Global Assets Advisory LLC grew its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 20.2% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 97,379 shares of the iPhone maker's stock after purchasing an additional 16,379 shares during the period. Apple comprises about 6.2% of Global Assets Advisory LLC's portfolio, making the stock its 2nd largest position. Global Assets Advisory LLC's holdings in Apple were worth $28,628,000 at the end of the most recent reporting period.
A number of other large investors also recently made changes to their positions in AAPL. First National Bank of Hutchinson lifted its position in shares of Apple by 24.6% during the 4th quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker's stock worth $8,845,000 after buying an additional 6,982 shares in the last quarter. Eagle Capital Management LLC grew its holdings in shares of Apple by 0.5% in the fourth quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker's stock valued at $13,544,000 after acquiring an additional 272 shares in the last quarter. Brighton Jones LLC increased its position in shares of Apple by 14.8% during the fourth quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker's stock valued at $134,554,000 after acquiring an additional 69,207 shares during the last quarter. Revolve Wealth Partners LLC increased its position in shares of Apple by 4.2% during the fourth quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker's stock valued at $16,742,000 after acquiring an additional 2,695 shares during the last quarter. Finally, Highview Capital Management LLC DE lifted its holdings in Apple by 2.4% during the fourth quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker's stock worth $12,587,000 after acquiring an additional 1,155 shares during the period. 67.73% of the stock is owned by institutional investors.
Trending Headlines about Apple
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
Apple Price Performance
AAPL opened at $319.70 on Friday. The firm has a 50-day moving average price of $312.24 and a 200-day moving average price of $288.43. Apple Inc. has a twelve month low of $225.95 and a twelve month high of $344.57. The company has a quick ratio of 0.93, a current ratio of 1.00 and a debt-to-equity ratio of 0.66. The company has a market capitalization of $4.67 trillion, a price-to-earnings ratio of 36.66, a PEG ratio of 2.70 and a beta of 1.09.
Apple (NASDAQ:AAPL - Get Free Report) last announced its quarterly earnings results on Thursday, July 30th. The iPhone maker reported $2.02 EPS for the quarter, beating analysts' consensus estimates of $1.89 by $0.13. Apple had a net margin of 27.62% and a return on equity of 135.46%. The company had revenue of $109.42 billion for the quarter, compared to analysts' expectations of $109.04 billion. During the same period in the prior year, the company posted $1.57 EPS. Apple's revenue was up 16.4% compared to the same quarter last year. Equities analysts expect that Apple Inc. will post 8.76 EPS 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 issued 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 dividend payout ratio (DPR) is presently 12.39%.
Insiders Place Their Bets
In related news, insider Ben Borders sold 116 shares of the stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $295.14, for a total transaction of $34,236.24. Following the sale, the insider owned 38,713 shares of the company's stock, valued at approximately $11,425,754.82. This represents a 0.30% decrease in their position. The sale 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. Also, SVP Jennifer Newstead sold 1,439 shares of the firm's stock in a transaction dated Tuesday, August 25th. The stock was sold at an average price of $310.95, for a total value of $447,457.05. Following the completion of the transaction, the senior vice president owned 37,229 shares of the company's stock, valued at approximately $11,576,357.55. This represents a 3.72% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 4,433 shares of company stock valued at $1,367,024 over the last ninety days. Corporate insiders own 0.06% of the company's stock.
Analyst Ratings Changes
A number of research analysts have issued reports on AAPL shares. Phillip Securities downgraded Apple from a "hold" rating to a "moderate sell" rating in a research note on Monday, August 3rd. DA Davidson reiterated a "neutral" rating and set a $270.00 target price on shares of Apple in a research note on Friday, July 31st. Seaport Research Partners downgraded shares of Apple from a "buy" rating to a "neutral" rating in a report on Monday, August 17th. Bank of America restated a "buy" rating and set a $380.00 price target on shares of Apple in a research report on Thursday, June 18th. Finally, Morgan Stanley decreased their price objective on shares of Apple from $364.00 to $360.00 and set an "overweight" rating for the company in a report on Friday, July 31st. One equities 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 assigned a Sell rating to the stock. According to data from MarketBeat, Apple presently has a consensus rating of "Moderate Buy" and a consensus price target of $330.53.
Check Out Our Latest Analysis on AAPL
Apple Company Profile
(
Free Report)
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.
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