Apple Inc. $AAPL Shares Purchased by Dynamic Advisor Solutions LLC

Dynamic Advisor Solutions LLC increased its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 5.0% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 453,220 shares of the iPhone maker’s stock after buying an additional 21,551 shares during the period. Apple comprises 3.3% of Dynamic Advisor Solutions LLC’s investment portfolio, making the stock its largest holding. Dynamic Advisor Solutions LLC’s holdings in Apple were worth $112,537,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Ryan Investment Management Inc. acquired a new position in Apple during the 2nd quarter worth $31,000. ROSS JOHNSON & Associates LLC boosted its stake in shares of Apple by 1,800.0% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after buying an additional 180 shares during the period. Nexus Investment Management ULC grew its position in shares of Apple by 333.3% during the second quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock worth $53,000 after buying an additional 200 shares in the last quarter. LSV Asset Management acquired a new position in shares of Apple during the fourth quarter worth about $65,000. Finally, Morgan Dempsey Capital Management LLC increased its stake in shares of Apple by 41.0% during the second quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock worth $88,000 after buying an additional 125 shares during the period. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple announced a new AI model, pushing expectations that the company can monetize AI through device and services upgrades — a concrete catalyst after a year of AI talk. Apple Just Released a New AI Model. Should You Buy AAPL Stock Here?
• Positive Sentiment: Wall Street momentum: multiple analyst upgrades and higher price targets have been posted in December, which supports buying interest and helps explain upward price pressure. Apple Stock (AAPL) Opinions on AI Model Release and Regulatory Fine
• Positive Sentiment: Regulatory/legal wins: Apple settled with Brazil’s regulator to allow third‑party app stores and a federal judge blocked a Texas age‑verification law — both developments reduce near‑term legal overhang in major markets. Apple to allow third-party app stores in Brazil to settle iOS case with regulator Texas Age-Verification Law for App Stores Is Blocked, a Win for Apple and Google
• Neutral Sentiment: CEO Tim Cook’s $3M personal purchase of Nike stock (he’s a Nike director) drew headlines and helped the market tone, but it’s a personal trade with limited direct impact on Apple operations. Why Apple’s Tim Cook Drove Nike Stock Higher Today
• Neutral Sentiment: Market speculation about partnerships (e.g., Apple + Google) and multi‑year AI position shifts keep narratives active but are not immediate revenue drivers. Dan Ives Is Betting That Apple and Google Will Partner in 2026. Should You Buy AAPL Stock First?
• Negative Sentiment: Regulatory friction and fines persist — mentions of a recent $115M fine in Italy and continued antitrust scrutiny are reminders of legal risks that could pressure services revenue or lead to higher compliance costs. Apple Stock (AAPL) Opinions on AI Model Release and Regulatory Fine
• Negative Sentiment: Notable insider and institutional selling (including prior reductions by Berkshire) is being tracked by investors and can weigh on sentiment if it continues. Apple Stock (AAPL) Opinions on AI Model Release and Regulatory Fine Buffett’s $24 Billion Selling Spree: The 6 Stocks Berkshire Hathaway Dumped

Insider Transactions at Apple

In related news, SVP Katherine L. Adams sold 47,125 shares of the stock in a transaction on Thursday, October 2nd. The shares were sold at an average price of $256.79, for a total transaction of $12,101,228.75. Following the completion of the sale, the senior vice president owned 179,158 shares in the company, valued at $46,005,982.82. This represents a 20.83% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Deirdre O’brien sold 43,013 shares of the firm’s stock in a transaction on Thursday, October 2nd. The stock was sold at an average price of $257.39, for a total transaction of $11,071,116.07. Following the transaction, the senior vice president directly owned 136,687 shares in the company, valued at $35,181,866.93. The trade was a 23.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 228,052 shares of company stock worth $58,604,588 over the last 90 days. Company insiders own 0.06% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on AAPL. Wall Street Zen downgraded shares of Apple from a “buy” rating to a “hold” rating in a research note on Sunday, November 9th. Jefferies Financial Group restated a “hold” rating and issued a $283.36 price objective on shares of Apple in a report on Wednesday, December 17th. Melius lifted their price objective on shares of Apple from $290.00 to $345.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. Rosenblatt Securities increased their target price on Apple from $241.00 to $250.00 and gave the company a “neutral” rating in a report on Friday, October 31st. Finally, DZ Bank raised Apple from a “hold” rating to a “buy” rating and set a $300.00 price target for the company in a report on Tuesday, November 4th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $283.92.

Apple Stock Up 0.5%

AAPL opened at $273.59 on Thursday. The stock has a market capitalization of $4.04 trillion, a P/E ratio of 36.63, a price-to-earnings-growth ratio of 2.55 and a beta of 1.10. The company has a debt-to-equity ratio of 1.06, a quick ratio of 0.86 and a current ratio of 0.89. Apple Inc. has a one year low of $169.21 and a one year high of $288.62. The business’s 50-day simple moving average is $271.60 and its 200-day simple moving average is $241.02.

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

Apple Announces Dividend

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

About Apple

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.