Apple Inc. $AAPL Stock Holdings Lifted by Synergy Asset Management LLC

Synergy Asset Management LLC lifted its stake in shares of Apple Inc. (NASDAQ:AAPL) by 104.6% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 327,944 shares of the iPhone maker’s stock after purchasing an additional 167,625 shares during the period. Apple accounts for about 3.0% of Synergy Asset Management LLC’s portfolio, making the stock its 7th largest holding. Synergy Asset Management LLC’s holdings in Apple were worth $83,504,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently made changes to their positions in the stock. apricus wealth LLC lifted its position in Apple by 3.5% during the third quarter. apricus wealth LLC now owns 15,053 shares of the iPhone maker’s stock worth $3,833,000 after buying an additional 506 shares in the last quarter. Pacific Wealth Management increased its stake in shares of Apple by 40.9% in the 3rd quarter. Pacific Wealth Management now owns 2,226 shares of the iPhone maker’s stock worth $567,000 after acquiring an additional 646 shares during the last quarter. MN Wealth Advisors LLC increased its stake in shares of Apple by 2.0% in the 3rd quarter. MN Wealth Advisors LLC now owns 14,474 shares of the iPhone maker’s stock worth $3,686,000 after acquiring an additional 282 shares during the last quarter. Brave Asset Management Inc. raised its holdings in shares of Apple by 6.8% during the 3rd quarter. Brave Asset Management Inc. now owns 86,643 shares of the iPhone maker’s stock worth $22,061,000 after acquiring an additional 5,554 shares during the period. Finally, BOS Asset Management LLC boosted its position in shares of Apple by 2.3% during the 3rd quarter. BOS Asset Management LLC now owns 31,363 shares of the iPhone maker’s stock valued at $7,986,000 after acquiring an additional 708 shares during the last quarter. Institutional investors and hedge funds own 67.73% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on AAPL. DZ Bank upgraded 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 Tuesday, November 4th. Weiss Ratings reissued a “buy (b-)” rating on shares of Apple in a research note on Monday, December 29th. JPMorgan Chase & Co. lifted their price target on shares of Apple from $290.00 to $305.00 and gave the company an “overweight” rating in a research report on Friday, October 31st. Melius increased their price objective on Apple from $290.00 to $345.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. Finally, Monness Crespi & Hardt raised their target price on Apple from $270.00 to $300.00 and gave the stock a “buy” rating in a research note on Friday, October 31st. Two analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Apple presently has an average rating of “Moderate Buy” and an average price target of $283.62.

Insider Activity at Apple

In other news, insider Chris Kondo sold 3,752 shares of the business’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 transaction of $1,017,654.96. Following the completion of the sale, the insider owned 15,098 shares in the company, valued at approximately $4,095,030.54. The trade was a 19.90% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 0.06% of the company’s stock.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is integrating Google’s Gemini into Siri, which should materially improve Apple’s voice/AI capabilities and enhance product competitiveness. With Gemini Powering Apple’s Siri, Alphabet Could Soon Be the Undisputed AI Leader
• Positive Sentiment: Evercore reiterated an Outperform/Buy stance with a $330 price target, highlighting upside into Apple’s upcoming earnings and the iPhone 17 cycle. Apple Stock (AAPL) Remains a Top Pick for Evercore Ahead of Q1 Earnings
• Positive Sentiment: Citi projects Apple will ship millions of $2,000 foldable iPhones this year, supporting potential upside in unit growth and higher ASPs if production scales. Apple will ship millions of $2,000 foldable iPhones this year: Citi
• Positive Sentiment: Goldman and other brokers are framing recent weakness as a buying opportunity ahead of January 29 earnings, citing strong iPhone revenue forecasts. ‘Buy the Dip,’ Says Goldman as Apple Pulls Back on Near-Term Concerns
• Neutral Sentiment: Firm-level notes and letters point to Apple’s Q4 rebound and improved China smartphone share, which support fundamentals but are already priced into some analyst models. Apple (AAPL) Continued to Rebound in Q4
• Negative Sentiment: Macro risk: tech stocks led a selloff after renewed Trump rhetoric around Greenland/tariffs, hitting Apple with broad Magnificent Seven weakness despite company-specific positives. America’s Biggest Tech Stocks Lead Tuesday’s Selloff as Trump’s Greenland Rhetoric Rattles Markets
• Negative Sentiment: Despite analyst upgrades, traders sold AAPL — a disconnect highlighted by coverage noting a near‑3% intraday slide amid risk-off positioning. Apple stock tumbles nearly 3% despite analyst upgrade: here’s why
• Negative Sentiment: Regulatory watch: an important antitrust date in India (Jan. 27) adds near‑term uncertainty that could affect services and distribution in a key market. Dear Apple Stock Fans, Mark Your Calendars for January 27
• Negative Sentiment: Bearish commentary (e.g., 24/7 Wall St.) warns Apple could underperform peers this year, which may deepen sentiment-driven selling if momentum fades. This Magnificent 7 Stock Will Plunge This Year

Apple Price Performance

AAPL opened at $246.70 on Wednesday. The firm has a market cap of $3.63 trillion, a price-to-earnings ratio of 33.03, a PEG ratio of 2.39 and a beta of 1.09. The company has a current ratio of 0.89, a quick ratio of 0.86 and a debt-to-equity ratio of 1.06. The stock’s 50-day moving average price is $270.94 and its 200 day moving average price is $249.55. Apple Inc. has a 12-month low of $169.21 and a 12-month high of $288.62.

Apple (NASDAQ:AAPL) last posted its quarterly earnings results on Thursday, October 30th. The iPhone maker reported $1.85 EPS for the quarter, topping the consensus estimate of $1.74 by $0.11. Apple had a net margin of 26.92% and a return on equity of 164.05%. The business had revenue of $102.47 billion during the quarter, compared to the consensus estimate of $101.65 billion. During the same quarter in the previous year, the firm posted $1.64 earnings per share. The company’s quarterly revenue was up 8.7% compared to the same quarter last year. As a group, sell-side analysts expect 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 was paid on Thursday, November 13th. Investors of record on Monday, November 10th were paid 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 dividend yield of 0.4%. Apple’s payout ratio is presently 13.92%.

Apple Company Profile

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.