Lifestyle Asset Management Inc. Boosts Position in Apple Inc. $AAPL

Lifestyle Asset Management Inc. raised its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 33.6% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 13,652 shares of the iPhone maker’s stock after buying an additional 3,437 shares during the period. Apple comprises 1.2% of Lifestyle Asset Management Inc.’s investment portfolio, making the stock its 17th largest position. Lifestyle Asset Management Inc.’s holdings in Apple were worth $3,476,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in the business. Ryan Investment Management Inc. acquired a new position in shares of Apple during the second quarter worth about $31,000. ROSS JOHNSON & Associates LLC raised 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 buying an additional 180 shares during the period. Nexus Investment Management ULC lifted its position in 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 acquiring an additional 200 shares in the last quarter. LSV Asset Management purchased a new position in Apple in the 4th quarter worth approximately $65,000. Finally, Morgan Dempsey Capital Management LLC grew its position in Apple by 41.0% in the second 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 in the last quarter. Institutional investors and hedge funds own 67.73% of the company’s stock.

Apple Stock Performance

Apple stock opened at $273.59 on Friday. 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 Inc. has a 12 month low of $169.21 and a 12 month high of $288.62. The company has a fifty day moving average price of $272.12 and a two-hundred day moving average price of $241.25. The company has a market cap of $4.04 trillion, a PE ratio of 36.63, a P/E/G ratio of 2.56 and a beta of 1.10.

Apple (NASDAQ:AAPL) last posted its quarterly earnings results on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 period last year, the firm posted $1.64 EPS. The company’s revenue for the quarter was up 8.7% on a year-over-year basis. Research analysts expect 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 issued a dividend of $0.26 per share. The ex-dividend date of this dividend was Monday, November 10th. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. Apple’s dividend payout ratio is 13.92%.

Key Stores Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple released a new AI model, sparking renewed optimism that the company can commercialize AI features across iPhone and services — a growth catalyst investors are rewarding. Article Title
• Positive Sentiment: A federal judge blocked Texas’s app store age?verification law, and Apple announced it will pause changes tied to that law — removing near?term compliance costs and legal uncertainty for iOS distribution. Article Title
• Positive Sentiment: Wall Street momentum: multiple firms have recently issued buy/overweight calls and raised price targets (median ~$305), and sector bulls (e.g., Wedbush) include Apple among 2026 AI winners — analyst upgrades/support help lift sentiment and flows. Article Title
• Neutral Sentiment: Apple agreed to allow third?party app stores in Brazil as part of a settlement — a structural change that could pressure App Store revenue over time but also resolves a regulatory dispute now. Article Title
• Neutral Sentiment: Market data on December short interest shows anomalies/zero values (likely a reporting error) — not a meaningful signal for intraday moves. (Source: short?interest entries)
• Negative Sentiment: Regulatory/legal headwinds: reports flagged a €~? / $115M fine in Italy for alleged app?market issues and ongoing scrutiny — small relative to Apple’s scale but a reminder of regulatory risk. Article Title
• Negative Sentiment: Insider selling activity remains elevated (multiple execs have sold shares in recent months) — creates modest negative headline risk and can weigh on sentiment even as fundamentals remain strong. Article Title

Analysts Set New Price Targets

Several brokerages have recently weighed in on AAPL. The Goldman Sachs Group restated a “buy” rating on shares of Apple in a research note on Wednesday, December 3rd. JPMorgan Chase & Co. boosted their price objective on shares of Apple from $290.00 to $305.00 and gave the stock an “overweight” rating in a report on Friday, October 31st. Barclays upped their price objective on shares of Apple from $180.00 to $230.00 and gave the company an “underweight” rating in a research report on Friday, October 31st. Bank of America lifted their target price on Apple from $270.00 to $320.00 and gave the stock a “buy” rating in a research report on Wednesday, October 29th. Finally, Tigress Financial boosted their price target on Apple from $300.00 to $305.00 and gave the stock a “strong-buy” rating in a research note on Wednesday, September 17th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $283.92.

Insider Buying and Selling at Apple

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

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.