Apple Inc. $AAPL Shares Acquired by CX Institutional

CX Institutional increased its stake in shares of Apple Inc. (NASDAQ:AAPL) by 17.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 245,217 shares of the iPhone maker’s stock after buying an additional 36,993 shares during the quarter. Apple comprises approximately 1.9% of CX Institutional’s holdings, making the stock its 7th largest position. CX Institutional’s holdings in Apple were worth $62,440,000 at the end of the most recent reporting period.

Other hedge funds also recently added to or reduced their stakes in the company. Financial Futures Ltd Liability Co. increased its holdings in shares of Apple by 13.2% during the second quarter. Financial Futures Ltd Liability Co. now owns 3,552 shares of the iPhone maker’s stock valued at $729,000 after purchasing an additional 415 shares during the period. Monarch Capital Management Inc. grew its position in Apple by 4.6% in the 2nd quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker’s stock valued at $13,740,000 after buying an additional 2,920 shares in the last quarter. American National Bank & Trust increased its stake in Apple by 2.4% during the 2nd quarter. American National Bank & Trust now owns 195,482 shares of the iPhone maker’s stock valued at $40,107,000 after buying an additional 4,543 shares during the period. Riverwater Partners LLC raised its position in shares of Apple by 17.9% during the 2nd quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker’s stock worth $1,109,000 after buying an additional 819 shares in the last quarter. Finally, Highland Capital Management LLC lifted its stake in shares of Apple by 2.2% in the 3rd quarter. Highland Capital Management LLC now owns 397,834 shares of the iPhone maker’s stock worth $101,301,000 after acquiring an additional 8,446 shares during the period. 67.73% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of research analysts recently commented on AAPL shares. Robert W. Baird set a $300.00 price objective on shares of Apple in a research note on Friday, October 31st. Stephens set a $315.00 price target on Apple in a research report on Monday. TD Cowen upped their price objective on Apple from $275.00 to $325.00 and gave the company a “buy” rating in a report on Friday, October 31st. UBS Group reaffirmed a “neutral” rating on shares of Apple in a report on Tuesday, January 6th. Finally, Sanford C. Bernstein set a $325.00 price target on shares of Apple in a report on Monday, November 3rd. One equities research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Apple presently has a consensus rating of “Moderate Buy” and an average target price of $282.80.

Apple Price Performance

NASDAQ AAPL opened at $258.27 on Wednesday. The company has a debt-to-equity ratio of 1.06, a current ratio of 0.89 and a quick ratio of 0.86. The firm has a market capitalization of $3.80 trillion, a price-to-earnings ratio of 34.57, a price-to-earnings-growth ratio of 2.38 and a beta of 1.09. The company has a 50 day simple moving average of $269.02 and a 200-day simple moving average of $250.98. Apple Inc. has a 52-week low of $169.21 and a 52-week high of $288.62.

Apple (NASDAQ:AAPL) last released its quarterly earnings data on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share for the quarter, beating the consensus estimate of $1.74 by $0.11. Apple had a net margin of 26.92% and a return on equity of 164.05%. The firm had revenue of $102.47 billion for the quarter, compared to analyst estimates of $101.65 billion. During the same quarter in the prior year, the business earned $1.64 EPS. The company’s revenue for the quarter was up 8.7% compared to the same quarter last year. Equities research analysts predict that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Announces Dividend

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

Insider Activity

In related news, insider Chris Kondo sold 3,752 shares of Apple stock in a transaction on Friday, November 7th. The stock was sold at an average price of $271.23, for a total transaction of $1,017,654.96. Following the completion of the sale, the insider owned 15,098 shares of the company’s stock, valued at approximately $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 Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 0.06% of the company’s stock.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: JPMorgan raised its price target to $315 and kept an overweight stance, citing strong iPhone demand — a bullish analyst catalyst that supports upside expectations into earnings. Apple gets price target boost from JPMorgan
• Positive Sentiment: Apple is rolling out a Gemini‑powered Siri in February (Google partnership), which investors view as tangible AI progress that could show up in services engagement and long-term monetization. Apple’s Gemini‑Powered Siri Arrives in February
• Positive Sentiment: Apple is expanding App Store ad opportunities for developers in March, which could lift Services revenue over time and give investors another near-term monetization vector. Apple’s Expanded Ad Opportunities For Developers Coming in March
• Neutral Sentiment: The market is setting up for a volatile earnings week (Magnificent 7 plus a Fed meeting); option markets expect a roughly 4% move for AAPL around the print, raising short-term event risk despite positive catalysts. Options traders expect a 4.15% move
• Neutral Sentiment: High-profile portfolio moves (Pelosi filing) show large Apple share sales paired with LEAPS purchases — signals range from tax/rebalancing to continued long-term conviction; adds noise but not a clear directional signal. Pelosi’s Bullish 2026 Buy List
• Negative Sentiment: Jefferies trimmed its outlook (lowered price target) pointing to slowing App Store growth and Google ad competition — risks to Services growth are being priced in by some sell‑side firms. Jefferies Flags App Store and Google Ad Risks
• Negative Sentiment: Smaller shops (Aletheia) maintain sell ratings and lowered targets arguing hardware margin pressure — downside risk if Apple reports weaker-than-expected iPhone margins or conservative guidance. Aletheia Maintains Sell on Apple
• Negative Sentiment: Legal/PR overhang: outlets report combined settlements over alleged voice‑data issues (Apple + Google), a headline risk that could fuel short-term investor caution around guidance and services commentary. Google, Apple to pay combined $163M to settle lawsuits

Apple 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.