Apple Inc. $AAPL Stock Holdings Reduced by Adams Diversified Equity Fund Inc.

Adams Diversified Equity Fund Inc. trimmed its stake in shares of Apple Inc. (NASDAQ:AAPL) by 1.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 822,900 shares of the iPhone maker’s stock after selling 8,100 shares during the period. Apple comprises about 7.1% of Adams Diversified Equity Fund Inc.’s holdings, making the stock its 3rd biggest position. Adams Diversified Equity Fund Inc.’s holdings in Apple were worth $209,535,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of AAPL. ROSS JOHNSON & Associates LLC lifted its stake in shares of Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after purchasing an additional 180 shares during the period. 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 acquired a new stake in shares of Apple in the fourth quarter worth approximately $65,000. Morgan Dempsey Capital Management LLC increased its holdings in shares of Apple by 41.0% during 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. Finally, HFM Investment Advisors LLC purchased a new position in shares of Apple in the 1st quarter worth $99,000. Institutional investors and hedge funds own 67.73% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on the company. Jefferies Financial Group set a $276.47 price objective on Apple and gave the company a “hold” rating in a research note on Monday. TD Cowen increased their target price on Apple from $275.00 to $325.00 and gave the company a “buy” rating in a research note on Friday, October 31st. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Apple in a report on Monday, December 29th. Wells Fargo & Company set a $300.00 price objective on shares of Apple and gave the stock an “overweight” rating in a report on Friday, October 31st. Finally, Loop Capital reaffirmed a “buy” rating and set a $325.00 target price (up from $315.00) on shares of Apple in a report on Tuesday, December 2nd. One investment 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 company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $282.80.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: JPMorgan raised its AAPL price target to $315 and highlighted strong iPhone demand ahead of earnings, providing a clear upside case that traders are reacting to. Apple gets price target boost from JPMorgan ahead of earnings
• Positive Sentiment: Goldman Sachs reiterated a Buy and urged investors to “buy the dip,” signaling conviction from a major bank and supporting near-term demand. Goldman Sticks With Apple (AAPL) Buy Rating Despite Early-2026 Weakness
• Positive Sentiment: Reports show Apple is gaining iPhone market share in India and saw strong 2025 India sales—this geographic growth is being cited as a reason for optimism into the upcoming quarter. Why Shares of Apple Are Rising Today
• Positive Sentiment: Small product/monetization moves (new AirTag announcement and expanded App Store ad opportunities for developers in March) add incremental upside to the hardware and Services mix. Apple Stock Bounces: What’s Driving The Buying Interest? Apple’s Expanded Ad Opportunities For Developers Coming in March
• Neutral Sentiment: Upcoming catalysts (Apple Q1 earnings on Jan. 29 and this week’s Fed decision) are concentrating flows and option activity—investors are positioning rather than making large directional bets until the prints. Apple Vs Microsoft: Which is the Best Tech Investment as Quarterly Results Approach?
• Neutral Sentiment: MarketBeat’s deep dive on the Pelosi filings frames recent Pelosi activity as a strategic roll into LEAPS and diversification into energy/finance—this can be read as constructive for mega-cap exposure over the medium term. Pelosi’s Bullish 2026 Buy List: AI, Power & Dividends
• Negative Sentiment: Disclosure filings show roughly $50M in direct Apple share sales from the Pelosi-related portfolio (paired with LEAPS purchases); large headline sales can pressure sentiment short term even if followed by option-based re-exposure. Pelosi’s $69M Trade Filing Shows Apple Trim and Fresh Megacap Call Bets
• Negative Sentiment: Some investors and analysts remain cautious—KeyBanc flagged conservatism ahead of Q1 results, and retail flows have shown outflows into other growth names, which could limit upside if earnings disappoint. KeyBanc Remains Cautious on Apple Stock (AAPL) Ahead of Q1 Earnings Retail Investors Dump Apple Stock While Nvidia, Tesla See Massive Inflows

Apple Trading Up 3.0%

Apple stock opened at $255.41 on Tuesday. 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 1 year low of $169.21 and a 1 year high of $288.62. The firm has a market cap of $3.75 trillion, a price-to-earnings ratio of 34.19, a price-to-earnings-growth ratio of 2.31 and a beta of 1.09. The firm’s 50 day moving average price is $269.21 and its two-hundred day moving average price is $250.65.

Apple (NASDAQ:AAPL) last released 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 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 analyst estimates of $101.65 billion. During the same quarter in the previous year, the business earned $1.64 earnings per share. The firm’s revenue was up 8.7% compared to the same quarter last year. On average, research analysts predict that Apple Inc. will post 7.28 EPS for the current fiscal 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 paid 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%.

Insider Buying and Selling

In related news, insider Chris Kondo sold 3,752 shares of the 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 transaction, 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 transaction was disclosed in a filing with the SEC, which is accessible through this link. 0.06% of the stock is owned by company 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.