Pictet North America Advisors SA Grows Stock Holdings in Apple Inc. $AAPL

Pictet North America Advisors SA raised its stake in Apple Inc. (NASDAQ:AAPL) by 7.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 63,687 shares of the iPhone maker’s stock after buying an additional 4,573 shares during the period. Apple makes up approximately 1.5% of Pictet North America Advisors SA’s holdings, making the stock its 20th largest holding. Pictet North America Advisors SA’s holdings in Apple were worth $16,217,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Ryan Investment Management Inc. purchased a new position in shares of Apple in the second quarter valued at $31,000. ROSS JOHNSON & Associates LLC increased its holdings in Apple by 1,800.0% during the 1st 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 in the last quarter. Nexus Investment Management ULC increased its holdings in Apple by 333.3% during the 2nd 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 in the last quarter. LSV Asset Management acquired a new position in Apple during the fourth quarter worth about $65,000. Finally, Morgan Dempsey Capital Management LLC grew its position in shares of Apple by 41.0% in the second quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock valued at $88,000 after purchasing an additional 125 shares during the last quarter. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Apple Stock Performance

Shares of AAPL stock opened at $255.53 on Monday. The company has a debt-to-equity ratio of 1.06, a quick ratio of 0.86 and a current ratio of 0.89. The firm has a market capitalization of $3.76 trillion, a price-to-earnings ratio of 34.21, a price-to-earnings-growth ratio of 2.39 and a beta of 1.09. Apple Inc. has a one year low of $169.21 and a one year high of $288.62. The company has a 50 day moving average price of $271.79 and a 200 day moving average price of $249.02.

Apple (NASDAQ:AAPL) last announced its quarterly 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 analyst estimates 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 quarter last year, the business earned $1.64 EPS. Sell-side analysts anticipate that Apple Inc. will post 7.28 EPS for the current year.

Apple Announces Dividend

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

Insider Buying and Selling at Apple

In other news, insider Chris Kondo sold 3,752 shares of the business’s stock in a transaction dated 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 sale, the insider owned 15,098 shares in the company, valued at approximately $4,095,030.54. The trade was a 19.90% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 0.06% of the stock is owned by corporate insiders.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple’s long-term AI strategy shifted toward a major deal with Google’s Gemini to power the next-generation Siri and Apple Intelligence — a faster route to competitive AI features that could boost services engagement and stickiness. Read More.
• Positive Sentiment: Apple TV+ is showing momentum and is highlighted as a growing threat to Netflix, which supports the case for accelerating services revenue and margin diversification beyond hardware. Read More.
• Neutral Sentiment: Apple remains a core holding inside mega-cap / AI-heavy ETFs that outperformed in 2025; that structural demand supports liquidity and index flows but isn’t a direct company-specific catalyst. Read More.
• Neutral Sentiment: Proposed U.S. bill to expand veteran training in emerging tech names Apple among potential beneficiaries (more skilled talent in semiconductors/AI over time) — long-term, indirect. Read More.
• Negative Sentiment: India issued a final warning that it will proceed with an antitrust case after delays in Apple’s responses — a move that raises regulatory and large‑fine risk in a key market. That adds tangible downside risk to investor sentiment. Read More.
• Negative Sentiment: Cathie Wood’s ARK and other commentators argue Apple’s reliance on Google for core AI models signals strategic weakness — this critique is amplifying short‑term sell‑side debate about Apple’s independence on AI and could pressure the stock. Read More.
• Negative Sentiment: Memory and storage price spikes are creating headwinds for hardware makers; rising component costs could compress iPhone and Mac margins if Apple cannot fully pass them through. Read More.

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on the company. Wedbush reiterated an “outperform” rating and set a $350.00 target price on shares of Apple in a report on Monday, January 12th. Loop Capital reaffirmed a “buy” rating and set a $325.00 price objective (up previously from $315.00) on shares of Apple in a research note on Tuesday, December 2nd. Wells Fargo & Company set a $300.00 price objective on Apple and gave the stock an “overweight” rating in a research report on Friday, October 31st. Evercore ISI restated an “outperform” rating and issued a $330.00 target price (up from $325.00) on shares of Apple in a report on Friday, January 9th. Finally, Citigroup reissued a “buy” rating and set a $330.00 price objective (up previously from $315.00) on shares of Apple in a research note on Tuesday, December 9th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Apple presently has a consensus rating of “Moderate Buy” and an average target price of $284.07.

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.