Silver Oak Securities Incorporated Has $30.73 Million Position in Apple Inc. $AAPL

Silver Oak Securities Incorporated increased its position in shares of Apple Inc. (NASDAQ:AAPL) by 21.1% during the third quarter, Holdings Channel reports. The institutional investor owned 120,674 shares of the iPhone maker’s stock after purchasing an additional 21,054 shares during the period. Apple comprises about 2.3% of Silver Oak Securities Incorporated’s portfolio, making the stock its 3rd largest holding. Silver Oak Securities Incorporated’s holdings in Apple were worth $30,727,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently added to or reduced their stakes in AAPL. Presilium Private Wealth LLC raised its position in shares of Apple by 3.3% during the third quarter. Presilium Private Wealth LLC now owns 6,097 shares of the iPhone maker’s stock worth $1,552,000 after purchasing an additional 193 shares during the period. Invesco LLC increased its stake in Apple by 0.5% during the 3rd quarter. Invesco LLC now owns 54,847 shares of the iPhone maker’s stock valued at $13,966,000 after purchasing an additional 297 shares in the last quarter. Investment Planning Advisors Inc. raised its holdings in Apple by 45.2% during the third quarter. Investment Planning Advisors Inc. now owns 4,744 shares of the iPhone maker’s stock worth $1,208,000 after buying an additional 1,476 shares during the last quarter. Bank Pictet & Cie Europe AG lifted its stake in shares of Apple by 1.3% in the third quarter. Bank Pictet & Cie Europe AG now owns 319,880 shares of the iPhone maker’s stock valued at $81,451,000 after buying an additional 4,241 shares in the last quarter. Finally, True Wealth Design LLC grew its holdings in shares of Apple by 11.1% during the third quarter. True Wealth Design LLC now owns 8,275 shares of the iPhone maker’s stock valued at $2,107,000 after buying an additional 826 shares during the last quarter. Institutional investors and hedge funds own 67.73% of the company’s stock.

Insider Activity

In related 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 sale, the insider owned 15,098 shares of the company’s stock, valued at approximately $4,095,030.54. The trade was a 19.90% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 0.06% of the stock is currently owned by insiders.

Apple Stock Down 1.0%

Shares of NASDAQ:AAPL opened at $255.53 on Friday. Apple Inc. has a 1 year low of $169.21 and a 1 year high of $288.62. The company has a market capitalization of $3.76 trillion, a PE ratio of 34.21, a price-to-earnings-growth ratio of 2.39 and a beta of 1.09. The business has a fifty day moving average price of $271.79 and a two-hundred day moving average price of $248.76. 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 released its earnings results on Thursday, October 30th. The iPhone maker reported $1.85 EPS for the quarter, topping analysts’ consensus estimates 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%.The business’s revenue for the quarter was up 8.7% compared to the same quarter last year. During the same period in the previous year, the business posted $1.64 EPS. Analysts forecast that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, November 13th. Stockholders of record on Monday, November 10th were 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 of this dividend was Monday, November 10th. Apple’s dividend payout ratio is currently 13.92%.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple’s long-term AI strategy shifted toward a major deal with Google’s Gemini to power the next-generation Siri and Apple Intelligence — a faster route to competitive AI features that could boost services engagement and stickiness. Read More.
• Positive Sentiment: Apple TV+ is showing momentum and is highlighted as a growing threat to Netflix, which supports the case for accelerating services revenue and margin diversification beyond hardware. Read More.
• Neutral Sentiment: Apple remains a core holding inside mega-cap / AI-heavy ETFs that outperformed in 2025; that structural demand supports liquidity and index flows but isn’t a direct company-specific catalyst. Read More.
• Neutral Sentiment: Proposed U.S. bill to expand veteran training in emerging tech names Apple among potential beneficiaries (more skilled talent in semiconductors/AI over time) — long-term, indirect. Read More.
• Negative Sentiment: India issued a final warning that it will proceed with an antitrust case after delays in Apple’s responses — a move that raises regulatory and large?fine risk in a key market. That adds tangible downside risk to investor sentiment. Read More.
• Negative Sentiment: Cathie Wood’s ARK and other commentators argue Apple’s reliance on Google for core AI models signals strategic weakness — this critique is amplifying short?term sell?side debate about Apple’s independence on AI and could pressure the stock. Read More.
• Negative Sentiment: Memory and storage price spikes are creating headwinds for hardware makers; rising component costs could compress iPhone and Mac margins if Apple cannot fully pass them through. Read More.

Analyst Upgrades and Downgrades

AAPL has been the topic of a number of analyst reports. JPMorgan Chase & Co. upped their target price on shares of Apple from $290.00 to $305.00 and gave the stock an “overweight” rating in a report on Friday, October 31st. Melius increased their price objective on Apple from $290.00 to $345.00 and gave the stock a “buy” rating in a research note on Friday, October 31st. Argus set a $325.00 target price on Apple and gave the company a “buy” rating in a research report on Friday, October 31st. Wall Street Zen lowered Apple from a “buy” rating to a “hold” rating in a research report on Sunday, November 9th. Finally, Jefferies Financial Group restated a “hold” rating and set a $283.36 price objective on shares of Apple in a research note on Wednesday, December 17th. Two analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Apple has an average rating of “Moderate Buy” and an average target price of $284.07.

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.