Eclectic Associates Inc. ADV Reduces Position in Apple Inc. $AAPL

Eclectic Associates Inc. ADV decreased its holdings in Apple Inc. (NASDAQ:AAPL) by 5.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 47,288 shares of the iPhone maker’s stock after selling 2,478 shares during the period. Apple accounts for about 2.2% of Eclectic Associates Inc. ADV’s holdings, making the stock its 12th biggest position. Eclectic Associates Inc. ADV’s holdings in Apple were worth $12,041,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Dakota Community Bank & Trust NA boosted its holdings in Apple by 4.2% in the 3rd quarter. Dakota Community Bank & Trust NA now owns 3,475 shares of the iPhone maker’s stock worth $885,000 after buying an additional 140 shares during the period. Central Valley Advisors LLC raised its stake in shares of Apple by 6.8% during the 3rd quarter. Central Valley Advisors LLC now owns 51,893 shares of the iPhone maker’s stock valued at $13,213,000 after purchasing an additional 3,287 shares during the period. Park Edge Advisors LLC raised its stake in shares of Apple by 1.8% during the 3rd quarter. Park Edge Advisors LLC now owns 12,601 shares of the iPhone maker’s stock valued at $3,209,000 after purchasing an additional 223 shares during the period. North Capital Inc. lifted its holdings in Apple by 0.8% during the 3rd quarter. North Capital Inc. now owns 24,117 shares of the iPhone maker’s stock worth $6,141,000 after purchasing an additional 200 shares in the last quarter. Finally, Whalen Wealth Management Inc. boosted its stake in Apple by 45.1% in the 3rd quarter. Whalen Wealth Management Inc. now owns 10,410 shares of the iPhone maker’s stock worth $2,651,000 after purchasing an additional 3,235 shares during the period. Institutional investors own 67.73% of the company’s stock.

Analyst Upgrades and Downgrades

AAPL has been the topic of several analyst reports. Evercore ISI reiterated an “outperform” rating and set a $325.00 price target (up from $300.00) on shares of Apple in a research report on Monday, December 8th. TD Cowen upped their target price on shares of Apple from $275.00 to $325.00 and gave the stock a “buy” rating in a report on Friday, October 31st. Bank of America raised their price target on shares of Apple from $270.00 to $320.00 and gave the company a “buy” rating in a report on Wednesday, October 29th. CLSA upped their price target on shares of Apple from $265.00 to $330.00 and gave the stock an “outperform” rating in a report on Friday, December 5th. Finally, DA Davidson lifted their price objective on Apple from $250.00 to $270.00 and gave the company a “neutral” rating in a research note on Friday, October 31st. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Apple currently has a consensus rating of “Moderate Buy” and a consensus target price of $283.92.

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

Apple Trading Up 0.5%

Shares of AAPL stock opened at $273.59 on Thursday. The business has a 50-day moving average price of $271.60 and a two-hundred day moving average price of $241.02. Apple Inc. has a 12-month low of $169.21 and a 12-month high of $288.62. The company has a quick ratio of 0.86, a current ratio of 0.89 and a debt-to-equity ratio of 1.06. The firm has a market cap 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.

Apple (NASDAQ:AAPL) last announced its quarterly earnings data on Thursday, October 30th. The iPhone maker reported $1.85 EPS for the quarter, beating the consensus estimate of $1.74 by $0.11. The firm had revenue of $102.47 billion for the quarter, compared to analyst estimates of $101.65 billion. Apple had a return on equity of 164.05% and a net margin of 26.92%.The company’s revenue was up 8.7% on a year-over-year basis. During the same period in the prior year, the company earned $1.64 EPS. Equities analysts anticipate that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, November 13th. Shareholders of record on Monday, November 10th were given a dividend of $0.26 per share. This represents a $1.04 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date was Monday, November 10th. Apple’s dividend payout ratio (DPR) is presently 13.92%.

Insider Activity

In related news, SVP Deirdre O’brien sold 43,013 shares of Apple stock in a transaction on Thursday, October 2nd. The shares were sold at an average price of $257.39, for a total value of $11,071,116.07. Following the transaction, the senior vice president owned 136,687 shares in the company, valued at $35,181,866.93. This trade represents a 23.94% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Timothy D. Cook sold 129,963 shares of the business’s stock in a transaction 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 completion of the sale, the chief executive officer directly owned 3,280,295 shares of the company’s stock, valued at $842,412,558.95. This represents a 3.81% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 228,052 shares of company stock valued at $58,604,588. Insiders own 0.06% of the company’s stock.

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.