Apple Inc. $AAPL Stake Raised by Oak Harvest Investment Services

Oak Harvest Investment Services lifted its stake in shares of Apple Inc. (NASDAQ:AAPL) by 10.3% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 135,836 shares of the iPhone maker’s stock after purchasing an additional 12,647 shares during the quarter. Apple comprises about 3.7% of Oak Harvest Investment Services’ investment portfolio, making the stock its 3rd largest position. Oak Harvest Investment Services’ holdings in Apple were worth $39,306,000 as of its most recent filing with the Securities & Exchange Commission.

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

Apple Stock Up 1.6%

AAPL opened at $319.70 on Friday. Apple Inc. has a 12 month low of $225.95 and a 12 month high of $344.57. The business has a 50-day moving average of $312.24 and a two-hundred day moving average of $288.43. The company has a debt-to-equity ratio of 0.66, a current ratio of 1.00 and a quick ratio of 0.93. The stock has a market capitalization of $4.67 trillion, a price-to-earnings ratio of 36.66, a price-to-earnings-growth ratio of 2.70 and a beta of 1.09.

Apple (NASDAQ:AAPL) last announced its quarterly earnings data 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 net margin of 27.62% and a return on equity of 135.46%. The business had revenue of $109.42 billion for the quarter, compared to analyst estimates of $109.04 billion. During the same period in the prior year, the firm posted $1.57 EPS. The company’s revenue was up 16.4% on a year-over-year basis. On average, research analysts expect that Apple Inc. will post 8.76 earnings per share for the current year.

Apple Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, August 13th. Shareholders of record on Monday, August 10th were paid a dividend of $0.27 per share. The ex-dividend date of this dividend was 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 currently 12.39%.

Insiders Place Their Bets

In related news, insider Ben Borders sold 116 shares of the stock in a transaction 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 approximately $11,425,754.82. This trade represents a 0.30% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed 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 Apple stock in a transaction on Tuesday, August 25th. The shares were sold at an average price of $310.95, for a total value of $447,457.05. Following the completion of the transaction, the senior vice president owned 37,229 shares in the company, valued at $11,576,357.55. The trade was a 3.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 4,433 shares of company stock worth $1,367,024. 0.06% of the stock is owned by company insiders.

Analysts Set New Price Targets

AAPL has been the topic of a number of research analyst reports. HSBC upgraded Apple from a “hold” rating to a “buy” rating and boosted their target price for the stock from $260.00 to $366.00 in a research report on Thursday, July 16th. Bank of America reaffirmed a “buy” rating and set a $380.00 price target on shares of Apple in a research note on Thursday, June 18th. Barclays reiterated an “underweight” rating and issued a $245.00 price objective (down from $253.00) on shares of Apple in a research report on Friday, July 31st. BTIG Research assumed coverage on shares of Apple in a report on Monday, August 17th. They set a “neutral” rating for the company. Finally, Sanford C. Bernstein restated an “outperform” rating on shares of Apple in a research report on Monday, June 8th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have issued a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $330.53.

More Apple News

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

About Apple

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.