Apple Inc. $AAPL Shares Sold by Bard Financial Services Inc.

Bard Financial Services Inc. reduced its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 0.9% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 459,568 shares of the iPhone maker’s stock after selling 4,295 shares during the period. Apple comprises about 12.8% of Bard Financial Services Inc.’s investment portfolio, making the stock its biggest position. Bard Financial Services Inc.’s holdings in Apple were worth $117,020,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of AAPL. Capstone Wealth Management LLC raised its stake in shares of Apple by 0.5% in the third quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker’s stock worth $2,174,000 after acquiring an additional 42 shares during the last quarter. Baker Boyer National Bank boosted its holdings in shares of Apple by 0.3% in the second quarter. Baker Boyer National Bank now owns 18,011 shares of the iPhone maker’s stock valued at $3,695,000 after buying an additional 47 shares during the period. Beddow Capital Management Inc. grew its holdings in shares of Apple by 1.8% during the second quarter. Beddow Capital Management Inc. now owns 2,597 shares of the iPhone maker’s stock worth $533,000 after buying an additional 47 shares in the last quarter. Uncommon Cents Investing LLC lifted its position in Apple by 0.4% during the 3rd quarter. Uncommon Cents Investing LLC now owns 10,609 shares of the iPhone maker’s stock worth $2,701,000 after buying an additional 47 shares in the last quarter. Finally, Red Tortoise LLC boosted its holdings in shares of Apple by 0.9% in the 2nd quarter. Red Tortoise LLC now owns 5,717 shares of the iPhone maker’s stock valued at $1,173,000 after buying an additional 49 shares during the last quarter. Institutional investors own 67.73% of the company’s stock.

Wall Street Analyst Weigh In

AAPL has been the topic of several research reports. Seaport Res Ptn upgraded shares of Apple to a “strong-buy” rating in a report on Wednesday, October 1st. Argus set a $325.00 price target on Apple and gave the company a “buy” rating in a research note on Friday, October 31st. Morgan Stanley reissued an “overweight” rating and issued a $315.00 price target (up previously from $305.00) on shares of Apple in a research note on Wednesday, December 17th. Phillip Securities lowered Apple from a “hold” rating to a “moderate sell” rating and set a $200.00 price target on the stock. in a research note on Thursday, September 11th. Finally, TD Cowen lifted their price objective on shares of Apple from $275.00 to $325.00 and gave the company a “buy” rating in a report on Friday, October 31st. Two equities 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. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $283.92.

Apple Trading Down 0.5%

Shares of AAPL stock opened at $259.04 on Friday. The company’s fifty day simple moving average is $273.06 and its two-hundred day simple moving average is $246.09. 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 Inc. has a 1 year low of $169.21 and a 1 year high of $288.62. The stock 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.

Apple (NASDAQ:AAPL) last issued its quarterly earnings data on Thursday, October 30th. The iPhone maker reported $1.85 EPS for the quarter, beating 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 during the quarter, compared to analysts’ expectations of $101.65 billion. During the same quarter in the previous year, the company earned $1.64 earnings per share. Apple’s revenue for the quarter was up 8.7% on a year-over-year basis. As a group, analysts anticipate that Apple Inc. will post 7.28 earnings per share 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 $0.26 dividend. The ex-dividend date was Monday, November 10th. This represents a $1.04 dividend on an annualized basis and a yield of 0.4%. Apple’s payout ratio is presently 13.92%.

Apple News Roundup

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 Transactions at Apple

In other news, CFO Kevan Parekh sold 4,199 shares of Apple stock in a transaction dated 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 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 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 on Friday, November 7th. The stock was sold at an average price of $271.23, for a total transaction of $1,017,654.96. Following the completion of the sale, the insider directly owned 15,098 shares in the company, valued at approximately $4,095,030.54. This trade represents a 19.90% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.06% of the stock is currently owned by company insiders.

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.