Quantum Financial Advisors LLC Raises Position in Apple Inc. $AAPL

Quantum Financial Advisors LLC lifted its position in Apple Inc. (NASDAQ:AAPL) by 20.2% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 82,793 shares of the iPhone maker’s stock after purchasing an additional 13,910 shares during the period. Apple accounts for approximately 2.6% of Quantum Financial Advisors LLC’s investment portfolio, making the stock its 9th largest holding. Quantum Financial Advisors LLC’s holdings in Apple were worth $21,082,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently modified their holdings of the company. Vanguard Group Inc. lifted its stake in shares of Apple by 1.1% in the 2nd quarter. Vanguard Group Inc. now owns 1,415,932,804 shares of the iPhone maker’s stock worth $290,506,933,000 after purchasing an additional 15,141,995 shares during the period. State Street Corp grew its position in Apple by 0.9% during the second quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker’s stock valued at $123,358,461,000 after buying an additional 5,224,229 shares during the period. Geode Capital Management LLC increased its holdings in Apple by 1.4% during the second quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker’s stock valued at $72,506,336,000 after buying an additional 4,942,638 shares during the last quarter. Kingstone Capital Partners Texas LLC raised its position in Apple by 573,627.2% in the second quarter. Kingstone Capital Partners Texas LLC now owns 205,692,660 shares of the iPhone maker’s stock worth $39,065,374,000 after acquiring an additional 205,656,808 shares during the period. Finally, Norges Bank bought a new position in Apple in the second quarter worth approximately $38,942,255,000. Institutional investors own 67.73% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts recently commented on the company. Morgan Stanley reaffirmed an “overweight” rating and issued a $315.00 target price (up from $305.00) on shares of Apple in a report on Wednesday. DA Davidson raised their price objective on Apple from $250.00 to $270.00 and gave the stock a “neutral” rating in a research note on Friday, October 31st. DZ Bank upgraded Apple from a “hold” rating to a “buy” rating and set a $300.00 price objective for the company in a research note on Tuesday, November 4th. Jefferies Financial Group restated a “hold” rating and set a $283.36 target price on shares of Apple in a research note on Wednesday. Finally, Phillip Securities downgraded shares of Apple from a “hold” rating to a “moderate sell” rating and set a $200.00 price target on the stock. in a report on Thursday, September 11th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $283.92.

Apple Stock Performance

NASDAQ:AAPL opened at $273.67 on Monday. The company has a market cap of $4.04 trillion, a price-to-earnings ratio of 36.64, a PEG ratio of 2.56 and a beta of 1.10. Apple Inc. has a 1 year low of $169.21 and a 1 year high of $288.62. The stock’s 50 day simple moving average is $270.16 and its two-hundred day simple moving average is $239.82. The company has a debt-to-equity ratio of 1.06, a current ratio of 0.89 and a quick ratio of 0.86.

Apple (NASDAQ:AAPL) last issued its quarterly earnings data on Thursday, October 30th. The iPhone maker reported $1.85 EPS for the quarter, topping analysts’ consensus estimates of $1.74 by $0.11. The business had revenue of $102.47 billion during the quarter, compared to analysts’ expectations of $101.65 billion. Apple had a net margin of 26.92% and a return on equity of 164.05%. The business’s revenue was up 8.7% on a year-over-year basis. During the same period last year, the company posted $1.64 EPS. As a group, equities analysts anticipate that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Announces Dividend

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

Insider Transactions at Apple

In other Apple news, SVP Katherine L. Adams sold 47,125 shares of the company’s stock in a transaction dated 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 transaction, the senior vice president directly owned 179,158 shares in the company, valued at $46,005,982.82. This represents a 20.83% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Kevan Parekh sold 4,199 shares of the stock in a transaction that occurred on Thursday, October 16th. The stock was sold at an average price of $247.39, for a total value of $1,038,790.61. Following the completion of the transaction, the chief financial officer directly owned 8,765 shares in the company, valued at approximately $2,168,373.35. This trade represents a 32.39% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 228,052 shares of company stock valued at $58,604,588. Company insiders own 0.06% of the company’s stock.

Key Stores Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Analyst bullishness and price-target lifts are supporting momentum — Evercore ISI recently raised its price target, adding buy-side validation to Apple’s rally. Evercore ISI raises PT on Apple (AAPL) stock
• Positive Sentiment: Macro/strategy pieces argue 2026 could be a breakout year for Apple (AI roadmap + resilient iPhone sales), which supports longer-term investor demand and multiple expansion. Why 2026 May Be Apple’s Year
• Positive Sentiment: Large tech buybacks remain a market tailwind; Apple is part of the broader buyback-driven support in the sector that can buoy share price and EPS. These Techs Had The Biggest Stock Buybacks In Q3. What To Expect In 2026.
• Neutral Sentiment: Search and retail interest in AAPL is elevated (Zacks notes heavy investor searches), which can increase short-term liquidity and volatility but doesn’t guarantee direction. Investors Heavily Search Apple Inc. (AAPL): Here is What You Need to Know
• Neutral Sentiment: Political/private buying flows: a congressman’s continued purchases of Magnificent Seven names underscores retail/insider demand themes but is not a company-specific fundamental change. Congressman Can’t Stop Buying Magnificent 7 Stocks: These Are His Latest Picks
• Neutral Sentiment: Apple updated its developer agreement to allow recouping unpaid fees from in‑app transactions — that helps protect cash flows but may increase developer friction and headlines. Apple becomes a debt collector with its new developer agreement
• Negative Sentiment: Japan’s Mobile Software Competition Act forced Apple to allow alternative app stores and off‑platform payments there — a direct threat to App Store commission revenue and a regulatory precedent. Investors worry this could roll into other markets. Apple opens iPhone to alternative app stores in Japan
• Negative Sentiment: Regulatory pushback in Europe and criticism from apps groups over Apple’s DMA implementation add uncertainty and potential fee-reduction pressure beyond Japan. Apple stock (AAPL) slides as European apps group slams its DMA-dodging exorbitant fees
• Negative Sentiment: Prediction-market chatter that Alphabet could leapfrog Apple on market cap highlights competitive risk and can sap sentiment for mega-cap incumbents if sustained. Prediction market suggests Alphabet’s market cap can leapfrog Apple’s, Nvidia’s

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.