Apple Inc. $AAPL is Kiley Juergens Wealth Management LLC’s 2nd Largest Position

Kiley Juergens Wealth Management LLC trimmed its position in Apple Inc. (NASDAQ:AAPL) by 7.3% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 146,417 shares of the iPhone maker’s stock after selling 11,480 shares during the period. Apple comprises about 8.2% of Kiley Juergens Wealth Management LLC’s investment portfolio, making the stock its 2nd largest position. Kiley Juergens Wealth Management LLC’s holdings in Apple were worth $37,282,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of the company. Ryan Investment Management Inc. purchased a new position in shares of Apple during the 2nd quarter worth $31,000. ROSS JOHNSON & Associates LLC increased its stake in 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 last quarter. Nexus Investment Management ULC increased its stake in Apple by 333.3% in the second quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock valued at $53,000 after purchasing an additional 200 shares during the last quarter. LSV Asset Management purchased a new position in Apple during the fourth quarter worth about $65,000. Finally, Morgan Dempsey Capital Management LLC boosted its stake in Apple by 41.0% in the 2nd quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock worth $88,000 after buying an additional 125 shares during the last quarter. 67.73% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Apple

In other 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 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 transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.06% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

A number of research firms have recently commented on AAPL. JPMorgan Chase & Co. upped their price objective on shares of Apple from $290.00 to $305.00 and gave the company an “overweight” rating in a research note on Friday, October 31st. Melius Research set a $345.00 price target on shares of Apple in a research note on Friday, October 31st. Bank of America lifted their price target on shares of Apple from $270.00 to $320.00 and gave the company a “buy” rating in a report on Wednesday, October 29th. Wedbush reissued an “outperform” rating and set a $350.00 price objective on shares of Apple in a research note on Monday, January 12th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Apple in a research report on Monday, December 29th. One analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Apple has a consensus rating of “Moderate Buy” and an average target price of $281.70.

Apple Stock Down 0.1%

Shares of Apple stock opened at $248.04 on Friday. Apple Inc. has a twelve month low of $169.21 and a twelve month high of $288.62. The stock has a market cap of $3.65 trillion, a price-to-earnings ratio of 33.20, a price-to-earnings-growth ratio of 2.32 and a beta of 1.09. The company has a current ratio of 0.89, a quick ratio of 0.86 and a debt-to-equity ratio of 1.06. The company has a fifty day moving average price of $269.45 and a 200 day moving average price of $249.79.

Apple (NASDAQ:AAPL) last issued its quarterly earnings data on Thursday, October 30th. The iPhone maker reported $1.85 EPS for the quarter, topping 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 analysts’ expectations of $101.65 billion. During the same quarter in the previous year, the firm posted $1.64 earnings per share. The firm’s quarterly revenue was up 8.7% on a year-over-year basis. Equities research analysts forecast that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, November 13th. Shareholders of record on Monday, November 10th were issued a $0.26 dividend. This represents a $1.04 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date was Monday, November 10th. Apple’s dividend payout ratio is currently 13.92%.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Goldman Sachs urges buying the dip ahead of Apple’s Jan. 29 earnings, citing expected robust iPhone sales — a near-term analyst push that can drive short-term inflows. Read More.
• Positive Sentiment: MarketBeat argues Apple’s recent sell-off may be overdone and highlights extreme technical oversold signals plus strong fundamentals and buyback support — this framing can attract value buyers ahead of earnings. Read More.
• Positive Sentiment: Apple’s AI roadmap (Siri chatbot/Campos integration and reports of an AI wearable pin) remains a growth narrative investors are rewarding; new AI features could lift services and hardware ASPs over time. Read More.
• Positive Sentiment: Leadership signal — Apple broadened hardware chief John Ternus’s remit to include design work, underlining succession planning and operational continuity (a governance/continuity positive for long-term holders). Read More.
• Positive Sentiment: Supply-chain/localization update: Pegatron (Apple supplier) expects its first U.S. plant to be completed by end-March with trial production to follow — supports resilience and potential tariff/production flexibility. Read More.
• Positive Sentiment: Evercore ISI reaffirmed an Outperform on AAPL ahead of earnings, adding to institutional buy-side conviction that could underpin the stock into results. Read More.
• Neutral Sentiment: ETF concentration note — large passive funds (e.g., iShares OEF) hold elevated AAPL weightings; that increases index-driven flows but also concentration risk for funds. Read More.
• Neutral Sentiment: Long-term performance pieces and retrospectives (e.g., what $1k in AAPL looks like today) provide sentiment/context but are unlikely to move the stock near-term. Read More.
• Negative Sentiment: Regulatory/legal risk: Apple asked an Indian court to block the antitrust regulator from seeking global financial records in an app-store probe — the investigation itself is a headline regulatory risk that could weigh on sentiment until resolved. Read More.

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.