AMI Asset Management Corp Has $121.76 Million Position in Apple Inc. $AAPL

AMI Asset Management Corp decreased its holdings in Apple Inc. (NASDAQ:AAPL) by 1.9% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 478,170 shares of the iPhone maker’s stock after selling 9,278 shares during the period. Apple accounts for approximately 6.8% of AMI Asset Management Corp’s holdings, making the stock its 2nd biggest holding. AMI Asset Management Corp’s holdings in Apple were worth $121,756,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently bought and sold shares of the company. John W. Brooker & Co. CPAs boosted its position in shares of Apple by 61.8% during the third quarter. John W. Brooker & Co. CPAs now owns 1,650 shares of the iPhone maker’s stock valued at $420,000 after buying an additional 630 shares during the period. Regent Peak Wealth Advisors LLC bought a new stake in Apple during the 3rd quarter valued at $27,822,000. Silverleafe Capital Partners LLC grew its stake in Apple by 1.0% in the third quarter. Silverleafe Capital Partners LLC now owns 64,130 shares of the iPhone maker’s stock valued at $16,329,000 after purchasing an additional 645 shares during the last quarter. Curran Financial Partners LLC grew its position in shares of Apple by 2.2% in the 3rd quarter. Curran Financial Partners LLC now owns 29,164 shares of the iPhone maker’s stock worth $7,426,000 after buying an additional 639 shares during the last quarter. Finally, Elite Life Management LLC grew its holdings in Apple by 4.1% in the third quarter. Elite Life Management LLC now owns 6,467 shares of the iPhone maker’s stock worth $1,613,000 after purchasing an additional 255 shares during the last quarter. 67.73% of the stock is owned by hedge funds and other institutional investors.

Apple Price Performance

Shares of AAPL stock opened at $262.36 on Wednesday. Apple Inc. has a 12 month low of $169.21 and a 12 month high of $288.62. The company has a market capitalization of $3.88 trillion, a PE ratio of 35.12, a price-to-earnings-growth ratio of 2.50 and a beta of 1.09. The firm’s 50-day moving average is $273.49 and its two-hundred day moving average is $245.90. The company has a debt-to-equity ratio of 1.06, a current ratio of 0.89 and a quick ratio of 0.86.

Apple (NASDAQ:AAPL) last posted its earnings results on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.74 by $0.11. The company had revenue of $102.47 billion during 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 firm’s quarterly revenue was up 8.7% compared to the same quarter last year. During the same quarter last year, the firm earned $1.64 earnings per share. Analysts predict that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, November 13th. Investors of record on Monday, November 10th were issued a $0.26 dividend. This represents a $1.04 annualized dividend and a yield of 0.4%. The ex-dividend date was Monday, November 10th. Apple’s dividend payout ratio (DPR) is 13.92%.

Insider Buying and Selling at Apple

In related news, CFO Kevan Parekh sold 4,199 shares of the stock in a transaction dated 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 transaction, the chief financial officer owned 8,765 shares of the company’s stock, valued at approximately $2,168,373.35. This represents a 32.39% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through 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 shares were sold at an average price of $271.23, for a total transaction of $1,017,654.96. Following the completion of the transaction, the insider directly owned 15,098 shares of the company’s stock, 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 currently owned by insiders.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on AAPL shares. Wall Street Zen downgraded shares of Apple from a “buy” rating to a “hold” rating in a report on Sunday, November 9th. Jefferies Financial Group reiterated a “hold” rating and set a $283.36 price objective on shares of Apple in a research note on Wednesday, December 17th. 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. TD Cowen upped their price target on Apple from $275.00 to $325.00 and gave the stock a “buy” rating in a report on Friday, October 31st. Finally, Raymond James Financial reaffirmed a “market perform” rating on shares of Apple in a report on Friday, January 2nd. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have given 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, Apple has an average rating of “Moderate Buy” and a consensus price target of $283.92.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Bank of America and other firms reaffirmed Buy ratings and high price targets, citing resilient Services revenue, capital returns and potential edge-AI optionality that support a premium valuation. Article Title
• Positive Sentiment: Foxconn reported record Q4 revenue driven by AI server demand — analysts (e.g., Gene Munster) view the beat as a bullish indirect read on iPhone demand and component orders, which supports Apple’s hardware outlook. Article Title
• Positive Sentiment: Apple has an anticipated product/features update window around Jan. 12 — any meaningful consumer-facing software or service improvements could act as a short-term catalyst for Services and user engagement. Article Title
• Neutral Sentiment: Several ex-Apple engineers and designers are launching or joining AI startups (Hark, Lyte), which highlights both the strength of Apple-trained talent and the competitive drain into AI hardware/software startups — a watch-item for long-term talent and IP trends. Hark hires ex-Apple designer Lyte launch
• Neutral Sentiment: Market commentary groups Apple with other mega-caps as durable long-term compounders; this reinforces its place in diversified portfolios even amid near-term volatility. Article Title
• Negative Sentiment: Raymond James resumed coverage with a downgrade / Market Perform call citing valuation concerns and a view that upside may be limited in 2026 — analyst downgrades and negative headlines pressure sentiment and can trigger selling. Article Title
• Negative Sentiment: Apple’s App Store net revenue growth decelerated in December (y/y growth slowed), raising near-term concerns about Services momentum — Services are a key part of Apple’s premium multiple. Article Title
• Negative Sentiment: Competitive pressure and AI integration narratives are growing — articles highlight Samsung’s push for a massive roll-out of AI-enabled phones and questions about Apple’s Vision Pro uptake, fueling investor worries about lost market share and execution on AI features. Samsung competition Vision Pro sales

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.