Apple Inc. $AAPL Stock Holdings Lifted by Warner Group LLC

Warner Group LLC grew its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 94.6% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 50,510 shares of the iPhone maker’s stock after purchasing an additional 24,558 shares during the quarter. Apple makes up approximately 3.6% of Warner Group LLC’s holdings, making the stock its 9th biggest position. Warner Group LLC’s holdings in Apple were worth $14,616,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Lifetime Wealth Management P.C. purchased a new position in shares of Apple during the 4th quarter worth $41,000. ROSS JOHNSON & Associates LLC grew its holdings in Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after purchasing an additional 180 shares during the period. LSV Asset Management bought a new stake in Apple during the fourth quarter valued at about $65,000. Timmons Wealth Management LLC purchased a new stake in Apple in the fourth quarter worth about $69,000. Finally, Inspire Investing LLC bought a new position in shares of Apple in the fourth quarter worth about $76,000. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Apple Stock Up 1.6%

Shares of AAPL opened at $319.70 on Friday. The business’s 50 day moving average is $312.24 and its 200 day moving average is $288.43. The company has a market capitalization of $4.67 trillion, a PE ratio of 36.66, a price-to-earnings-growth ratio of 2.74 and a beta of 1.09. Apple Inc. has a 12-month low of $225.95 and a 12-month high of $344.57. The company has a current ratio of 1.00, a quick ratio of 0.93 and a debt-to-equity ratio of 0.66.

Apple (NASDAQ:AAPL) last posted its quarterly earnings results on Thursday, July 30th. The iPhone maker reported $2.02 earnings per share for the quarter, topping the consensus estimate of $1.89 by $0.13. Apple had a return on equity of 135.46% and a net margin of 27.62%.The business had revenue of $109.42 billion during the quarter, compared to the consensus estimate of $109.04 billion. During the same period in the prior year, the company posted $1.57 EPS. The firm’s revenue for the quarter was up 16.4% compared to the same quarter last year. Research analysts expect that Apple Inc. will post 8.76 earnings per share for the current fiscal year.

Apple Dividend Announcement

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

Wall Street Analyst Weigh In

A number of research analysts have recently weighed in on the company. Morgan Stanley lowered their price objective on Apple from $364.00 to $360.00 and set an “overweight” rating on the stock in a research report on Friday, July 31st. China Renaissance cut shares of Apple from a “buy” rating to a “hold” rating and set a $280.00 target price on the stock. in a research note on Tuesday, August 4th. JPMorgan Chase & Co. lowered their price target on shares of Apple from $345.00 to $340.00 and set an “overweight” rating on the stock in a report on Friday, July 31st. Weiss Ratings upgraded shares of Apple from a “buy (b-)” rating to a “buy (b)” rating in a research report on Monday, August 3rd. Finally, Jefferies Financial Group cut shares of Apple from a “buy” rating to an “underperform” rating and reduced their price objective for the stock from $285.56 to $263.66 in a research note on Monday, August 10th. One analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have given a Hold rating and four have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $330.53.

Insiders Place Their Bets

In related news, insider Ben Borders sold 116 shares of the company’s stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $295.14, for a total transaction of $34,236.24. Following the completion of the transaction, the insider owned 38,713 shares in the company, valued at approximately $11,425,754.82. This represents a 0.30% 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 this hyperlink. 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 on Tuesday, August 25th. The shares were sold at an average price of $310.95, for a total transaction of $447,457.05. Following the transaction, the senior vice president directly owned 37,229 shares of the company’s stock, valued at $11,576,357.55. The trade was a 3.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 4,433 shares of company stock valued at $1,367,024. 0.06% of the stock is owned by company insiders.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple’s September 9 event will be the first major product launch under incoming CEO John Ternus. Expectations for the iPhone 18 lineup, camera improvements and a possible foldable iPhone are supporting sentiment. IDC reportedly expects more than 10 million foldable iPhone shipments in the first year, although that forecast remains speculative. Apple stock rises ahead of September event
• Positive Sentiment: Apple is raising U.S. prices for Apple TV and Apple One subscriptions, in some cases by up to 20%. The increases could lift services revenue and margins, though investors will monitor customer retention and potential subscription churn. Apple raises subscription prices
• Positive Sentiment: Walmart plans to add Apple Pay support across its U.S. stores and Sam’s Club locations by the end of 2026. Wider acceptance could increase Apple Pay usage and strengthen Apple’s payments ecosystem. Walmart to add Apple Pay support
• Positive Sentiment: Recent results provide fundamental support: Apple reported quarterly EPS of $2.02 versus a $1.89 consensus estimate, while revenue rose 16.4% year over year to $109.42 billion.
• Neutral Sentiment: The CEO transition creates both opportunity and execution risk. Ternus’s product-design background is viewed favorably, but he will face an immediate test with the iPhone launch shortly after taking over from Tim Cook. Apple’s first iPhone launch under John Ternus
• Negative Sentiment: Apple is eliminating roughly 147–200 jobs across Siri, machine-learning and Vision Pro teams while redirecting resources toward AI. The restructuring may improve focus, but it also highlights concerns about Siri’s delays and Apple’s position in generative AI. Apple layoffs in Siri and Vision Pro teams
• Negative Sentiment: High expectations and a premium valuation leave less room for disappointing foldable-iPhone demand, AI progress or margins. Rising memory-chip costs could also pressure profitability.
• Negative Sentiment: Apple SVP Jennifer Newstead sold 1,439 shares worth approximately $447,000. The sale is small relative to Apple’s size and may be routine, but it provides a modest negative sentiment signal. SEC Form 4 filing

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.