Generate Investment Management Ltd Raises Position in Apple Inc. $AAPL

Generate Investment Management Ltd boosted its stake in Apple Inc. (NASDAQ:AAPL) by 101.1% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 371,280 shares of the iPhone maker’s stock after purchasing an additional 186,623 shares during the period. Apple makes up approximately 4.8% of Generate Investment Management Ltd’s holdings, making the stock its 3rd largest position. Generate Investment Management Ltd’s holdings in Apple were worth $94,539,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of AAPL. First National Bank of Hutchinson boosted its stake in shares of Apple by 24.6% during the 4th quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker’s stock worth $8,845,000 after acquiring an additional 6,982 shares during the last quarter. Eagle Capital Management LLC raised its holdings in Apple by 0.5% in the 4th quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker’s stock worth $13,544,000 after purchasing an additional 272 shares during the period. Brighton Jones LLC lifted its position in Apple by 14.8% during the fourth quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker’s stock valued at $134,554,000 after purchasing an additional 69,207 shares in the last quarter. Revolve Wealth Partners LLC grew its holdings in Apple by 4.2% during the fourth quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker’s stock valued at $16,742,000 after purchasing an additional 2,695 shares during the period. Finally, Highview Capital Management LLC DE increased its position in Apple by 2.4% in the fourth quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker’s stock worth $12,587,000 after buying an additional 1,155 shares in the last quarter. 67.73% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Apple

In other news, 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 sale, the insider 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 ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO Kevan Parekh sold 4,199 shares of the firm’s stock in a transaction on Thursday, October 16th. The shares were sold at an average price of $247.39, for a total value of $1,038,790.61. Following the transaction, the chief financial officer owned 8,765 shares in the company, valued at approximately $2,168,373.35. This represents a 32.39% 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.

Apple Stock Performance

Apple stock opened at $261.05 on Wednesday. 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 company’s 50-day moving average price is $272.48 and its 200-day moving average price is $247.97. The company 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. Apple Inc. has a twelve month low of $169.21 and a twelve month high of $288.62.

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

Apple Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, November 13th. Stockholders of record on Monday, November 10th were paid 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 dividend yield of 0.4%. Apple’s dividend payout ratio is currently 13.92%.

Analysts Set New Price Targets

AAPL has been the topic of a number of analyst reports. Morgan Stanley reaffirmed an “overweight” rating and set a $315.00 price objective (up from $305.00) on shares of Apple in a research report on Wednesday, December 17th. Monness Crespi & Hardt lifted their price target on shares of Apple from $270.00 to $300.00 and gave the company a “buy” rating in a report on Friday, October 31st. DZ Bank upgraded shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 price target for the company in a research report on Tuesday, November 4th. Evercore ISI restated an “outperform” rating and set a $330.00 price objective (up from $325.00) on shares of Apple in a research report on Friday. Finally, UBS Group reaffirmed a “neutral” rating on shares of Apple in a report on Tuesday, January 6th. Two 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 assigned a Sell rating to the stock. Based on data from MarketBeat.com, Apple currently has a consensus rating of “Moderate Buy” and a consensus price target of $284.07.

Key Headlines Impacting Apple

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.