Southland Equity Partners LLC Has $31.54 Million Stock Holdings in Apple Inc. $AAPL

Southland Equity Partners LLC lessened its position in Apple Inc. (NASDAQ:AAPL) by 1.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 123,863 shares of the iPhone maker’s stock after selling 1,994 shares during the quarter. Apple comprises about 6.4% of Southland Equity Partners LLC’s investment portfolio, making the stock its 2nd biggest position. Southland Equity Partners LLC’s holdings in Apple were worth $31,539,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of AAPL. Ryan Investment Management Inc. bought a new position in Apple in the 2nd quarter worth approximately $31,000. ROSS JOHNSON & Associates LLC increased 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 worth $42,000 after acquiring an additional 180 shares during the period. Nexus Investment Management ULC increased its position in Apple by 333.3% during the second quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock worth $53,000 after acquiring an additional 200 shares during the period. LSV Asset Management acquired a new position in Apple during the 4th quarter valued at $65,000. Finally, Morgan Dempsey Capital Management LLC boosted its holdings in Apple by 41.0% in the 2nd quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock valued at $88,000 after purchasing an additional 125 shares during the period. Institutional investors and hedge funds own 67.73% of the company’s stock.

Insider Activity at Apple

In other news, CFO Kevan Parekh sold 4,199 shares of Apple stock in a transaction that occurred on 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 completion of the transaction, the chief financial officer owned 8,765 shares in the company, valued at approximately $2,168,373.35. The trade was a 32.39% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Chris Kondo sold 3,752 shares of the stock in a transaction that occurred 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 approximately $4,095,030.54. This trade represents a 19.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.06% of the company’s stock.

Analysts Set New Price Targets

Several research firms have recently issued reports on AAPL. Loop Capital restated a “buy” rating and set a $325.00 price objective (up previously from $315.00) on shares of Apple in a report on Tuesday, December 2nd. Barclays boosted their price target on Apple from $180.00 to $230.00 and gave the company an “underweight” rating in a research note on Friday, October 31st. Cowen reiterated a “buy” rating on shares of Apple in a research report on Monday, October 27th. Sanford C. Bernstein set a $325.00 price objective on Apple in a research report on Monday, November 3rd. Finally, Rosenblatt Securities upped their target price on Apple from $241.00 to $250.00 and gave the company a “neutral” rating in a research note on Friday, October 31st. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $283.92.

Apple Stock Down 0.3%

Shares of NASDAQ AAPL opened at $271.01 on Friday. The stock has a market cap of $4.00 trillion, a PE ratio of 36.28, a PEG ratio of 2.54 and a beta of 1.09. The business has a fifty day moving average of $273.66 and a two-hundred day moving average of $244.63. Apple Inc. has a 52-week low of $169.21 and a 52-week high of $288.62. 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 posted its earnings results 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 business had revenue of $102.47 billion for the quarter, compared to analyst estimates of $101.65 billion. Apple had a net margin of 26.92% and a return on equity of 164.05%. The firm’s quarterly revenue was up 8.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.64 EPS. As a group, equities research analysts expect that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Dividend Announcement

The company also recently disclosed 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. 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 dividend payout ratio is currently 13.92%.

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?

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.