Apple Inc. $AAPL Holdings Lifted by Alpine Woods Capital Investors LLC

Alpine Woods Capital Investors LLC increased its holdings in Apple Inc. (NASDAQ:AAPL) by 7.1% in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 61,772 shares of the iPhone maker’s stock after purchasing an additional 4,078 shares during the period. Apple makes up about 3.7% of Alpine Woods Capital Investors LLC’s holdings, making the stock its 3rd biggest holding. Alpine Woods Capital Investors LLC’s holdings in Apple were worth $15,729,000 at the end of the most recent quarter.

A number of other large investors also recently added to or reduced their stakes in AAPL. Stephens Consulting LLC increased its stake in Apple by 18.0% in the 3rd quarter. Stephens Consulting LLC now owns 12,227 shares of the iPhone maker’s stock worth $3,113,000 after purchasing an additional 1,862 shares during the period. Harbor Capital Advisors Inc. grew its position in shares of Apple by 2.7% in the 3rd quarter. Harbor Capital Advisors Inc. now owns 82,411 shares of the iPhone maker’s stock worth $20,984,000 after buying an additional 2,185 shares during the period. Norden Group LLC boosted its stake in Apple by 16.9% during the third quarter. Norden Group LLC now owns 126,676 shares of the iPhone maker’s stock worth $32,256,000 after acquiring an additional 18,281 shares in the last quarter. World Investment Advisors boosted its stake in Apple by 3.9% in the 3rd quarter. World Investment Advisors now owns 734,485 shares of the iPhone maker’s stock worth $187,022,000 after purchasing an additional 27,445 shares in the last quarter. Finally, Brady Martz Wealth Solutions LLC boosted its stake in Apple by 0.6% during the 3rd quarter. Brady Martz Wealth Solutions LLC now owns 14,959 shares of the iPhone maker’s stock valued at $3,809,000 after purchasing an additional 91 shares during the last quarter. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Insiders Place Their Bets

In other Apple news, CFO Kevan Parekh sold 4,199 shares of the company’s 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 transaction, the chief financial officer directly owned 8,765 shares in the company, valued at $2,168,373.35. This represents a 32.39% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Chris Kondo sold 3,752 shares of the firm’s stock in a transaction that occurred on Friday, November 7th. The stock was sold at an average price of $271.23, for a total transaction of $1,017,654.96. Following the transaction, the insider directly owned 15,098 shares in the company, valued at approximately $4,095,030.54. This trade represents a 19.90% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.06% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on the stock. Argus set a $325.00 target price on shares of Apple and gave the company a “buy” rating in a research note on Friday, October 31st. Tigress Financial boosted their price objective on shares of Apple from $300.00 to $305.00 and gave the company a “strong-buy” rating in a research report on Wednesday, September 17th. Sanford C. Bernstein set a $325.00 price objective on Apple in a research note on Monday, November 3rd. Evercore ISI reiterated an “outperform” rating and set a $325.00 target price (up from $300.00) on shares of Apple in a research report on Monday, December 8th. Finally, Robert W. Baird set a $300.00 price target on Apple in a research report on Friday, October 31st. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $283.92.

Key Stores Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: OpenAI CEO Sam Altman publicly naming Apple as a long‑term rival in AI underscores investor interest in Apple’s AI roadmap and ecosystem positioning — a potential tailwind for Services and device differentiation. Why Sam Altman Sees Apple (AAPL) as the Real Rival to ChatGPT
• Positive Sentiment: Rumors that the AirPods Pro 3 could gain infrared cameras suggest faster hardware refreshes and new features for wearables — a boost to Apple’s product-cycle narrative and Services monetization potential. Apple’s (AAPL) AirPods Pro 3 May Soon Get Infrared Cameras
• Positive Sentiment: Earnings previews point to continued margin expansion and a projected high‑single‑digit rise in profitability for the upcoming quarter — supportive of near‑term earnings expectations. Apple Earnings Preview: What to Expect
• Neutral Sentiment: Corporate governance update — Apple appointed Ben Borders as Principal Accounting Officer. Routine leadership changes can slightly reassure on controls but are unlikely to move valuation materially. Apple appoints Ben Borders as principal accounting officer
• Neutral Sentiment: General market commentary and search interest pieces (e.g., Benzinga lists) show continued retail attention on AAPL but don’t imply immediate fundamental change. EXCLUSIVE: December’s 12 Most-Searched Tickers On Benzinga Pro – Where Do Tesla, Micron, Apple Stock Rank
• Negative Sentiment: Multiple reports say Apple has cut Vision Pro production and pulled back marketing after weaker‑than‑expected demand. That reduces near‑term hardware revenue upside and raises questions on the timing of returns from spatial‑computing investments. Apple cuts Vision Pro production and marketing after weak sales
• Negative Sentiment: Raymond James resumed coverage but moved to a market‑perform (neutral) rating, explicitly flagging limited upside given current valuation — a sentiment that can temper momentum and institutional buying. Raymond James resumes Apple coverage, flags limited upside at current valuation
• Negative Sentiment: Opinion pieces and a multi‑factor analysis (Forbes and others) suggesting reduced exposure highlight valuation risk — investors may trim positions if they believe upside is capped relative to premium multiples. Is It Time To Reduce Exposure To Apple Stock?

Apple Stock Performance

NASDAQ AAPL opened at $271.01 on Friday. The company has a market cap of $4.00 trillion, a P/E ratio of 36.28, a P/E/G ratio of 2.54 and a beta of 1.09. Apple Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $288.62. The business’s 50 day moving average price is $273.66 and its 200-day moving average price is $244.63. 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 announced its 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. Apple had a return on equity of 164.05% and a net margin of 26.92%.The business had revenue of $102.47 billion during the quarter, compared to analyst estimates of $101.65 billion. During the same quarter in the previous year, the business earned $1.64 earnings per share. The company’s revenue for the quarter was up 8.7% compared to the same quarter last year. Sell-side analysts predict that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, November 13th. Stockholders of record on Monday, November 10th were given 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 (DPR) is 13.92%.

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.