Northwest Wealth Management LLC Sells 3,175 Shares of Apple Inc. $AAPL

Northwest Wealth Management LLC cut its position in Apple Inc. (NASDAQ:AAPL) by 6.9% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 42,620 shares of the iPhone maker’s stock after selling 3,175 shares during the period. Apple makes up about 1.8% of Northwest Wealth Management LLC’s investment portfolio, making the stock its 15th largest holding. Northwest Wealth Management LLC’s holdings in Apple were worth $10,852,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in AAPL. Ryan Investment Management Inc. purchased a new stake in Apple during the 2nd quarter valued at $31,000. ROSS JOHNSON & Associates LLC lifted its holdings in shares of Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after purchasing an additional 180 shares in the last quarter. Nexus Investment Management ULC boosted its position in shares of Apple by 333.3% during the second 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 last quarter. LSV Asset Management purchased a new stake in shares of Apple during the fourth quarter valued at $65,000. Finally, Morgan Dempsey Capital Management LLC increased its holdings in Apple by 41.0% in the 2nd quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock worth $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.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Analysts and investors are pricing in a faster growth profile for Apple next year — a widely circulated take is that Apple is likely to return to double‑digit revenue growth in fiscal 2026, driven by iPhone strength and Services, supporting the bull case for multiple and earnings upgrades. Apple Is Likely to Return to Double-Digit Revenue Growth in Fiscal 2026 — and the Stock Looks Like a Buy
• Positive Sentiment: MarketBeat highlights Apple as an “AI outlier” — a late but powerful entrant — noting steady analyst upgrades and price‑target raises, plus iPhone/service momentum that could sustain upside as AI features are rolled into consumer products. 5 Stocks Set to Start Strong in January and Lead Through 2026 (AAPL)
• Positive Sentiment: CNBC coverage of the Mag‑7 split frames a market that rewards companies that can monetize AI rather than simply spending heavily on capex — a setup that investors say favors distribution‑first players like Apple that can drive software/services revenue from a huge installed base. AI spend is forcing a Mag 7 reckoning — and the gap could widen in 2026
• Neutral Sentiment: Longer‑term AI theme pieces (the “application‑layer rotation”) argue capital is moving from chipmakers to software shops; Apple is mentioned as a potential beneficiary over time but is cast as a latecomer, so near‑term impact is uncertain. The Application-Layer Rotation: 3 AI Pure Plays Poised to Win in 2026 (AAPL)
• Neutral Sentiment: Performance roundups note Apple’s steady 2025 gains (year‑to‑date performance and a defensive, cash‑generative profile), a reminder that broader market positioning and index flows remain tailwinds but not new catalysts. $1,000 invested in Apple stock at the start of 2025 returned
• Negative Sentiment: Social and data‑driven summaries flag mixed sentiment around Apple’s AI model releases and continuing regulatory/legal scrutiny; the same QuiverQuant summary also highlights heavy insider selling over the last six months, which can sap near‑term sentiment even if fundamentals remain intact. Apple Inc. Stock (AAPL) Opinions on AI Model Release and Regulatory Updates

Apple Stock Up 0.1%

Shares of AAPL stock opened at $273.76 on Tuesday. The company has a current ratio of 0.89, a quick ratio of 0.86 and a debt-to-equity ratio of 1.06. Apple Inc. has a 12 month low of $169.21 and a 12 month high of $288.62. The stock has a market cap of $4.05 trillion, a P/E ratio of 36.65, a P/E/G ratio of 2.56 and a beta of 1.10. The company has a 50 day simple moving average of $272.77 and a two-hundred day simple moving average of $242.85.

Apple (NASDAQ:AAPL) last issued its quarterly earnings data on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.74 by $0.11. The firm had revenue of $102.47 billion during the quarter, compared to the consensus estimate of $101.65 billion. Apple had a net margin of 26.92% and a return on equity of 164.05%. The company’s revenue for the quarter was up 8.7% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.64 EPS. On average, research analysts expect that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Dividend Announcement

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

Wall Street Analyst Weigh In

Several research firms have issued reports on AAPL. 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 note on Tuesday, November 4th. Morgan Stanley reissued an “overweight” rating and set a $315.00 price objective (up from $305.00) on shares of Apple in a report on Wednesday, December 17th. Evercore ISI restated an “outperform” rating and set a $325.00 price objective (up previously from $300.00) on shares of Apple in a research report on Monday, December 8th. Jefferies Financial Group reaffirmed a “hold” rating and issued a $283.36 target price on shares of Apple in a research report on Wednesday, December 17th. Finally, Melius Research set a $345.00 target price on shares of Apple in a research note on Friday, October 31st. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Apple presently has an average rating of “Moderate Buy” and a consensus price target of $283.92.

Insiders Place Their Bets

In related news, SVP Katherine L. Adams sold 47,125 shares of the business’s stock in a transaction that occurred on Thursday, October 2nd. The stock was sold at an average price of $256.79, for a total transaction of $12,101,228.75. Following the completion of the transaction, the senior vice president directly owned 179,158 shares in the company, valued at approximately $46,005,982.82. The trade was a 20.83% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 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 transaction of $1,038,790.61. Following the completion of the sale, the chief financial officer directly owned 8,765 shares of the company’s stock, valued at $2,168,373.35. This represents a 32.39% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 228,052 shares of company stock valued at $58,604,588. 0.06% of the stock is currently owned by corporate insiders.

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.