Allen Capital Group LLC Has $26.98 Million Holdings in Apple Inc. $AAPL

Allen Capital Group LLC boosted its position in Apple Inc. (NASDAQ:AAPL) by 4.3% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 105,963 shares of the iPhone maker’s stock after buying an additional 4,404 shares during the quarter. Apple makes up about 2.5% of Allen Capital Group LLC’s holdings, making the stock its 7th largest position. Allen Capital Group LLC’s holdings in Apple were worth $26,981,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. ROSS JOHNSON & Associates LLC grew its position in Apple by 1,800.0% in the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after acquiring an additional 180 shares in the last quarter. Nexus Investment Management ULC raised its holdings in Apple by 333.3% during the 2nd quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock valued at $53,000 after buying an additional 200 shares during the last quarter. LSV Asset Management purchased a new position in Apple during the 4th quarter valued at about $65,000. Morgan Dempsey Capital Management LLC raised its holdings in shares of Apple by 41.0% during the second quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock valued at $88,000 after acquiring an additional 125 shares in the last quarter. Finally, HFM Investment Advisors LLC bought a new stake in shares of Apple during the 1st quarter valued at about $99,000. 67.73% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, insider Chris Kondo sold 3,752 shares of the company’s stock in a transaction 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 of the company’s stock, valued at $4,095,030.54. This represents a 19.90% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.06% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on AAPL. JPMorgan Chase & Co. lifted their price target on shares of Apple from $315.00 to $325.00 and gave the company an “overweight” rating in a research report on Friday, January 30th. Wall Street Zen lowered Apple from a “buy” rating to a “hold” rating in a report on Sunday, November 9th. UBS Group reissued a “buy” rating on shares of Apple in a research note on Tuesday. Rosenblatt Securities lifted their price objective on Apple from $250.00 to $267.00 and gave the stock a “neutral” rating in a research note on Friday, January 30th. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of Apple in a research note on Monday. One analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Apple has an average rating of “Moderate Buy” and a consensus target price of $291.70.

Apple Price Performance

Shares of NASDAQ AAPL opened at $276.49 on Thursday. The stock has a market capitalization of $4.06 trillion, a price-to-earnings ratio of 34.95, a PEG ratio of 2.41 and a beta of 1.09. Apple Inc. has a 12 month low of $169.21 and a 12 month high of $288.62. The firm’s 50 day simple moving average is $268.09 and its 200-day simple moving average is $253.01. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94.

Apple (NASDAQ:AAPL) last released its quarterly 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. The firm had revenue of $143.76 billion for the quarter, compared to analysts’ expectations of $138.25 billion. Apple had a net margin of 27.04% and a return on equity of 159.94%. The firm’s revenue for the quarter was up 15.7% compared to the same quarter last year. During the same quarter last year, the company earned $2.40 EPS. Analysts expect that Apple Inc. will post 7.28 EPS for the current year.

Apple Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, February 12th. Stockholders of record on Monday, February 9th will be given a dividend of $0.26 per share. The ex-dividend date of this dividend is Monday, February 9th. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. Apple’s payout ratio is presently 13.15%.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Record iPhone quarter and strong Q1 results are being highlighted by the market as the core fundamental catalyst — investors are treating better‑than‑expected revenue and what outlets call Apple’s biggest iPhone quarter as confirmation the company can still deliver durable hardware growth. Apple Just Had The Biggest Quarter In iPhone History
• Positive Sentiment: Analyst support and upgrades are lifting sentiment — firms including Goldman Sachs reaffirmed bullish views (with a $330 target) and separate upgrades have been reported, which fuels buying after the earnings beat. Apple Inc.: Reaffirmed Buy on Strengthening Services Ecosystem and Broad-Based App Store Recovery
• Positive Sentiment: High‑profile bullish commentary (Jim Cramer and other outlets) and favorable coverage of Tim Cook’s tone after the quarter are amplifying momentum and drawing retail and momentum flows. Jim Cramer on Apple: “The Pessimists Are Starting to Tremble”
• Neutral Sentiment: Product and developer ecosystem moves (Apple adding agentic coding agents from Anthropic and OpenAI to Xcode) are constructive for developer engagement and long‑run AI positioning, but they’re a longer‑term positive rather than an immediate earnings driver. Apple adds agents from Anthropic and OpenAI to its coding tool
• Neutral Sentiment: Content/streaming slate news (Apple TV+ setting an October launch for a Mattel ‘Matchbox’ movie) is a small, timing‑specific positive for services engagement but unlikely to move fundamentals materially near term. Apple TV sets October launch for Mattel’s ‘Matchbox’ car movie
• Neutral Sentiment: Reports that Alphabet declined to discuss details of the Google‑Apple AI arrangement add opacity around a key partner relationship; this raises uncertainty but hasn’t produced concrete changes to Apple’s stated roadmap. Alphabet won’t talk about the Google-Apple AI deal, even to investors
• Negative Sentiment: Regulatory risk — the DOJ’s renewed antitrust push around Google/Chrome and challenges to the court’s decision (which also touches on Google’s default search relationship with Apple) is the main near‑term downside risk. Any adverse outcome that forces changes to the Google default agreement could hit Apple’s services/search economics. DOJ Reignites Antitrust Fight Against Google, Challenges Court’s Refusal To Force Chrome Sale

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.