Burney Co. Has $110.33 Million Stake in Apple Inc. $AAPL

Burney Co. lifted its stake in shares of Apple Inc. (NASDAQ:AAPL) by 4.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 433,308 shares of the iPhone maker’s stock after acquiring an additional 17,814 shares during the quarter. Apple comprises about 3.5% of Burney Co.’s investment portfolio, making the stock its 2nd biggest holding. Burney Co.’s holdings in Apple were worth $110,333,000 at the end of the most recent reporting period.

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

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Bank of America and other firms reaffirmed Buy ratings and high price targets, citing resilient Services revenue, capital returns and potential edge-AI optionality that support a premium valuation. Article Title
• Positive Sentiment: Foxconn reported record Q4 revenue driven by AI server demand — analysts (e.g., Gene Munster) view the beat as a bullish indirect read on iPhone demand and component orders, which supports Apple’s hardware outlook. Article Title
• Positive Sentiment: Apple has an anticipated product/features update window around Jan. 12 — any meaningful consumer-facing software or service improvements could act as a short-term catalyst for Services and user engagement. Article Title
• Neutral Sentiment: Several ex-Apple engineers and designers are launching or joining AI startups (Hark, Lyte), which highlights both the strength of Apple-trained talent and the competitive drain into AI hardware/software startups — a watch-item for long-term talent and IP trends. Hark hires ex-Apple designer Lyte launch
• Neutral Sentiment: Market commentary groups Apple with other mega-caps as durable long-term compounders; this reinforces its place in diversified portfolios even amid near-term volatility. Article Title
• Negative Sentiment: Raymond James resumed coverage with a downgrade / Market Perform call citing valuation concerns and a view that upside may be limited in 2026 — analyst downgrades and negative headlines pressure sentiment and can trigger selling. Article Title
• Negative Sentiment: Apple’s App Store net revenue growth decelerated in December (y/y growth slowed), raising near-term concerns about Services momentum — Services are a key part of Apple’s premium multiple. Article Title
• Negative Sentiment: Competitive pressure and AI integration narratives are growing — articles highlight Samsung’s push for a massive roll-out of AI-enabled phones and questions about Apple’s Vision Pro uptake, fueling investor worries about lost market share and execution on AI features. Samsung competition Vision Pro sales

Apple Price Performance

NASDAQ AAPL opened at $262.36 on Wednesday. The company has a debt-to-equity ratio of 1.06, a current ratio of 0.89 and a quick ratio of 0.86. The firm has a market capitalization of $3.88 trillion, a price-to-earnings ratio of 35.12, a price-to-earnings-growth ratio of 2.50 and a beta of 1.09. The company has a 50 day simple moving average of $273.49 and a 200-day simple moving average of $245.90. Apple Inc. has a 52-week low of $169.21 and a 52-week high of $288.62.

Apple (NASDAQ:AAPL) last released its quarterly earnings data 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 net margin of 26.92% and a return on equity of 164.05%. The firm had revenue of $102.47 billion for the quarter, compared to analyst estimates of $101.65 billion. During the same quarter in the prior year, the business earned $1.64 EPS. The company’s revenue for the quarter was up 8.7% compared to the same quarter last year. Equities research analysts predict that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Dividend Announcement

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

Insiders Place Their Bets

In other Apple news, insider Chris Kondo sold 3,752 shares of the business’s stock in a transaction dated Friday, November 7th. The stock was sold at an average price of $271.23, for a total value of $1,017,654.96. Following the transaction, the insider owned 15,098 shares in the company, valued at $4,095,030.54. The trade was a 19.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CFO Kevan Parekh sold 4,199 shares of the firm’s stock in a transaction dated 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 sale, the chief financial officer directly owned 8,765 shares of the company’s stock, valued at $2,168,373.35. This trade represents a 32.39% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.06% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of equities research analysts have recently commented on AAPL shares. Phillip Securities downgraded Apple from a “hold” rating to a “moderate sell” rating and set a $200.00 price objective for the company. in a research report on Thursday, September 11th. Argus set a $325.00 target price on Apple and gave the company a “buy” rating in a report on Friday, October 31st. Bank of America increased their price target on Apple from $270.00 to $320.00 and gave the company a “buy” rating in a research report on Wednesday, October 29th. Melius Research set a $345.00 price objective on Apple in a report on Friday, October 31st. Finally, Seaport Res Ptn upgraded shares of Apple to a “strong-buy” rating in a report on Wednesday, October 1st. Two analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Apple has a consensus rating of “Moderate Buy” and an average target price of $283.92.

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.