Apple Inc. $AAPL Stake Trimmed by MPS Loria Financial Planners LLC

MPS Loria Financial Planners LLC lessened its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 0.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 282,316 shares of the iPhone maker’s stock after selling 2,097 shares during the quarter. Apple makes up about 19.1% of MPS Loria Financial Planners LLC’s portfolio, making the stock its 2nd biggest holding. MPS Loria Financial Planners LLC’s holdings in Apple were worth $71,886,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of the business. Capstone Wealth Management LLC lifted its stake in Apple by 0.5% in the 3rd quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker’s stock worth $2,174,000 after purchasing an additional 42 shares in the last quarter. Baker Boyer National Bank increased 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 purchasing an additional 47 shares during the last quarter. Beddow Capital Management Inc. lifted its position in 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 boosted its stake in Apple by 0.4% during the third 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 during the last quarter. Finally, Red Tortoise LLC grew its holdings in 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 in the last quarter. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several research firms have recently commented on AAPL. Tigress Financial lifted their price target on Apple from $300.00 to $305.00 and gave the stock a “strong-buy” rating in a report on Wednesday, September 17th. Wedbush set a $350.00 target price on shares of Apple and gave the stock an “outperform” rating in a research note on Monday, December 8th. Weiss Ratings reissued a “buy (b-)” rating on shares of Apple in a research note on Monday, December 29th. The Goldman Sachs Group restated a “buy” rating on shares of Apple in a report on Wednesday, December 3rd. Finally, DA Davidson upped their price objective on Apple from $250.00 to $270.00 and gave the company a “neutral” rating in a report on Friday, October 31st. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $284.07.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Late‑season strength in iPhone 17 demand suggests the handset cycle could keep Services and upgrade momentum intact — a near‑term revenue tailwind for AAPL. iPhone 17 Demand Lifts AAPL
• Positive Sentiment: JPMorgan Chase will become the new issuer of the Apple Card, expanding Apple’s financial‑services ecosystem and potentially boosting Services engagement (though direct financial upside for Apple is likely modest). JPMorgan Chase becomes the new issuer of the Apple Card
• Positive Sentiment: Several Wall Street commentators remain constructive — analysts raising targets and pundits like Jim Cramer arguing Apple deserves a premium multiple on its combination of iPhone strength and AI roadmap. That supports buy‑the‑dip narrative. Analyst lifts Apple stock target to $330
• Neutral Sentiment: Technicals and short‑term positioning: commentators point to an oversold setup and support levels that may produce a rebound, but that depends on catalysts (earnings cadence, AI product news). Stock Of The Day: Is Apple About To Bounce?
• Neutral Sentiment: Evercore and other research houses note overlooked strengths (services, iPhone demand) versus valuation worries — implies mixed near‑term outlook but continued conviction among some buy‑side firms. Apple’s stock falls for the eighth straight day
• Negative Sentiment: Regulatory / app‑store risk: three Democratic senators urged Apple and Google to remove X and Grok after reports the AI tools enabled creation/sharing of sexualized images of minors — this raises content‑moderation and legal risk scrutiny tied to app‑store governance. Grok and X should be suspended from Apple, Google app stores
• Negative Sentiment: Competitive and AI concerns: chatter about Apple lagging peers in AI, analyst downgrades and Alphabet surpassing Apple in market cap are pressuring sentiment and valuation multiples. Can Apple Enjoy a “Siri Surge” as Apple Catches Up in AI?
• Negative Sentiment: Insider selling and some institutional portfolio rotations have been noted in recent filings, which can weigh on near‑term sentiment even if not indicative of fundamental deterioration. QuiverQuant Apple AI strategy and downgrades

Insider Transactions at Apple

In other news, CFO Kevan Parekh sold 4,199 shares of the stock in a transaction dated Thursday, October 16th. The shares were sold at an average price of $247.39, for a total transaction of $1,038,790.61. Following the sale, 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 ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, 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 completion of the transaction, the insider owned 15,098 shares of the company’s stock, valued at $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 owned by corporate insiders.

Apple Stock Up 0.1%

Apple stock opened at $259.37 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 debt-to-equity ratio of 1.06, a quick ratio of 0.86 and a current ratio of 0.89. The firm has a 50 day moving average price of $272.84 and a 200 day moving average price of $246.82. The company has a market capitalization of $3.83 trillion, a PE ratio of 34.72, a price-to-earnings-growth ratio of 2.43 and a beta of 1.09.

Apple (NASDAQ:AAPL) last released its quarterly earnings results on Thursday, October 30th. The iPhone maker reported $1.85 EPS for the quarter, topping analysts’ consensus estimates of $1.74 by $0.11. Apple had a return on equity of 164.05% and a net margin of 26.92%.The company had revenue of $102.47 billion for the quarter, compared to analysts’ expectations of $101.65 billion. During the same period in the prior year, the firm earned $1.64 earnings per share. The firm’s revenue was up 8.7% compared to the same quarter last year. Research analysts expect that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Announces Dividend

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

About Apple

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.