Breakthru Advisory Services LLC Acquires Shares of 12,194 Apple Inc. $AAPL

Breakthru Advisory Services LLC bought a new stake in shares of Apple Inc. (NASDAQ:AAPL) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm bought 12,194 shares of the iPhone maker’s stock, valued at approximately $3,105,000. Apple makes up about 2.0% of Breakthru Advisory Services LLC’s portfolio, making the stock its 14th largest position.

Several other institutional investors have also modified their holdings of the business. First National Bank of Hutchinson lifted its stake in Apple by 24.6% during the fourth quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker’s stock worth $8,845,000 after purchasing an additional 6,982 shares during the last quarter. Eagle Capital Management LLC raised its holdings in shares of Apple by 0.5% during the fourth quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker’s stock worth $13,544,000 after purchasing an additional 272 shares during the period. Brighton Jones LLC raised its holdings 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 worth $134,554,000 after purchasing an additional 69,207 shares during the period. Revolve Wealth Partners LLC lifted its position in shares of Apple by 4.2% in the 4th quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker’s stock worth $16,742,000 after buying an additional 2,695 shares during the last quarter. Finally, Highview Capital Management LLC DE boosted its holdings in shares of Apple by 2.4% in the 4th quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker’s stock valued at $12,587,000 after buying an additional 1,155 shares during the period. Institutional investors and hedge funds own 67.73% of the company’s stock.

Apple Price Performance

Shares of AAPL opened at $273.59 on Thursday. Apple Inc. has a one year low of $169.21 and a one year high of $288.62. The stock’s fifty day moving average is $271.60 and its 200-day moving average is $241.02. 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 firm has a market capitalization of $4.04 trillion, a price-to-earnings ratio of 36.63, a price-to-earnings-growth ratio of 2.55 and a beta of 1.10.

Apple (NASDAQ:AAPL) last announced its earnings results 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. The firm had revenue of $102.47 billion during the quarter, compared to analyst estimates of $101.65 billion. Apple had a net margin of 26.92% and a return on equity of 164.05%. Apple’s revenue was up 8.7% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.64 EPS. Equities analysts anticipate that Apple Inc. will post 7.28 EPS for the current year.

Apple Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, November 13th. Stockholders of record on Monday, November 10th were issued a $0.26 dividend. The ex-dividend date was Monday, November 10th. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. Apple’s dividend payout ratio (DPR) is 13.92%.

Apple News Roundup

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 Buying and Selling at Apple

In related news, CEO Timothy D. Cook sold 129,963 shares of the business’s stock in a transaction that occurred on Thursday, October 2nd. The stock was sold at an average price of $256.81, for a total transaction of $33,375,798.03. Following the sale, the chief executive officer owned 3,280,295 shares of the company’s stock, valued at $842,412,558.95. The trade was a 3.81% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, 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 value of $12,101,228.75. Following the transaction, the senior vice president directly owned 179,158 shares of the company’s stock, valued at approximately $46,005,982.82. The trade was a 20.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 228,052 shares of company stock valued at $58,604,588. 0.06% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on AAPL shares. Loop Capital reiterated a “buy” rating and set a $325.00 price objective (up previously from $315.00) on shares of Apple in a research note on Tuesday, December 2nd. Monness Crespi & Hardt upped their target price on Apple from $270.00 to $300.00 and gave the company a “buy” rating in a report on Friday, October 31st. Seaport Res Ptn upgraded Apple to a “strong-buy” rating in a research report on Wednesday, October 1st. Tigress Financial boosted their price objective on Apple from $300.00 to $305.00 and gave the company a “strong-buy” rating in a research report on Wednesday, September 17th. Finally, Wells Fargo & Company set a $300.00 price objective on Apple and gave the stock an “overweight” rating in a research note on Friday, October 31st. Two analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $283.92.

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.