Capstone Wealth Management Group Inc. Buys Shares of 36,976 Apple Inc. $AAPL

Key Points

• Capstone Wealth Management Group acquired 36,976 Apple shares worth approximately $10.7 million, making Apple its fourth-largest holding at 6.4% of the portfolio. Institutional investors collectively own 67.73% of Apple.
• Apple reported quarterly EPS of $2.02 versus the $1.89 consensus estimate, while revenue reached $109.42 billion, up 16.4% year over year. The company also declared a quarterly dividend of $0.27 per share.
• Analyst sentiment remains broadly positive, with a consensus “Moderate Buy” rating and an average price target of $330.53, although some analysts cite Apple’s premium valuation, AI execution risks and uncertainty surrounding potential foldable-iPhone demand.

Capstone Wealth Management Group Inc. acquired a new stake in Apple Inc. (NASDAQ:AAPL - Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 36,976 shares of the iPhone maker's stock, valued at approximately $10,699,000. Apple comprises 6.4% of Capstone Wealth Management Group Inc.'s holdings, making the stock its 4th largest position.

A number of other large investors also recently bought and sold shares of AAPL. Evansbrook LLC increased its holdings in Apple by 0.4% in 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 in the last quarter. JMG Financial Group Ltd. raised its stake in Apple by 0.7% during the first quarter. JMG Financial Group Ltd. now owns 5,102 shares of the iPhone maker's stock valued at $1,295,000 after buying an additional 35 shares in the last quarter. Reyes Financial Architecture Inc. lifted its stake in Apple by 0.4% during the third quarter. Reyes Financial Architecture Inc. now owns 9,898 shares of the iPhone maker's stock worth $2,520,000 after purchasing an additional 37 shares during the last quarter. Interactive Financial Advisors Inc. lifted its holdings in Apple by 4.0% in the fourth quarter. Interactive Financial Advisors Inc. now owns 1,051 shares of the iPhone maker's stock worth $286,000 after acquiring an additional 40 shares during the last quarter. Finally, Sugar Maple Asset Management LLC boosted its position in Apple by 2.0% during the 1st quarter. Sugar Maple Asset Management LLC now owns 2,029 shares of the iPhone maker's stock valued at $515,000 after purchasing an additional 40 shares during the period. Hedge funds and other institutional investors own 67.73% of the company's stock.

Apple Stock Performance

Shares of NASDAQ:AAPL opened at $319.70 on Monday. The firm has a market cap of $4.67 trillion, a PE ratio of 36.66, a PEG ratio of 2.74 and a beta of 1.09. 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 12-month low of $225.95 and a 12-month high of $344.57. The company's 50 day moving average price is $312.24 and its two-hundred day moving average price is $288.52.

Apple (NASDAQ:AAPL - Get Free Report) last announced its quarterly earnings data on Thursday, July 30th. The iPhone maker reported $2.02 EPS for the quarter, beating the consensus estimate 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 revenue was up 16.4% on a year-over-year basis. During the same period in the previous year, the business earned $1.57 earnings per share. Equities research analysts predict that Apple Inc. will post 8.76 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. The ex-dividend date of this dividend was Monday, August 10th. This represents a $1.08 annualized dividend and a dividend yield of 0.3%. Apple's dividend payout ratio is presently 12.39%.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple’s September 9 event will be the first major product launch under incoming CEO John Ternus. Expectations for the iPhone 18 lineup, camera improvements and a possible foldable iPhone are supporting sentiment. IDC reportedly expects more than 10 million foldable iPhone shipments in the first year, although that forecast remains speculative. Apple stock rises ahead of September event
• Positive Sentiment: Apple is raising U.S. prices for Apple TV and Apple One subscriptions, in some cases by up to 20%. The increases could lift services revenue and margins, though investors will monitor customer retention and potential subscription churn. Apple raises subscription prices
• Positive Sentiment: Walmart plans to add Apple Pay support across its U.S. stores and Sam’s Club locations by the end of 2026. Wider acceptance could increase Apple Pay usage and strengthen Apple’s payments ecosystem. Walmart to add Apple Pay support
• Positive Sentiment: Recent results provide fundamental support: Apple reported quarterly EPS of $2.02 versus a $1.89 consensus estimate, while revenue rose 16.4% year over year to $109.42 billion.
• Neutral Sentiment: The CEO transition creates both opportunity and execution risk. Ternus’s product-design background is viewed favorably, but he will face an immediate test with the iPhone launch shortly after taking over from Tim Cook. Apple’s first iPhone launch under John Ternus
• Negative Sentiment: Apple is eliminating roughly 147–200 jobs across Siri, machine-learning and Vision Pro teams while redirecting resources toward AI. The restructuring may improve focus, but it also highlights concerns about Siri’s delays and Apple’s position in generative AI. Apple layoffs in Siri and Vision Pro teams
• Negative Sentiment: High expectations and a premium valuation leave less room for disappointing foldable-iPhone demand, AI progress or margins. Rising memory-chip costs could also pressure profitability.
• Negative Sentiment: Apple SVP Jennifer Newstead sold 1,439 shares worth approximately $447,000. The sale is small relative to Apple’s size and may be routine, but it provides a modest negative sentiment signal. SEC Form 4 filing

Analyst Upgrades and Downgrades

AAPL has been the subject of a number of recent analyst reports. The Goldman Sachs Group assumed coverage on Apple in a report on Monday, August 17th. They issued a "buy" rating for the company. Oppenheimer reiterated a "market perform" rating on shares of Apple in a report on Friday, July 31st. Jefferies Financial Group lowered shares of Apple from a "buy" rating to an "underperform" rating and reduced their price objective for the company from $285.56 to $263.66 in a research note on Monday, August 10th. Rosenblatt Securities lifted their price target on Apple from $276.00 to $300.00 and gave the stock a "neutral" rating in a research report on Friday, July 31st. Finally, Needham & Company LLC reiterated a "hold" rating on shares of Apple in a research note on Friday, July 31st. One analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have issued a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat, Apple has a consensus rating of "Moderate Buy" and an average target price of $330.53.

Insider Buying and Selling

In related news, SVP Jennifer Newstead sold 1,439 shares of the business's stock in a transaction on Tuesday, August 25th. The shares were sold at an average price of $310.95, for a total value of $447,457.05. Following the transaction, the senior vice president owned 37,229 shares in the company, valued at $11,576,357.55. The trade was a 3.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Ben Borders sold 116 shares of the business's stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $295.14, for a total value of $34,236.24. Following the completion of the transaction, the insider directly owned 38,713 shares in the company, valued at $11,425,754.82. This represents a 0.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 4,433 shares of company stock worth $1,367,024 in the last 90 days. Corporate insiders own 0.06% of the company's stock.

Apple Company 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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