Paragon Capital Management Ltd Has $3.67 Million Holdings in Apple Inc. $AAPL

Paragon Capital Management Ltd decreased its position in Apple Inc. (NASDAQ:AAPL) by 24.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 14,423 shares of the iPhone maker’s stock after selling 4,761 shares during the quarter. Apple comprises approximately 0.7% of Paragon Capital Management Ltd’s investment portfolio, making the stock its 20th biggest position. Paragon Capital Management Ltd’s holdings in Apple were worth $3,673,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in AAPL. Triangle Securities Wealth Management boosted its stake in Apple by 22.9% in the 3rd quarter. Triangle Securities Wealth Management now owns 30,601 shares of the iPhone maker’s stock valued at $7,792,000 after purchasing an additional 5,700 shares during the period. Cape ANN Savings Bank lifted its holdings in shares of Apple by 5.4% during the third quarter. Cape ANN Savings Bank now owns 34,362 shares of the iPhone maker’s stock worth $8,750,000 after buying an additional 1,766 shares in the last quarter. Value Partners Investments Inc. boosted its position in shares of Apple by 21.3% in the third quarter. Value Partners Investments Inc. now owns 4,234 shares of the iPhone maker’s stock valued at $1,078,000 after acquiring an additional 743 shares during the period. Alliance Wealth Advisors LLC grew its stake in shares of Apple by 0.3% in the third quarter. Alliance Wealth Advisors LLC now owns 17,100 shares of the iPhone maker’s stock valued at $4,354,000 after acquiring an additional 57 shares in the last quarter. Finally, Gilman Hill Asset Management LLC increased its position in Apple by 12.7% during the third quarter. Gilman Hill Asset Management LLC now owns 23,136 shares of the iPhone maker’s stock worth $5,891,000 after acquiring an additional 2,613 shares during the period. Institutional investors own 67.73% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have issued reports on AAPL. Seaport Res Ptn upgraded shares of Apple to a “strong-buy” rating in a research report on Wednesday, October 1st. Weiss Ratings reissued a “buy (b-)” rating on shares of Apple in a research report on Monday, December 29th. Phillip Securities downgraded Apple from a “hold” rating to a “moderate sell” rating and set a $200.00 target price for the company. in a research report on Thursday, September 11th. JPMorgan Chase & Co. increased their target price on Apple from $290.00 to $305.00 and gave the stock an “overweight” rating in a report on Friday, October 31st. Finally, Sanford C. Bernstein set a $325.00 price target on Apple in a research note on Monday, November 3rd. Two analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Apple presently has an average rating of “Moderate Buy” and an average price target of $283.92.

Apple Trading Down 0.3%

Shares of AAPL opened at $271.01 on Friday. 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 52-week low of $169.21 and a 52-week high of $288.62. The firm has a market cap of $4.00 trillion, a price-to-earnings ratio of 36.28, a PEG ratio of 2.54 and a beta of 1.09. The business’s fifty day moving average is $273.66 and its 200-day moving average is $244.63.

Apple (NASDAQ:AAPL) last released its earnings results on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.74 by $0.11. The firm had revenue of $102.47 billion for the quarter, compared to analysts’ expectations of $101.65 billion. Apple had a return on equity of 164.05% and a net margin of 26.92%.The business’s revenue for the quarter was up 8.7% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.64 earnings per share. Equities analysts anticipate that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, November 13th. Investors of record on Monday, November 10th were given a dividend of $0.26 per share. This represents a $1.04 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date was Monday, November 10th. Apple’s dividend payout ratio is currently 13.92%.

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?

Insider Activity at Apple

In related news, CFO Kevan Parekh sold 4,199 shares of the firm’s stock in a transaction 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 sale, the chief financial officer owned 8,765 shares of the company’s stock, valued at $2,168,373.35. This trade represents a 32.39% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, insider Chris Kondo sold 3,752 shares of the business’s stock in a transaction on Friday, November 7th. The stock was sold at an average price of $271.23, for a total value of $1,017,654.96. Following the sale, the insider owned 15,098 shares in the company, valued at $4,095,030.54. This represents 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 corporate insiders.

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.