Apple Inc. $AAPL Stake Increased by Capital Advisors Inc. OK

Capital Advisors Inc. OK grew its position in Apple Inc. (NASDAQ:AAPL) by 19.1% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 860,996 shares of the iPhone maker’s stock after buying an additional 137,978 shares during the period. Apple makes up about 3.6% of Capital Advisors Inc. OK’s investment portfolio, making the stock its 4th largest holding. Capital Advisors Inc. OK’s holdings in Apple were worth $216,327,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Capstone Wealth Management LLC increased its holdings in shares of Apple by 0.5% in the 3rd quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker’s stock worth $2,174,000 after purchasing an additional 42 shares in the last quarter. Baker Boyer National Bank boosted its position in shares of Apple by 0.3% during the second quarter. Baker Boyer National Bank now owns 18,011 shares of the iPhone maker’s stock valued at $3,695,000 after buying an additional 47 shares during the last quarter. Beddow Capital Management Inc. increased its holdings in Apple by 1.8% in the 2nd quarter. Beddow Capital Management Inc. now owns 2,597 shares of the iPhone maker’s stock worth $533,000 after buying an additional 47 shares in the last quarter. Uncommon Cents Investing LLC raised its position in Apple by 0.4% in the 3rd quarter. Uncommon Cents Investing LLC now owns 10,609 shares of the iPhone maker’s stock worth $2,701,000 after buying an additional 47 shares during the last quarter. Finally, Red Tortoise LLC raised its position in Apple by 0.9% in the 2nd quarter. Red Tortoise LLC now owns 5,717 shares of the iPhone maker’s stock worth $1,173,000 after buying an additional 49 shares during the last quarter. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Analyst Ratings Changes

A number of analysts have recently issued reports on the stock. Melius Research set a $345.00 price target on shares of Apple in a report on Friday, October 31st. The Goldman Sachs Group restated a “buy” rating on shares of Apple in a report on Wednesday, December 3rd. Raymond James Financial reaffirmed a “market perform” rating on shares of Apple in a research report on Friday, January 2nd. Jefferies Financial Group reiterated a “hold” rating and set a $283.36 target price on shares of Apple in a research note on Wednesday, December 17th. Finally, Seaport Res Ptn upgraded Apple to a “strong-buy” rating in a research note on Wednesday, October 1st. Two research 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 given a Sell rating to the company’s stock. According to data from MarketBeat, Apple presently has an average rating of “Moderate Buy” and a consensus price target of $283.62.

Apple Price Performance

Shares of Apple stock opened at $246.70 on Wednesday. The stock has a market cap of $3.63 trillion, a P/E ratio of 33.03, a P/E/G ratio of 2.39 and a beta of 1.09. 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 stock’s fifty day moving average is $270.94 and its 200 day moving average is $249.55. Apple Inc. has a one year low of $169.21 and a one year high of $288.62.

Apple (NASDAQ:AAPL) last released its quarterly earnings results on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.74 by $0.11. Apple had a return on equity of 164.05% and a net margin of 26.92%.The business had revenue of $102.47 billion during the quarter, compared to analyst estimates of $101.65 billion. During the same quarter in the previous year, the company posted $1.64 earnings per share. Apple’s revenue for the quarter was up 8.7% on a year-over-year basis. Sell-side analysts anticipate that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Announces Dividend

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

Key Apple News

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

Insider Buying and Selling

In other Apple 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 transaction, the insider owned 15,098 shares of the company’s stock, valued at $4,095,030.54. The trade was 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 through the SEC website. Insiders own 0.06% of the company’s stock.

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.