Apple Inc. $AAPL is Bard Financial Services Inc.’s Largest Position

Bard Financial Services Inc. trimmed its position in Apple Inc. (NASDAQ:AAPL) by 0.9% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 459,568 shares of the iPhone maker’s stock after selling 4,295 shares during the period. Apple comprises 12.8% of Bard Financial Services Inc.’s portfolio, making the stock its biggest holding. Bard Financial Services Inc.’s holdings in Apple were worth $117,020,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Financial Futures Ltd Liability Co. raised its stake in Apple by 13.2% during the second quarter. Financial Futures Ltd Liability Co. now owns 3,552 shares of the iPhone maker’s stock worth $729,000 after purchasing an additional 415 shares during the period. Monarch Capital Management Inc. lifted its stake in Apple by 4.6% in the second quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker’s stock worth $13,740,000 after acquiring an additional 2,920 shares during the last quarter. American National Bank & Trust increased its holdings in shares of Apple by 2.4% in the 2nd quarter. American National Bank & Trust now owns 195,482 shares of the iPhone maker’s stock valued at $40,107,000 after acquiring an additional 4,543 shares during the last quarter. Riverwater Partners LLC raised its stake in Apple by 17.9% during the 2nd quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker’s stock worth $1,109,000 after acquiring an additional 819 shares in the last quarter. Finally, Andina Capital Management LLC grew its position in shares of Apple by 209.2% during the first quarter. Andina Capital Management LLC now owns 6,786 shares of the iPhone maker’s stock worth $1,507,000 after acquiring an additional 4,591 shares during the last quarter. Institutional investors own 67.73% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently commented on AAPL. Argus set a $325.00 target price on shares of Apple and gave the stock a “buy” rating in a research note on Friday, October 31st. Monness Crespi & Hardt increased their target price on Apple from $270.00 to $300.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. TD Cowen upped their price target on Apple from $275.00 to $325.00 and gave the stock a “buy” rating in a research note on Friday, October 31st. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Apple in a research report on Monday, December 29th. Finally, Rosenblatt Securities lifted their target price on Apple from $241.00 to $250.00 and gave the stock a “neutral” rating in a research report on Friday, October 31st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $283.92.

Apple Stock Down 0.5%

AAPL stock opened at $259.04 on Friday. The firm has a 50 day simple moving average of $273.06 and a 200 day simple moving average of $246.09. 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 cap of $3.83 trillion, a PE ratio of 34.68, a P/E/G ratio of 2.44 and a beta of 1.09. Apple Inc. has a 12 month low of $169.21 and a 12 month high of $288.62.

Apple (NASDAQ:AAPL) last announced its earnings results on Thursday, October 30th. The iPhone maker reported $1.85 EPS for the quarter, topping 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 company had revenue of $102.47 billion during the quarter, compared to analysts’ expectations of $101.65 billion. During the same period last year, the company posted $1.64 earnings per share. The business’s revenue for the quarter was up 8.7% on a year-over-year basis. Equities research analysts forecast that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, November 13th. Stockholders 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 payout ratio is currently 13.92%.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: JPMorgan will replace Goldman Sachs as the issuer of the Apple Card — a strategic shift that should steady the card program, reduce Apple’s partner execution risk and align the product with a larger credit-card platform (transition may take up to 24 months). JPMorgan Chase becomes the new issuer of the Apple Card
• Positive Sentiment: Apple is expanding its financial-services ecosystem with JPMorgan, which supports Apple’s Services strategy (recurring revenue and deeper device engagement) and could modestly boost Services growth over time. Apple Taps JPMorgan Chase to Expand Its Financial Services Ecosystem
• Positive Sentiment: Bullish analyst commentary and investor pieces highlight Apple’s Services, cash flow and “Apple Intelligence” roadmap as catalysts for upgrades and device refresh cycles ahead. These narratives support a longer-term bullish case despite near-term volatility. Apple Keeps Winning With Services, Cash, And Customer Loyalty
• Neutral Sentiment: Leadership chatter: reports name engineering chief John Ternus as a frontrunner to succeed Tim Cook — a governance story that could influence investor confidence but is not an immediate operational catalyst. Apple’s John Ternus Could Be Tim Cook’s Successor as CEO
• Neutral Sentiment: CES coverage shows PC makers (Dell, HP, Lenovo) pushing new laptop innovations — not directly impacting Apple’s Mac demand yet, but worth monitoring for competitive product trends. All the laptops that caught our eye at CES 2026 – Engadget
• Negative Sentiment: Alphabet briefly surpassed Apple in market capitalization as investors reward AI exposure (Gemini/AI strength). That rotation into AI leaders is putting near-term pressure on Apple stock and investor positioning. Alphabet’s market cap surpasses Apple’s for first time since 2019
• Negative Sentiment: Bearish takes and valuation concerns (articles urging caution or sell calls) are circulating — these reinforce sensitivity to near-term multiple compression if growth or AI positioning disappoints. Apple: Time To Get Out

Insider Buying and Selling at Apple

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