Apple Inc. $AAPL Shares Acquired by Jamison Private Wealth Management Inc.

Jamison Private Wealth Management Inc. lifted its position in shares of Apple Inc. (NASDAQ:AAPL) by 14.9% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 134,414 shares of the iPhone maker’s stock after purchasing an additional 17,467 shares during the period. Apple comprises 4.3% of Jamison Private Wealth Management Inc.’s investment portfolio, making the stock its 2nd largest holding. Jamison Private Wealth Management Inc.’s holdings in Apple were worth $34,226,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. Ryan Investment Management Inc. acquired a new stake in shares of Apple during the second quarter worth $31,000. ROSS JOHNSON & Associates LLC boosted its holdings in shares of Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after buying an additional 180 shares in the last quarter. Nexus Investment Management ULC grew its position in shares of Apple by 333.3% during the 2nd quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock worth $53,000 after buying an additional 200 shares during the period. LSV Asset Management bought a new stake in shares of Apple in the 4th quarter valued at $65,000. Finally, Morgan Dempsey Capital Management LLC lifted its position in shares of Apple by 41.0% during the 2nd 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 during the period. Institutional investors own 67.73% of the company’s stock.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Analysts and bull case: multiple firms lifted targets and reiterations point to upside from iPhone strength, services growth and potential AI monetization in 2026 — some price targets sit well above the current price, supporting a constructive view. Why Apple Might Attract More of an AI Multiple in 2026
• Positive Sentiment: Buybacks & revenue outlook: Apple’s large 2025 buyback program and guidance point to improving EPS and a return to stronger revenue growth into fiscal 2026, which supports valuation and long?term upside. Apple Is Likely to Return to Double-Digit Revenue Growth
• Neutral Sentiment: Options & range trading: Traders note AAPL has been rangebound; some market participants are generating income via selling out?of?the?money puts (a neutral/constructive tactical trade if you expect limited near?term downside). Shorting Puts Is The Best Play
• Neutral Sentiment: AI rotation theme: Market commentary highlights a shift from AI infrastructure to application?layer winners; Apple is positioned as a distribution?first player but is viewed as a later AI monetizer rather than an early infrastructure spender. The Application-Layer Rotation
• Negative Sentiment: Siri/AI execution concerns: Reporting says Apple missed a planned Siri generative?AI update and faces perceptions of lagging rivals — this heightens investor worry that Apple must deliver compelling AI features to drive upgrades and multiple expansion. Apple needs to deliver an AI-charged Siri
• Negative Sentiment: Cautionary research and insider/large?holder selling: Critical takes argue limited near?term growth, and reporting shows significant sales by insiders and reductions by Berkshire/Buffett — both can weigh on sentiment and create selling pressure. The 76-Year-Old Reason Why Buffett Has Been Selling Apple & QuiverQuant insider/flow summary
• Negative Sentiment: Bearish/valuation concerns: Some articles warn limited upside near term and urge caution on growth expectations given heavy competition in AI and elevated multiples. Apple: Don’t Expect Much Growth Here

Apple Stock Performance

Shares of AAPL opened at $273.00 on Wednesday. The firm has a market capitalization of $4.03 trillion, a P/E ratio of 36.55, a P/E/G ratio of 2.56 and a beta of 1.10. Apple Inc. has a 52 week low of $169.21 and a 52 week high of $288.62. The stock has a 50 day moving average price of $272.98 and a two-hundred day moving average price of $243.39. 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 earnings results on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.74 by $0.11. The company had revenue of $102.47 billion for the quarter, compared to analysts’ expectations of $101.65 billion. Apple had a return on equity of 164.05% and a net margin of 26.92%.Apple’s quarterly revenue was up 8.7% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.64 earnings per share. Equities analysts forecast that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Announces Dividend

The company also recently announced 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 was Monday, November 10th. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. Apple’s dividend payout ratio is presently 13.92%.

Insider Buying and Selling

In related news, SVP Katherine L. Adams sold 47,125 shares of the firm’s stock in a transaction dated Thursday, October 2nd. The shares were sold at an average price of $256.79, for a total transaction of $12,101,228.75. Following the transaction, the senior vice president directly owned 179,158 shares of the company’s stock, valued at $46,005,982.82. This trade represents a 20.83% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Kevan Parekh sold 4,199 shares of the business’s stock in a transaction dated Thursday, October 16th. The stock was sold at an average price of $247.39, for a total transaction of $1,038,790.61. Following the transaction, the chief financial officer owned 8,765 shares in the company, valued at approximately $2,168,373.35. This trade represents a 32.39% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 228,052 shares of company stock valued at $58,604,588 over the last 90 days. 0.06% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

AAPL has been the subject of a number of research reports. Argus set a $325.00 price target on shares of Apple and gave the stock a “buy” rating in a report on Friday, October 31st. Robert W. Baird set a $300.00 target price on Apple in a research note on Friday, October 31st. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Apple in a research report on Monday. Wells Fargo & Company set a $300.00 price target on Apple and gave the stock an “overweight” rating in a report on Friday, October 31st. Finally, Citigroup reissued a “buy” rating and issued a $330.00 price objective (up previously from $315.00) on shares of Apple in a research note on Tuesday, December 9th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $283.92.

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.