Apple Inc. $AAPL Shares Purchased by Clarity Financial LLC

Clarity Financial LLC boosted its stake in shares of Apple Inc. (NASDAQ:AAPL) by 14.2% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 18,051 shares of the iPhone maker’s stock after purchasing an additional 2,248 shares during the quarter. Clarity Financial LLC’s holdings in Apple were worth $4,596,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Financial Futures Ltd Liability Co. boosted its position in shares of Apple by 13.2% during the 2nd quarter. Financial Futures Ltd Liability Co. now owns 3,552 shares of the iPhone maker’s stock worth $729,000 after acquiring an additional 415 shares in the last quarter. Bell & Brown Wealth Advisors LLC lifted its stake in Apple by 0.4% during the first quarter. Bell & Brown Wealth Advisors LLC now owns 62,001 shares of the iPhone maker’s stock worth $13,772,000 after purchasing an additional 240 shares during the last quarter. Monarch Capital Management Inc. lifted its stake in Apple by 4.6% during the second quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker’s stock worth $13,740,000 after purchasing an additional 2,920 shares during the last quarter. American National Bank & Trust boosted its holdings in Apple by 2.4% in the second quarter. American National Bank & Trust now owns 195,482 shares of the iPhone maker’s stock valued at $40,107,000 after purchasing an additional 4,543 shares in the last quarter. Finally, Riverwater Partners LLC increased its stake in Apple by 17.9% in the second quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker’s stock valued at $1,109,000 after purchasing an additional 819 shares during the last quarter. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Apple Price Performance

Shares of NASDAQ:AAPL opened at $273.40 on Friday. Apple Inc. has a one year low of $169.21 and a one year high of $288.62. The stock has a market capitalization of $4.04 trillion, a price-to-earnings ratio of 36.60, a PEG ratio of 2.56 and a beta of 1.10. The company has a 50-day simple moving average of $272.54 and a 200-day simple moving average of $241.75. 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 (NASDAQ:AAPL) last issued its quarterly earnings results on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share (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 analysts’ expectations of $101.65 billion. Apple had a return on equity of 164.05% and a net margin of 26.92%.The firm’s revenue for the quarter was up 8.7% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.64 EPS. On average, analysts predict that Apple Inc. will post 7.28 EPS for the current year.

Apple Announces Dividend

The business also recently declared 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. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. The ex-dividend date was Monday, November 10th. Apple’s dividend payout ratio is 13.92%.

Analyst Ratings Changes

Several analysts have recently weighed in on the stock. JPMorgan Chase & Co. boosted their price objective on shares of Apple from $290.00 to $305.00 and gave the stock an “overweight” rating in a research report on Friday, October 31st. Robert W. Baird set a $300.00 price target on shares of Apple in a research note on Friday, October 31st. UBS Group reissued a “neutral” rating on shares of Apple in a research report on Monday, December 8th. Rosenblatt Securities upped their price objective on shares of Apple from $241.00 to $250.00 and gave the company a “neutral” rating in a research note on Friday, October 31st. Finally, Morgan Stanley reiterated an “overweight” rating and set a $315.00 target price (up previously from $305.00) on shares of Apple in a research report on Wednesday, December 17th. Two research 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 company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $283.92.

Insider Activity

In other Apple news, CFO Kevan Parekh sold 4,199 shares of the company’s stock in a transaction on Thursday, October 16th. The shares were sold at an average price of $247.39, for a total transaction of $1,038,790.61. Following the completion of the transaction, the chief financial officer owned 8,765 shares in the company, valued at approximately $2,168,373.35. This represents a 32.39% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Timothy D. Cook sold 129,963 shares of Apple stock in a transaction dated Thursday, October 2nd. The shares were 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 in the company, valued at approximately $842,412,558.95. The trade was a 3.81% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 228,052 shares of company stock valued at $58,604,588. 0.06% of the stock is currently owned by company insiders.

Apple News Summary

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 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.