Baron Wealth Management LLC Has $9.11 Million Holdings in Apple Inc. $AAPL

Baron Wealth Management LLC raised its holdings in Apple Inc. (NASDAQ:AAPL) by 14.6% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 35,779 shares of the iPhone maker’s stock after buying an additional 4,560 shares during the quarter. Apple accounts for about 3.0% of Baron Wealth Management LLC’s investment portfolio, making the stock its 5th largest position. Baron Wealth Management LLC’s holdings in Apple were worth $9,110,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the business. Kingstone Capital Partners Texas LLC grew its position in 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 last quarter. Norges Bank acquired a new stake in Apple during the second quarter worth about $38,942,255,000. Nuveen LLC bought a new position in Apple during the first quarter valued at about $17,472,482,000. PKS Advisory Services LLC raised its holdings in Apple by 98,917.0% in the 2nd quarter. PKS Advisory Services LLC now owns 57,956,620 shares of the iPhone maker’s stock valued at $12,106,000 after acquiring an additional 57,898,088 shares in the last quarter. Finally, Laurel Wealth Advisors LLC raised its holdings in Apple by 20,464.8% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker’s stock valued at $5,553,753,000 after acquiring an additional 26,937,401 shares in the last quarter. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Apple Stock Performance

NASDAQ AAPL opened at $261.05 on Wednesday. Apple Inc. has a 1-year low of $169.21 and a 1-year high of $288.62. The company has a 50 day moving average of $272.48 and a 200-day moving average of $247.97. The company has a current ratio of 0.89, a quick ratio of 0.86 and a debt-to-equity ratio of 1.06. The firm has a market cap of $3.84 trillion, a price-to-earnings ratio of 34.95, a PEG 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 business had revenue of $102.47 billion for the quarter, compared to analyst estimates of $101.65 billion. During the same period in the prior year, the company earned $1.64 EPS. Apple’s revenue for the quarter was up 8.7% on a year-over-year basis. On average, equities analysts forecast that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Announces Dividend

The business also recently declared 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 was Monday, November 10th. This represents a $1.04 annualized dividend and a yield of 0.4%. Apple’s dividend payout ratio is 13.92%.

Insider Transactions at Apple

In other news, CFO Kevan Parekh sold 4,199 shares of the 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 sale, the chief financial officer directly owned 8,765 shares of the company’s stock, valued at $2,168,373.35. This represents a 32.39% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Chris Kondo sold 3,752 shares of the business’s 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 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.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on the company. Citigroup restated a “buy” rating and set a $330.00 price objective (up from $315.00) on shares of Apple in a research report on Tuesday, December 9th. JPMorgan Chase & Co. increased their price objective on shares of Apple from $290.00 to $305.00 and gave the company an “overweight” rating in a research note on Friday, October 31st. UBS Group reaffirmed a “neutral” rating on shares of Apple in a report on Tuesday, January 6th. TD Cowen upped their target price on shares of Apple from $275.00 to $325.00 and gave the company a “buy” rating in a research note on Friday, October 31st. Finally, Melius raised their price target on shares of Apple from $290.00 to $345.00 and gave the stock a “buy” rating in a research note on Friday, October 31st. Two research 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 assigned a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $284.07.

Key Apple News

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.