Apple Inc. $AAPL Stock Purchased by Roan Capital Partners

Roan Capital Partners boosted its stake in Apple Inc. (NASDAQ:AAPL) by 1,096.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 36,781 shares of the iPhone maker’s stock after acquiring an additional 33,707 shares during the period. Apple accounts for approximately 9.0% of Roan Capital Partners’ holdings, making the stock its biggest holding. Roan Capital Partners’ holdings in Apple were worth $12,249,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. Berkshire Hathaway Inc purchased a new stake in Apple in the second quarter worth about $65,950,297,000. Bank of America Corp DE purchased a new position in shares of Apple during the 2nd quarter worth approximately $36,986,090,000. Legal & General Group Plc purchased a new position in shares of Apple during the 2nd quarter worth approximately $30,443,242,000. Deutsche Bank AG bought a new position in shares of Apple in the 2nd quarter worth approximately $13,658,359,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. bought a new position in shares of Apple in the 2nd quarter worth approximately $10,588,946,000. 67.73% of the stock is owned by hedge funds and other institutional investors.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Strong iPhone Duo demand: Apple’s $1,999 foldable iPhone reportedly generated extraordinary preorders, with delivery estimates extending into January 2027. The response supports premium pricing and suggests the new product could become a meaningful growth catalyst. Apple’s $1,999 foldable phone is set to hit stores Friday
• Positive Sentiment: Upcoming Mac launch: Apple scheduled its “Pro and Tell” event for October 28, where analysts expect new Macs and potentially the company’s first touchscreen MacBook. The event could provide a near-term catalyst and demonstrate momentum under CEO John Ternus. Apple announces product launch event for Oct. 28
• Positive Sentiment: Supply-chain and ecosystem investments: Apple committed up to $100 million to a U.S. titanium supplier to support iPhone production. Apple Wallet car-key support is also expanding to select General Motors vehicles, strengthening the company’s hardware and services ecosystem. Apple commits up to $100 million for U.S. titanium
• Neutral Sentiment: Mixed analyst outlook: Bank of America and JPMorgan maintained bullish ratings, citing iPhone Duo demand and long-term AI potential, while other analysts have become more cautious.
• Negative Sentiment: Downgrades and demand concerns: Loop Capital downgraded AAPL to Hold and cut its price target from $370 to $330, citing risks that iPhone shipments may not recover as expected. KeyBanc also flagged weaker upgrade intentions among consumers. Apple gets a downgrade from Loop Capital on fears of slow iPhone sales
• Negative Sentiment: Margin and valuation risk: UBS expects higher memory and component costs to pressure gross margins while iPhone growth slows. With Apple trading at a premium earnings multiple, investors may require stronger earnings or a new catalyst to support further gains. Apple faces gross margin pressure as UBS flags slowing iPhone growth

Insider Buying and Selling at Apple

In other Apple news, CEO John Ternus sold 25,412 shares of the stock in a transaction that occurred on Friday, October 2nd. The shares were sold at an average price of $332.94, for a total value of $8,460,671.28. Following the transaction, the chief executive officer directly owned 59,567 shares in the company, valued at approximately $19,832,236.98. This trade represents a 29.90% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Timothy Cook sold 191,753 shares of Apple stock in a transaction on Friday, October 2nd. The shares were sold at an average price of $332.96, for a total value of $63,846,078.88. Following the transaction, the insider owned 3,264,168 shares in the company, valued at $1,086,837,377.28. This trade represents a 5.55% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 284,454 shares of company stock worth $94,662,594 over the last quarter. Company insiders own 0.06% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on the company. UBS Group restated a “neutral” rating on shares of Apple in a research report on Tuesday, October 6th. Needham & Company LLC reiterated a “hold” rating on shares of Apple in a report on Thursday, October 1st. Yorkville Ives started coverage on Apple in a report on Tuesday, October 6th. They issued an “outperform” rating and a $400.00 price objective for the company. Moffett Nathanson set a $283.00 price objective on Apple and gave the company a “neutral” rating in a research report on Tuesday. Finally, Evercore set a $380.00 target price on shares of Apple and gave the company an “outperform” rating in a report on Friday, September 18th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, fifteen have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, Apple currently has an average rating of “Moderate Buy” and an average price target of $340.12.

Apple Stock Down 1.0%

AAPL stock opened at $339.50 on Wednesday. Apple Inc. has a 1-year low of $243.42 and a 1-year high of $348.15. The business has a fifty day moving average price of $327.22 and a 200-day moving average price of $307.80. The company has a debt-to-equity ratio of 0.66, a current ratio of 1.00 and a quick ratio of 0.93. The stock has a market capitalization of $4.95 trillion, a P/E ratio of 38.93, a P/E/G ratio of 2.72 and a beta of 1.07.

Apple (NASDAQ:AAPL) last announced its quarterly earnings results on Thursday, July 30th. The iPhone maker reported $2.02 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.89 by $0.13. Apple had a net margin of 27.62% and a return on equity of 135.46%. The firm had revenue of $109.42 billion for the quarter, compared to the consensus estimate of $109.04 billion. During the same quarter last year, the firm posted $1.57 EPS. The business’s quarterly revenue was up 16.4% compared to the same quarter last year. Equities analysts forecast that Apple Inc. will post 8.75 earnings per share for the current fiscal year.

Apple Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, August 13th. Stockholders of record on Monday, August 10th were paid a $0.27 dividend. This represents a $1.08 annualized dividend and a dividend yield of 0.3%. The ex-dividend date was Monday, August 10th. Apple’s dividend payout ratio is 12.39%.

About Apple

Apple Inc designs, develops and sells consumer electronics, software and digital services. Its best-known products include the iPhone smartphone, Mac personal computers, iPad tablets, Apple Watch, AirPods and other accessories. The company also develops operating systems and applications that support its hardware ecosystem.

Apple’s services business includes the App Store, Apple Music, Apple TV, Apple Arcade, iCloud, Apple Pay and other subscription, payment and digital-content offerings.