SilverOak Wealth Management LLC Has $5.67 Million Position in Apple Inc. $AAPL

SilverOak Wealth Management LLC increased its position in shares of Apple Inc. (NASDAQ:AAPL) by 11.8% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 22,276 shares of the iPhone maker’s stock after buying an additional 2,350 shares during the quarter. Apple accounts for about 1.0% of SilverOak Wealth Management LLC’s portfolio, making the stock its 15th biggest holding. SilverOak Wealth Management LLC’s holdings in Apple were worth $5,672,000 at the end of the most recent reporting period.

Other institutional investors have also recently bought and sold shares of the company. Capstone Wealth Management LLC increased its position in shares of Apple by 0.5% in the third quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker’s stock valued at $2,174,000 after acquiring an additional 42 shares during the last quarter. Baker Boyer National Bank increased its position in shares of Apple by 0.3% during the 2nd quarter. Baker Boyer National Bank now owns 18,011 shares of the iPhone maker’s stock worth $3,695,000 after purchasing an additional 47 shares during the last quarter. Beddow Capital Management Inc. increased its position in shares of Apple by 1.8% during the 2nd quarter. Beddow Capital Management Inc. now owns 2,597 shares of the iPhone maker’s stock worth $533,000 after purchasing an additional 47 shares during the last quarter. Uncommon Cents Investing LLC raised its stake in shares of Apple by 0.4% during the 3rd quarter. Uncommon Cents Investing LLC now owns 10,609 shares of the iPhone maker’s stock worth $2,701,000 after purchasing an additional 47 shares in the last quarter. Finally, Vermillion Wealth Management Inc. boosted its holdings in shares of Apple by 0.5% in the 3rd quarter. Vermillion Wealth Management Inc. now owns 9,646 shares of the iPhone maker’s stock valued at $2,456,000 after buying an additional 47 shares during the last quarter. Institutional investors own 67.73% of the company’s stock.

Analysts Set New Price Targets

Several research firms recently weighed in on AAPL. Rosenblatt Securities raised their target price on shares of Apple from $250.00 to $267.00 and gave the company a “neutral” rating in a research note on Friday. Citigroup reissued a “buy” rating and issued a $315.00 price objective (down previously from $330.00) on shares of Apple in a research report on Tuesday, January 20th. Morgan Stanley reaffirmed an “overweight” rating and issued a $315.00 target price (up from $305.00) on shares of Apple in a report on Wednesday, December 17th. Raymond James Financial reiterated a “market perform” rating on shares of Apple in a research note on Friday, January 2nd. Finally, The Goldman Sachs Group restated a “buy” rating and issued a $330.00 price objective on shares of Apple in a research note on Friday. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $289.23.

Apple Stock Performance

Shares of NASDAQ AAPL opened at $259.48 on Friday. 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 cap of $3.81 trillion, a price-to-earnings ratio of 32.80, a P/E/G ratio of 2.40 and a beta of 1.09. The stock’s fifty day moving average price is $268.38 and its two-hundred day moving average price is $251.72. Apple Inc. has a one year low of $169.21 and a one year high of $288.62.

Apple (NASDAQ:AAPL) last announced its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.67 by $0.17. Apple had a net margin of 27.04% and a return on equity of 171.22%. The company had revenue of $143.76 billion during the quarter, compared to analysts’ expectations of $138.25 billion. During the same quarter in the previous year, the business posted $2.40 earnings per share. Apple’s quarterly revenue was up 15.7% on a year-over-year basis. On average, equities analysts forecast that Apple Inc. will post 7.28 EPS for the current year.

Apple Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, February 12th. Shareholders of record on Monday, February 9th will be given a dividend of $0.26 per share. This represents a $1.04 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date is Monday, February 9th. Apple’s dividend payout ratio is presently 13.92%.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Record quarter driven by iPhone 17 and China — Apple beat revenue and EPS expectations, reported record iPhone sales and gave strong March-quarter revenue/margin guidance, supporting bullish near-term fundamentals. Apple sales, profit beat
• Positive Sentiment: Analyst upgrades/price-target increases — Several firms raised targets and reiterated buy ratings after the beat (including TD Cowen, JPMorgan, Monness Crespi & Hardt), which supports upside sentiment among institutional investors. Analyst notes
• Neutral Sentiment: AI strategy remains ambiguous — Apple announced partnerships (e.g., Google Gemini) and made AI-related M&A (Q.ai), but offered limited execution details; these moves signal intent but leave monetization and competitive positioning unclear. AI details unclear
• Neutral Sentiment: Potential supply-chain diversification — Reports that Apple is exploring U.S. foundry partners (e.g., Intel) could ease long-term sourcing risk but are early-stage and not an immediate fix for 2026 capacity issues. Intel foundry reports
• Negative Sentiment: Rising memory-chip costs and shortages — Apple warned memory prices are beginning to bite; suppliers like Samsung and SK Hynix are prioritizing AI chips, tightening supply and pressuring gross margins if costs stay elevated. Memory cost warning
• Negative Sentiment: iPhone production constraints — Multiple reports say TSMC/other chip shortages are limiting Apple’s ability to meet iPhone demand, forcing Apple to prioritize premium models and potentially capping unit growth despite strong demand. TSMC supply short
• Negative Sentiment: Talent and execution questions in AI — Reports of AI researcher departures and commentary that the Google partnership could limit Apple’s AI upside have soured investor enthusiasm for Apple’s AI prospects. AI researcher departures

Insider Activity at Apple

In other news, insider Chris Kondo sold 3,752 shares of Apple stock in a transaction that occurred on Friday, November 7th. The shares were sold at an average price of $271.23, for a total value of $1,017,654.96. Following the completion of the sale, the insider directly owned 15,098 shares in the company, valued at approximately $4,095,030.54. The trade was a 19.90% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.06% of the company’s stock.

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.