Apple Inc. $AAPL Stock Purchased by B. Metzler seel. Sohn & Co. AG

Key Points

• B. Metzler seel. Sohn & Co. AG increased its Apple stake by 16% in the second quarter, adding 340,158 shares to own 2.46 million shares valued at approximately $711.7 million. Institutional investors collectively own 67.73% of Apple.
• Apple reported quarterly EPS of $2.02 and revenue of $109.42 billion, exceeding analyst estimates, while revenue grew 16.4% year over year. The company also declared a quarterly dividend of $0.27 per share.
• Analysts maintain a broadly positive outlook, with a consensus “Moderate Buy” rating and average price target of $340.02, though concerns include Apple’s high valuation, potential AI disruption to services, rising component costs, and a $5.7 billion patent verdict.

B. Metzler seel. Sohn & Co. AG grew its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 16.0% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,459,559 shares of the iPhone maker's stock after purchasing an additional 340,158 shares during the quarter. Apple makes up about 6.2% of B. Metzler seel. Sohn & Co. AG's holdings, making the stock its 2nd largest position. B. Metzler seel. Sohn & Co. AG's holdings in Apple were worth $711,697,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also bought and sold shares of AAPL. Nuveen LLC boosted its holdings in shares of Apple by 3.8% in the 4th quarter. Nuveen LLC now owns 75,000,920 shares of the iPhone maker's stock worth $20,389,750,000 after buying an additional 2,725,121 shares during the last quarter. Amundi grew its holdings in Apple by 23.2% during the first quarter. Amundi now owns 73,082,616 shares of the iPhone maker's stock valued at $18,547,637,000 after purchasing an additional 13,780,080 shares during the period. Fisher Asset Management LLC increased its position in Apple by 1.3% in the fourth quarter. Fisher Asset Management LLC now owns 55,146,752 shares of the iPhone maker's stock worth $14,992,196,000 after buying an additional 704,293 shares during the last quarter. Dimensional Fund Advisors LP raised its stake in shares of Apple by 1.7% in the first quarter. Dimensional Fund Advisors LP now owns 58,554,032 shares of the iPhone maker's stock valued at $14,858,200,000 after buying an additional 979,832 shares during the period. Finally, Deutsche Bank AG bought a new stake in shares of Apple in the second quarter valued at $13,658,359,000. 67.73% of the stock is currently owned by institutional investors.

Apple Stock Up 1.0%

AAPL opened at $333.69 on Friday. The company has a fifty day moving average price of $322.16 and a 200-day moving average price of $300.01. The firm has a market capitalization of $4.87 trillion, a P/E ratio of 38.27, a price-to-earnings-growth ratio of 2.66 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 Inc. has a one year low of $243.42 and a one year high of $345.34.

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 (EPS) for the quarter, topping analysts' consensus estimates of $1.89 by $0.13. The company had revenue of $109.42 billion for 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% compared to the same quarter last year. During the same quarter last year, the business posted $1.57 earnings per share. Equities research analysts expect that Apple Inc. will post 8.75 earnings per share for the current fiscal year.

Apple Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, August 13th. Stockholders of record on Monday, August 10th were issued a $0.27 dividend. The ex-dividend date of this dividend 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 presently 12.39%.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is launching new safeguards designed to protect its devices from probing AI agents. The move may strengthen user trust and help preserve Apple’s security-focused ecosystem as agentic AI becomes more prominent. Apple Launches New Safeguards Against AI Agents
• Positive Sentiment: The fall product cycle remains a near-term tailwind. Morgan Stanley modestly raised its revenue forecast after Apple’s launches, while Counterpoint reportedly expects about 6 million sales of the $1,999 foldable iPhone Duo this year. New Apple Watch health features and potential smart-home products could also broaden the company’s ecosystem. Apple’s Fall Product Cycle Could Support Revenue Growth
• Neutral Sentiment: Morgan Stanley maintained an Overweight rating but lowered its price target to $355 from $360. Higher memory and component costs, along with possible iPhone pricing pressure, are offsetting much of the expected product-revenue benefit. Morgan Stanley Adjusts Price Target on Apple
• Negative Sentiment: A jury’s $5.7 billion patent verdict against Apple has raised concerns about potential ongoing royalties and pressure on hardware margins. Apple’s $5.7 Billion Patent Verdict Raises a Bigger Royalty Question
• Negative Sentiment: Investors remain worried that AI agents from rivals such as Meta could bypass the App Store and weaken Apple’s high-margin services business. Analysts also see limited upside after Apple’s strong run and its relatively rich valuation.
• Negative Sentiment: Senior Vice President Jennifer Newstead sold 2,399 shares valued at approximately $806,496, reducing her direct holdings by 5.4%. The transaction is small relative to her remaining stake but adds modest insider-selling pressure. Apple Insider Transaction Filing

Insider Buying and Selling at Apple

In other news, SVP Jennifer Newstead sold 2,399 shares of Apple stock in a transaction on Tuesday, September 29th. The shares were sold at an average price of $336.18, for a total transaction of $806,495.82. Following the completion of the sale, the senior vice president directly owned 41,992 shares of the company's stock, valued at approximately $14,116,870.56. The trade was a 5.40% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. In the last 90 days, insiders have sold 13,430 shares of company stock worth $4,342,255. Company insiders own 0.06% of the company's stock.

Wall Street Analysts Forecast Growth

AAPL has been the subject of several research reports. JPMorgan Chase & Co. reiterated a "buy" rating on shares of Apple in a research note on Monday, September 21st. Citigroup reaffirmed a "buy" rating on shares of Apple in a report on Thursday, September 10th. Raymond James Financial reiterated a "market perform" rating on shares of Apple in a research report on Friday, July 31st. Jefferies Financial Group reiterated an "underperform" rating on shares of Apple in a research note on Wednesday, September 9th. Finally, Bank of America reissued a "buy" rating and issued a $370.00 price target on shares of Apple in a research report on Wednesday, September 23rd. 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. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $340.02.

Apple Company Profile

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.

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