Copeland Capital Management LLC Sells 4,243 Shares of Apple Inc. $AAPL

Copeland Capital Management LLC cut its holdings in Apple Inc. (NASDAQ:AAPL) by 4.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 90,808 shares of the iPhone maker’s stock after selling 4,243 shares during the quarter. Copeland Capital Management LLC’s holdings in Apple were worth $23,123,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also bought and sold shares of the company. Vanguard Group Inc. lifted its stake in Apple by 1.1% in the second quarter. Vanguard Group Inc. now owns 1,415,932,804 shares of the iPhone maker’s stock worth $290,506,933,000 after acquiring an additional 15,141,995 shares during the period. State Street Corp raised its holdings in Apple by 0.9% in the 2nd quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker’s stock worth $123,358,461,000 after purchasing an additional 5,224,229 shares in the last quarter. Geode Capital Management LLC raised its holdings in Apple by 1.4% in the 2nd quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker’s stock worth $72,506,336,000 after purchasing an additional 4,942,638 shares in the last quarter. Kingstone Capital Partners Texas LLC lifted its position in shares of Apple by 573,627.2% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 205,692,660 shares of the iPhone maker’s stock worth $39,065,374,000 after purchasing an additional 205,656,808 shares during the period. Finally, Norges Bank bought a new stake in shares of Apple during the 2nd quarter valued at about $38,942,255,000. Institutional investors own 67.73% of the company’s stock.

Trending Headlines about Apple

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 Activity at Apple

In related news, CFO Kevan Parekh sold 4,199 shares of the company’s stock in a transaction that occurred on 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 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 position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider Chris Kondo sold 3,752 shares of Apple stock in a transaction on Friday, November 7th. The stock was sold at an average price of $271.23, for a total value of $1,017,654.96. Following the completion of the sale, the insider directly owned 15,098 shares of the company’s stock, valued at approximately $4,095,030.54. The trade was a 19.90% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.06% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have commented on the stock. Citigroup restated a “buy” rating and issued a $330.00 price objective (up from $315.00) on shares of Apple in a report on Tuesday, December 9th. Wells Fargo & Company set a $300.00 target price on Apple and gave the stock an “overweight” rating in a research report on Friday, October 31st. Wedbush set a $350.00 price target on Apple and gave the stock an “outperform” rating in a research note on Monday, December 8th. Melius Research set a $345.00 price objective on Apple in a research report on Friday, October 31st. Finally, Bank of America boosted their target price on shares of Apple from $270.00 to $320.00 and gave the company a “buy” rating in a report on Wednesday, October 29th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $284.07.

Apple Price Performance

Shares of NASDAQ:AAPL opened at $259.37 on Monday. The business has a fifty day moving average price of $272.84 and a 200-day moving average price of $247.13. The company has a debt-to-equity ratio of 1.06, a current ratio of 0.89 and a quick ratio of 0.86. The company has a market capitalization of $3.81 trillion, a PE ratio of 34.72, a PEG ratio of 2.43 and a beta of 1.09. Apple Inc. has a 1-year low of $169.21 and a 1-year high of $288.62.

Apple (NASDAQ:AAPL) last announced 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. The company had revenue of $102.47 billion for the quarter, compared to the consensus estimate of $101.65 billion. Apple had a net margin of 26.92% and a return on equity of 164.05%. Apple’s revenue for the quarter was up 8.7% on a year-over-year basis. During the same period in the prior year, the firm posted $1.64 EPS. As a group, equities analysts expect that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Dividend Announcement

The company 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. This represents a $1.04 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date was Monday, November 10th. Apple’s payout ratio is presently 13.92%.

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.