Apple Inc. $AAPL Stock Holdings Lowered by SkyOak Wealth LLC

SkyOak Wealth LLC lowered its position in shares of Apple Inc. (NASDAQ:AAPL) by 3.4% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 87,733 shares of the iPhone maker’s stock after selling 3,091 shares during the period. Apple comprises about 4.2% of SkyOak Wealth LLC’s investment portfolio, making the stock its 4th biggest holding. SkyOak Wealth LLC’s holdings in Apple were worth $22,339,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently modified their holdings of AAPL. Financial Futures Ltd Liability Co. raised its holdings in Apple by 13.2% in the 2nd quarter. Financial Futures Ltd Liability Co. now owns 3,552 shares of the iPhone maker’s stock worth $729,000 after purchasing an additional 415 shares in the last quarter. Monarch Capital Management Inc. increased its position in shares of Apple by 4.6% during the second quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker’s stock valued at $13,740,000 after buying an additional 2,920 shares during the period. American National Bank & Trust raised its stake in Apple by 2.4% in the second quarter. American National Bank & Trust now owns 195,482 shares of the iPhone maker’s stock worth $40,107,000 after buying an additional 4,543 shares in the last quarter. Riverwater Partners LLC lifted its holdings in Apple by 17.9% in the second quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker’s stock worth $1,109,000 after buying an additional 819 shares during the period. Finally, Highland Capital Management LLC lifted its holdings in Apple by 2.2% in the third quarter. Highland Capital Management LLC now owns 397,834 shares of the iPhone maker’s stock worth $101,301,000 after buying an additional 8,446 shares during the period. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Apple Price Performance

AAPL opened at $258.27 on Wednesday. Apple Inc. has a 1 year low of $169.21 and a 1 year high of $288.62. The stock has a 50-day moving average price of $269.02 and a 200-day moving average price of $250.98. The firm has a market cap of $3.80 trillion, a PE ratio of 34.57, a P/E/G ratio of 2.38 and a beta of 1.09. 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 (NASDAQ:AAPL) last released its quarterly earnings data on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share for the quarter, beating analysts’ consensus estimates of $1.74 by $0.11. The business had revenue of $102.47 billion during the quarter, compared to analyst estimates of $101.65 billion. Apple had a net margin of 26.92% and a return on equity of 164.05%. Apple’s revenue was up 8.7% compared to the same quarter last year. During the same period last year, the business earned $1.64 EPS. Sell-side analysts predict 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. Investors of record on Monday, November 10th were issued a $0.26 dividend. This represents a $1.04 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date was Monday, November 10th. Apple’s payout ratio is presently 13.92%.

Insider Transactions at Apple

In other Apple news, insider Chris Kondo sold 3,752 shares of the stock in a transaction on Friday, November 7th. The stock was sold at an average price of $271.23, for a total transaction of $1,017,654.96. Following the sale, the insider directly owned 15,098 shares in the company, valued at approximately $4,095,030.54. This trade represents a 19.90% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 0.06% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on AAPL. Loop Capital reissued a “buy” rating and issued a $325.00 target price (up previously from $315.00) on shares of Apple in a research report on Tuesday, December 2nd. Jefferies Financial Group set a $276.47 price objective on Apple and gave the stock a “hold” rating in a report on Monday. Sanford C. Bernstein set a $325.00 price objective on Apple in a research report on Monday, November 3rd. DZ Bank upgraded shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 target price on the stock in a report on Tuesday, November 4th. Finally, Barclays increased their price target on shares of Apple from $180.00 to $230.00 and gave the stock an “underweight” rating in a research note on Friday, October 31st. One research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $282.80.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: JPMorgan raised its price target to $315 and kept an overweight stance, citing strong iPhone demand — a bullish analyst catalyst that supports upside expectations into earnings. Apple gets price target boost from JPMorgan
• Positive Sentiment: Apple is rolling out a Gemini‑powered Siri in February (Google partnership), which investors view as tangible AI progress that could show up in services engagement and long-term monetization. Apple’s Gemini‑Powered Siri Arrives in February
• Positive Sentiment: Apple is expanding App Store ad opportunities for developers in March, which could lift Services revenue over time and give investors another near-term monetization vector. Apple’s Expanded Ad Opportunities For Developers Coming in March
• Neutral Sentiment: The market is setting up for a volatile earnings week (Magnificent 7 plus a Fed meeting); option markets expect a roughly 4% move for AAPL around the print, raising short-term event risk despite positive catalysts. Options traders expect a 4.15% move
• Neutral Sentiment: High-profile portfolio moves (Pelosi filing) show large Apple share sales paired with LEAPS purchases — signals range from tax/rebalancing to continued long-term conviction; adds noise but not a clear directional signal. Pelosi’s Bullish 2026 Buy List
• Negative Sentiment: Jefferies trimmed its outlook (lowered price target) pointing to slowing App Store growth and Google ad competition — risks to Services growth are being priced in by some sell‑side firms. Jefferies Flags App Store and Google Ad Risks
• Negative Sentiment: Smaller shops (Aletheia) maintain sell ratings and lowered targets arguing hardware margin pressure — downside risk if Apple reports weaker-than-expected iPhone margins or conservative guidance. Aletheia Maintains Sell on Apple
• Negative Sentiment: Legal/PR overhang: outlets report combined settlements over alleged voice‑data issues (Apple + Google), a headline risk that could fuel short-term investor caution around guidance and services commentary. Google, Apple to pay combined $163M to settle lawsuits

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.