YHB Investment Advisors Inc. Acquires 43,526 Shares of Apple Inc. $AAPL

YHB Investment Advisors Inc. boosted its holdings in Apple Inc. (NASDAQ:AAPL) by 13.2% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 374,085 shares of the iPhone maker’s stock after acquiring an additional 43,526 shares during the period. Apple comprises about 7.8% of YHB Investment Advisors Inc.’s investment portfolio, making the stock its biggest holding. YHB Investment Advisors Inc.’s holdings in Apple were worth $121,738,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently bought and sold shares of AAPL. Titleist Asset Management LLC boosted its stake in Apple by 4.7% during the 3rd quarter. Titleist Asset Management LLC now owns 77,632 shares of the iPhone maker’s stock valued at $25,853,000 after purchasing an additional 3,459 shares during the period. Veracity Capital LLC grew its position in Apple by 3.9% in the 3rd quarter. Veracity Capital LLC now owns 30,305 shares of the iPhone maker’s stock worth $10,092,000 after purchasing an additional 1,142 shares during the last quarter. Plan A Wealth LLC increased its stake in shares of Apple by 426.6% in the third quarter. Plan A Wealth LLC now owns 54,846 shares of the iPhone maker’s stock valued at $18,179,000 after purchasing an additional 44,431 shares during the period. New Covenant Trust Company N.A. increased its stake in shares of Apple by 10.4% in the third quarter. New Covenant Trust Company N.A. now owns 21,378 shares of the iPhone maker’s stock valued at $7,119,000 after purchasing an additional 2,006 shares during the period. Finally, Kaydan Wealth Management Inc. increased its stake in shares of Apple by 35.4% in the third quarter. Kaydan Wealth Management Inc. now owns 14,230 shares of the iPhone maker’s stock valued at $4,505,000 after purchasing an additional 3,719 shares during the period. Institutional investors own 67.73% of the company’s stock.

Insider Activity at Apple

In related news, insider Timothy Cook sold 191,753 shares of the business’s stock in a transaction that occurred on Friday, October 2nd. The stock was sold at an average price of $332.96, for a total transaction of $63,846,078.88. Following the sale, the insider owned 3,264,168 shares of the company’s stock, valued at $1,086,837,377.28. The trade was a 5.55% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, SVP Deirdre O’brien sold 46,389 shares of the business’s stock in a transaction that occurred on Friday, October 2nd. The stock was sold at an average price of $333.42, for a total value of $15,467,020.38. Following the sale, the senior vice president directly owned 136,810 shares in the company, valued at approximately $45,615,190.20. The trade was a 25.32% decrease in their position. 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 have sold 281,782 shares of company stock worth $93,740,172 over the last ninety days. Insiders own 0.06% of the company’s stock.

Apple Price Performance

AAPL traded up $1.46 on Friday, reaching $343.46. The company had a trading volume of 59,879,121 shares, compared to its average volume of 38,324,512. The company has a market capitalization of $5.01 trillion, a P/E ratio of 39.39, a PEG ratio of 2.71 and a beta of 1.07. The company has a current ratio of 1.00, a quick ratio of 0.93 and a debt-to-equity ratio of 0.66. The company has a fifty day moving average of $325.83 and a 200-day moving average of $306.16. Apple Inc. has a one year low of $243.42 and a one year high of $348.15.

Apple (NASDAQ:AAPL) last released its earnings results on Thursday, July 30th. The iPhone maker reported $2.02 EPS for the quarter, beating the consensus estimate of $1.89 by $0.13. Apple had a net margin of 27.62% and a return on equity of 135.46%. The firm had revenue of $109.42 billion for the quarter, compared to analysts’ expectations of $109.04 billion. During the same quarter last year, the company earned $1.57 EPS. Apple’s quarterly revenue was up 16.4% on a year-over-year basis. As a group, equities research analysts anticipate that Apple Inc. will post 8.75 earnings per share for the current year.

Apple Dividend Announcement

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

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple’s $1,999 iPhone Duo reportedly sold out within minutes of preorders opening, with delivery estimates pushed into 2027. The response suggests strong pricing power and could establish a significant new premium product category. Apple blames extraordinary demand as foldable iPhones sell out
• Positive Sentiment: Evercore ISI said the iPhone Duo’s extended lead times support its Buy rating and $380 price target. Investors view the launch as a potential catalyst for higher average selling prices and iPhone revenue. Apple early iPhone demand supports Buy rating
• Positive Sentiment: Apple and Meta are collaborating to run Meta’s 816-billion-parameter Muse Spark Open AI model locally on high-end Macs. The partnership may strengthen Mac demand for AI workloads and improve Apple’s AI positioning without requiring a competing mega-scale model. Apple and Meta team up on AI
• Neutral Sentiment: UBS cautioned that iPhone demand could weaken, highlighting the risk that strong initial foldable-phone interest may not translate into sustained volume. Apple’s roughly $5 trillion valuation also leaves the stock dependent on continued execution.
• Negative Sentiment: UK regulators are preparing a legal fight that could require Apple to give competing payment providers access to technology behind Apple Pay’s tap-to-pay functionality. A forced opening could weaken the payments ecosystem and create compliance costs. Apple set for UK legal fight over tap-to-pay rules
• Negative Sentiment: Apple faces ongoing concerns about lagging rivals in AI infrastructure and advanced assistants. Reports that some iPhone 18 Pro component orders were reduced add to questions about future handset demand.
• Negative Sentiment: Senior Vice President Jennifer Newstead sold 2,399 shares worth approximately $828,000. The transaction is small relative to Apple’s size but represents another insider sale and may have modest signaling value.

Wall Street Analyst Weigh In

AAPL has been the subject of several analyst reports. Citigroup reiterated a “buy” rating on shares of Apple in a research report on Thursday, September 10th. Piper Sandler assumed coverage on Apple in a report on Monday, August 17th. They issued an “overweight” rating for the company. Oppenheimer restated a “market perform” rating on shares of Apple in a research report on Thursday, September 10th. The Goldman Sachs Group started coverage on Apple in a research report on Monday, August 17th. They issued a “buy” rating on the stock. Finally, DZ Bank downgraded Apple from a “buy” rating to a “hold” rating and set a $310.00 target price on the stock. in a research note on Tuesday, August 4th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, fourteen have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $340.39.

About Apple

Apple Inc is a technology company that designs, develops and markets 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 software platforms, including iOS, macOS, iPadOS, watchOS and visionOS.

Apple’s services business includes the App Store, Apple Music, Apple TV+, Apple Arcade, Apple News+, Apple Fitness+ and iCloud.