Apple Inc. $AAPL is BigSur Wealth Management LLC’s 9th Largest Position

BigSur Wealth Management LLC lessened its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 16.4% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 35,453 shares of the iPhone maker’s stock after selling 6,944 shares during the quarter. Apple accounts for 2.2% of BigSur Wealth Management LLC’s portfolio, making the stock its 9th largest position. BigSur Wealth Management LLC’s holdings in Apple were worth $9,027,000 as of its most recent SEC filing.

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

Wall Street Analysts Forecast Growth

AAPL has been the topic of several research reports. TD Cowen upped their price objective on Apple from $275.00 to $325.00 and gave the company a “buy” rating in a research note on Friday, October 31st. DZ Bank raised Apple from a “hold” rating to a “buy” rating and set a $300.00 price target on the stock in a research report on Tuesday, November 4th. Wall Street Zen downgraded shares of Apple from a “buy” rating to a “hold” rating in a report on Sunday, November 9th. Seaport Res Ptn upgraded shares of Apple to a “strong-buy” rating in a research note on Wednesday, October 1st. Finally, Monness Crespi & Hardt raised their price target on shares of Apple from $270.00 to $300.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. Two equities research 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 stock. Based on data from MarketBeat.com, Apple has an average rating of “Moderate Buy” and an average price target of $283.92.

Apple Stock Performance

Shares of AAPL opened at $273.00 on Wednesday. Apple Inc. has a 1 year low of $169.21 and a 1 year high of $288.62. The company has a market cap of $4.03 trillion, a price-to-earnings ratio of 36.55, a price-to-earnings-growth 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 firm has a fifty day moving average of $272.98 and a 200-day moving average of $243.39.

Apple (NASDAQ:AAPL) last released 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 business had revenue of $102.47 billion for 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 company’s revenue for the quarter was up 8.7% compared to the same quarter last year. During the same quarter last year, the company earned $1.64 EPS. As a group, equities analysts anticipate that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Dividend Announcement

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

Insider Activity at Apple

In other news, SVP Katherine L. Adams sold 47,125 shares of the business’s stock in a transaction that occurred on 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 completion of the transaction, the senior vice president directly owned 179,158 shares in the company, valued at approximately $46,005,982.82. The trade was a 20.83% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, SVP Deirdre O’brien sold 43,013 shares of the stock in a transaction that occurred on Thursday, October 2nd. The stock was sold at an average price of $257.39, for a total value of $11,071,116.07. Following the completion of the transaction, the senior vice president directly owned 136,687 shares of the company’s stock, valued at $35,181,866.93. This trade represents a 23.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 228,052 shares of company stock valued at $58,604,588. Company insiders own 0.06% of the company’s stock.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Analysts and bull case: multiple firms lifted targets and reiterations point to upside from iPhone strength, services growth and potential AI monetization in 2026 — some price targets sit well above the current price, supporting a constructive view. Why Apple Might Attract More of an AI Multiple in 2026
• Positive Sentiment: Buybacks & revenue outlook: Apple’s large 2025 buyback program and guidance point to improving EPS and a return to stronger revenue growth into fiscal 2026, which supports valuation and long‑term upside. Apple Is Likely to Return to Double-Digit Revenue Growth
• Neutral Sentiment: Options & range trading: Traders note AAPL has been rangebound; some market participants are generating income via selling out‑of‑the‑money puts (a neutral/constructive tactical trade if you expect limited near‑term downside). Shorting Puts Is The Best Play
• Neutral Sentiment: AI rotation theme: Market commentary highlights a shift from AI infrastructure to application‑layer winners; Apple is positioned as a distribution‑first player but is viewed as a later AI monetizer rather than an early infrastructure spender. The Application-Layer Rotation
• Negative Sentiment: Siri/AI execution concerns: Reporting says Apple missed a planned Siri generative‑AI update and faces perceptions of lagging rivals — this heightens investor worry that Apple must deliver compelling AI features to drive upgrades and multiple expansion. Apple needs to deliver an AI-charged Siri
• Negative Sentiment: Cautionary research and insider/large‑holder selling: Critical takes argue limited near‑term growth, and reporting shows significant sales by insiders and reductions by Berkshire/Buffett — both can weigh on sentiment and create selling pressure. The 76-Year-Old Reason Why Buffett Has Been Selling Apple & QuiverQuant insider/flow summary
• Negative Sentiment: Bearish/valuation concerns: Some articles warn limited upside near term and urge caution on growth expectations given heavy competition in AI and elevated multiples. Apple: Don’t Expect Much Growth Here

About Apple

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.