Sonoma Allocations LLC Makes New $2.44 Million Investment in Apple Inc. $AAPL

Sonoma Allocations LLC bought a new position in shares of Apple Inc. (NASDAQ:AAPL) during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund bought 9,871 shares of the iPhone maker’s stock, valued at approximately $2,441,000. Apple makes up about 0.9% of Sonoma Allocations LLC’s investment portfolio, making the stock its 20th largest position.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the stock. Capstone Wealth Management LLC raised its position in shares of 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 purchasing an additional 42 shares during the last quarter. Baker Boyer National Bank increased its position in Apple by 0.3% during the second quarter. Baker Boyer National Bank now owns 18,011 shares of the iPhone maker’s stock worth $3,695,000 after buying an additional 47 shares in the last quarter. Beddow Capital Management Inc. increased its position in 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 buying an additional 47 shares in the last quarter. Uncommon Cents Investing LLC raised its holdings in shares of Apple by 0.4% in the third quarter. Uncommon Cents Investing LLC now owns 10,609 shares of the iPhone maker’s stock worth $2,701,000 after acquiring an additional 47 shares during the last quarter. Finally, Vermillion Wealth Management Inc. lifted its position in shares of Apple by 0.5% in the third quarter. Vermillion Wealth Management Inc. now owns 9,646 shares of the iPhone maker’s stock valued at $2,456,000 after acquiring an additional 47 shares in the last quarter. Institutional investors and hedge funds own 67.73% of the company’s stock.

Apple Stock Up 0.5%

Shares of NASDAQ:AAPL opened at $259.48 on Friday. The stock has a 50-day simple moving average of $268.38 and a 200-day simple moving average of $251.72. The stock has a market capitalization of $3.81 trillion, a P/E ratio of 32.80, a PEG ratio of 2.40 and a beta of 1.09. Apple Inc. has a 1 year low of $169.21 and a 1 year 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 announced its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share 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 firm had revenue of $143.76 billion for the quarter, compared to analysts’ expectations of $138.25 billion. During the same period in the previous year, the company posted $2.40 earnings per share. Apple’s revenue was up 15.7% compared to the same quarter last year. Equities analysts forecast that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, February 12th. Investors 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 yield of 0.4%. The ex-dividend date of this dividend is Monday, February 9th. Apple’s dividend payout ratio is 13.92%.

Insider Transactions at Apple

In other Apple news, insider Chris Kondo sold 3,752 shares of the firm’s stock in a transaction dated 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 directly owned 15,098 shares of the company’s stock, valued at $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 SEC, which is available through this hyperlink. Corporate insiders own 0.06% of the company’s stock.

Key Headlines Impacting Apple

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

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on AAPL shares. Maxim Group raised shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 target price for the company in a research note on Friday. Oppenheimer reiterated a “market perform” rating on shares of Apple in a report on Friday. Weiss Ratings reissued a “buy (b-)” rating on shares of Apple in a research note on Monday, December 29th. Monness Crespi & Hardt raised their target price on shares of Apple from $300.00 to $315.00 and gave the stock a “buy” rating in a research report on Friday. Finally, Wall Street Zen cut shares of Apple from a “buy” rating to a “hold” rating in a research note on Sunday, November 9th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Apple has an average rating of “Moderate Buy” and a consensus price target of $289.23.

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.