Apple Inc. $AAPL Holdings Lowered by Northwest Capital Management Inc

Northwest Capital Management Inc decreased its holdings in Apple Inc. (NASDAQ:AAPL) by 33.0% in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 27,297 shares of the iPhone maker’s stock after selling 13,456 shares during the period. Apple makes up about 7.3% of Northwest Capital Management Inc’s holdings, making the stock its 2nd biggest holding. Northwest Capital Management Inc’s holdings in Apple were worth $6,951,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Capstone Wealth Management LLC boosted its holdings in Apple by 0.5% during the 3rd quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker’s stock valued at $2,174,000 after acquiring an additional 42 shares during the period. Baker Boyer National Bank lifted its position in Apple by 0.3% in the second quarter. Baker Boyer National Bank now owns 18,011 shares of the iPhone maker’s stock valued at $3,695,000 after purchasing an additional 47 shares during the last quarter. Beddow Capital Management Inc. boosted its stake in shares of Apple by 1.8% during the second quarter. Beddow Capital Management Inc. now owns 2,597 shares of the iPhone maker’s stock valued at $533,000 after purchasing an additional 47 shares during the period. Uncommon Cents Investing LLC grew its holdings in shares of Apple by 0.4% in the third quarter. Uncommon Cents Investing LLC now owns 10,609 shares of the iPhone maker’s stock worth $2,701,000 after purchasing an additional 47 shares during the last quarter. Finally, Red Tortoise LLC grew its holdings in shares of Apple by 0.9% in the second quarter. Red Tortoise LLC now owns 5,717 shares of the iPhone maker’s stock worth $1,173,000 after purchasing an additional 49 shares during the last quarter. 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 dated 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 directly owned 15,098 shares of the company’s stock, valued at $4,095,030.54. This represents a 19.90% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Company insiders own 0.06% of the company’s stock.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple’s move to run Google’s Gemini models for Siri and Apple Intelligence is being framed as a major capability boost that should accelerate Apple’s AI roadmap and services monetization. Siri to Get Smarter With Gemini: The ETF Playbook for Investors
• Positive Sentiment: Apple launched Creator Studio — a $12.99/mo bundle for creators — which targets higher-margin recurring services revenue and competitive ground vs. Adobe. This supports the services-growth narrative. Apple bundles creative apps into $13-a-month subscription
• Positive Sentiment: Bullish analyst commentary persists (e.g., Dan Ives projecting material upside), which keeps conviction among growth-oriented investors despite recent pullbacks. How Apple Stock Could Add $100 Per Share in 2026 and Beyond
• Neutral Sentiment: Goldman Sachs’ move away from Apple Card highlights shifting dynamics in Apple’s financial-services partnership; it’s more a partner/earnings update for Goldman than an immediate earnings shock for Apple. Goldman Sachs Leans Into Post-Apple Card Strategy
• Negative Sentiment: India has issued a final warning and signaled it may proceed with an antitrust case — a development that raises regulatory and potential fines risk in a large growth market. India warns Apple it will proceed with antitrust case
• Negative Sentiment: Press reports flag a potential multi‑billion fine scenario and ongoing antitrust scrutiny in India — headline risk that can weigh on sentiment even if outcomes are uncertain. Apple Stock Unfazed despite Potential $38 Billion Fine from India
• Negative Sentiment: Supply-chain pressures: soaring memory/storage prices and shortages of a chipboard material could raise component costs or constrain production for some products. That’s a margin and supply-risk headwind to watch. Apple and tech hardware stocks face ‘crisis’ as memory prices soar AI Demand Triggers Chip Material Shortage for Apple
• Negative Sentiment: Some investors/strategists view the Google Gemini deal as evidence of Apple’s reliance on external AI providers — a critique that raises questions about Apple’s competitive independence and long-term foundation-model strategy. Cathie Wood’s ARK: Apple’s reliance on Google for AI signals deeper trouble

Analysts Set New Price Targets

A number of research firms recently commented on AAPL. Wall Street Zen lowered shares of Apple from a “buy” rating to a “hold” rating in a report on Sunday, November 9th. Jefferies Financial Group reaffirmed a “hold” rating and set a $283.36 price objective on shares of Apple in a research note on Wednesday, December 17th. Citigroup reiterated a “buy” rating and set a $330.00 target price (up from $315.00) on shares of Apple in a report on Tuesday, December 9th. Robert W. Baird set a $300.00 price target on Apple in a report on Friday, October 31st. Finally, Cowen reiterated a “buy” rating on shares of Apple in a report on Monday, October 27th. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $284.07.

Apple Stock Performance

Apple stock opened at $258.21 on Friday. The stock’s 50 day simple moving average is $272.05 and its two-hundred day simple moving average is $248.13. 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 cap of $3.80 trillion, a price-to-earnings ratio of 34.57, a PEG ratio of 2.43 and a beta of 1.09. Apple Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $288.62.

Apple (NASDAQ:AAPL) last announced its earnings results on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.74 by $0.11. Apple had a return on equity of 164.05% and a net margin of 26.92%.The firm had revenue of $102.47 billion during the quarter, compared to analyst estimates of $101.65 billion. During the same quarter in the prior year, the company earned $1.64 EPS. The business’s revenue was up 8.7% compared to the same quarter last year. As a group, analysts expect that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, November 13th. Shareholders of record on Monday, November 10th were given 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 yield of 0.4%. Apple’s dividend payout ratio (DPR) is currently 13.92%.

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.