JTC Employer Solutions Trustee Ltd Cuts Stock Holdings in Apple Inc. $AAPL

JTC Employer Solutions Trustee Ltd cut its stake in Apple Inc. (NASDAQ:AAPL) by 12.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 77,186 shares of the iPhone maker’s stock after selling 10,930 shares during the period. Apple comprises about 1.7% of JTC Employer Solutions Trustee Ltd’s investment portfolio, making the stock its 6th largest position. JTC Employer Solutions Trustee Ltd’s holdings in Apple were worth $19,647,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Financial Futures Ltd Liability Co. raised its holdings in shares of Apple by 13.2% in the 2nd 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 in the last quarter. Monarch Capital Management Inc. increased its holdings in Apple by 4.6% during the second quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker’s stock valued at $13,740,000 after buying an additional 2,920 shares during the period. American National Bank & Trust raised its stake 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 buying an additional 4,543 shares in the last quarter. Riverwater Partners LLC lifted its holdings in Apple by 17.9% during the second quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker’s stock worth $1,109,000 after buying an additional 819 shares during the period. Finally, Highland Capital Management LLC lifted its holdings in Apple by 2.2% during the third quarter. Highland Capital Management LLC now owns 397,834 shares of the iPhone maker’s stock worth $101,301,000 after buying an additional 8,446 shares during the period. Institutional investors own 67.73% of the company’s stock.

Insider Activity

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

Analyst Upgrades and Downgrades

Several research analysts have recently commented on the company. Morgan Stanley reissued an “overweight” rating and issued a $315.00 price target (up from $305.00) on shares of Apple in a research report on Wednesday, December 17th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Apple in a report on Monday, December 29th. Evercore ISI restated an “outperform” rating and issued a $330.00 price target on shares of Apple in a report on Tuesday, January 20th. Jefferies Financial Group set a $276.47 price objective on shares of Apple and gave the stock a “hold” rating in a research report on Monday. Finally, Stephens set a $315.00 price objective on shares of Apple in a research note on Monday. One analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $282.80.

Apple Stock Performance

AAPL opened at $255.41 on Tuesday. The company has a market cap of $3.75 trillion, a P/E ratio of 34.19, a price-to-earnings-growth ratio of 2.31 and a beta of 1.09. The company has a quick ratio of 0.86, a current ratio of 0.89 and a debt-to-equity ratio of 1.06. The firm’s 50-day moving average price is $269.21 and its 200-day moving average price is $250.65. Apple Inc. has a 52-week low of $169.21 and a 52-week high of $288.62.

Apple (NASDAQ:AAPL) last released its earnings results 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 net margin of 26.92% and a return on equity of 164.05%. The company had revenue of $102.47 billion for the quarter, compared to the consensus estimate of $101.65 billion. During the same quarter in the previous year, the firm earned $1.64 EPS. Apple’s revenue was up 8.7% compared to the same quarter last year. As a group, equities analysts anticipate that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Dividend Announcement

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

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: JPMorgan raised its AAPL price target to $315 and highlighted strong iPhone demand ahead of earnings, providing a clear upside case that traders are reacting to. Apple gets price target boost from JPMorgan ahead of earnings
• Positive Sentiment: Goldman Sachs reiterated a Buy and urged investors to “buy the dip,” signaling conviction from a major bank and supporting near-term demand. Goldman Sticks With Apple (AAPL) Buy Rating Despite Early-2026 Weakness
• Positive Sentiment: Reports show Apple is gaining iPhone market share in India and saw strong 2025 India sales—this geographic growth is being cited as a reason for optimism into the upcoming quarter. Why Shares of Apple Are Rising Today
• Positive Sentiment: Small product/monetization moves (new AirTag announcement and expanded App Store ad opportunities for developers in March) add incremental upside to the hardware and Services mix. Apple Stock Bounces: What’s Driving The Buying Interest? Apple’s Expanded Ad Opportunities For Developers Coming in March
• Neutral Sentiment: Upcoming catalysts (Apple Q1 earnings on Jan. 29 and this week’s Fed decision) are concentrating flows and option activity—investors are positioning rather than making large directional bets until the prints. Apple Vs Microsoft: Which is the Best Tech Investment as Quarterly Results Approach?
• Neutral Sentiment: MarketBeat’s deep dive on the Pelosi filings frames recent Pelosi activity as a strategic roll into LEAPS and diversification into energy/finance—this can be read as constructive for mega-cap exposure over the medium term. Pelosi’s Bullish 2026 Buy List: AI, Power & Dividends
• Negative Sentiment: Disclosure filings show roughly $50M in direct Apple share sales from the Pelosi-related portfolio (paired with LEAPS purchases); large headline sales can pressure sentiment short term even if followed by option-based re-exposure. Pelosi’s $69M Trade Filing Shows Apple Trim and Fresh Megacap Call Bets
• Negative Sentiment: Some investors and analysts remain cautious—KeyBanc flagged conservatism ahead of Q1 results, and retail flows have shown outflows into other growth names, which could limit upside if earnings disappoint. KeyBanc Remains Cautious on Apple Stock (AAPL) Ahead of Q1 Earnings Retail Investors Dump Apple Stock While Nvidia, Tesla See Massive Inflows

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.