Apple Inc. $AAPL Position Increased by Greenup Street Wealth Management LLC

Greenup Street Wealth Management LLC grew its position in Apple Inc. (NASDAQ:AAPL) by 157.3% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 22,007 shares of the iPhone maker’s stock after purchasing an additional 13,454 shares during the period. Apple comprises about 0.9% of Greenup Street Wealth Management LLC’s holdings, making the stock its 20th largest position. Greenup Street Wealth Management LLC’s holdings in Apple were worth $5,604,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Ryan Investment Management Inc. bought a new stake in Apple in the second quarter worth approximately $31,000. ROSS JOHNSON & Associates LLC lifted its stake in shares of Apple by 1,800.0% in the 1st 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 during the last quarter. Nexus Investment Management ULC boosted its holdings in Apple by 333.3% in the second quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock worth $53,000 after purchasing an additional 200 shares in the last quarter. LSV Asset Management bought a new stake in Apple in the fourth quarter worth $65,000. Finally, Morgan Dempsey Capital Management LLC increased its position in Apple by 41.0% during the second quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock worth $88,000 after buying an additional 125 shares during the last quarter. 67.73% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several analysts have recently issued reports on the company. Melius upped their price target on Apple from $290.00 to $345.00 and gave the stock a “buy” rating in a research note on Friday, October 31st. Phillip Securities lowered Apple from a “hold” rating to a “moderate sell” rating and set a $200.00 target price for the company. in a report on Thursday, September 11th. Cowen reiterated a “buy” rating on shares of Apple in a report on Monday, October 27th. JPMorgan Chase & Co. boosted their price objective on shares of Apple from $290.00 to $305.00 and gave the stock an “overweight” rating in a research note on Friday, October 31st. Finally, Barclays raised their target price on shares of Apple from $180.00 to $230.00 and gave the company an “underweight” rating in a research note on Friday, October 31st. Two research 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 MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price 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

Insider Activity

In other Apple 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 value of $1,038,790.61. Following the completion of the transaction, the chief financial officer owned 8,765 shares of the company’s stock, valued at $2,168,373.35. This represents a 32.39% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 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 value of $1,017,654.96. Following the completion of the sale, the insider owned 15,098 shares of the company’s stock, valued at $4,095,030.54. This represents a 19.90% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 0.06% of the company’s stock.

Apple Trading Down 1.8%

Shares of AAPL stock opened at $262.36 on Wednesday. The firm has a market capitalization of $3.88 trillion, a P/E ratio of 35.12, a price-to-earnings-growth ratio of 2.50 and a beta of 1.09. Apple Inc. has a 1 year low of $169.21 and a 1 year high of $288.62. The firm’s fifty day simple moving average is $273.49 and its 200 day simple moving average is $245.90. The company has a current ratio of 0.89, a quick ratio of 0.86 and a debt-to-equity ratio of 1.06.

Apple (NASDAQ:AAPL) last posted its quarterly 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. Apple had a net margin of 26.92% and a return on equity of 164.05%. The company had revenue of $102.47 billion for the quarter, compared to analyst estimates of $101.65 billion. During the same period last year, the business posted $1.64 EPS. The business’s quarterly revenue was up 8.7% on a year-over-year basis. As a group, sell-side analysts predict that Apple Inc. will post 7.28 EPS for the current year.

Apple Dividend Announcement

The company also recently announced 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. The ex-dividend date of this dividend was Monday, November 10th. This represents a $1.04 dividend on an annualized basis and a yield of 0.4%. Apple’s dividend payout ratio (DPR) is 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.