Milestone Asset Management LLC Has $11.26 Million Holdings in Apple Inc. $AAPL

Milestone Asset Management LLC increased its position in Apple Inc. (NASDAQ:AAPL) by 9.6% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 44,203 shares of the iPhone maker’s stock after purchasing an additional 3,875 shares during the period. Apple comprises about 2.1% of Milestone Asset Management LLC’s investment portfolio, making the stock its 12th biggest holding. Milestone Asset Management LLC’s holdings in Apple were worth $11,256,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of the business. Ryan Investment Management Inc. purchased a new stake in shares of Apple in the second quarter worth approximately $31,000. ROSS JOHNSON & Associates LLC grew its position in Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after purchasing an additional 180 shares in the last quarter. Nexus Investment Management ULC increased its stake in 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 buying an additional 200 shares during the period. LSV Asset Management purchased a new stake 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 2nd quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock valued at $88,000 after buying an additional 125 shares during the period. 67.73% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, CFO Kevan Parekh sold 4,199 shares of the company’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 transaction, the chief financial officer directly owned 8,765 shares in the company, valued at $2,168,373.35. The trade was a 32.39% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Chris Kondo sold 3,752 shares of the firm’s stock in a transaction 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 completion of the sale, the insider owned 15,098 shares in the company, valued at approximately $4,095,030.54. The trade was a 19.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.06% of the stock is owned by insiders.

Analysts Set New Price Targets

A number of analysts recently issued reports on the company. Rosenblatt Securities lifted their price objective on Apple from $241.00 to $250.00 and gave the company a “neutral” rating in a research report on Friday, October 31st. Monness Crespi & Hardt lifted their price target on Apple from $270.00 to $300.00 and gave the company a “buy” rating in a report on Friday, October 31st. CLSA boosted their price target on Apple from $265.00 to $330.00 and gave the company an “outperform” rating in a research note on Friday, December 5th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Apple in a research report on Monday, December 29th. Finally, The Goldman Sachs Group reissued a “buy” rating on shares of Apple in a research report on Wednesday, December 3rd. Two equities research 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 given a Sell rating to the stock. According to data from MarketBeat.com, Apple presently has an average rating of “Moderate Buy” and a consensus price target of $283.92.

More Apple News

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 Price Performance

Shares of Apple stock opened at $271.01 on Friday. The company has a current ratio of 0.89, a quick ratio of 0.86 and a debt-to-equity ratio of 1.06. The firm has a fifty day simple moving average of $273.66 and a 200-day simple moving average of $244.63. The stock has a market capitalization of $4.00 trillion, a price-to-earnings ratio of 36.28, a PEG ratio of 2.54 and a beta of 1.09. Apple Inc. has a 1-year low of $169.21 and a 1-year high of $288.62.

Apple (NASDAQ:AAPL) last released its earnings results 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. Apple had a net margin of 26.92% and a return on equity of 164.05%. The firm 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 EPS. The business’s revenue was up 8.7% on a year-over-year basis. On average, sell-side analysts expect that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Announces Dividend

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

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.