Boulder Wealth Advisors LLC Purchases New Holdings in Apple Inc. $AAPL

Key Points

• Boulder Wealth Advisors LLC bought 15,299 Apple shares worth approximately $4.43 million, making Apple about 1.6% of its portfolio and its 10th-largest position.
• Institutional investors and hedge funds own 67.73% of Apple, with major holders including Vanguard, Nuveen, Amundi, Dimensional Fund Advisors and Fisher Asset Management increasing their stakes.
• Apple recently exceeded quarterly earnings and revenue expectations, while analysts maintain a “Moderate Buy” consensus with an average price target of $338.80; however, its premium valuation and regulatory risks remain concerns.

Boulder Wealth Advisors LLC purchased a new position in Apple Inc. (NASDAQ:AAPL - Free Report) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 15,299 shares of the iPhone maker's stock, valued at approximately $4,427,000. Apple comprises approximately 1.6% of Boulder Wealth Advisors LLC's portfolio, making the stock its 10th largest position.

Other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. lifted its stake in shares of Apple by 1.9% in the fourth quarter. Vanguard Group Inc. now owns 1,426,283,914 shares of the iPhone maker's stock worth $387,749,545,000 after buying an additional 26,856,752 shares in the last quarter. Nuveen LLC grew its stake in Apple by 3.8% during the 4th quarter. Nuveen LLC now owns 75,000,920 shares of the iPhone maker's stock valued at $20,389,750,000 after acquiring an additional 2,725,121 shares in the last quarter. Amundi grew its stake in Apple by 23.2% during the 1st quarter. Amundi now owns 73,082,616 shares of the iPhone maker's stock valued at $18,547,637,000 after acquiring an additional 13,780,080 shares in the last quarter. Dimensional Fund Advisors LP raised its holdings in Apple by 1.7% in the 1st quarter. Dimensional Fund Advisors LP now owns 58,554,032 shares of the iPhone maker's stock valued at $14,858,200,000 after acquiring an additional 979,832 shares during the last quarter. Finally, Fisher Asset Management LLC raised its holdings in Apple by 1.3% in the 4th quarter. Fisher Asset Management LLC now owns 55,146,752 shares of the iPhone maker's stock valued at $14,992,196,000 after acquiring an additional 704,293 shares during the last quarter. 67.73% of the stock is owned by institutional investors and hedge funds.

Apple Stock Performance

Shares of Apple stock opened at $337.00 on Friday. The firm has a market cap of $4.92 trillion, a PE ratio of 38.65, a price-to-earnings-growth ratio of 2.89 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 Inc. has a 52 week low of $236.65 and a 52 week high of $344.57. The business's fifty day simple moving average is $319.82 and its 200-day simple moving average is $294.40.

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. 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 the consensus estimate of $109.04 billion. During the same period last year, the company earned $1.57 EPS. The company's quarterly revenue was up 16.4% on a year-over-year basis. Equities analysts forecast that Apple Inc. will post 8.74 earnings per share for the current 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 paid a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date of this dividend was Monday, August 10th. Apple's payout ratio is 12.39%.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Bank of America reiterated its Buy rating and set a $370 price target, citing carrier incentives of up to $1,200, a potentially strong iPhone upgrade cycle, capital returns and opportunities for edge AI. Apple’s iPhone Upgrade Cycle Looks Strong As Carrier Incentives Hit $1,200
• Positive Sentiment: Carrier promotions are helping offset higher iPhone 18 Pro prices, supporting expectations for sales despite concerns that consumers could be waiting for Apple’s foldable iPhone Duo. Apple also reportedly gained smartphone market share, even as overall industry shipments declined. Apple iPhone 18 Pro Sales Helped By Carrier Promotions
• Positive Sentiment: Reports that Apple is developing AI servers powered by M8 Ultra chips provided a longer-term growth narrative. The planned infrastructure, potentially using NVIDIA networking technology, could reduce cloud costs, protect Services margins and create an enterprise-server opportunity around 2029. Apple Is Quietly Building an AI Advantage Few Expected
• Positive Sentiment: Apple remains a core Berkshire Hathaway holding, representing more than half of Warren Buffett’s portfolio along with American Express and Alphabet. This reinforces the perception of Apple as a high-quality, cash-generating long-term investment. Warren Buffett Has More Than 50% of His Portfolio in These 3 Stocks
• Neutral Sentiment: Early iPhone 18 Pro preorder signals are mixed. Some analysts see shorter wait times as a sign of softer demand, while others believe carrier discounts and customers delaying purchases for the foldable model explain the pattern. Bank of America flags surprising iPhone 18 pre-order trend
• Negative Sentiment: Apple’s premium valuation leaves limited room for disappointment, while a $2.7 billion UK lawsuit over app-tracking rules and continuing European scrutiny add regulatory risk. An executive’s stock sale was disclosed, although it was conducted to cover tax withholding on vested equity and is not necessarily a bearish signal. Apple Faces a $2.7 Billion UK Lawsuit

Insider Activity

In related news, SVP Jennifer Newstead sold 1,438 shares of the stock in a transaction that occurred on Tuesday, September 15th. The shares were sold at an average price of $330.19, for a total transaction of $474,813.22. Following the completion of the transaction, the senior vice president owned 32,914 shares of the company's stock, valued at approximately $10,867,873.66. This trade represents a 4.19% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last quarter, insiders have sold 8,632 shares of company stock valued at $2,719,955. 0.06% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of research firms have recently issued reports on AAPL. Robert W. Baird upped their price target on Apple from $310.00 to $330.00 and gave the company an "outperform" rating in a research report on Friday, July 24th. KGI Securities downgraded Apple from an "outperform" rating to a "hold" rating and set a $315.00 price objective on the stock. in a research report on Monday, June 22nd. Argus boosted their price objective on Apple from $325.00 to $375.00 in a research note on Monday, June 8th. Barclays restated an "underweight" rating and issued a $245.00 target price (down from $253.00) on shares of Apple in a report on Friday, July 31st. Finally, Rothschild & Co Redburn set a $400.00 target price on Apple and gave the stock a "buy" rating in a research note on Monday, August 17th. One analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, thirteen have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $338.80.

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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