Apple Inc. $AAPL is Simon Quick Advisors LLC’s 9th Largest Position

Simon Quick Advisors LLC lowered its stake in shares of Apple Inc. (NASDAQ:AAPL) by 1.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 269,682 shares of the iPhone maker’s stock after selling 2,868 shares during the quarter. Apple comprises 3.1% of Simon Quick Advisors LLC’s holdings, making the stock its 9th largest holding. Simon Quick Advisors LLC’s holdings in Apple were worth $68,669,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also added to or reduced their stakes in AAPL. Ryan Investment Management Inc. purchased a new stake in Apple during the second quarter valued at approximately $31,000. ROSS JOHNSON & Associates LLC increased its position 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 worth $42,000 after purchasing an additional 180 shares in the last quarter. Nexus Investment Management ULC lifted its holdings in shares of 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 purchasing an additional 200 shares during the last quarter. LSV Asset Management acquired a new stake in shares of Apple in the 4th quarter worth $65,000. Finally, Morgan Dempsey Capital Management LLC grew its stake in Apple by 41.0% during the 2nd quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock worth $88,000 after buying an additional 125 shares during the last quarter. 67.73% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

AAPL has been the subject of a number of research analyst reports. Loop Capital reiterated a “buy” rating and issued a $325.00 price target (up from $315.00) on shares of Apple in a research note on Tuesday, December 2nd. Morgan Stanley reaffirmed an “overweight” rating and issued a $315.00 price objective (up from $305.00) on shares of Apple in a research report on Wednesday, December 17th. Cowen reissued a “buy” rating on shares of Apple in a research report on Monday, October 27th. UBS Group restated a “neutral” rating on shares of Apple in a research note on Tuesday, January 6th. Finally, CLSA lifted their price objective on shares of Apple from $265.00 to $330.00 and gave the stock an “outperform” rating in a research note on Friday, December 5th. Two analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $284.07.

Apple Stock Down 1.0%

NASDAQ:AAPL opened at $255.53 on Tuesday. 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’s fifty day moving average price is $271.51 and its 200-day moving average price is $249.32. Apple Inc. has a 1-year low of $169.21 and a 1-year high of $288.62. The firm has a market capitalization of $3.76 trillion, a P/E ratio of 34.21, a PEG ratio of 2.39 and a beta of 1.09.

Apple (NASDAQ:AAPL) last posted its quarterly earnings results 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 analyst estimates of $101.65 billion. Apple had a net margin of 26.92% and a return on equity of 164.05%. The firm’s revenue was up 8.7% on a year-over-year basis. During the same period in the prior year, the company earned $1.64 earnings per share. As a group, equities research analysts anticipate that Apple Inc. will post 7.28 EPS for the current year.

Apple Announces Dividend

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

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Holiday-quarter strength in China: iPhone 17 shipments rebounded and Apple reclaimed the top spot in China’s smartphone market, supporting revenue durability in a key region. Apple tops China smartphone sales as iPhone 17 defies chip shortage
• Positive Sentiment: Profitability improvement: Reports highlight Apple achieved ~+13% adjusted EPS growth, reinforcing that earnings momentum remains intact even as investors debate valuation. Apple (AAPL) Achieved an Adjusted EPS Growth of +13%
• Positive Sentiment: Apple Card shift to JPMorgan: JPMorgan Chase taking over the Apple Card from Goldman Sachs signals a strategic partner move that may stabilize the card program and payments revenue. JPMorgan Chase Is About to Take Over the Apple Card Business From Goldman Sachs. Here’s What Investors Need to Know.
• Neutral Sentiment: Siri AI collaboration with Google: Apple’s move to integrate Google’s Gemini into Siri could boost AI capabilities but raises strategic questions about Google reliance and long-term differentiation. Impact depends on execution and regulatory optics. As Apple Teams Up with Google on Siri AI Upgrades, Should You Buy AAPL Stock?
• Neutral Sentiment: App ecosystem signal: New Apple Watch apps (e.g., MOJO KING) show continued third‑party innovation leveraging Apple’s wearables, a modest positive for Services/Hardware attach but not a material driver alone. 6Letters Launches “MOJO KING,” an Apple Watch-Based iOS App for Non-Invasive Testosterone Monitoring
• Negative Sentiment: Regulatory risk in India: A key antitrust hearing is set for Jan. 27, adding near-term legal and market-access uncertainty in a large growth market. Traders may be marking down risk exposure ahead of the date. Dear Apple Stock Fans, Mark Your Calendars for January 27
• Negative Sentiment: Sentiment and positioning: Jim Cramer said it “worries” him that buyers haven’t stepped in, reflecting cautious retail/institutional appetite and contributing to short‑term selling pressure. Jim Cramer on Apple: “It worries me that the buyers haven’t figured out to buy it yet”
• Negative Sentiment: Macro/sector rotation: Coverage notes the “Magnificent Seven” are diverging as the AI trade cools; that group-level rotation is pressuring Apple alongside some hedge fund stake trimming. The Magnificent Seven Drove Markets. Now They’re Pulling in Different Directions.

Insiders Place Their Bets

In other Apple news, 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 value of $1,017,654.96. Following the completion of the transaction, 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 ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Corporate insiders own 0.06% of the company’s stock.

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.