Apple Inc. $AAPL Position Lowered by BetterWealth LLC

BetterWealth LLC trimmed its stake in shares of Apple Inc. (NASDAQ:AAPL) by 8.2% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 132,793 shares of the iPhone maker’s stock after selling 11,793 shares during the period. Apple accounts for 8.1% of BetterWealth LLC’s portfolio, making the stock its 4th largest holding. BetterWealth LLC’s holdings in Apple were worth $33,813,000 as of its most recent filing with the SEC.

Other hedge funds have also bought and sold shares of the company. Vanguard Group Inc. raised its holdings in shares of Apple by 1.1% during the 2nd quarter. Vanguard Group Inc. now owns 1,415,932,804 shares of the iPhone maker’s stock worth $290,506,933,000 after acquiring an additional 15,141,995 shares in the last quarter. State Street Corp increased its position in Apple by 0.9% in the second quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker’s stock worth $123,358,461,000 after purchasing an additional 5,224,229 shares during the last quarter. Geode Capital Management LLC increased its position in Apple by 1.4% in the second quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker’s stock worth $72,506,336,000 after purchasing an additional 4,942,638 shares during the last quarter. Kingstone Capital Partners Texas LLC raised its stake in Apple by 573,627.2% during 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. Finally, Norges Bank bought a new position in Apple during the second quarter valued at $38,942,255,000. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Insider Transactions at Apple

In other Apple news, insider Chris Kondo sold 3,752 shares of the business’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 transaction, the insider directly owned 15,098 shares in the company, 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 document filed with the SEC, which can be accessed through the SEC website. 0.06% of the stock is owned by company insiders.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Reports say Apple is developing a small AI wearable (a pin with cameras and microphones), highlighting a potential new hardware category and another touchpoint for on‑device AI integration. Read More.
• Positive Sentiment: Multiple outlets report Apple will revamp Siri into a full‑blown AI chatbot (targeted for iOS 27 and WWDC), which could materially boost Services stickiness and user engagement if execution matches expectations. Read More.
• Positive Sentiment: Apple is preparing to launch Apple Pay in India this year, a meaningful long‑term payments expansion into a large addressable market if regulatory talks succeed. Read More.
• Positive Sentiment: Analyst support remains strong: Evercore and other firms have reiterated bullish views and raised price targets (Evercore’s $330 and higher targets from peers), which underpins the buy‑the‑dip narrative. Read More.
• Positive Sentiment: A MarketBeat analysis argues the recent pullback looks stretched and technically oversold, framing earnings as a potential catalyst for a sharp rebound if Apple posts another beat. Read More.
• Neutral Sentiment: Earnings are a near‑term catalyst — Apple’s Q1 results (late January) are the primary event investors are positioning for; outcomes could drive volatility in either direction. Read More.
• Negative Sentiment: Macro/geopolitical risk and recent headlines (tariff threats and risk‑off flows) triggered a sharp sell‑off in recent sessions, which pressured shares despite upgrades — a reminder that external shocks can overwhelm company‑specific positives. Read More.

Apple Price Performance

NASDAQ AAPL opened at $247.65 on Thursday. The company has a market cap of $3.64 trillion, a PE ratio of 33.15, a P/E/G ratio of 2.31 and a beta of 1.09. The firm’s 50 day moving average price is $270.43 and its 200-day moving average price is $249.54. 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 Inc. has a 52-week low of $169.21 and a 52-week high of $288.62.

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

Apple Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, November 13th. Investors of record on Monday, November 10th were given 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 yield of 0.4%. Apple’s dividend payout ratio (DPR) is presently 13.92%.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on AAPL. Evercore ISI restated an “outperform” rating and issued a $330.00 target price on shares of Apple in a report on Tuesday. CLSA lifted their price target on Apple from $265.00 to $330.00 and gave the stock an “outperform” rating in a research report on Friday, December 5th. Raymond James Financial reissued a “market perform” rating on shares of Apple in a research note on Friday, January 2nd. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Apple in a research note on Monday, December 29th. Finally, Argus set a $325.00 target price on Apple and gave the stock a “buy” rating in a report on Friday, October 31st. One investment analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Apple has a consensus rating of “Moderate Buy” and an average target price of $281.70.

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.