Apple Inc. $AAPL is Quantum Financial Advisors LLC’s 9th Largest Position

Quantum Financial Advisors LLC increased its stake in Apple Inc. (NASDAQ:AAPL) by 20.2% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 82,793 shares of the iPhone maker’s stock after purchasing an additional 13,910 shares during the quarter. Apple comprises about 2.6% of Quantum Financial Advisors LLC’s holdings, making the stock its 9th largest position. Quantum Financial Advisors LLC’s holdings in Apple were worth $21,082,000 as of its most recent filing with the SEC.

A number of other institutional investors have also added to or reduced their stakes in the stock. Vanguard Group Inc. lifted its holdings in shares of Apple by 1.1% in the second quarter. Vanguard Group Inc. now owns 1,415,932,804 shares of the iPhone maker’s stock worth $290,506,933,000 after buying an additional 15,141,995 shares in the last quarter. State Street Corp lifted its stake in Apple by 0.9% in the 2nd quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker’s stock worth $123,358,461,000 after purchasing an additional 5,224,229 shares in the last quarter. Geode Capital Management LLC lifted its stake in Apple by 1.4% in the 2nd quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker’s stock worth $72,506,336,000 after purchasing an additional 4,942,638 shares in the last quarter. Kingstone Capital Partners Texas LLC boosted its holdings in Apple by 573,627.2% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 205,692,660 shares of the iPhone maker’s stock valued at $39,065,374,000 after purchasing an additional 205,656,808 shares during the period. Finally, Norges Bank purchased a new position in shares of Apple during the 2nd quarter valued at $38,942,255,000. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Analyst Upgrades and Downgrades

AAPL has been the subject of several research analyst reports. UBS Group reissued a “neutral” rating on shares of Apple in a research note on Monday, December 8th. Sanford C. Bernstein set a $325.00 price target on Apple in a report on Monday, November 3rd. Cowen reissued a “buy” rating on shares of Apple in a report on Monday, October 27th. DA Davidson upped their price objective on shares of Apple from $250.00 to $270.00 and gave the stock a “neutral” rating in a research report on Friday, October 31st. Finally, Rosenblatt Securities lifted their target price on shares of Apple from $241.00 to $250.00 and gave the company a “neutral” rating in a research report on Friday, October 31st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $283.92.

Apple Stock Performance

Shares of AAPL stock opened at $273.67 on Monday. The company has a market capitalization of $4.04 trillion, a P/E ratio of 36.64, a PEG ratio of 2.56 and a beta of 1.10. Apple Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $288.62. The company has a debt-to-equity ratio of 1.06, a quick ratio of 0.86 and a current ratio of 0.89. The stock has a 50 day moving average price of $270.16 and a two-hundred day moving average price of $239.82.

Apple (NASDAQ:AAPL) last released its quarterly earnings data on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.74 by $0.11. Apple had a net margin of 26.92% and a return on equity of 164.05%. The firm had revenue of $102.47 billion for the quarter, compared to analysts’ expectations of $101.65 billion. During the same quarter in the previous year, the company earned $1.64 earnings per share. The company’s revenue for the quarter was up 8.7% compared to the same quarter last year. Analysts expect that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, November 13th. Stockholders of record on Monday, November 10th were given a $0.26 dividend. The ex-dividend date of this dividend was Monday, November 10th. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. Apple’s dividend payout ratio is currently 13.92%.

Insider Buying and Selling

In other Apple news, SVP Katherine L. Adams sold 47,125 shares of the stock in a transaction on Thursday, October 2nd. The stock was sold at an average price of $256.79, for a total value of $12,101,228.75. Following the completion of the transaction, the senior vice president owned 179,158 shares in the company, valued at approximately $46,005,982.82. This represents a 20.83% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Chris Kondo sold 3,752 shares of the stock in a transaction dated Friday, November 7th. The stock was sold at an average price of $271.23, for a total transaction of $1,017,654.96. Following the completion of the transaction, the insider owned 15,098 shares of the company’s stock, valued at approximately $4,095,030.54. The trade was a 19.90% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 228,052 shares of company stock worth $58,604,588 over the last quarter. Company insiders own 0.06% of the company’s stock.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Analyst bullishness and price-target lifts are supporting momentum — Evercore ISI recently raised its price target, adding buy-side validation to Apple’s rally. Evercore ISI raises PT on Apple (AAPL) stock
• Positive Sentiment: Macro/strategy pieces argue 2026 could be a breakout year for Apple (AI roadmap + resilient iPhone sales), which supports longer-term investor demand and multiple expansion. Why 2026 May Be Apple’s Year
• Positive Sentiment: Large tech buybacks remain a market tailwind; Apple is part of the broader buyback-driven support in the sector that can buoy share price and EPS. These Techs Had The Biggest Stock Buybacks In Q3. What To Expect In 2026.
• Neutral Sentiment: Search and retail interest in AAPL is elevated (Zacks notes heavy investor searches), which can increase short-term liquidity and volatility but doesn’t guarantee direction. Investors Heavily Search Apple Inc. (AAPL): Here is What You Need to Know
• Neutral Sentiment: Political/private buying flows: a congressman’s continued purchases of Magnificent Seven names underscores retail/insider demand themes but is not a company-specific fundamental change. Congressman Can’t Stop Buying Magnificent 7 Stocks: These Are His Latest Picks
• Neutral Sentiment: Apple updated its developer agreement to allow recouping unpaid fees from in‑app transactions — that helps protect cash flows but may increase developer friction and headlines. Apple becomes a debt collector with its new developer agreement
• Negative Sentiment: Japan’s Mobile Software Competition Act forced Apple to allow alternative app stores and off‑platform payments there — a direct threat to App Store commission revenue and a regulatory precedent. Investors worry this could roll into other markets. Apple opens iPhone to alternative app stores in Japan
• Negative Sentiment: Regulatory pushback in Europe and criticism from apps groups over Apple’s DMA implementation add uncertainty and potential fee-reduction pressure beyond Japan. Apple stock (AAPL) slides as European apps group slams its DMA-dodging exorbitant fees
• Negative Sentiment: Prediction-market chatter that Alphabet could leapfrog Apple on market cap highlights competitive risk and can sap sentiment for mega-cap incumbents if sustained. Prediction market suggests Alphabet’s market cap can leapfrog Apple’s, Nvidia’s

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.