Apple Inc. $AAPL Shares Purchased by Dynamic Advisor Solutions LLC

Dynamic Advisor Solutions LLC boosted its position in Apple Inc. (NASDAQ:AAPL) by 5.0% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 453,220 shares of the iPhone maker’s stock after buying an additional 21,551 shares during the period. Apple makes up about 3.3% of Dynamic Advisor Solutions LLC’s holdings, making the stock its biggest position. Dynamic Advisor Solutions LLC’s holdings in Apple were worth $112,537,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of the company. Ryan Investment Management Inc. acquired a new stake in Apple in the second quarter valued at about $31,000. ROSS JOHNSON & Associates LLC increased its position 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 period. Nexus Investment Management ULC lifted its holdings in shares of Apple by 333.3% in the 2nd quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock valued at $53,000 after buying an additional 200 shares during the period. LSV Asset Management acquired a new stake in shares of Apple in the 4th quarter valued at approximately $65,000. Finally, Morgan Dempsey Capital Management LLC boosted its stake in shares of Apple by 41.0% in the second quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock valued at $88,000 after buying an additional 125 shares in the last quarter. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have issued reports on AAPL. Argus set a $325.00 price objective on Apple and gave the stock a “buy” rating in a research report on Friday, October 31st. Rosenblatt Securities upped their price target on shares of Apple from $241.00 to $250.00 and gave the stock a “neutral” rating in a research note on Friday, October 31st. Melius Research set a $345.00 price target on shares of Apple in a report on Friday, October 31st. Morgan Stanley reissued an “overweight” rating and set a $315.00 price objective (up previously from $305.00) on shares of Apple in a report on Wednesday, December 17th. Finally, DZ Bank upgraded shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 target price on the stock in a research report on Tuesday, November 4th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Apple presently has an average rating of “Moderate Buy” and a consensus price target of $283.92.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple announced a new AI model, pushing expectations that the company can monetize AI through device and services upgrades — a concrete catalyst after a year of AI talk. Apple Just Released a New AI Model. Should You Buy AAPL Stock Here?
• Positive Sentiment: Wall Street momentum: multiple analyst upgrades and higher price targets have been posted in December, which supports buying interest and helps explain upward price pressure. Apple Stock (AAPL) Opinions on AI Model Release and Regulatory Fine
• Positive Sentiment: Regulatory/legal wins: Apple settled with Brazil’s regulator to allow third‑party app stores and a federal judge blocked a Texas age‑verification law — both developments reduce near‑term legal overhang in major markets. Apple to allow third-party app stores in Brazil to settle iOS case with regulator Texas Age-Verification Law for App Stores Is Blocked, a Win for Apple and Google
• Neutral Sentiment: CEO Tim Cook’s $3M personal purchase of Nike stock (he’s a Nike director) drew headlines and helped the market tone, but it’s a personal trade with limited direct impact on Apple operations. Why Apple’s Tim Cook Drove Nike Stock Higher Today
• Neutral Sentiment: Market speculation about partnerships (e.g., Apple + Google) and multi‑year AI position shifts keep narratives active but are not immediate revenue drivers. Dan Ives Is Betting That Apple and Google Will Partner in 2026. Should You Buy AAPL Stock First?
• Negative Sentiment: Regulatory friction and fines persist — mentions of a recent $115M fine in Italy and continued antitrust scrutiny are reminders of legal risks that could pressure services revenue or lead to higher compliance costs. Apple Stock (AAPL) Opinions on AI Model Release and Regulatory Fine
• Negative Sentiment: Notable insider and institutional selling (including prior reductions by Berkshire) is being tracked by investors and can weigh on sentiment if it continues. Apple Stock (AAPL) Opinions on AI Model Release and Regulatory Fine Buffett’s $24 Billion Selling Spree: The 6 Stocks Berkshire Hathaway Dumped

Insider Activity

In other news, CEO Timothy D. Cook sold 129,963 shares of the stock in a transaction dated Thursday, October 2nd. The shares were sold at an average price of $256.81, for a total transaction of $33,375,798.03. Following the transaction, the chief executive officer directly owned 3,280,295 shares in the company, valued at $842,412,558.95. This represents a 3.81% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Deirdre O’brien sold 43,013 shares of the firm’s stock in a transaction that occurred on Thursday, October 2nd. The stock was sold at an average price of $257.39, for a total transaction of $11,071,116.07. Following the completion of the sale, the senior vice president directly owned 136,687 shares in the company, valued at $35,181,866.93. This represents a 23.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 228,052 shares of company stock valued at $58,604,588 in the last three months. Company insiders own 0.06% of the company’s stock.

Apple Stock Performance

Shares of AAPL opened at $273.59 on Thursday. Apple Inc. has a 1 year low of $169.21 and a 1 year high of $288.62. The company’s 50 day simple moving average is $271.60 and its 200 day simple moving average is $241.02. The company has a market capitalization of $4.04 trillion, a price-to-earnings ratio of 36.63, a PEG ratio of 2.55 and a beta of 1.10. The company has a debt-to-equity ratio of 1.06, a quick ratio of 0.86 and a current ratio of 0.89.

Apple (NASDAQ:AAPL) last issued its quarterly 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. Apple had a return on equity of 164.05% and a net margin of 26.92%.The company had revenue of $102.47 billion during the quarter, compared to the consensus estimate of $101.65 billion. During the same period in the previous year, the firm posted $1.64 EPS. Apple’s revenue was up 8.7% on a year-over-year basis. On average, sell-side analysts predict that Apple Inc. will post 7.28 EPS for the current year.

Apple Announces Dividend

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