CoreCap Advisors LLC Has $41.33 Million Stock Holdings in Apple Inc. $AAPL

CoreCap Advisors LLC trimmed its position in Apple Inc. (NASDAQ:AAPL) by 5.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 162,326 shares of the iPhone maker’s stock after selling 10,095 shares during the period. Apple makes up approximately 1.5% of CoreCap Advisors LLC’s holdings, making the stock its 10th biggest holding. CoreCap Advisors LLC’s holdings in Apple were worth $41,333,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in the business. Capstone Wealth Management LLC grew its stake in Apple by 0.5% during the 3rd quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker’s stock worth $2,174,000 after buying an additional 42 shares during the last quarter. Baker Boyer National Bank boosted its holdings in Apple by 0.3% in the second quarter. Baker Boyer National Bank now owns 18,011 shares of the iPhone maker’s stock worth $3,695,000 after acquiring an additional 47 shares in the last quarter. Beddow Capital Management Inc. grew its stake in shares of Apple by 1.8% during the second quarter. Beddow Capital Management Inc. now owns 2,597 shares of the iPhone maker’s stock worth $533,000 after acquiring an additional 47 shares during the last quarter. Uncommon Cents Investing LLC increased its holdings in shares of Apple by 0.4% during the third quarter. Uncommon Cents Investing LLC now owns 10,609 shares of the iPhone maker’s stock valued at $2,701,000 after acquiring an additional 47 shares in the last quarter. Finally, Red Tortoise LLC raised its position in shares of Apple by 0.9% in the 2nd quarter. Red Tortoise LLC now owns 5,717 shares of the iPhone maker’s stock valued at $1,173,000 after purchasing an additional 49 shares during the last quarter. 67.73% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

AAPL has been the topic of several research analyst reports. Barclays boosted their target price on shares of Apple from $180.00 to $230.00 and gave the stock an “underweight” rating in a research report on Friday, October 31st. DZ Bank raised shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 price objective on the stock in a report on Tuesday, November 4th. Melius Research set a $345.00 target price on Apple in a research note on Friday, October 31st. Jefferies Financial Group reaffirmed a “hold” rating and set a $283.36 price target on shares of Apple in a research report on Wednesday, December 17th. Finally, Sanford C. Bernstein set a $325.00 price objective on Apple in a report on Monday, November 3rd. One analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $281.70.

Apple Price Performance

Shares of AAPL opened at $248.04 on Monday. The business’s 50-day moving average is $269.45 and its two-hundred day moving average is $250.35. The company has a market capitalization of $3.65 trillion, a P/E ratio of 33.20, a P/E/G ratio of 2.31 and a beta of 1.09. Apple Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $288.62. 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 (NASDAQ:AAPL) last issued its quarterly earnings data on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share (EPS) for the quarter, beating 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 previous year, the firm posted $1.64 EPS. The company’s revenue for the quarter was up 8.7% on a year-over-year basis. Research analysts predict that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, November 13th. Shareholders of record on Monday, November 10th were given a $0.26 dividend. 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 currently 13.92%.

Key Headlines 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.

Insider Activity at Apple

In other news, insider Chris Kondo sold 3,752 shares of the firm’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 sale, the insider owned 15,098 shares of the company’s stock, valued at $4,095,030.54. This trade represents a 19.90% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.06% of the stock is owned by insiders.

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.