Rep. Nancy Pelosi Sells Apple Inc. (NASDAQ:AAPL) Shares

Representative Nancy Pelosi (D-California) recently sold shares of Apple Inc. (NASDAQ:AAPL). In a filing disclosed on January 23rd, the Representative disclosed that they had sold between $5,000,001 and $25,000,000 in Apple stock on December 30th.

Representative Nancy Pelosi also recently made the following trade(s):

• Purchased $250,001 – $500,000 in shares of NVIDIA (NASDAQ:NVDA) on 1/16/2026.
• Purchased $500,001 – $1,000,000 in shares of Amazon.com (NASDAQ:AMZN) on 1/16/2026.
• Purchased $500,001 – $1,000,000 in shares of Alphabet (NASDAQ:GOOGL) on 1/16/2026.
• Purchased $100,001 – $250,000 in shares of Vistra (NYSE:VST) on 1/16/2026.
• Sold $1,000,001 – $5,000,000 in shares of Walt Disney (NYSE:DIS) on 12/30/2025.
• Sold $250,001 – $500,000 in shares of PayPal (NASDAQ:PYPL) on 12/30/2025.
• Sold $1,000,001 – $5,000,000 in shares of Alphabet (NASDAQ:GOOGL) on 12/30/2025.
• Sold $5,000,001 – $25,000,000 in shares of Apple (NASDAQ:AAPL) on 12/24/2025.
• Sold $1,000,001 – $5,000,000 in shares of Amazon.com (NASDAQ:AMZN) on 12/24/2025.
• Sold $1,000,001 – $5,000,000 in shares of NVIDIA (NASDAQ:NVDA) on 12/24/2025.

Apple Trading Up 0.5%

Shares of AAPL stock traded up $1.20 during trading hours on Friday, reaching $259.48. 92,324,812 shares of the stock were exchanged, compared to its average volume of 47,378,696. The firm has a market capitalization of $3.81 trillion, a price-to-earnings ratio of 32.80, a price-to-earnings-growth ratio of 2.40 and a beta of 1.09. Apple Inc. has a 12-month low of $169.21 and a 12-month high of $288.62. The company’s 50-day moving average price is $268.38 and its 200-day moving average price is $251.72. The company has a current ratio of 0.89, a quick ratio of 0.86 and a debt-to-equity ratio of 1.06.

Apple (NASDAQ:AAPL) last posted its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, topping analysts’ consensus estimates of $2.67 by $0.17. Apple had a net margin of 27.04% and a return on equity of 171.22%. The company had revenue of $143.76 billion for the quarter, compared to analyst estimates of $138.25 billion. During the same period in the prior year, the company posted $2.40 EPS. The firm’s revenue for the quarter was up 15.7% on a year-over-year basis. As a group, equities analysts anticipate that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, February 12th. Stockholders of record on Monday, February 9th will be issued a $0.26 dividend. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. The ex-dividend date is Monday, February 9th. Apple’s dividend payout ratio (DPR) is 13.92%.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Record quarter driven by iPhone 17 and China — Apple beat revenue and EPS expectations, reported record iPhone sales and gave strong March-quarter revenue/margin guidance, supporting bullish near-term fundamentals. Apple sales, profit beat
• Positive Sentiment: Analyst upgrades/price-target increases — Several firms raised targets and reiterated buy ratings after the beat (including TD Cowen, JPMorgan, Monness Crespi & Hardt), which supports upside sentiment among institutional investors. Analyst notes
• Neutral Sentiment: AI strategy remains ambiguous — Apple announced partnerships (e.g., Google Gemini) and made AI-related M&A (Q.ai), but offered limited execution details; these moves signal intent but leave monetization and competitive positioning unclear. AI details unclear
• Neutral Sentiment: Potential supply-chain diversification — Reports that Apple is exploring U.S. foundry partners (e.g., Intel) could ease long-term sourcing risk but are early-stage and not an immediate fix for 2026 capacity issues. Intel foundry reports
• Negative Sentiment: Rising memory-chip costs and shortages — Apple warned memory prices are beginning to bite; suppliers like Samsung and SK Hynix are prioritizing AI chips, tightening supply and pressuring gross margins if costs stay elevated. Memory cost warning
• Negative Sentiment: iPhone production constraints — Multiple reports say TSMC/other chip shortages are limiting Apple’s ability to meet iPhone demand, forcing Apple to prioritize premium models and potentially capping unit growth despite strong demand. TSMC supply short
• Negative Sentiment: Talent and execution questions in AI — Reports of AI researcher departures and commentary that the Google partnership could limit Apple’s AI upside have soured investor enthusiasm for Apple’s AI prospects. AI researcher departures

Institutional Trading of Apple

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Secured Retirement Advisors LLC lifted its stake in shares of Apple by 2.0% during the 4th quarter. Secured Retirement Advisors LLC now owns 25,239 shares of the iPhone maker’s stock worth $6,861,000 after purchasing an additional 493 shares during the last quarter. Belleair Asset Management LLC purchased a new stake in shares of Apple during the fourth quarter valued at about $1,213,000. RCW Management LLC bought a new stake in shares of Apple in the 4th quarter valued at about $470,000. Safe Harbor Family Capital LLC purchased a new position in shares of Apple in the 4th quarter worth approximately $1,147,000. Finally, Delta Investment Management LLC raised its stake in shares of Apple by 13.0% during the 4th quarter. Delta Investment Management LLC now owns 68,043 shares of the iPhone maker’s stock worth $18,498,000 after acquiring an additional 7,805 shares in the last quarter. Institutional investors own 67.73% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on AAPL shares. UBS Group reissued a “neutral” rating on shares of Apple in a research note on Tuesday, January 6th. CLSA boosted their target price on shares of Apple from $265.00 to $330.00 and gave the company an “outperform” rating in a research note on Friday, December 5th. Wedbush restated an “outperform” rating and issued a $350.00 price target on shares of Apple in a report on Wednesday. Maxim Group raised shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 price objective for the company in a research report on Friday. Finally, Monness Crespi & Hardt upped their target price on shares of Apple from $300.00 to $315.00 and gave the stock a “buy” rating in a research note on Friday. One research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $289.23.

Insider Buying and Selling

In other Apple news, insider Chris Kondo sold 3,752 shares of the firm’s 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 completion of the sale, the insider directly owned 15,098 shares in the company, valued at $4,095,030.54. This trade represents a 19.90% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.06% of the stock is owned by insiders.

About Representative Pelosi

Nancy Pelosi (Democratic Party) is a member of the U.S. House, representing California’s 11th Congressional District. She assumed office on January 3, 2023. Her current term ends on January 3, 2027.

Pelosi (Democratic Party) is running for re-election to the U.S. House to represent California’s 11th Congressional District. She declared candidacy for the 2026 election.[source]

Pelosi is the first and only woman to serve as speaker of the House. Pelosi was first elected to the U.S. House in a special election in 1987 to represent California’s 5th Congressional District, which she represented until her election to California’s 8th Congressional District in 2012. In 2002, she was elected minority leader, becoming the highest-ranking congresswoman of either party in U.S. history. When Democrats took control of the House in 2007, Pelosi made history again with her election as speaker of the House.

Pelosi was re-elected speaker of the House in 2019, following the 2018 midterm elections. She served in that role until January 3, 2023.

Notable legislation passed during her speakership includes the Affordable Care Act, the American Recovery and Reinvestment Act, the Dodd-Frank Wall Street Reform and Consumer Protection Act, the Lilly Ledbetter Fair Pay Act, and the Don’t Ask, Don’t Tell Repeal Act.

Pelosi is also a prominent Democratic fundraiser, raising more than $700 million for the Democratic Party since becoming a party leader in 2002.

Nancy Pelosi was born in Baltimore, Maryland. Pelosi graduated from the Institute of Notre Dame in 1958. She earned a bachelor’s degree from Trinity College in 1962. Pelosi served as the chair of the California State Democratic Party and the finance chairwoman of the Democratic Senatorial Campaign Committee.

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.