Apple Inc. $AAPL Stake Decreased by Ergawealth Advisors Inc.

Ergawealth Advisors Inc. trimmed its holdings in Apple Inc. (NASDAQ:AAPL) by 76.5% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,467 shares of the iPhone maker’s stock after selling 24,311 shares during the quarter. Apple comprises 0.9% of Ergawealth Advisors Inc.’s portfolio, making the stock its 21st largest holding. Ergawealth Advisors Inc.’s holdings in Apple were worth $1,901,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in AAPL. Ryan Investment Management Inc. bought a new stake in shares of Apple during the 2nd quarter worth about $31,000. ROSS JOHNSON & Associates LLC increased its stake in shares of Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after acquiring an additional 180 shares during the period. Nexus Investment Management ULC increased its stake in shares of Apple by 333.3% during the second quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock valued at $53,000 after acquiring an additional 200 shares during the period. LSV Asset Management bought a new stake in Apple during the fourth quarter worth approximately $65,000. Finally, Morgan Dempsey Capital Management LLC lifted its position in Apple by 41.0% in the second quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock worth $88,000 after purchasing an additional 125 shares during the period. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on AAPL. Cowen reiterated a “buy” rating on shares of Apple in a research report on Monday, October 27th. Tigress Financial lifted their target price on Apple from $300.00 to $305.00 and gave the stock a “strong-buy” rating in a report on Wednesday, September 17th. DA Davidson upped their price target on shares of Apple from $250.00 to $270.00 and gave the company a “neutral” rating in a report on Friday, October 31st. Wall Street Zen lowered shares of Apple from a “buy” rating to a “hold” rating in a research report on Sunday, November 9th. Finally, Wells Fargo & Company set a $300.00 target price on shares of Apple and gave the stock an “overweight” rating in a report on Friday, October 31st. Two investment 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. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $284.07.

Apple Stock Performance

Shares of Apple stock opened at $261.05 on Wednesday. Apple Inc. has a 12 month low of $169.21 and a 12 month high of $288.62. The company has a quick ratio of 0.86, a current ratio of 0.89 and a debt-to-equity ratio of 1.06. The stock has a market cap of $3.84 trillion, a PE ratio of 34.95, a price-to-earnings-growth ratio of 2.43 and a beta of 1.09. The business has a fifty day simple moving average of $272.48 and a 200-day simple moving average of $247.97.

Apple (NASDAQ:AAPL) last announced its quarterly earnings data on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.74 by $0.11. Apple had a return on equity of 164.05% and a net margin of 26.92%.The firm had revenue of $102.47 billion during the quarter, compared to the consensus estimate of $101.65 billion. During the same period in the prior year, the business earned $1.64 EPS. The business’s revenue for the quarter was up 8.7% on a year-over-year basis. On average, sell-side analysts anticipate that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, November 13th. Investors of record on Monday, November 10th were given a dividend of $0.26 per share. The ex-dividend date of this dividend 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%.

Insider Activity at Apple

In other Apple news, insider Chris Kondo sold 3,752 shares of the stock in a transaction that occurred on Friday, November 7th. The shares were 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 owned 15,098 shares in the company, valued at $4,095,030.54. This represents a 19.90% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Kevan Parekh sold 4,199 shares of Apple stock in a transaction 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 sale, the chief financial officer directly owned 8,765 shares of the company’s stock, valued at $2,168,373.35. This trade represents a 32.39% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.06% of the stock is currently owned by corporate insiders.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple confirmed a multi‑year partnership to base its next generation of foundation models on Google’s Gemini, giving Apple a fast path to better AI in Siri while preserving capital — a clear product and services catalyst if rollout drives upgrades. Why Apple Chose Google to Power the Future of AI
• Positive Sentiment: Apple launched Apple Creator Studio, a new subscription bundle that expands paid services for creators — supporting higher recurring revenue and gross margins in Services, which investors view as a long‑term earnings driver. Apple rolls out Creator Studio to boost services push, adds AI features
• Positive Sentiment: Several firms reaffirm bullish views (Evercore, Wedbush, other analysts) citing an upcoming iPhone refresh, Siri/AI upgrades and services momentum as reasons Apple remains a top pick for 2026 — analyst support tends to underpin near‑term buying interest. This Analyst Still Thinks Apple Stock Is a Top Pick for 2026
• Neutral Sentiment: JPMorgan’s Q4 report included a one‑time charge tied to taking over the Apple Card partnership; the bank is building reserves and investing in payments/tech to support the card transition — this is operationally important but the direct, immediate impact on Apple’s revenue/profitability is limited and more medium‑term. JPMorgan profit falls on one-time Apple card deal charge
• Negative Sentiment: Critics and some commentators argue Apple is trailing peers in AI spending and execution, and some coverage highlights valuation premium — this narrative can cap sentiment until Apple demonstrates tangible AI product wins and revenue upside. Apple: Trapped Between Google and a Hard AI Phase

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.