Apple Inc. $AAPL Stock Holdings Raised by CWA Asset Management Group LLC

CWA Asset Management Group LLC grew its holdings in Apple Inc. (NASDAQ:AAPL) by 3.7% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 543,635 shares of the iPhone maker’s stock after buying an additional 19,440 shares during the period. Apple makes up 5.1% of CWA Asset Management Group LLC’s portfolio, making the stock its 2nd largest holding. CWA Asset Management Group LLC’s holdings in Apple were worth $138,426,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in AAPL. Vanguard Group Inc. lifted its stake in shares of Apple by 1.1% in the 2nd quarter. Vanguard Group Inc. now owns 1,415,932,804 shares of the iPhone maker’s stock valued at $290,506,933,000 after purchasing an additional 15,141,995 shares during the last quarter. State Street Corp boosted its stake in Apple by 0.9% during the second quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker’s stock worth $123,358,461,000 after buying an additional 5,224,229 shares during the period. Geode Capital Management LLC increased its position in Apple by 1.4% during the second quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker’s stock valued at $72,506,336,000 after acquiring an additional 4,942,638 shares during the last quarter. Kingstone Capital Partners Texas LLC increased its position 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 acquiring an additional 205,656,808 shares during the last quarter. Finally, Norges Bank bought a new stake in shares of Apple in the 2nd quarter worth about $38,942,255,000. 67.73% of the stock is currently owned by institutional investors.

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.

Analysts Set New Price Targets

Several brokerages have recently weighed in on AAPL. Morgan Stanley reiterated an “overweight” rating and issued a $315.00 price target (up from $305.00) on shares of Apple in a report on Wednesday, December 17th. CLSA raised their price target on shares of Apple from $265.00 to $330.00 and gave the stock an “outperform” rating in a research note on Friday, December 5th. Sanford C. Bernstein set a $325.00 price objective on shares of Apple in a research report on Monday, November 3rd. Argus set a $325.00 target price on shares of Apple and gave the stock a “buy” rating in a research report on Friday, October 31st. Finally, JPMorgan Chase & Co. boosted their price target on Apple from $290.00 to $305.00 and gave the company an “overweight” rating in a report on Friday, October 31st. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $281.70.

Apple Stock Down 0.1%

Apple stock opened at $248.04 on Friday. The company has a quick ratio of 0.86, a current ratio of 0.89 and a debt-to-equity ratio of 1.06. The firm has a market cap of $3.65 trillion, a P/E ratio of 33.20, a P/E/G ratio of 2.32 and a beta of 1.09. The business has a fifty day moving average of $269.45 and a two-hundred day moving average of $249.79. Apple Inc. has a twelve month low of $169.21 and a twelve month high of $288.62.

Apple (NASDAQ:AAPL) last announced its quarterly earnings results on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share (EPS) 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 business had revenue of $102.47 billion for the quarter, compared to the consensus estimate of $101.65 billion. During the same period last year, the business posted $1.64 EPS. The business’s revenue was up 8.7% compared to the same quarter last year. On average, analysts forecast that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Dividend Announcement

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

Insider Activity

In related news, insider Chris Kondo sold 3,752 shares of the business’s 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 completion of the transaction, the insider owned 15,098 shares in the company, valued at $4,095,030.54. The trade was a 19.90% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 0.06% of the stock is currently owned by 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.