Apple Inc. $AAPL Shares Purchased by Global Retirement Partners LLC

Global Retirement Partners LLC raised its holdings in Apple Inc. (NASDAQ:AAPL) by 4.5% 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 472,772 shares of the iPhone maker’s stock after buying an additional 20,495 shares during the period. Apple comprises about 2.7% of Global Retirement Partners LLC’s holdings, making the stock its 3rd largest position. Global Retirement Partners LLC’s holdings in Apple were worth $120,382,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in the business. Kingstone Capital Partners Texas LLC boosted its holdings in Apple by 573,627.2% in the second quarter. Kingstone Capital Partners Texas LLC now owns 205,692,660 shares of the iPhone maker’s stock valued at $39,065,374,000 after purchasing an additional 205,656,808 shares in the last quarter. Norges Bank purchased a new stake in shares of Apple during the 2nd quarter worth approximately $38,942,255,000. Nuveen LLC purchased a new stake in shares of Apple during the 1st quarter worth approximately $17,472,482,000. PKS Advisory Services LLC boosted its holdings in shares of 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 buying an additional 57,898,088 shares in the last quarter. Finally, Laurel Wealth Advisors LLC grew its position in shares of 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 buying an additional 26,937,401 shares during the last quarter. 67.73% of the stock is owned by institutional investors and hedge funds.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is integrating Google’s Gemini into Siri, which should materially improve Apple’s voice/AI capabilities and enhance product competitiveness. With Gemini Powering Apple’s Siri, Alphabet Could Soon Be the Undisputed AI Leader
• Positive Sentiment: Evercore reiterated an Outperform/Buy stance with a $330 price target, highlighting upside into Apple’s upcoming earnings and the iPhone 17 cycle. Apple Stock (AAPL) Remains a Top Pick for Evercore Ahead of Q1 Earnings
• Positive Sentiment: Citi projects Apple will ship millions of $2,000 foldable iPhones this year, supporting potential upside in unit growth and higher ASPs if production scales. Apple will ship millions of $2,000 foldable iPhones this year: Citi
• Positive Sentiment: Goldman and other brokers are framing recent weakness as a buying opportunity ahead of January 29 earnings, citing strong iPhone revenue forecasts. ‘Buy the Dip,’ Says Goldman as Apple Pulls Back on Near-Term Concerns
• Neutral Sentiment: Firm-level notes and letters point to Apple’s Q4 rebound and improved China smartphone share, which support fundamentals but are already priced into some analyst models. Apple (AAPL) Continued to Rebound in Q4
• Negative Sentiment: Macro risk: tech stocks led a selloff after renewed Trump rhetoric around Greenland/tariffs, hitting Apple with broad Magnificent Seven weakness despite company-specific positives. America’s Biggest Tech Stocks Lead Tuesday’s Selloff as Trump’s Greenland Rhetoric Rattles Markets
• Negative Sentiment: Despite analyst upgrades, traders sold AAPL — a disconnect highlighted by coverage noting a near‑3% intraday slide amid risk-off positioning. Apple stock tumbles nearly 3% despite analyst upgrade: here’s why
• Negative Sentiment: Regulatory watch: an important antitrust date in India (Jan. 27) adds near‑term uncertainty that could affect services and distribution in a key market. Dear Apple Stock Fans, Mark Your Calendars for January 27
• Negative Sentiment: Bearish commentary (e.g., 24/7 Wall St.) warns Apple could underperform peers this year, which may deepen sentiment-driven selling if momentum fades. This Magnificent 7 Stock Will Plunge This Year

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on the stock. JPMorgan Chase & Co. boosted their price target on shares of Apple from $290.00 to $305.00 and gave the company an “overweight” rating in a research report on Friday, October 31st. Seaport Res Ptn raised Apple to a “strong-buy” rating in a report on Wednesday, October 1st. Wall Street Zen downgraded Apple from a “buy” rating to a “hold” rating in a research note on Sunday, November 9th. Monness Crespi & Hardt lifted their price target on Apple from $270.00 to $300.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. Finally, Cowen reiterated a “buy” rating on shares of Apple in a research note on Monday, October 27th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $283.62.

Apple Trading Down 3.5%

Shares of Apple stock opened at $246.70 on Wednesday. The firm has a market cap of $3.63 trillion, a price-to-earnings ratio of 33.03, a price-to-earnings-growth ratio of 2.39 and a beta of 1.09. Apple Inc. has a 52-week low of $169.21 and a 52-week high of $288.62. The company’s 50-day simple moving average is $270.94 and its 200-day simple moving average is $249.55. The company has a quick ratio of 0.86, a current ratio of 0.89 and a debt-to-equity ratio of 1.06.

Apple (NASDAQ:AAPL) last announced its quarterly earnings data 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. Apple had a return on equity of 164.05% and a net margin of 26.92%.The company had revenue of $102.47 billion for the quarter, compared to analyst estimates of $101.65 billion. During the same quarter in the previous year, the company earned $1.64 EPS. The firm’s revenue for the quarter was up 8.7% compared to the same quarter last year. As a group, equities research analysts anticipate that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Announces Dividend

The business also recently declared 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 13.92%.

Insider Activity

In related news, insider Chris Kondo sold 3,752 shares of the firm’s stock in a transaction dated 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 completion of the sale, the insider owned 15,098 shares in the company, valued at $4,095,030.54. This trade represents a 19.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.06% of the stock is owned by corporate insiders.

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.