Fermata Advisors LLC Sells 3,418 Shares of Apple Inc. $AAPL

Fermata Advisors LLC decreased its holdings in Apple Inc. (NASDAQ:AAPL) by 6.0% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 53,570 shares of the iPhone maker’s stock after selling 3,418 shares during the period. Apple accounts for approximately 3.5% of Fermata Advisors LLC’s investment portfolio, making the stock its biggest holding. Fermata Advisors LLC’s holdings in Apple were worth $13,640,000 as of its most recent SEC filing.

Several other large investors have also bought and sold shares of AAPL. Ryan Investment Management Inc. acquired a new position in shares of Apple in the second quarter worth approximately $31,000. ROSS JOHNSON & Associates LLC raised its holdings in 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 purchasing an additional 180 shares during the last quarter. Nexus Investment Management ULC raised its holdings in Apple by 333.3% during the 2nd quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock worth $53,000 after purchasing an additional 200 shares during the last quarter. LSV Asset Management acquired a new position in shares of Apple in the 4th quarter worth approximately $65,000. Finally, Morgan Dempsey Capital Management LLC boosted its stake in shares of Apple by 41.0% in the 2nd quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock valued at $88,000 after purchasing an additional 125 shares during the last quarter. 67.73% of the stock is owned by institutional investors.

Apple Price Performance

Shares of NASDAQ:AAPL opened at $272.36 on Wednesday. Apple Inc. has a twelve month low of $169.21 and a twelve month high of $288.62. The stock’s 50 day moving average is $271.11 and its 200-day moving average is $240.79. The company has a quick ratio of 0.86, a current ratio of 0.89 and a debt-to-equity ratio of 1.06. The firm has a market capitalization of $4.02 trillion, a price-to-earnings ratio of 36.46, a PEG ratio of 2.54 and a beta of 1.10.

Apple (NASDAQ:AAPL) last announced its quarterly earnings results on Thursday, October 30th. The iPhone maker reported $1.85 EPS for the quarter, beating analysts’ consensus estimates of $1.74 by $0.11. Apple had a net margin of 26.92% and a return on equity of 164.05%. The business had revenue of $102.47 billion during the quarter, compared to analyst estimates of $101.65 billion. During the same quarter in the previous year, the business posted $1.64 EPS. Apple’s quarterly revenue was up 8.7% on a year-over-year basis. Sell-side analysts forecast 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. Investors of record on Monday, November 10th were issued a $0.26 dividend. This represents a $1.04 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date was Monday, November 10th. Apple’s dividend payout ratio is currently 13.92%.

Analyst Ratings Changes

A number of equities analysts recently weighed in on the stock. Wedbush set a $350.00 target price on shares of Apple and gave the stock an “outperform” rating in a research note on Monday, December 8th. The Goldman Sachs Group reiterated a “buy” rating on shares of Apple in a report on Wednesday, December 3rd. DA Davidson boosted their price objective on Apple from $250.00 to $270.00 and gave the company a “neutral” rating in a research note on Friday, October 31st. Evercore ISI restated an “outperform” rating and set a $325.00 target price (up previously from $300.00) on shares of Apple in a research report on Monday, December 8th. Finally, JPMorgan Chase & Co. lifted their target price on Apple from $290.00 to $305.00 and gave the stock an “overweight” rating in a report on Friday, October 31st. Two analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $283.92.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Morgan Stanley and other Wall Street analysts lifted targets and reiterated bullish views on Apple based on iPhone strength and expected AI-driven earnings upside; those upgrades help justify higher valuations and buying interest. Morgan Stanley Lifts Apple Inc. (AAPL) Price Target
• Positive Sentiment: Apple released a new AI model and market commentary points to growing confidence that Apple’s AI roadmap (including Siri enhancements) could become a revenue/engagement driver in 2026 — a potential catalyst for multiple expansion. Apple Just Released a New AI Model
• Positive Sentiment: Several bullish research notes and price-target raises (including a high-profile $350 call) and coverage arguing material upside as Apple executes on hardware + AI have lifted investor sentiment. Analysts’ momentum supports flows into AAPL. Wall Street Analysts See Major Upside as AI Plans Unfold
• Neutral Sentiment: Apple spent 2025 restructuring and positioning for future growth with moves beyond pure AI hype; that strategic pacing may comfort long-term investors but delays near-term AI monetization. Apple spent 2025 setting itself up for the future
• Neutral Sentiment: Reports that Apple is targeting 2026 launches for AI smart glasses and camera-equipped AirPods are encouraging for product-cycle upside but represent forward-looking expectations rather than immediate revenue. Apple Targets 2026 Launch For AI Smart Glasses
• Negative Sentiment: Italy’s competition authority fined Apple ~98.6M euros (~$115M) for alleged abuse tied to an App Store privacy feature — a regulatory cost and reputational headwind that can increase scrutiny and compliance expenses in Europe. Italy fines Apple for alleged App Store abuse
• Negative Sentiment: Apple agreed to allow third‑party app stores on iOS in Brazil to settle a multi‑year regulatory case — this reduces App Store exclusivity and could pressure App Store revenues if similar rules spread to other jurisdictions. Apple to allow third-party app stores in Brazil
• Negative Sentiment: Reports that Berkshire Hathaway sold portions of its Apple stake continue to be cited by media and may stoke short-term selling or narrative risk, even as some analysts view the moves as portfolio-sizing rather than a long-term vote of no confidence. Buffett’s $24 Billion Selling Spree
• Neutral Sentiment: China’s vice commerce minister met Apple’s COO to discuss operations — a potentially constructive development for supply chains and market access, but its impact is contingent on follow-up actions. China official met Apple COO

Insiders Place Their Bets

In other news, CEO Timothy D. Cook sold 129,963 shares of the firm’s stock in a transaction that occurred on Thursday, October 2nd. The stock was sold at an average price of $256.81, for a total value of $33,375,798.03. Following the transaction, the chief executive officer owned 3,280,295 shares in the company, valued at $842,412,558.95. This trade represents a 3.81% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Chris Kondo sold 3,752 shares of Apple stock in a transaction that occurred on Friday, November 7th. The shares were sold at an average price of $271.23, for a total value of $1,017,654.96. Following the transaction, the insider directly owned 15,098 shares in the company, valued at approximately $4,095,030.54. The trade was a 19.90% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 228,052 shares of company stock worth $58,604,588 in the last 90 days. Company insiders own 0.06% of the company’s stock.

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.