Waller Financial Planning Group Inc. Decreases Stock Holdings in Apple Inc. $AAPL

Waller Financial Planning Group Inc. trimmed its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 21.3% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 18,937 shares of the iPhone maker’s stock after selling 5,119 shares during the period. Apple accounts for about 1.1% of Waller Financial Planning Group Inc.’s holdings, making the stock its 21st largest holding. Waller Financial Planning Group Inc.’s holdings in Apple were worth $4,822,000 as of its most recent SEC filing.

A number of other hedge funds have also recently modified their holdings of AAPL. Bay Harbor Wealth Management LLC increased its position in Apple by 12.2% during the third quarter. Bay Harbor Wealth Management LLC now owns 2,492 shares of the iPhone maker’s stock worth $635,000 after buying an additional 270 shares during the period. Voya Investment Management LLC boosted its holdings in shares of Apple by 2.8% in the third quarter. Voya Investment Management LLC now owns 15,073,446 shares of the iPhone maker’s stock valued at $3,835,272,000 after acquiring an additional 407,116 shares during the period. Affinity Capital Advisors LLC grew its position in shares of Apple by 1.3% during the third quarter. Affinity Capital Advisors LLC now owns 156,409 shares of the iPhone maker’s stock worth $40,218,000 after acquiring an additional 1,956 shares during the last quarter. Addenda Capital Inc. increased its holdings in shares of Apple by 35.2% in the 3rd quarter. Addenda Capital Inc. now owns 214,901 shares of the iPhone maker’s stock valued at $54,720,000 after acquiring an additional 56,000 shares during the period. Finally, Dynamic Advisor Solutions LLC increased its stake in Apple by 5.0% in the third quarter. Dynamic Advisor Solutions LLC now owns 453,220 shares of the iPhone maker’s stock valued at $112,537,000 after purchasing an additional 21,551 shares during the period. 67.73% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of equities analysts recently issued reports on the company. Weiss Ratings reissued a “buy (b-)” rating on shares of Apple in a report on Monday. JPMorgan Chase & Co. increased their price objective on Apple from $290.00 to $305.00 and gave the stock an “overweight” rating in a research report on Friday, October 31st. Barclays increased their price target on Apple from $180.00 to $230.00 and gave the stock an “underweight” rating in a report on Friday, October 31st. DA Davidson boosted their price objective on shares of Apple from $250.00 to $270.00 and gave the company a “neutral” rating in a research note on Friday, October 31st. Finally, Tigress Financial raised their target price on shares of Apple from $300.00 to $305.00 and gave the stock a “strong-buy” rating in a research note on Wednesday, September 17th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $283.92.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: New AI model release — Apple rolled out a new generative AI model that has reignited excitement about an AI catalyst for iPhone/Siri and software monetization, a potential driver of higher services revenue and multiple expansion. Apple Just Released a New AI Model. Should You Buy AAPL Stock Here?
• Positive Sentiment: Court blocks Texas age‑verification law — a federal judge halted a Texas law that would have forced app‑store age checks, and Apple paused related App Store changes for Texas, removing an immediate compliance/legal risk. That lowers short‑term regulatory uncertainty. Apple pauses app store changes in Texas after court blocks age assurance law
• Positive Sentiment: Analyst momentum and bullish price targets — multiple firms have recently reiterated buys and raised targets (Morgan Stanley, Citi, Wedbush et al.), supporting positive sentiment and providing a runway for further upgrades. Apple Stock (AAPL) Opinions on AI Model Release and Regulatory Fine
• Neutral Sentiment: Tim Cook’s public Nike purchase boosted Nike and created cross‑market headlines, but it’s a peripheral driver for AAPL itself — more a sentiment/PR item than a core fundamental change. Nike Shares Get a Lift After Apple’s Tim Cook Doubles His Personal Stake
• Neutral Sentiment: Reported short‑interest figures are effectively unchanged/immaterial in recent filings, so shorts aren’t a major immediate catalyst. (Data showed a 0.0 days ratio on average volume.)
• Negative Sentiment: Brazil app‑store settlement — Apple agreed to allow third‑party app stores in Brazil to settle a regulator case, which could structurally reduce App Store take rates and services revenue over time. That’s a potential long‑term headwind for margins. Apple to allow third-party app stores in Brazil to settle iOS case with regulator
• Negative Sentiment: Regulatory fine and insider selling highlighted — social chatter notes a €/€‑scale fine in Italy and heavy insider selling activity over recent months, which can weigh on sentiment and suggest governance/monetization scrutiny. Apple Stock (AAPL) Opinions on AI Model Release and Regulatory Fine
• Negative Sentiment: Major institutional moves — reports show large portfolio adjustments (e.g., Berkshire trimmed AAPL in Q3), which can be interpreted as reduced conviction from a key large holder and add selling pressure in certain scenarios. Buffett’s $24 Billion Selling Spree: The 6 Stocks Berkshire Hathaway Dumped

Insider Activity at Apple

In related news, insider Chris Kondo sold 3,752 shares of Apple stock in a transaction that occurred on Friday, November 7th. The stock was sold at an average price of $271.23, for a total transaction of $1,017,654.96. Following the completion of the transaction, the insider directly owned 15,098 shares in the company, valued at $4,095,030.54. The trade was a 19.90% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP Katherine L. Adams sold 47,125 shares of the company’s stock in a transaction that occurred on Thursday, October 2nd. The shares were sold at an average price of $256.79, for a total value of $12,101,228.75. Following the completion of the sale, the senior vice president directly owned 179,158 shares in the company, valued at approximately $46,005,982.82. The trade was a 20.83% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 228,052 shares of company stock valued at $58,604,588 in the last quarter. 0.06% of the stock is owned by corporate insiders.

Apple Trading Up 0.5%

Shares of Apple stock opened at $273.59 on Thursday. The company has a 50-day moving average of $271.60 and a two-hundred day moving average of $241.02. The stock has a market cap of $4.04 trillion, a PE ratio of 36.63, a price-to-earnings-growth ratio of 2.55 and a beta of 1.10. The company has a current ratio of 0.89, a quick ratio of 0.86 and a debt-to-equity ratio of 1.06. Apple Inc. has a 12-month low of $169.21 and a 12-month high of $288.62.

Apple (NASDAQ:AAPL) last posted its earnings results on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share for the quarter, beating the consensus estimate of $1.74 by $0.11. The company had revenue of $102.47 billion for the quarter, compared to analyst estimates of $101.65 billion. Apple had a return on equity of 164.05% and a net margin of 26.92%.Apple’s revenue was up 8.7% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.64 earnings per share. On average, research analysts anticipate that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, November 13th. Shareholders of record on Monday, November 10th were issued a dividend of $0.26 per share. This represents a $1.04 annualized dividend and a yield of 0.4%. The ex-dividend date was Monday, November 10th. Apple’s dividend payout ratio (DPR) is 13.92%.

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.