Diversified Trust Co Has $167.78 Million Position in Apple Inc. $AAPL

Diversified Trust Co lifted its holdings in Apple Inc. (NASDAQ:AAPL) by 2.0% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 658,931 shares of the iPhone maker’s stock after acquiring an additional 13,150 shares during the period. Apple makes up approximately 3.4% of Diversified Trust Co’s portfolio, making the stock its 7th biggest position. Diversified Trust Co’s holdings in Apple were worth $167,784,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently modified their holdings of AAPL. Financial Futures Ltd Liability Co. lifted its position in Apple by 13.2% in the 2nd quarter. Financial Futures Ltd Liability Co. now owns 3,552 shares of the iPhone maker’s stock worth $729,000 after buying an additional 415 shares during the last quarter. Monarch Capital Management Inc. boosted its stake in Apple by 4.6% in the 2nd quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker’s stock worth $13,740,000 after purchasing an additional 2,920 shares during the period. American National Bank & Trust grew its holdings in shares of Apple by 2.4% in the second quarter. American National Bank & Trust now owns 195,482 shares of the iPhone maker’s stock valued at $40,107,000 after purchasing an additional 4,543 shares in the last quarter. Riverwater Partners LLC lifted its position in Apple by 17.9% in the second quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker’s stock worth $1,109,000 after buying an additional 819 shares during the last quarter. Finally, Andina Capital Management LLC lifted its position in shares of Apple by 209.2% during the first 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 last quarter. Institutional investors own 67.73% of the company’s stock.

Apple Stock Down 0.5%

Apple stock opened at $259.04 on Friday. The firm has a market capitalization of $3.83 trillion, a price-to-earnings ratio of 34.68, a price-to-earnings-growth ratio of 2.44 and a beta of 1.09. 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 Inc. has a 1-year low of $169.21 and a 1-year high of $288.62. The firm’s fifty day moving average price is $273.06 and its two-hundred day moving average price is $246.09.

Apple (NASDAQ:AAPL) last announced its quarterly earnings data on Thursday, October 30th. The iPhone maker reported $1.85 EPS 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 company’s revenue for the quarter was up 8.7% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.64 earnings per share. On average, equities research analysts predict that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Dividend Announcement

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

Key Apple News

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

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on AAPL shares. Robert W. Baird set a $300.00 price objective on Apple in a research note on Friday, October 31st. Phillip Securities downgraded Apple from a “hold” rating to a “moderate sell” rating and set a $200.00 price objective for the company. in a research note on Thursday, September 11th. Rosenblatt Securities boosted their price target on Apple from $241.00 to $250.00 and gave the stock a “neutral” rating in a research note on Friday, October 31st. Bank of America upped their target price on Apple from $270.00 to $320.00 and gave the company a “buy” rating in a report on Wednesday, October 29th. Finally, Raymond James Financial reissued a “market perform” rating on shares of Apple in a research note on Friday, January 2nd. Two 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’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $283.92.

Insider Buying and Selling

In other news, insider Chris Kondo sold 3,752 shares of Apple 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 sale, the insider owned 15,098 shares in the company, valued at $4,095,030.54. This trade represents a 19.90% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, CFO Kevan Parekh sold 4,199 shares of Apple stock in a transaction on 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 directly owned 8,765 shares of the company’s stock, valued at $2,168,373.35. The trade was a 32.39% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.06% of the stock is currently owned by company insiders.

Apple 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.