Apple Inc. $AAPL Shares Acquired by Falcon Wealth Planning

Falcon Wealth Planning raised its stake in Apple Inc. (NASDAQ:AAPL) by 1.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 273,929 shares of the iPhone maker’s stock after purchasing an additional 3,714 shares during the quarter. Apple accounts for 6.3% of Falcon Wealth Planning’s investment portfolio, making the stock its 3rd biggest holding. Falcon Wealth Planning’s holdings in Apple were worth $69,750,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also modified their holdings of the stock. Kingstone Capital Partners Texas LLC increased its position in Apple by 573,627.2% during the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 205,692,660 shares of the iPhone maker’s stock worth $39,065,374,000 after purchasing an additional 205,656,808 shares during the period. Norges Bank acquired a new position in Apple during the second quarter worth $38,942,255,000. Nuveen LLC purchased a new position in Apple in the first quarter worth $17,472,482,000. PKS Advisory Services LLC lifted its holdings in Apple by 98,917.0% in the second quarter. PKS Advisory Services LLC now owns 57,956,620 shares of the iPhone maker’s stock valued at $12,106,000 after acquiring an additional 57,898,088 shares during the period. Finally, Laurel Wealth Advisors LLC boosted its position in shares of Apple by 20,464.8% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker’s stock worth $5,553,753,000 after purchasing an additional 26,937,401 shares in the last quarter. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Analyst Ratings Changes

AAPL has been the topic of several recent analyst reports. Wells Fargo & Company set a $300.00 target price on shares of Apple and gave the stock an “overweight” rating in a research report on Friday, October 31st. Wedbush set a $350.00 price objective on Apple and gave the company an “outperform” rating in a research note on Monday, December 8th. Sanford C. Bernstein set a $325.00 price objective on Apple in a report on Monday, November 3rd. Weiss Ratings reiterated a “buy (b-)” rating on shares of Apple in a research report on Monday. Finally, Melius raised their price target on Apple from $290.00 to $345.00 and gave the company a “buy” rating in a research report on Friday, October 31st. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $283.92.

Insider Buying and Selling at Apple

In other Apple news, CEO Timothy D. Cook sold 129,963 shares of the company’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 value of $33,375,798.03. Following the transaction, 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 position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, SVP Deirdre O’brien sold 43,013 shares of Apple 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 completion of the sale, the senior vice president owned 136,687 shares of the company’s stock, valued at approximately $35,181,866.93. This trade represents a 23.94% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 228,052 shares of company stock valued at $58,604,588. 0.06% of the stock is owned by company insiders.

More Apple News

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 Trading Down 0.1%

Shares of AAPL stock opened at $273.40 on Friday. Apple Inc. has a 1-year low of $169.21 and a 1-year high of $288.62. The firm’s 50-day simple moving average is $272.54 and its 200-day simple moving average is $241.75. The firm has a market cap of $4.04 trillion, a P/E ratio of 36.60, a PEG ratio of 2.56 and a beta of 1.10. The company has a debt-to-equity ratio of 1.06, a current ratio of 0.89 and a quick ratio of 0.86.

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

Apple Dividend Announcement

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

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.