Stillwater Private Wealth LLC Makes New Investment in Apple Inc. $AAPL

Key Points

• Stillwater Private Wealth LLC initiated a 6,470-share Apple position worth approximately $1.64 million, making AAPL 1.4% of its portfolio. Institutional investors and hedge funds collectively own 67.73% of Apple’s shares.
• Apple’s latest quarterly results exceeded expectations, with EPS of $2.02 versus the $1.89 consensus and revenue of $109.42 billion, up 16.4% year over year. The company also declared a quarterly dividend of $0.27 per share.
• Analysts maintain a consensus “Moderate Buy” rating with an average price target of $330.44, although several firms recently lowered their targets. Shares opened at $309.46, implying limited upside to the consensus target amid concerns about valuation, costs, supply constraints and delayed AI initiatives.

Stillwater Private Wealth LLC bought a new position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 6,470 shares of the iPhone maker's stock, valued at approximately $1,642,000. Apple makes up 1.4% of Stillwater Private Wealth LLC's holdings, making the stock its 22nd largest position.

Several other hedge funds have also modified their holdings of AAPL. Lifetime Wealth Management P.C. purchased a new position in shares of Apple in the 4th quarter valued at about $41,000. ROSS JOHNSON & Associates LLC boosted its holdings in Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock worth $42,000 after buying an additional 180 shares in the last quarter. Timmons Wealth Management LLC purchased a new stake in Apple during the fourth quarter worth about $69,000. LSV Asset Management acquired a new position in Apple during the fourth quarter worth about $65,000. Finally, Inspire Investing LLC acquired a new position in Apple during the fourth quarter worth about $76,000. 67.73% of the stock is owned by institutional investors and hedge funds.

Apple Stock Up 2.0%

Shares of NASDAQ AAPL opened at $309.46 on Wednesday. Apple Inc. has a 12-month low of $202.16 and a 12-month high of $344.57. The company has a market capitalization of $4.52 trillion, a PE ratio of 35.49, a price-to-earnings-growth ratio of 2.60 and a beta of 1.09. 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 firm's 50-day moving average is $309.42 and its two-hundred day moving average is $282.24.

Apple (NASDAQ:AAPL - Get Free Report) last released its quarterly earnings results on Thursday, July 30th. The iPhone maker reported $2.02 EPS for the quarter, beating the consensus estimate of $1.89 by $0.13. Apple had a net margin of 27.62% and a return on equity of 135.46%. The business had revenue of $109.42 billion for the quarter, compared to analyst estimates of $109.04 billion. During the same period in the prior year, the business earned $1.57 earnings per share. The company's quarterly revenue was up 16.4% on a year-over-year basis. Equities analysts anticipate that Apple Inc. will post 8.76 EPS for the current fiscal year.

Apple Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, August 13th. Shareholders of record on Monday, August 10th will be issued a dividend of $0.27 per share. This represents a $1.08 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date is Monday, August 10th. Apple's dividend payout ratio is 12.39%.

Analyst Ratings Changes

AAPL has been the subject of a number of research reports. The Goldman Sachs Group reiterated a "buy" rating and set a $360.00 price target (down from $370.00) on shares of Apple in a research report on Friday. Raymond James Financial restated a "market perform" rating on shares of Apple in a report on Friday. Sanford C. Bernstein reaffirmed an "outperform" rating on shares of Apple in a research note on Monday, June 8th. Rosenblatt Securities lifted their price objective on Apple from $276.00 to $300.00 and gave the stock a "neutral" rating in a report on Friday, July 31st. Finally, JPMorgan Chase & Co. decreased their target price on Apple from $345.00 to $340.00 and set an "overweight" rating on the stock in a research report on Friday, July 31st. One research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, eleven have issued a Hold rating and three have given a Sell rating to the company's stock. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $330.44.

Insider Buying and Selling

In other Apple news, insider Ben Borders sold 116 shares of the firm's stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $295.14, for a total transaction of $34,236.24. Following the completion of the transaction, the insider owned 38,713 shares of the company's stock, valued at approximately $11,425,754.82. This trade represents a 0.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Company insiders own 0.06% of the company's stock.

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: India proposed extending tax exemptions for equipment suppliers to contract manufacturers through 2041. The policy could support Apple’s effort to expand iPhone production in India and reduce reliance on China. India proposes extending tax breaks for contract manufacturing in a boost for Apple
• Positive Sentiment: Analysts and bullish investors argue that Apple’s capital-light AI strategy could eventually pay off through its enormous installed base, device upgrades and Services ecosystem, without the infrastructure spending burden faced by hyperscalers. Apple’s AI Strategy Looks Different—Will It Pay Off?
• Positive Sentiment: Apple’s acquisition of PlasmaSolve could improve manufacturing simulations, device coatings and production yields, potentially supporting thinner and stronger future hardware. AAPL Stock Alert: What to Know as Apple Acquires PlasmaSolve
• Neutral Sentiment: Apple asked a U.S. court to block OpenAI and two former employees from using alleged trade secrets. OpenAI has responded by calling the case careless and publishing private communications; the dispute could affect OpenAI’s hardware plans but remains legally unresolved. Apple seeks preliminary injunction against OpenAI in trade secrets case
• Neutral Sentiment: Apple is also challenging a U.K. demand for access to encrypted user data. A favorable outcome could protect its privacy positioning, while prolonged regulatory litigation creates uncertainty. Apple launches fresh legal challenge against UK encrypted data access demand
• Negative Sentiment: The strongest pressure remains financial: Apple exceeded quarterly EPS and revenue estimates, but its outlook was viewed as disappointing. Higher memory and component costs, supply constraints, a Services revenue miss and delayed Apple Intelligence features have undermined confidence in near-term growth.
• Negative Sentiment: China Renaissance, DZ Bank and Phillip Securities downgraded AAPL, citing persistent memory inflation, supply risks and uncertainty over Apple Intelligence returns. With the stock trading around 35 times earnings and a PEG ratio above 2.6, investors are demanding substantial growth to justify the valuation.
• Negative Sentiment: The CEO transition adds execution risk. While some coverage views Cook’s departure as a well-prepared succession, investors will watch whether John Ternus can accelerate AI development and sustain Apple’s growth momentum.

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.

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