Collaborative Fund Advisors LLC Has $5.87 Million Stake in Apple Inc. $AAPL

Key Points

• Collaborative Fund Advisors LLC increased its Apple stake by 34.1% in the second quarter, adding 5,158 shares for a total of 20,274 shares valued at approximately $5.87 million. Apple represents 3.4% of the fund’s portfolio and is its third-largest holding.
• Institutional investors own 67.73% of Apple, while analysts maintain a “Moderate Buy” consensus rating with an average price target of $331.53. Apple recently reported quarterly revenue growth of 16.4% and earnings that exceeded estimates.
• Investors are focused on Apple’s expected foldable iPhone and iPhone 18 launch, which could create a major new growth opportunity, though competitive foldables, elevated valuation, memory-cost pressures and potential “sell-the-news” risks remain concerns.

Collaborative Fund Advisors LLC increased its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 34.1% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 20,274 shares of the iPhone maker's stock after purchasing an additional 5,158 shares during the period. Apple makes up 3.4% of Collaborative Fund Advisors LLC's investment portfolio, making the stock its 3rd largest holding. Collaborative Fund Advisors LLC's holdings in Apple were worth $5,866,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its holdings 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 acquiring an additional 26,856,752 shares during the period. State Street Corp lifted its stake in shares of Apple by 1.1% in the 4th quarter. State Street Corp now owns 604,056,505 shares of the iPhone maker's stock worth $164,218,801,000 after purchasing an additional 6,555,392 shares during the period. Geode Capital Management LLC lifted its stake in shares of Apple by 0.5% in the 4th quarter. Geode Capital Management LLC now owns 358,032,517 shares of the iPhone maker's stock worth $97,031,587,000 after purchasing an additional 1,866,103 shares during the period. Morgan Stanley boosted its holdings in shares of Apple by 0.6% in the fourth quarter. Morgan Stanley now owns 230,483,035 shares of the iPhone maker's stock worth $62,659,118,000 after buying an additional 1,379,651 shares during the last quarter. Finally, Norges Bank bought a new stake in Apple during the fourth quarter valued at approximately $52,266,468,000. Hedge funds and other institutional investors own 67.73% of the company's stock.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is expected to introduce its first foldable iPhone, alongside the iPhone 18 Pro and Pro Max. Morgan Stanley estimates the foldable could ship about 6.5 million units in the December quarter and generate approximately $14 billion in revenue, creating a potentially significant new growth category. Apple’s foldable iPhone could add $14 billion
• Positive Sentiment: Bank of America maintained a Buy rating and a $380 price target, anticipating a roughly $2,099 foldable model and higher prices for the iPhone 18 Pro lineup. Premium pricing could support revenue and margins if demand holds. Apple’s Wednesday event and Bank of America’s price target
• Positive Sentiment: Apple’s acquisition of Sonera Magnetics, a company developing non-invasive neural-signal sensors, could strengthen its long-term health, wearable and human-computer-interface ambitions. The deal was completed in May but became public through a European Commission notice. Apple Purchases Neural Signal Sensor Company Sonera
• Neutral Sentiment: The launch is also the first major keynote for new CEO John Ternus. Investors will look for evidence that his leadership can accelerate hardware innovation while addressing Apple’s perceived artificial-intelligence shortcomings. Apple’s New CEO Has a Hardware Event and an AI Problem
• Neutral Sentiment: Historical analysis suggests Apple stock often has a muted or mixed reaction after major iPhone reveals, increasing the risk that strong results are already reflected in the valuation. Berkshire Hathaway’s continued large Apple position provides a supportive long-term signal but is not a near-term catalyst. How Apple stock usually reacts to big iPhone reveal events
• Negative Sentiment: AI data-center demand is diverting premium memory capacity away from smartphone components, potentially raising Apple’s costs and pressuring iPhone margins. AI diverts memory from phones
• Negative Sentiment: Huawei and Xiaomi have launched premium foldables ahead of Apple, raising competitive pressure—particularly in China. Analysts also warn that the stock could experience a “sell-the-news” reaction because expectations and valuation are high. Huawei launches a tri-fold smartphone ahead of Apple

Analyst Upgrades and Downgrades

Several research firms have weighed in on AAPL. Needham & Company LLC reiterated a "hold" rating on shares of Apple in a research report on Tuesday. Sanford C. Bernstein reaffirmed an "outperform" rating on shares of Apple in a report on Monday, June 8th. Tigress Financial reissued a "strong-buy" rating and set a $375.00 price target (up from $305.00) on shares of Apple in a report on Thursday, May 14th. JPMorgan Chase & Co. reduced their price target on Apple from $345.00 to $340.00 and set an "overweight" rating for the company in a research report on Friday, July 31st. Finally, Raymond James Financial reaffirmed a "market perform" rating on shares of Apple in a research note on Friday, July 31st. One research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have assigned a Hold rating and four have issued a Sell rating to the company. According to data from MarketBeat.com, Apple presently has a consensus rating of "Moderate Buy" and a consensus target price of $331.53.

Apple Trading Down 1.2%

Apple stock opened at $316.22 on Wednesday. Apple Inc. has a 1 year low of $225.95 and a 1 year high of $344.57. The firm's 50 day moving average price is $316.95 and its 200-day moving average price is $291.35. The company has a debt-to-equity ratio of 0.66, a current ratio of 1.00 and a quick ratio of 0.93. The stock has a market cap of $4.61 trillion, a P/E ratio of 36.26, a PEG ratio of 2.77 and a beta of 1.08.

Apple (NASDAQ:AAPL - Get Free Report) last announced its quarterly earnings results on Thursday, July 30th. The iPhone maker reported $2.02 earnings per share (EPS) for the quarter, beating 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 net margin of 27.62% and a return on equity of 135.46%. Apple's revenue for the quarter was up 16.4% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.57 EPS. On average, equities analysts predict that Apple Inc. will post 8.74 earnings per share for the current fiscal year.

Apple Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, August 13th. Shareholders 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 dividend on an annualized basis and a yield of 0.3%. Apple's payout ratio is presently 12.39%.

Insider Activity at Apple

In other news, SVP Jennifer Newstead sold 1,439 shares of the stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $317.01, for a total transaction of $456,177.39. Following the completion of the transaction, the senior vice president directly owned 35,790 shares in the company, valued at approximately $11,345,787.90. This represents a 3.87% 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. Also, insider Ben Borders sold 116 shares of the stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $295.14, for a total transaction of $34,236.24. Following the transaction, the insider owned 38,713 shares of the company's stock, valued at $11,425,754.82. This trade represents a 0.30% decrease in their position. 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 have sold a total of 5,872 shares of company stock worth $1,823,201 over the last ninety days. Insiders own 0.06% of the company's stock.

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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