Apple Inc. $AAPL Shares Purchased by Fountainhead AM LLC

Fountainhead AM LLC raised its holdings in Apple Inc. (NASDAQ:AAPL) by 3.9% in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 63,696 shares of the iPhone maker’s stock after acquiring an additional 2,414 shares during the period. Apple accounts for about 2.1% of Fountainhead AM LLC’s holdings, making the stock its 14th biggest position. Fountainhead AM LLC’s holdings in Apple were worth $16,219,000 at the end of the most recent quarter.

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

Analyst Ratings Changes

Several analysts have issued reports on AAPL shares. Jefferies Financial Group reissued a “hold” rating and set a $283.36 target price on shares of Apple in a research note on Wednesday, December 17th. Loop Capital reissued a “buy” rating and set a $325.00 target price (up previously from $315.00) on shares of Apple in a research note on Tuesday, December 2nd. Robert W. Baird set a $300.00 price target on shares of Apple in a research note on Friday, October 31st. Raymond James Financial reissued a “market perform” rating on shares of Apple in a research report on Friday, January 2nd. Finally, Barclays upped their target price on Apple from $180.00 to $230.00 and gave the stock an “underweight” rating in a research report on Friday, October 31st. 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 issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $281.70.

Apple Stock Up 0.4%

AAPL stock opened at $247.65 on Thursday. The stock has a market capitalization of $3.64 trillion, a price-to-earnings ratio of 33.15, a price-to-earnings-growth ratio of 2.31 and a beta of 1.09. The company has a 50-day moving average of $270.43 and a two-hundred day moving average of $249.54. Apple Inc. has a 52-week low of $169.21 and a 52-week high of $288.62. The company has a debt-to-equity ratio of 1.06, a current ratio of 0.89 and a quick ratio of 0.86.

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

Apple Announces Dividend

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

Insider Transactions at Apple

In related news, insider Chris Kondo sold 3,752 shares of the business’s stock in a transaction dated 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 transaction, the insider directly owned 15,098 shares in the company, valued at $4,095,030.54. The trade was a 19.90% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. 0.06% of the stock is owned by corporate insiders.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Reports say Apple is developing a small AI wearable (a pin with cameras and microphones), highlighting a potential new hardware category and another touchpoint for on‑device AI integration. Read More.
• Positive Sentiment: Multiple outlets report Apple will revamp Siri into a full‑blown AI chatbot (targeted for iOS 27 and WWDC), which could materially boost Services stickiness and user engagement if execution matches expectations. Read More.
• Positive Sentiment: Apple is preparing to launch Apple Pay in India this year, a meaningful long‑term payments expansion into a large addressable market if regulatory talks succeed. Read More.
• Positive Sentiment: Analyst support remains strong: Evercore and other firms have reiterated bullish views and raised price targets (Evercore’s $330 and higher targets from peers), which underpins the buy‑the‑dip narrative. Read More.
• Positive Sentiment: A MarketBeat analysis argues the recent pullback looks stretched and technically oversold, framing earnings as a potential catalyst for a sharp rebound if Apple posts another beat. Read More.
• Neutral Sentiment: Earnings are a near‑term catalyst — Apple’s Q1 results (late January) are the primary event investors are positioning for; outcomes could drive volatility in either direction. Read More.
• Negative Sentiment: Macro/geopolitical risk and recent headlines (tariff threats and risk‑off flows) triggered a sharp sell‑off in recent sessions, which pressured shares despite upgrades — a reminder that external shocks can overwhelm company‑specific positives. Read More.

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.