Tilia Fiduciary Partners Inc. Sells 2,283 Shares of Apple Inc. $AAPL

Tilia Fiduciary Partners Inc. cut its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 7.1% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 29,872 shares of the iPhone maker’s stock after selling 2,283 shares during the period. Apple makes up about 4.4% of Tilia Fiduciary Partners Inc.’s portfolio, making the stock its 2nd largest holding. Tilia Fiduciary Partners Inc.’s holdings in Apple were worth $7,606,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. First National Bank of Hutchinson increased its stake in Apple by 24.6% during the 4th quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker’s stock worth $8,845,000 after buying an additional 6,982 shares in the last quarter. Eagle Capital Management LLC boosted its holdings in shares of Apple by 0.5% during the 4th quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker’s stock worth $13,544,000 after purchasing an additional 272 shares during the last quarter. Brighton Jones LLC grew its position in shares of Apple by 14.8% in the fourth quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker’s stock valued at $134,554,000 after purchasing an additional 69,207 shares in the last quarter. Revolve Wealth Partners LLC grew its position in shares of Apple by 4.2% in the fourth quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker’s stock valued at $16,742,000 after purchasing an additional 2,695 shares in the last quarter. Finally, Highview Capital Management LLC DE increased its holdings in shares of Apple by 2.4% in the fourth quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker’s stock valued at $12,587,000 after purchasing an additional 1,155 shares during the last quarter. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Apple Price Performance

Apple stock opened at $273.40 on Friday. The company’s 50 day simple moving average is $272.54 and its 200-day simple moving average is $242.02. 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 Inc. has a 1 year low of $169.21 and a 1 year high of $288.62. The company has a market capitalization of $4.04 trillion, a price-to-earnings ratio of 36.60, a price-to-earnings-growth ratio of 2.56 and a beta of 1.10.

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

Apple Announces Dividend

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 $0.26 dividend. The ex-dividend date of this dividend was Monday, November 10th. This represents a $1.04 dividend on an annualized basis and a dividend yield of 0.4%. Apple’s payout ratio is presently 13.92%.

Insider Transactions at Apple

In related news, SVP Deirdre O’brien sold 43,013 shares of the 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 transaction, the senior vice president owned 136,687 shares of the company’s stock, valued at approximately $35,181,866.93. This represents a 23.94% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Kevan Parekh sold 4,199 shares of Apple 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 completion of the transaction, the chief financial officer directly owned 8,765 shares of the company’s stock, valued at approximately $2,168,373.35. This represents a 32.39% 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 have sold 228,052 shares of company stock worth $58,604,588. 0.06% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on AAPL shares. Loop Capital reissued a “buy” rating and set a $325.00 price objective (up previously from $315.00) on shares of Apple in a research note on Tuesday, December 2nd. Weiss Ratings reiterated a “buy (b-)” rating on shares of Apple in a report on Monday, December 22nd. TD Cowen upped their price objective on shares of Apple from $275.00 to $325.00 and gave the company a “buy” rating in a report on Friday, October 31st. HSBC set a $220.00 price objective on shares of Apple and gave the stock a “hold” rating in a research report on Monday, September 8th. Finally, Tigress Financial boosted their target price 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. Two equities 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 issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $283.92.

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 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.