillion, a P/E ratio of 39.11, a P/E/G ratio of 2.96 and a beta of 1.08. Apple Inc. has a 52-week low of $243.42 and a 52-week high of $345.34.

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, topping the consensus estimate of $1.89 by $0.13. The business had revenue of $109.42 billion for the quarter, compared to analyst estimates of $109.04 billion. Apple had a return on equity of 135.46% and a net margin of 27.62%.Apple'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 earnings per share. As a group, sell-side analysts forecast that Apple Inc. will post 8.74 EPS for the current fiscal year.

Apple Dividend Announcement

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

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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