Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group Buys Shares of 55,000 Apple Inc. $AAPL

Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group purchased a new position in Apple Inc. (NASDAQ:AAPL) in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 55,000 shares of the iPhone maker’s stock, valued at approximately $13,958,000. Apple comprises about 5.3% of Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group’s holdings, making the stock its 7th largest holding.

Other large investors also recently made changes to their positions in the company. Vanguard Group Inc. boosted its position in Apple by 1.9% during the fourth quarter. Vanguard Group Inc. now owns 1,426,283,914 shares of the iPhone maker’s stock worth $387,749,545,000 after purchasing an additional 26,856,752 shares during the period. State Street Corp raised its position in shares of Apple by 1.1% in the fourth quarter. State Street Corp now owns 604,056,505 shares of the iPhone maker’s stock valued at $164,218,801,000 after purchasing an additional 6,555,392 shares during the period. Geode Capital Management LLC boosted its holdings in shares of Apple by 0.5% during the 4th quarter. Geode Capital Management LLC now owns 358,032,517 shares of the iPhone maker’s stock worth $97,031,587,000 after buying an additional 1,866,103 shares during the period. Morgan Stanley boosted its holdings in shares of Apple by 0.6% during the 4th quarter. Morgan Stanley now owns 230,483,035 shares of the iPhone maker’s stock worth $62,659,118,000 after buying an additional 1,379,651 shares during the period. Finally, Norges Bank acquired a new position in Apple in the 4th quarter valued at $52,266,468,000. Institutional investors own 67.73% of the company’s stock.

Insider Transactions at Apple

In related news, insider Ben Borders sold 1,274 shares of the business’s stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $290.00, for a total transaction of $369,460.00. Following the transaction, the insider directly owned 38,713 shares in the company, valued at $11,226,770. The trade was a 3.19% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. 0.06% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several brokerages recently commented on AAPL. Weiss Ratings reiterated a “buy (b-)” rating on shares of Apple in a report on Wednesday, July 15th. Evercore reaffirmed an “outperform” rating on shares of Apple in a research report on Wednesday, July 8th. Needham & Company LLC reiterated a “hold” rating on shares of Apple in a research note on Tuesday, June 9th. Oppenheimer reissued a “market perform” rating on shares of Apple in a research report on Tuesday, June 9th. Finally, DA Davidson restated a “neutral” rating and set a $270.00 target price on shares of Apple in a research note on Friday, May 1st. One research analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $327.40.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple reported record June-quarter revenue of approximately $109.4 billion, up 16% year over year, while diluted EPS of $2.02 rose 29% and exceeded Wall Street expectations. Strong iPhone and Mac sales drove the results. Apple reports third quarter results
• Positive Sentiment: The company said its active installed base reached an all-time high, and iPhone, Mac and Services each posted June-quarter revenue records. Apple also declared a quarterly dividend of $0.27 per share. Apple Q3 revenue rises
• Neutral Sentiment: Apple indicated that a revamped Siri could eventually become a paid service for heavy users, offering a potential long-term monetization opportunity as the company expands its consumer-AI strategy. Tim Cook says Apple may charge for AI Siri
• Neutral Sentiment: Thursday marked Tim Cook’s final earnings call as CEO before he steps down in September, adding leadership-transition uncertainty despite incoming CEO John Ternus’s expected continuity.
• Negative Sentiment: Apple’s fiscal fourth-quarter revenue outlook of $111.7 billion to $113.7 billion was below the roughly $114.3 billion consensus estimate. The cautious forecast is a key reason the stock has decreased despite the quarterly beat.
• Negative Sentiment: The generative-AI hardware boom is driving severe memory and component shortages. Apple is stockpiling inventory, but CEO Tim Cook warned that the impact of higher memory prices will worsen, pressuring product margins and potentially requiring further price increases. The quarter’s 50.1% gross margin benefited by about two percentage points from tariff refunds, a benefit that may not recur. Apple stockpiles inventory
• Negative Sentiment: Services revenue missed expectations, with Apple citing a slowdown in gaming and the effects of App Store changes. Weaker-than-expected China performance also raised concerns about regional demand and competition.
• Negative Sentiment: With Apple valued near $5 trillion and trading at roughly 40 times earnings, investors had set very high expectations. That premium leaves less room for disappointment in growth, margins or guidance. Apple forecasts slower growth

Apple Price Performance

Shares of Apple stock opened at $333.43 on Friday. The company has a debt-to-equity ratio of 0.70, a current ratio of 1.07 and a quick ratio of 1.02. Apple Inc. has a fifty-two week low of $201.50 and a fifty-two week high of $344.57. The firm has a fifty day moving average price of $309.51 and a two-hundred day moving average price of $281.25. The company has a market cap of $4.90 trillion, a PE ratio of 40.32, a price-to-earnings-growth ratio of 2.92 and a beta of 1.10.

Apple (NASDAQ:AAPL) last posted its quarterly earnings data on Thursday, July 30th. The iPhone maker reported $2.02 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.89 by $0.13. Apple had a net margin of 27.15% and a return on equity of 146.69%. The company had revenue of $109.42 billion for the quarter, compared to the consensus estimate of $109.04 billion. During the same quarter in the previous year, the firm posted $1.57 EPS. The business’s revenue was up 16.4% compared to the same quarter last year. Analysts expect that Apple Inc. will post 8.76 EPS for the current year.

Apple Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, August 13th. Investors of record on Monday, August 10th will be given a dividend of $0.27 per share. The ex-dividend date of this dividend is Monday, August 10th. This represents a $1.08 dividend on an annualized basis and a yield of 0.3%. Apple’s dividend payout ratio (DPR) is 13.06%.

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.