KW Wealth Management LLC Acquires Shares of 17,004 Apple Inc. $AAPL

KW Wealth Management LLC bought a new position in Apple Inc. (NASDAQ:AAPL) during the third quarter, according to its most recent disclosure with the SEC. The institutional investor bought 17,004 shares of the iPhone maker’s stock, valued at approximately $4,330,000. Apple accounts for about 7.4% of KW Wealth Management LLC’s holdings, making the stock its biggest holding.

A number of other large investors also recently bought and sold shares of AAPL. Capstone Wealth Management LLC grew its stake in shares of 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 buying an additional 42 shares during the last quarter. Baker Boyer National Bank boosted its holdings in Apple by 0.3% in the second quarter. Baker Boyer National Bank now owns 18,011 shares of the iPhone maker’s stock worth $3,695,000 after acquiring an additional 47 shares in the last quarter. Beddow Capital Management Inc. grew its stake in shares of Apple by 1.8% in the second quarter. Beddow Capital Management Inc. now owns 2,597 shares of the iPhone maker’s stock worth $533,000 after acquiring an additional 47 shares during the last quarter. Uncommon Cents Investing LLC increased its holdings in shares of Apple by 0.4% during the third quarter. Uncommon Cents Investing LLC now owns 10,609 shares of the iPhone maker’s stock valued at $2,701,000 after acquiring an additional 47 shares in the last quarter. Finally, Red Tortoise LLC raised its position 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 worth $1,173,000 after purchasing an additional 49 shares during the last quarter. 67.73% of the stock is owned by hedge funds and other institutional investors.

Key Apple News

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

Apple Stock Performance

AAPL stock opened at $259.37 on Friday. 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 company has a market cap of $3.83 trillion, a P/E ratio of 34.72, a price-to-earnings-growth ratio of 2.43 and a beta of 1.09. The stock’s fifty day moving average price is $272.84 and its 200-day moving average price is $246.82.

Apple (NASDAQ:AAPL) last posted its earnings results on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share for the quarter, beating analysts’ consensus estimates of $1.74 by $0.11. The company had revenue of $102.47 billion for the quarter, compared to the consensus estimate of $101.65 billion. Apple had a return on equity of 164.05% and a net margin of 26.92%.Apple’s revenue was up 8.7% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.64 earnings per share. On average, equities analysts forecast that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Announces Dividend

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

Insider Activity at Apple

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 shares were sold at an average price of $247.39, for a total transaction of $1,038,790.61. Following the completion of the sale, the chief financial officer directly 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 filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Chris Kondo sold 3,752 shares of the stock in a transaction that occurred 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 transaction, the insider owned 15,098 shares in the company, valued at $4,095,030.54. The trade was a 19.90% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 0.06% of the company’s stock.

Analyst Upgrades and Downgrades

AAPL has been the subject of a number of analyst reports. Weiss Ratings restated a “buy (b-)” rating on shares of Apple in a research note on Monday, December 29th. Morgan Stanley reissued an “overweight” rating and set a $315.00 price target (up previously from $305.00) on shares of Apple in a research report on Wednesday, December 17th. Cowen reaffirmed a “buy” rating on shares of Apple in a research report on Monday, October 27th. Wells Fargo & Company set a $300.00 target price on Apple and gave the stock an “overweight” rating in a report on Friday, October 31st. Finally, Raymond James Financial restated a “market perform” rating on shares of Apple in a research note on Friday, January 2nd. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $284.07.

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.