Apple Inc. $AAPL Shares Bought by Heck Capital Advisors LLC

Heck Capital Advisors LLC lifted its holdings in Apple Inc. (NASDAQ:AAPL) by 184.1% in the 2nd quarter, HoldingsChannel reports. The firm owned 66,240 shares of the iPhone maker’s stock after purchasing an additional 42,926 shares during the quarter. Apple makes up 1.1% of Heck Capital Advisors LLC’s portfolio, making the stock its 20th largest holding. Heck Capital Advisors LLC’s holdings in Apple were worth $19,167,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in AAPL. Cardinal Capital Management Inc. grew its position in Apple by 7.6% in the second quarter. Cardinal Capital Management Inc. now owns 1,073 shares of the iPhone maker’s stock worth $310,000 after acquiring an additional 76 shares in the last quarter. Tema ETFs LLC increased its position in shares of Apple by 10.7% during the second quarter. Tema ETFs LLC now owns 109,937 shares of the iPhone maker’s stock valued at $31,811,000 after purchasing an additional 10,585 shares during the period. Haven Capital Group Inc. lifted its stake in Apple by 0.3% during the second quarter. Haven Capital Group Inc. now owns 40,976 shares of the iPhone maker’s stock worth $11,857,000 after purchasing an additional 124 shares during the period. Sunesis Advisors LLC boosted its stake in Apple by 15.0% in the 2nd quarter. Sunesis Advisors LLC now owns 2,893 shares of the iPhone maker’s stock valued at $837,000 after buying an additional 377 shares in the last quarter. Finally, Dagco Inc. grew its holdings in shares of Apple by 10.0% in the 2nd quarter. Dagco Inc. now owns 51,238 shares of the iPhone maker’s stock worth $14,826,000 after purchasing an additional 4,646 shares during the last quarter. 67.73% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Apple

In related news, insider Ben Borders sold 116 shares of Apple stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $295.14, for a total value of $34,236.24. Following the transaction, the insider directly owned 38,713 shares of the company’s stock, valued at $11,425,754.82. The trade was a 0.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, SVP Jennifer Newstead sold 1,439 shares of the firm’s stock in a transaction that occurred on Tuesday, August 25th. The stock was sold at an average price of $310.95, for a total transaction of $447,457.05. Following the sale, the senior vice president directly owned 37,229 shares of the company’s stock, valued at approximately $11,576,357.55. This trade represents a 3.72% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 4,433 shares of company stock valued at $1,367,024. 0.06% of the stock is owned by corporate insiders.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple’s September 9 product event will be the first major launch under incoming CEO John Ternus. Investors expect the iPhone 18 lineup, Apple Watch updates and potentially Apple’s first foldable iPhone. IDC reportedly expects more than 10 million foldable iPhone shipments in the first year, creating a potential new growth category. Apple sets Sept. 9 date for next iPhone launch event
• Positive Sentiment: New Mac mini and Mac Studio models using M6 and M5 Ultra chips are being positioned for demanding AI workloads. Improved on-device AI performance could support Mac upgrades and strengthen Apple’s appeal among developers, potentially expanding hardware and services revenue. Apple’s AI Mac Push Could Spark New Opportunities
• Positive Sentiment: Recent iPhone momentum remains constructive: global shipments reportedly rose 13% in the second quarter, aided by iPhone 17 demand and stable pricing. Apple’s latest earnings beat and strong profitability also provide fundamental support for the stock. iPhone Buyers Rush in Before Potential Apple Price Increases
• Neutral Sentiment: The CEO transition is now an immediate catalyst and risk. Ternus’s product-design background may reassure investors, but the rapid succession from leadership change to a major iPhone launch leaves little time to establish credibility.
• Negative Sentiment: Apple is cutting roughly 147–150 positions across Siri, machine-learning and Vision Pro teams while reorganizing around AI. Management may view the reductions as strategic pruning, but investors could interpret them as evidence that Apple’s AI effort and Siri reliability remain behind expectations. Apple’s rare Bay Area layoffs hit Vision Pro and Siri teams amid AI shake-up
• Negative Sentiment: Apple’s valuation leaves less room for disappointment, with a reported price-to-earnings ratio above 36. Analysts and commentators continue to question whether AI growth and future products justify the premium after the stock’s substantial rally.
• Negative Sentiment: Senior Vice President Jennifer Newstead sold 1,439 shares worth approximately $447,000, reducing her direct holdings by 3.72%. The transaction is small relative to Apple’s market capitalization and may be routine, but insider selling can weigh modestly on sentiment. SEC Form 4 filing

Apple Trading Up 0.4%

AAPL opened at $314.58 on Friday. The company has a quick ratio of 0.93, a current ratio of 1.00 and a debt-to-equity ratio of 0.66. The stock has a market capitalization of $4.59 trillion, a price-to-earnings ratio of 36.08, a P/E/G ratio of 2.69 and a beta of 1.09. The company has a 50-day simple moving average of $311.80 and a 200 day simple moving average of $288.21. Apple Inc. has a twelve month low of $225.95 and a twelve month high of $344.57.

Apple (NASDAQ:AAPL) last posted its quarterly earnings results on Thursday, July 30th. The iPhone maker reported $2.02 EPS for the quarter, topping 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 company had revenue of $109.42 billion during the quarter, compared to analysts’ expectations of $109.04 billion. During the same quarter in the previous year, the firm earned $1.57 EPS. Apple’s revenue was up 16.4% on a year-over-year basis. Analysts predict that Apple Inc. will post 8.76 EPS for the current fiscal year.

Apple Dividend Announcement

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

Analysts Set New Price Targets

Several research firms recently weighed in on AAPL. Rosenblatt Securities boosted their price objective on shares of Apple from $276.00 to $300.00 and gave the stock a “neutral” rating in a research report on Friday, July 31st. Jefferies Financial Group cut Apple from a “buy” rating to an “underperform” rating and dropped their price objective for the stock from $285.56 to $263.66 in a report on Monday, August 10th. UBS Group restated a “neutral” rating on shares of Apple in a report on Friday, July 31st. KGI Securities downgraded Apple from an “outperform” rating to a “hold” rating and set a $315.00 price target on the stock. in a research note on Monday, June 22nd. Finally, Barclays reiterated an “underweight” rating and issued a $245.00 price objective (down from $253.00) on shares of Apple in a report on Friday, July 31st. One research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have assigned a Hold rating and four have assigned a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $330.53.

Apple 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.