Northside Capital Management LLC Trims Position in Apple Inc. $AAPL

Northside Capital Management LLC decreased its position in Apple Inc. (NASDAQ:AAPL) by 2.5% during the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 91,000 shares of the iPhone maker’s stock after selling 2,344 shares during the quarter. Apple makes up 2.2% of Northside Capital Management LLC’s portfolio, making the stock its 11th biggest holding. Northside Capital Management LLC’s holdings in Apple were worth $26,332,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Lifetime Wealth Management P.C. bought a new stake in Apple during the fourth quarter valued at approximately $41,000. ROSS JOHNSON & Associates LLC boosted its stake in shares of Apple by 1,800.0% during 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 last quarter. Timmons Wealth Management LLC purchased a new position in shares of Apple during the 4th quarter worth $69,000. LSV Asset Management bought a new stake in shares of Apple during the 4th quarter valued at $65,000. Finally, Inspire Investing LLC bought a new stake in shares of Apple during the 4th quarter valued at $76,000. 67.73% of the stock is owned by hedge funds and other institutional investors.

Apple Price Performance

NASDAQ:AAPL opened at $319.70 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 business’s 50-day simple moving average is $312.24 and its two-hundred day simple moving average is $288.43. The stock has a market cap of $4.67 trillion, a PE ratio of 36.66, a P/E/G ratio of 2.70 and a beta of 1.09. Apple Inc. has a 52 week low of $225.95 and a 52 week high of $344.57.

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

Apple Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, August 13th. Investors of record on Monday, August 10th were issued a $0.27 dividend. 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 payout ratio is currently 12.39%.

Analyst Ratings Changes

A number of brokerages recently commented on AAPL. Citigroup reaffirmed a “buy” rating and issued a $365.00 target price (up from $315.00) on shares of Apple in a report on Monday, July 13th. Jefferies Financial Group lowered Apple from a “buy” rating to an “underperform” rating and cut their price target for the company from $285.56 to $263.66 in a report on Monday, August 10th. BTIG Research initiated coverage on Apple in a research report on Monday, August 17th. They issued a “neutral” rating for the company. Deutsche Bank Aktiengesellschaft downgraded Apple from a “buy” rating to a “hold” rating in a research note on Monday, August 17th. Finally, UBS Group reissued a “neutral” rating on shares of Apple in a report on Friday, July 31st. One equities 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 issued a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $330.53.

Apple News Summary

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

Insider Buying and Selling

In other Apple news, insider Ben Borders sold 116 shares of the company’s 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 completion of the transaction, the insider directly owned 38,713 shares in the company, valued at $11,425,754.82. This represents a 0.30% decrease in their position. The transaction was disclosed in a document filed with the SEC, 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 stock in a transaction that occurred 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 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 4,433 shares of company stock worth $1,367,024. 0.06% of the stock is owned by insiders.

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.