Earned Wealth Advisors LLC Grows Holdings in Apple Inc. $AAPL

Earned Wealth Advisors LLC increased its position in Apple Inc. (NASDAQ:AAPL) by 2.3% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 103,917 shares of the iPhone maker’s stock after buying an additional 2,321 shares during the quarter. Apple accounts for approximately 4.4% of Earned Wealth Advisors LLC’s investment portfolio, making the stock its 5th largest position. Earned Wealth Advisors LLC’s holdings in Apple were worth $26,460,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Financial Futures Ltd Liability Co. boosted its position in Apple by 13.2% during the second quarter. Financial Futures Ltd Liability Co. now owns 3,552 shares of the iPhone maker’s stock valued at $729,000 after acquiring an additional 415 shares during the last quarter. Monarch Capital Management Inc. lifted its position in shares of Apple by 4.6% during the 2nd quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker’s stock valued at $13,740,000 after acquiring an additional 2,920 shares during the period. American National Bank & Trust boosted its stake in Apple by 2.4% during the second quarter. American National Bank & Trust now owns 195,482 shares of the iPhone maker’s stock worth $40,107,000 after acquiring an additional 4,543 shares in the last quarter. Riverwater Partners LLC boosted its position in shares of Apple by 17.9% during the 2nd quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker’s stock worth $1,109,000 after purchasing an additional 819 shares in the last quarter. Finally, Highland Capital Management LLC grew its stake in Apple by 2.2% in the third quarter. Highland Capital Management LLC now owns 397,834 shares of the iPhone maker’s stock valued at $101,301,000 after acquiring an additional 8,446 shares during the period. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Apple News Roundup

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.

Insiders Place Their Bets

In other Apple news, insider Chris Kondo sold 3,752 shares of the company’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 sale, the insider owned 15,098 shares in the company, valued at approximately $4,095,030.54. This 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 can be accessed through this link. Company insiders own 0.06% of the company’s stock.

Apple Price Performance

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

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

Apple Announces Dividend

The firm also recently declared 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. This represents a $1.04 dividend on an annualized basis 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%.

Analyst Ratings Changes

Several research analysts recently issued reports on the company. Sanford C. Bernstein set a $325.00 target price on Apple in a research report on Monday, November 3rd. Rosenblatt Securities increased their price target on Apple from $241.00 to $250.00 and gave the stock a “neutral” rating in a research note on Friday, October 31st. CLSA lifted their target price on Apple from $265.00 to $330.00 and gave the company an “outperform” rating in a report on Friday, December 5th. Wedbush reiterated an “outperform” rating and set a $350.00 price target on shares of Apple in a research report on Monday, January 12th. Finally, UBS Group reaffirmed a “neutral” rating on shares of Apple in a report on Tuesday, January 6th. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $281.70.

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.