Apple Inc. $AAPL is Thoma Capital Management LLC’s 8th Largest Position

Thoma Capital Management LLC lessened its stake in shares of Apple Inc. (NASDAQ:AAPL) by 14.2% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 11,978 shares of the iPhone maker’s stock after selling 1,975 shares during the period. Apple makes up about 1.8% of Thoma Capital Management LLC’s portfolio, making the stock its 8th biggest position. Thoma Capital Management LLC’s holdings in Apple were worth $3,050,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Ryan Investment Management Inc. purchased a new position in Apple in the 2nd quarter worth $31,000. ROSS JOHNSON & Associates LLC increased its holdings in shares of Apple by 1,800.0% in the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after purchasing an additional 180 shares during the period. Nexus Investment Management ULC raised its stake in shares of Apple by 333.3% in the second quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock worth $53,000 after purchasing an additional 200 shares during the last quarter. LSV Asset Management acquired a new stake in shares of Apple during the fourth quarter worth about $65,000. Finally, Morgan Dempsey Capital Management LLC boosted 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 valued at $88,000 after buying an additional 125 shares during the last quarter. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Apple News Roundup

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.

Insider Activity

In related news, insider Chris Kondo sold 3,752 shares of Apple stock in a transaction 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 sale, the insider owned 15,098 shares of the company’s stock, valued at approximately $4,095,030.54. This trade represents a 19.90% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.06% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

AAPL has been the subject of a number of recent research reports. Barclays raised their price target on shares of Apple from $180.00 to $230.00 and gave the stock an “underweight” rating in a research report on Friday, October 31st. Sanford C. Bernstein set a $325.00 price objective on shares of Apple in a research note on Monday, November 3rd. Rosenblatt Securities boosted their target price on shares of Apple from $241.00 to $250.00 and gave the company a “neutral” rating in a research report on Friday, October 31st. Jefferies Financial Group reaffirmed a “hold” rating and issued a $283.36 price target on shares of Apple in a report on Wednesday, December 17th. Finally, Melius Research set a $345.00 price objective on Apple in a research note on Friday, October 31st. 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 issued a Sell rating to the company. Based on data from MarketBeat, Apple presently has a consensus rating of “Moderate Buy” and a consensus target price of $284.07.

Apple Stock Down 1.0%

AAPL opened at $255.53 on Tuesday. The company has a fifty day moving average of $271.51 and a two-hundred day moving average of $249.32. The stock has a market capitalization of $3.76 trillion, a price-to-earnings ratio of 34.21, a PEG ratio of 2.39 and a beta of 1.09. Apple Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $288.62. The company has a debt-to-equity ratio of 1.06, a quick ratio of 0.86 and a current ratio of 0.89.

Apple (NASDAQ:AAPL) last posted its earnings results on Thursday, October 30th. The iPhone maker reported $1.85 EPS for the quarter, beating analysts’ consensus estimates of $1.74 by $0.11. The firm had revenue of $102.47 billion for the quarter, compared to analysts’ expectations of $101.65 billion. Apple had a return on equity of 164.05% and a net margin of 26.92%.The company’s quarterly revenue was up 8.7% on a year-over-year basis. During the same period last year, the firm earned $1.64 EPS. On average, research analysts expect that Apple Inc. will post 7.28 earnings per share for the current 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. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. The ex-dividend date of this dividend was Monday, November 10th. Apple’s dividend payout ratio is presently 13.92%.

About Apple

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.