Wilmar Advisors LLC Makes New $30.67 Million Investment in Apple Inc. $AAPL

Key Points

• Wilmar Advisors LLC purchased 106,000 Apple shares worth approximately $30.67 million in the second quarter, making Apple its second-largest holding at 22.2% of the portfolio. Institutional investors and hedge funds collectively own 67.73% of Apple.
• Analysts maintain a generally bullish view, with Apple carrying a “Moderate Buy” consensus rating and an average price target of $340.14. The company recently exceeded quarterly earnings and revenue expectations, reporting $2.02 in EPS and $109.42 billion in revenue.
• Apple’s strong iPhone demand and stock momentum support the outlook, but rising component costs, elevated valuation, AI competition, legal disputes and product issues remain key risks for investors.

Wilmar Advisors LLC purchased a new stake in shares of 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 purchased 106,000 shares of the iPhone maker's stock, valued at approximately $30,672,000. Apple accounts for 22.2% of Wilmar Advisors LLC's portfolio, making the stock its 2nd largest holding.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in AAPL. Nuveen LLC lifted its holdings in shares of 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 increased its holdings in Apple by 23.2% in the 1st quarter. Amundi now owns 73,082,616 shares of the iPhone maker's stock valued at $18,547,637,000 after purchasing an additional 13,780,080 shares in the last quarter. Dimensional Fund Advisors LP raised its position in Apple by 1.7% in the first quarter. Dimensional Fund Advisors LP now owns 58,554,032 shares of the iPhone maker's stock valued at $14,858,200,000 after purchasing an additional 979,832 shares during the period. Fisher Asset Management LLC lifted its stake in shares of Apple by 1.3% during the fourth quarter. Fisher Asset Management LLC now owns 55,146,752 shares of the iPhone maker's stock worth $14,992,196,000 after purchasing an additional 704,293 shares in the last quarter. Finally, Deutsche Bank AG acquired a new position in shares of Apple during the second quarter worth about $13,658,359,000. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

AAPL has been the topic of several recent research reports. Wells Fargo & Company reissued an "overweight" rating and set a $350.00 price target (up from $310.00) on shares of Apple in a research report on Friday, July 31st. Citigroup reiterated a "buy" rating on shares of Apple in a research note on Thursday, September 10th. TD Cowen reissued a "buy" rating and set a $400.00 target price on shares of Apple in a research report on Thursday, September 10th. Needham & Company LLC restated a "hold" rating on shares of Apple in a research note on Tuesday, September 8th. Finally, The Goldman Sachs Group assumed coverage on shares of Apple in a report on Monday, August 17th. They set a "buy" rating for the company. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, thirteen have issued a Hold rating and two have issued a Sell rating to the company's stock. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus price target of $340.14.

Insiders Place Their Bets

In other Apple news, SVP Jennifer Newstead sold 2,399 shares of the business's stock in a transaction dated Tuesday, September 22nd. The stock was sold at an average price of $340.06, for a total transaction of $815,803.94. Following the sale, the senior vice president owned 44,391 shares in the company, valued at approximately $15,095,603.46. The trade was a 5.13% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Over the last 90 days, insiders sold 11,031 shares of company stock valued at $3,535,759. Company insiders own 0.06% of the company's stock.

Apple Trading Up 1.5%

Shares of AAPL stock opened at $341.07 on Friday. The stock has a 50-day simple moving average of $321.56 and a 200 day simple moving average of $297.37. The stock has a market capitalization of $4.98 trillion, a P/E ratio of 39.11, a P/E/G ratio of 2.92 and a beta of 1.08. Apple Inc. has a fifty-two week low of $243.42 and a fifty-two week high of $345.34. 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 (NASDAQ:AAPL - Get Free Report) last issued its quarterly earnings results on Thursday, July 30th. The iPhone maker reported $2.02 EPS for the quarter, topping the consensus estimate of $1.89 by $0.13. The firm had revenue of $109.42 billion for the quarter, compared to analysts' expectations 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 business earned $1.57 earnings per share. On average, sell-side analysts expect that Apple Inc. will post 8.74 earnings per share for the current fiscal year.

Apple Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, August 13th. Investors of record on Monday, August 10th were given a $0.27 dividend. The ex-dividend date was Monday, August 10th. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.3%. Apple's dividend payout ratio (DPR) is 12.39%.

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: iPhone 18 demand remains encouraging. Long lines in India and strong interest in the iPhone 18 Pro and Pro Max suggest Apple’s premium pricing is holding up in an important growth market. Evercore ISI raised its price target to $380 from $365 while maintaining an outperform rating. Apple iPhone demand in India
• Positive Sentiment: Momentum and technical positioning remain supportive. AAPL has gained roughly 10% over the past month and is approaching a potential buy point, helping sustain investor interest. Bank of America and JPMorgan have reiterated bullish ratings, while several analysts maintain targets above the current trading range. Apple stock approaches buy point
• Neutral Sentiment: Apple is expanding its product ecosystem. The company plans a refreshed HomePod mini, while reports suggest it may develop its own AI server chips. These initiatives could support future ecosystem engagement and infrastructure efficiency, but they are not yet material earnings drivers. Apple to release new HomePod mini
• Negative Sentiment: Rising component costs could pressure margins. Bernstein warned that surging memory and other smartphone component costs may weigh on gross margins and earnings in the December quarter, particularly as Apple introduces more expensive iPhones. Apple’s expensive new iPhones and margins
• Negative Sentiment: Valuation and AI execution remain key risks. At nearly $5 trillion in market value and about 38–39 times earnings, Apple requires continued earnings growth to justify its valuation. Analysts argue Alphabet’s Gemini ecosystem and monetization progress currently give it an edge in consumer AI, while Meta’s AI devices add competitive pressure. Alphabet versus Apple in consumer AI
• Negative Sentiment: Legal and product issues add uncertainty. A judge certified a class of payment card issuers in an Apple Pay antitrust lawsuit alleging improper fees. Separately, Apple is preparing a software fix for an iPhone 18 Pro reboot problem. Apple Pay class-action lawsuit

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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