Elevation Wealth Partners LLC Acquires 3,923 Shares of Apple Inc. $AAPL

Elevation Wealth Partners LLC increased its holdings in Apple Inc. (NASDAQ:AAPL) by 13.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 33,044 shares of the iPhone maker’s stock after purchasing an additional 3,923 shares during the quarter. Apple makes up 3.0% of Elevation Wealth Partners LLC’s investment portfolio, making the stock its 7th biggest holding. Elevation Wealth Partners LLC’s holdings in Apple were worth $8,414,000 as of its most recent SEC filing.

Several other large investors have also bought and sold shares of AAPL. First National Bank of Hutchinson raised its holdings 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 purchasing an additional 6,982 shares during the last quarter. Eagle Capital Management LLC boosted its stake in shares of Apple by 0.5% in the 4th quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker’s stock valued at $13,544,000 after purchasing an additional 272 shares during the last quarter. Brighton Jones LLC increased its position in shares of Apple by 14.8% during the fourth quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker’s stock worth $134,554,000 after buying an additional 69,207 shares during the period. Revolve Wealth Partners LLC increased its position in shares of Apple by 4.2% during the fourth quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker’s stock worth $16,742,000 after buying an additional 2,695 shares during the period. Finally, Highview Capital Management LLC DE raised its stake in Apple by 2.4% during the fourth quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker’s stock worth $12,587,000 after buying an additional 1,155 shares during the last quarter. 67.73% of the stock is owned by institutional investors.

Trending Headlines about Apple

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

Wall Street Analyst Weigh In

A number of analysts have commented on AAPL shares. UBS Group reaffirmed a “neutral” rating on shares of Apple in a research report on Monday, December 8th. TD Cowen upped their target price on Apple from $275.00 to $325.00 and gave the company a “buy” rating in a research report on Friday, October 31st. Sanford C. Bernstein set a $325.00 target price on Apple in a research note on Monday, November 3rd. Cowen reissued a “buy” rating on shares of Apple in a research note on Monday, October 27th. Finally, JPMorgan Chase & Co. increased their price target on Apple from $290.00 to $305.00 and gave the stock an “overweight” rating in a report on Friday, October 31st. Two analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $283.92.

Apple Stock Performance

NASDAQ AAPL opened at $273.00 on Wednesday. The company has a market cap of $4.03 trillion, a P/E ratio of 36.55, a PEG ratio of 2.56 and a beta of 1.10. The company has a fifty day simple moving average of $272.98 and a 200 day simple moving average of $243.39. The company has a current ratio of 0.89, a quick ratio of 0.86 and a debt-to-equity ratio of 1.06. Apple Inc. has a 12-month low of $169.21 and a 12-month high of $288.62.

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 the consensus estimate of $1.74 by $0.11. The firm had revenue of $102.47 billion for the quarter, compared to the consensus estimate of $101.65 billion. Apple had a net margin of 26.92% and a return on equity of 164.05%. The business’s revenue was up 8.7% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.64 earnings per share. Sell-side analysts predict that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, November 13th. Shareholders 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 yield of 0.4%. Apple’s payout ratio is 13.92%.

Insider Buying and Selling at Apple

In other Apple news, CFO Kevan Parekh sold 4,199 shares of the business’s stock in a transaction that occurred on Thursday, October 16th. The stock was sold at an average price of $247.39, for a total transaction of $1,038,790.61. Following the completion of the sale, the chief financial officer directly owned 8,765 shares of the company’s stock, valued at approximately $2,168,373.35. The trade was a 32.39% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, SVP Katherine L. Adams sold 47,125 shares of the firm’s stock in a transaction that occurred on Thursday, October 2nd. The shares were sold at an average price of $256.79, for a total value of $12,101,228.75. Following the completion of the transaction, the senior vice president owned 179,158 shares in the company, valued at $46,005,982.82. This represents a 20.83% decrease in their position. 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 currently owned by corporate insiders.

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.