180 Wealth Advisors LLC lessened its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 1.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 103,275 shares of the iPhone maker’s stock after selling 2,016 shares during the quarter. Apple comprises about 3.2% of 180 Wealth Advisors LLC’s holdings, making the stock its 3rd largest holding. 180 Wealth Advisors LLC’s holdings in Apple were worth $26,297,000 as of its most recent filing with the SEC.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Financial Futures Ltd Liability Co. boosted its stake in shares of Apple by 13.2% in the second quarter. Financial Futures Ltd Liability Co. now owns 3,552 shares of the iPhone maker’s stock valued at $729,000 after buying an additional 415 shares in the last quarter. Monarch Capital Management Inc. lifted its holdings in Apple by 4.6% in the second quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker’s stock valued at $13,740,000 after acquiring an additional 2,920 shares during the period. American National Bank & Trust boosted its position in shares of Apple by 2.4% during the 2nd quarter. American National Bank & Trust now owns 195,482 shares of the iPhone maker’s stock worth $40,107,000 after purchasing an additional 4,543 shares in the last quarter. Riverwater Partners LLC boosted its position in shares of Apple by 17.9% during the 2nd quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker’s stock worth $1,109,000 after purchasing an additional 819 shares in the last quarter. Finally, Andina Capital Management LLC grew its stake in shares of Apple by 209.2% during the 1st quarter. Andina Capital Management LLC now owns 6,786 shares of the iPhone maker’s stock worth $1,507,000 after purchasing an additional 4,591 shares during the period. Institutional investors and hedge funds own 67.73% of the company’s stock.
Apple News Summary
Here are the key news stories impacting Apple this week:
- Positive Sentiment: JPMorgan will replace Goldman Sachs as the issuer of the Apple Card — a strategic shift that should steady the card program, reduce Apple’s partner execution risk and align the product with a larger credit-card platform (transition may take up to 24 months). JPMorgan Chase becomes the new issuer of the Apple Card
- Positive Sentiment: Apple is expanding its financial-services ecosystem with JPMorgan, which supports Apple’s Services strategy (recurring revenue and deeper device engagement) and could modestly boost Services growth over time. Apple Taps JPMorgan Chase to Expand Its Financial Services Ecosystem
- Positive Sentiment: Bullish analyst commentary and investor pieces highlight Apple’s Services, cash flow and “Apple Intelligence” roadmap as catalysts for upgrades and device refresh cycles ahead. These narratives support a longer-term bullish case despite near-term volatility. Apple Keeps Winning With Services, Cash, And Customer Loyalty
- Neutral Sentiment: Leadership chatter: reports name engineering chief John Ternus as a frontrunner to succeed Tim Cook — a governance story that could influence investor confidence but is not an immediate operational catalyst. Apple’s John Ternus Could Be Tim Cook’s Successor as CEO
- Neutral Sentiment: CES coverage shows PC makers (Dell, HP, Lenovo) pushing new laptop innovations — not directly impacting Apple’s Mac demand yet, but worth monitoring for competitive product trends. All the laptops that caught our eye at CES 2026 – Engadget
- Negative Sentiment: Alphabet briefly surpassed Apple in market capitalization as investors reward AI exposure (Gemini/AI strength). That rotation into AI leaders is putting near-term pressure on Apple stock and investor positioning. Alphabet’s market cap surpasses Apple’s for first time since 2019
- Negative Sentiment: Bearish takes and valuation concerns (articles urging caution or sell calls) are circulating — these reinforce sensitivity to near-term multiple compression if growth or AI positioning disappoints. Apple: Time To Get Out
Insider Buying and Selling
Analysts Set New Price Targets
Several brokerages recently commented on AAPL. Melius raised their price objective on shares of Apple from $290.00 to $345.00 and gave the company a “buy” rating in a research note on Friday, October 31st. Wedbush set a $350.00 target price on shares of Apple and gave the company an “outperform” rating in a report on Monday, December 8th. Robert W. Baird set a $300.00 price target on Apple in a research note on Friday, October 31st. Seaport Res Ptn upgraded Apple to a “strong-buy” rating in a report on Wednesday, October 1st. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Apple in a report on Monday, December 29th. 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 stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $283.92.
Check Out Our Latest Stock Analysis on Apple
Apple Stock Performance
Apple stock opened at $259.04 on Friday. Apple Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $288.62. The company has a market capitalization of $3.83 trillion, a price-to-earnings ratio of 34.68, a PEG ratio of 2.44 and a beta of 1.09. The stock has a fifty day moving average of $273.06 and a two-hundred day moving average of $246.09. 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 – Get Free Report) last posted its quarterly earnings data on Thursday, October 30th. The iPhone maker reported $1.85 EPS for the quarter, beating analysts’ consensus estimates 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 return on equity of 164.05% and a net margin of 26.92%.The business’s revenue for the quarter was up 8.7% compared to the same quarter last year. During the same quarter last year, the company earned $1.64 earnings per share. On average, analysts anticipate that Apple Inc. will post 7.28 EPS for the current fiscal year.
Apple Dividend Announcement
The company also recently declared a quarterly dividend, which was paid on Thursday, November 13th. Stockholders of record on Monday, November 10th were issued a dividend of $0.26 per share. The ex-dividend date was Monday, November 10th. This represents a $1.04 dividend on an annualized basis and a dividend yield of 0.4%. Apple’s payout ratio 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.
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