Apple Inc. $AAPL Holdings Raised by CGN Advisors LLC

CGN Advisors LLC grew its stake in shares of Apple Inc. (NASDAQ:AAPL) by 5.6% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 50,055 shares of the iPhone maker’s stock after acquiring an additional 2,638 shares during the period. Apple accounts for 1.0% of CGN Advisors LLC’s investment portfolio, making the stock its 20th biggest holding. CGN Advisors LLC’s holdings in Apple were worth $12,745,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also modified their holdings of AAPL. Independence Bank of Kentucky raised its holdings in Apple by 1.6% during the third quarter. Independence Bank of Kentucky now owns 121,294 shares of the iPhone maker’s stock valued at $30,885,000 after buying an additional 1,863 shares in the last quarter. Jackson Square Capital LLC raised its stake in shares of Apple by 70.3% in the 3rd quarter. Jackson Square Capital LLC now owns 115,270 shares of the iPhone maker’s stock valued at $29,351,000 after acquiring an additional 47,600 shares in the last quarter. Secure Asset Management LLC lifted its holdings in Apple by 4.3% in the 3rd quarter. Secure Asset Management LLC now owns 62,425 shares of the iPhone maker’s stock worth $15,947,000 after purchasing an additional 2,553 shares during the last quarter. Baker Tilly Wealth Management LLC boosted its position in Apple by 6.7% during the third quarter. Baker Tilly Wealth Management LLC now owns 25,938 shares of the iPhone maker’s stock worth $6,605,000 after purchasing an additional 1,628 shares during the period. Finally, AdvisorNet Financial Inc grew its holdings in Apple by 9.2% during the third quarter. AdvisorNet Financial Inc now owns 117,795 shares of the iPhone maker’s stock valued at $29,994,000 after purchasing an additional 9,880 shares during the last quarter. 67.73% of the stock is currently owned by hedge funds and other institutional investors.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Federal judge denied a bid to block U.S. imports of certain Apple Watch models in a patent dispute, letting Apple continue shipments that protect near-term wearables sales and supply continuity. Apple (AAPL) Cleared to Keep Importing Watch Models amid Patent Dispute
• Positive Sentiment: Barron’s reports a surprise jump in China’s imports of foreign-branded mobile phones (iPhone exposure), which supports revenue upside and helps offset macro worries in Apple’s largest cyclical market. Apple Stock Ticks Up After a Surprise From China—and a Legal Win
• Positive Sentiment: High consumer-product satisfaction and continued endorsement from prominent investors/commentators (Jim Cramer highlighted Apple’s customer satisfaction edge), which supports brand resilience and premium pricing. Apple (AAPL)’s the Only One That Maintains High Consumer Product Satisfaction, Says Jim Cramer
• Positive Sentiment: Apple publicly released a new AI model and product-level AI improvements (including live translation features), signaling product-driving AI steps rather than a race to ship unpolished tools — a potential catalyst for Services and device differentiation. Apple Just Released a New AI Model. Should You Buy AAPL Stock Here?
• Positive Sentiment: Analyst sentiment and MarketBeat commentary point to steady upgrades and a material upside case into 2026 as Apple leverages iPhone strength and gradual AI rollouts. Apple: The AI Outlier (MarketBeat)
• Neutral Sentiment: User reviews of features like AirPods live translation (NYT) show incremental product wins that improve the ecosystem but are unlikely to move near-term earnings materially. How Well Does Apple’s Live Translation Work for Japanese? I Tested It in Tokyo.
• Neutral Sentiment: Coverage noting billionaires buying other AI stocks (possible future competitors or new leaders) is drawing headlines but doesn’t directly change Apple’s near-term fundamentals. Billionaires Are Buying an AI Stock That Could Be the Apple of the 2030s
• Negative Sentiment: Ongoing narrative that Apple is a latecomer in generative AI creates valuation risk if investors re-rate tech leaders based on AI leadership; that debate may cap multiple expansion until clearer, product-level wins are delivered. Apple Doesn’t Need A Stronger AI Portfolio (Seeking Alpha)

Apple Price Performance

Shares of AAPL stock opened at $273.40 on Friday. Apple Inc. has a 12 month low of $169.21 and a 12 month high of $288.62. The company has a market capitalization of $4.04 trillion, a P/E ratio of 36.60, a P/E/G ratio of 2.56 and a beta of 1.10. The stock has a 50 day moving average of $272.54 and a two-hundred day moving average of $241.75. The company has a current ratio of 0.89, a quick ratio of 0.86 and a debt-to-equity ratio of 1.06.

Apple (NASDAQ:AAPL) last issued its earnings results on Thursday, October 30th. The iPhone maker reported $1.85 EPS for the quarter, beating analysts’ consensus estimates of $1.74 by $0.11. The business had revenue of $102.47 billion during 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%.Apple’s revenue was up 8.7% on a year-over-year basis. During the same period in the prior year, the company posted $1.64 earnings per share. As a group, equities analysts expect that Apple Inc. will post 7.28 EPS for the current year.

Apple Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, November 13th. Stockholders of record on Monday, November 10th were issued a dividend of $0.26 per share. 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 dividend payout ratio (DPR) is presently 13.92%.

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on AAPL. TD Cowen boosted their price objective on shares of Apple from $275.00 to $325.00 and gave the stock a “buy” rating in a research note on Friday, October 31st. Tigress Financial upped their price target on shares of Apple from $300.00 to $305.00 and gave the company a “strong-buy” rating in a report on Wednesday, September 17th. Melius Research set a $345.00 price objective on Apple in a research note on Friday, October 31st. Jefferies Financial Group reissued a “hold” rating and set a $283.36 price objective on shares of Apple in a research report on Wednesday, December 17th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Apple in a report on Monday. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $283.92.

Insider Buying and Selling at Apple

In related news, CFO Kevan Parekh sold 4,199 shares of the company’s stock in a transaction dated Thursday, October 16th. The shares were sold at an average price of $247.39, for a total value of $1,038,790.61. Following the sale, the chief financial officer owned 8,765 shares of the company’s stock, valued at $2,168,373.35. The trade was a 32.39% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, SVP Katherine L. Adams sold 47,125 shares of the firm’s stock in a transaction dated Thursday, October 2nd. The stock was sold at an average price of $256.79, for a total transaction of $12,101,228.75. Following the transaction, the senior vice president owned 179,158 shares of the company’s stock, valued at approximately $46,005,982.82. This represents a 20.83% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 228,052 shares of company stock worth $58,604,588 in the last 90 days. 0.06% of the stock is currently owned by insiders.

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.