1,833 Apple Inc. $AAPL Shares Sold by Wealth Science Advisors LLC

Wealth Science Advisors LLC lessened its position in Apple Inc. (NASDAQ:AAPL) by 15.9% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 9,677 shares of the iPhone maker’s stock after selling 1,833 shares during the quarter. Apple makes up about 1.4% of Wealth Science Advisors LLC’s portfolio, making the stock its 15th biggest position. Wealth Science Advisors LLC’s holdings in Apple were worth $3,223,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. Sterling Wealth Management Inc. increased its stake in Apple by 0.3% in the 2nd quarter. Sterling Wealth Management Inc. now owns 11,579 shares of the iPhone maker’s stock valued at $3,351,000 after buying an additional 30 shares during the last quarter. Evansbrook LLC lifted its position in Apple by 0.4% during the 1st quarter. Evansbrook LLC now owns 8,095 shares of the iPhone maker’s stock worth $2,054,000 after buying an additional 34 shares in the last quarter. JMG Financial Group Ltd. lifted its position in Apple by 0.7% during the 1st quarter. JMG Financial Group Ltd. now owns 5,102 shares of the iPhone maker’s stock worth $1,295,000 after buying an additional 35 shares in the last quarter. Advocate Investing Services LLC boosted its stake in shares of Apple by 0.5% during the 2nd quarter. Advocate Investing Services LLC now owns 7,847 shares of the iPhone maker’s stock worth $2,271,000 after buying an additional 39 shares during the last quarter. Finally, Sugar Maple Asset Management LLC boosted its stake in shares of Apple by 2.0% during the 1st quarter. Sugar Maple Asset Management LLC now owns 2,029 shares of the iPhone maker’s stock worth $515,000 after buying an additional 40 shares during the last quarter. Institutional investors and hedge funds own 67.73% of the company’s stock.

Apple Price Performance

Shares of AAPL opened at $339.50 on Wednesday. The company’s 50-day moving average is $327.22 and its 200-day moving average is $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 firm has a market capitalization of $4.95 trillion, a PE ratio of 38.93, a PEG ratio of 2.72 and a beta of 1.07. Apple Inc. has a fifty-two week low of $243.42 and a fifty-two week high of $348.15.

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

Apple Dividend Announcement

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

Analyst Upgrades and Downgrades

Several analysts recently issued reports on the company. Evercore set a $380.00 target price on Apple and gave the stock an “outperform” rating in a report on Friday, September 18th. Citic Securities raised their price target on Apple from $300.00 to $349.00 in a research note on Thursday, August 6th. Phillip Securities raised their price target on Apple from $290.00 to $300.00 and gave the company a “neutral” rating in a research note on Monday, September 14th. UBS Group reaffirmed a “neutral” rating on shares of Apple in a research report on Tuesday, October 6th. Finally, Jefferies Financial Group reiterated an “underperform” rating on shares of Apple in a research note on Wednesday, September 9th. One research analyst has rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, fifteen have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $340.12.

Apple News Summary

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, CFO Kevan Parekh sold 1,392 shares of the business’s stock in a transaction dated Friday, October 16th. The stock was sold at an average price of $345.05, for a total transaction of $480,309.60. Following the completion of the transaction, the chief financial officer owned 17,539 shares of the company’s stock, valued at approximately $6,051,831.95. The trade was a 7.35% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO John Ternus sold 25,412 shares of the company’s stock in a transaction on Friday, October 2nd. The stock was sold at an average price of $332.94, for a total transaction of $8,460,671.28. Following the transaction, the chief executive officer owned 59,567 shares of the company’s stock, valued at $19,832,236.98. This trade represents a 29.90% 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 sold 284,454 shares of company stock worth $94,662,594 over the last quarter. 0.06% of the stock is currently owned by company insiders.

Apple Company Profile

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.