Apple Inc. $AAPL Shares Acquired by Hennion & Walsh Asset Management Inc.

Hennion & Walsh Asset Management Inc. grew its holdings in Apple Inc. (NASDAQ:AAPL) by 3.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 74,525 shares of the iPhone maker’s stock after purchasing an additional 2,517 shares during the quarter. Apple comprises approximately 0.7% of Hennion & Walsh Asset Management Inc.’s portfolio, making the stock its 20th largest holding. Hennion & Walsh Asset Management Inc.’s holdings in Apple were worth $18,976,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Financial Futures Ltd Liability Co. boosted its holdings in Apple by 13.2% during the 2nd 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 period. Monarch Capital Management Inc. lifted its position in shares of Apple by 4.6% during the second quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker’s stock worth $13,740,000 after purchasing an additional 2,920 shares in the last quarter. American National Bank & Trust boosted its stake in shares of Apple by 2.4% in the second quarter. American National Bank & Trust now owns 195,482 shares of the iPhone maker’s stock valued at $40,107,000 after purchasing an additional 4,543 shares during the period. Riverwater Partners LLC boosted its stake in shares of Apple by 17.9% in the second quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker’s stock valued at $1,109,000 after purchasing an additional 819 shares during the period. Finally, Highland Capital Management LLC grew its holdings in shares of 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 purchasing an additional 8,446 shares in the last quarter. 67.73% of the stock is currently owned by hedge funds and other institutional investors.

Apple Stock Performance

Shares of AAPL opened at $248.04 on Friday. 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 firm has a market cap of $3.65 trillion, a PE ratio of 33.20, a price-to-earnings-growth ratio of 2.31 and a beta of 1.09. Apple Inc. has a 12-month low of $169.21 and a 12-month high of $288.62. The company’s 50 day simple moving average is $269.45 and its 200-day simple moving average is $250.07.

Apple (NASDAQ:AAPL) last released its quarterly earnings results on Thursday, October 30th. The iPhone maker reported $1.85 EPS for the quarter, topping 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 analysts’ expectations of $101.65 billion. During the same quarter in the prior year, the business earned $1.64 earnings per share. The company’s quarterly revenue was up 8.7% compared to the same quarter last year. As a group, equities analysts predict that Apple Inc. will post 7.28 EPS for the current year.

Apple Announces Dividend

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

Key Stories Impacting Apple

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.

Analyst Ratings Changes

AAPL has been the subject of several recent research reports. Argus set a $325.00 price target on shares of Apple and gave the company a “buy” rating in a research report on Friday, October 31st. Rosenblatt Securities increased their price objective on Apple from $241.00 to $250.00 and gave the company a “neutral” rating in a research note on Friday, October 31st. Barclays lifted their target price on Apple from $180.00 to $230.00 and gave the company an “underweight” rating in a report on Friday, October 31st. Monness Crespi & Hardt boosted their target price on Apple from $270.00 to $300.00 and gave the stock a “buy” rating in a research note on Friday, October 31st. Finally, Citigroup restated a “buy” rating and set a $315.00 price target (down previously from $330.00) on shares of Apple in a report on Tuesday. One 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 issued a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $281.70.

Insider Transactions at Apple

In related news, insider Chris Kondo sold 3,752 shares of the company’s stock in a transaction that occurred on Friday, November 7th. The stock was 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 $4,095,030.54. This represents a 19.90% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Company insiders own 0.06% of the company’s stock.

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.