Apple Inc. $AAPL Shares Bought by Quotient Wealth Partners LLC

Quotient Wealth Partners LLC raised its holdings in Apple Inc. (NASDAQ:AAPL) by 5.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 78,703 shares of the iPhone maker’s stock after purchasing an additional 4,018 shares during the quarter. Apple accounts for approximately 0.5% of Quotient Wealth Partners LLC’s investment portfolio, making the stock its 23rd biggest holding. Quotient Wealth Partners LLC’s holdings in Apple were worth $20,040,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of AAPL. Ryan Investment Management Inc. purchased a new position in Apple during the second quarter valued at approximately $31,000. ROSS JOHNSON & Associates LLC increased 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 valued at $42,000 after purchasing an additional 180 shares in the last quarter. Nexus Investment Management ULC lifted its stake in shares of Apple by 333.3% in the 2nd quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock valued at $53,000 after purchasing an additional 200 shares during the period. LSV Asset Management purchased a new stake in Apple during the fourth quarter worth $65,000. Finally, Morgan Dempsey Capital Management LLC grew its position in 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 buying an additional 125 shares during the period. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Insider Activity at Apple

In other news, insider Chris Kondo sold 3,752 shares of the company’s stock in a transaction that occurred 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 sale, the insider directly owned 15,098 shares in the company, valued at $4,095,030.54. This represents a 19.90% 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, CEO Timothy D. Cook sold 129,963 shares of the stock in a transaction that occurred on Thursday, October 2nd. The shares were sold at an average price of $256.81, for a total value of $33,375,798.03. Following the completion of the sale, the chief executive officer directly owned 3,280,295 shares of the company’s stock, valued at approximately $842,412,558.95. This represents a 3.81% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 228,052 shares of company stock worth $58,604,588 in the last 90 days. 0.06% of the stock is owned by insiders.

Apple Stock Down 0.1%

Shares of AAPL opened at $273.40 on Friday. The stock has a 50 day moving average price of $272.54 and a 200 day moving average price of $241.75. Apple Inc. has a one year low of $169.21 and a one year high of $288.62. The company has a debt-to-equity ratio of 1.06, a quick ratio of 0.86 and a current ratio of 0.89. The stock has a market capitalization of $4.04 trillion, a price-to-earnings ratio of 36.60, a PEG ratio of 2.56 and a beta of 1.10.

Apple (NASDAQ:AAPL) last announced its quarterly earnings data on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share for the quarter, beating analysts’ consensus estimates of $1.74 by $0.11. Apple had a return on equity of 164.05% and a net margin of 26.92%.The company had revenue of $102.47 billion for the quarter, compared to analyst estimates of $101.65 billion. During the same quarter last year, the firm posted $1.64 EPS. The firm’s revenue for the quarter was up 8.7% on a year-over-year basis. Equities research analysts forecast that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Announces Dividend

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

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Federal judge denied a bid to block U.S. imports of certain Apple Watch models in a patent dispute, letting Apple continue shipments that protect near-term wearables sales and supply continuity. Apple (AAPL) Cleared to Keep Importing Watch Models amid Patent Dispute
• Positive Sentiment: Barron’s reports a surprise jump in China’s imports of foreign-branded mobile phones (iPhone exposure), which supports revenue upside and helps offset macro worries in Apple’s largest cyclical market. Apple Stock Ticks Up After a Surprise From China—and a Legal Win
• Positive Sentiment: High consumer-product satisfaction and continued endorsement from prominent investors/commentators (Jim Cramer highlighted Apple’s customer satisfaction edge), which supports brand resilience and premium pricing. Apple (AAPL)’s the Only One That Maintains High Consumer Product Satisfaction, Says Jim Cramer
• Positive Sentiment: Apple publicly released a new AI model and product-level AI improvements (including live translation features), signaling product-driving AI steps rather than a race to ship unpolished tools — a potential catalyst for Services and device differentiation. Apple Just Released a New AI Model. Should You Buy AAPL Stock Here?
• Positive Sentiment: Analyst sentiment and MarketBeat commentary point to steady upgrades and a material upside case into 2026 as Apple leverages iPhone strength and gradual AI rollouts. Apple: The AI Outlier (MarketBeat)
• Neutral Sentiment: User reviews of features like AirPods live translation (NYT) show incremental product wins that improve the ecosystem but are unlikely to move near-term earnings materially. How Well Does Apple’s Live Translation Work for Japanese? I Tested It in Tokyo.
• Neutral Sentiment: Coverage noting billionaires buying other AI stocks (possible future competitors or new leaders) is drawing headlines but doesn’t directly change Apple’s near-term fundamentals. Billionaires Are Buying an AI Stock That Could Be the Apple of the 2030s
• Negative Sentiment: Ongoing narrative that Apple is a latecomer in generative AI creates valuation risk if investors re-rate tech leaders based on AI leadership; that debate may cap multiple expansion until clearer, product-level wins are delivered. Apple Doesn’t Need A Stronger AI Portfolio (Seeking Alpha)

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on AAPL shares. Weiss Ratings reiterated a “buy (b-)” rating on shares of Apple in a research report on Monday. Jefferies Financial Group reiterated a “hold” rating and set a $283.36 price target on shares of Apple in a research report on Wednesday, December 17th. Citigroup reissued a “buy” rating and issued a $330.00 price objective (up from $315.00) on shares of Apple in a report on Tuesday, December 9th. Cowen reaffirmed a “buy” rating on shares of Apple in a research note on Monday, October 27th. Finally, Monness Crespi & Hardt increased their target price on Apple from $270.00 to $300.00 and gave the company a “buy” rating in a research report on Friday, October 31st. Two 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 given a Sell rating to the stock. According to MarketBeat.com, Apple currently has an average rating of “Moderate Buy” and a consensus price target of $283.92.

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.