Pure Financial Advisors LLC Buys 8,772 Shares of Apple Inc. $AAPL

Posted by Scott Moore on Jun 23rd, 2026

Pure Financial Advisors LLC boosted its stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 3.1% in the 4th quarter, HoldingsChannel.com reports. The firm owned 292,326 shares of the iPhone maker’s stock after buying an additional 8,772 shares during the quarter. Apple accounts for 1.2% of Pure Financial Advisors LLC’s investment portfolio, making the stock its 21st biggest position. Pure Financial Advisors LLC’s holdings in Apple were worth $79,472,000 at the end of the most recent quarter.

A number of other hedge funds have also recently bought and sold shares of the stock. Isthmus Partners LLC grew its stake in shares of Apple by 6.4% in the third quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker’s stock valued at $25,000 after buying an additional 5,808 shares in the last quarter. ROSS JOHNSON & Associates LLC raised its position in Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after acquiring an additional 180 shares in the last quarter. LSV Asset Management acquired a new stake in Apple in the fourth quarter valued at $65,000. Timmons Wealth Management LLC acquired a new stake in Apple in the fourth quarter valued at $69,000. Finally, Inspire Investing LLC bought a new position in shares of Apple in the 4th quarter valued at about $76,000. 67.73% of the stock is currently owned by institutional investors.

Apple Stock Performance

NASDAQ AAPL opened at $297.01 on Tuesday. The stock has a market cap of $4.36 trillion, a PE ratio of 35.91, a P/E/G ratio of 2.59 and a beta of 1.09. The company has a debt-to-equity ratio of 0.70, a quick ratio of 1.02 and a current ratio of 1.07. The firm has a 50-day moving average of $290.46 and a 200-day moving average of $272.98. Apple Inc. has a 52-week low of $198.96 and a 52-week high of $317.40.

Apple (NASDAQ:AAPL – Get Free Report) last announced its quarterly earnings results on Thursday, April 30th. The iPhone maker reported $2.01 EPS for the quarter, beating analysts’ consensus estimates of $1.95 by $0.06. The business had revenue of $111.18 billion for the quarter, compared to analyst estimates of $109.46 billion. Apple had a net margin of 27.15% and a return on equity of 146.69%. Apple’s quarterly revenue was up 16.6% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.65 EPS. On average, sell-side analysts anticipate that Apple Inc. will post 8.75 EPS for the current year.

Apple Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, May 14th. Stockholders of record on Monday, May 11th were issued a dividend of $0.27 per share. This is a boost from Apple’s previous quarterly dividend of $0.26. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date was Monday, May 11th. Apple’s dividend payout ratio is presently 13.06%.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

Positive Sentiment: Bank of America said Apple’s WWDC 2026 AI announcements were a “material positive reset,” citing a more capable Siri that can understand context, screen content, and execute actions across apps and devices. Apple’s WWDC 2026 AI strategy reset viewed positively by Bank of America
Positive Sentiment: Analysts continue to point to Apple’s expanding enterprise footprint, AI push, and business tools as drivers that could support device shipments and sustained sales growth. Apple’s Expanding Enterprise Footprint to Boost Sales: What’s Ahead?
Neutral Sentiment: Apple’s rumored chip partnership with Intel is being framed as a long-term domestic manufacturing catalyst, but it remains unconfirmed and more relevant to Intel’s rally than to Apple’s near-term fundamentals. Intel’s Surge on an Apple Chip Deal Means Investors Are Betting on Its Foundry
Neutral Sentiment: A recent congressional trading report noted activity in several Magnificent Seven names, including Apple, but the disclosure did not indicate a company-specific operational change. New Congressman Is Selling Stocks: Here’s The Six Magnificent Seven Names He Ditched
Negative Sentiment: Tim Cook warned that Apple can no longer fully absorb rising memory chip costs, making product price hikes increasingly likely and raising margin concerns for investors. Tim Cook Warns Apple Product Price Hikes Are Unavoidable Due to Higher Chip Costs. What That Means for AAPL Stock.
Negative Sentiment: KGI Securities downgraded Apple to Neutral, saying the stock’s recent rally leaves limited upside from current levels. Apple stock hit with major Wall Street downgrade

Insider Transactions at Apple

In related news, CFO Kevan Parekh sold 1,534 shares of the business’s stock in a transaction on Thursday, April 23rd. The stock was sold at an average price of $275.00, for a total value of $421,850.00. Following the completion of the sale, the chief financial officer directly owned 13,366 shares in the company, valued at $3,675,650. The trade was a 10.30% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO Timothy D. Cook sold 64,949 shares of the company’s stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $254.23, for a total value of $16,511,984.27. Following the completion of the transaction, the chief executive officer directly owned 3,280,418 shares in the company, valued at approximately $833,980,668.14. This represents a 1.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 97,875 shares of company stock worth $24,998,541 over the last three months. Company insiders own 0.06% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on AAPL shares. Needham & Company LLC reaffirmed a “hold” rating on shares of Apple in a report on Tuesday, June 9th. Wells Fargo & Company reiterated an “overweight” rating and set a $310.00 price target (up from $300.00) on shares of Apple in a report on Friday, May 1st. Jefferies Financial Group reissued a “hold” rating on shares of Apple in a research report on Tuesday, June 9th. KGI Securities lowered Apple from an “outperform” rating to a “hold” rating and set a $315.00 price objective on the stock. in a research note on Monday. Finally, Tigress Financial reaffirmed a “strong-buy” rating and issued a $375.00 price objective (up from $305.00) on shares of Apple in a research report on Thursday, May 14th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $314.85.

Read Our Latest Stock Analysis on AAPL

Apple Profile

(Free Report)

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.