CCM Investment Advisers LLC Increases Stake in Apple Inc. $AAPL

Posted by Defense World Staff on Dec 27th, 2025

CCM Investment Advisers LLC increased its position in Apple Inc. (NASDAQ:AAPL – Free Report) by 2.3% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 128,985 shares of the iPhone maker’s stock after buying an additional 2,893 shares during the quarter. Apple accounts for 3.2% of CCM Investment Advisers LLC’s portfolio, making the stock its 5th largest position. CCM Investment Advisers LLC’s holdings in Apple were worth $32,844,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in the business. Ryan Investment Management Inc. purchased a new stake in Apple during the second quarter valued at about $31,000. ROSS JOHNSON & Associates LLC boosted its holdings in Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after acquiring an additional 180 shares during the period. Nexus Investment Management ULC grew its position in Apple by 333.3% during the 2nd quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock worth $53,000 after acquiring an additional 200 shares during the last quarter. LSV Asset Management purchased a new position in Apple in the 4th quarter worth approximately $65,000. Finally, Morgan Dempsey Capital Management LLC boosted its stake in shares of Apple by 41.0% during the second quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock valued at $88,000 after purchasing an additional 125 shares during the period. 67.73% of the stock is owned by hedge funds and other institutional investors.

Apple Stock Down 0.1%

Shares of NASDAQ:AAPL opened at $273.40 on Friday. The firm 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 company has a debt-to-equity ratio of 1.06, a quick ratio of 0.86 and a current ratio of 0.89. The stock has a 50 day moving average price of $272.54 and a 200-day moving average price of $241.75. Apple Inc. has a 52-week low of $169.21 and a 52-week high of $288.62.

Apple (NASDAQ:AAPL – Get Free Report) last issued its quarterly earnings results on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share for the quarter, topping the consensus estimate of $1.74 by $0.11. The company 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 period in the prior year, the firm earned $1.64 earnings per share. As a group, equities research analysts anticipate that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, November 13th. Investors of record on Monday, November 10th were paid a $0.26 dividend. 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 (DPR) is presently 13.92%.

Trending Headlines about Apple

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)

Insider Activity at Apple

In related news, CEO Timothy D. Cook sold 129,963 shares of the business’s 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 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 transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Deirdre O’brien sold 43,013 shares of the company’s stock in a transaction dated 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 in the company, valued at approximately $35,181,866.93. This trade represents a 23.94% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 228,052 shares of company stock worth $58,604,588 over the last 90 days. 0.06% of the stock is currently owned by insiders.

Analyst Ratings Changes

AAPL has been the topic of several analyst reports. DA Davidson lifted their target price on shares of Apple from $250.00 to $270.00 and gave the stock a “neutral” rating in a research note on Friday, October 31st. Wells Fargo & Company set a $300.00 price objective on shares of Apple and gave the company an “overweight” rating in a research note on Friday, October 31st. TD Cowen boosted their price target on Apple from $275.00 to $325.00 and gave the company a “buy” rating in a report on Friday, October 31st. Melius increased their price objective on Apple from $290.00 to $345.00 and gave the stock a “buy” rating in a report on Friday, October 31st. Finally, Moffett Nathanson raised Apple from a “sell” rating to a “neutral” rating and set a $225.00 target price on the stock in a research note on Thursday, September 4th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Apple currently has an average rating of “Moderate Buy” and an average target price of $283.92.

Get Our Latest Stock Report on AAPL

Apple Profile

(Free Report)

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.