Apple Inc. $AAPL Shares Acquired by Analyst IMS Investment Management Services Ltd.

Analyst IMS Investment Management Services Ltd. lifted its stake in shares of Apple Inc. (NASDAQ:AAPL) by 3.3% during the 3rd quarter, Holdings Channel reports. The fund owned 75,213 shares of the iPhone maker’s stock after buying an additional 2,386 shares during the quarter. Apple comprises 0.6% of Analyst IMS Investment Management Services Ltd.’s portfolio, making the stock its 21st largest holding. Analyst IMS Investment Management Services Ltd.’s holdings in Apple were worth $19,151,000 at the end of the most recent quarter.

A number of other hedge funds have also recently modified their holdings of the company. Financial Futures Ltd Liability Co. increased its position in shares of Apple by 13.2% during the 2nd 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 last quarter. Monarch Capital Management Inc. boosted its stake in Apple by 4.6% during the second quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker’s stock worth $13,740,000 after buying an additional 2,920 shares during the period. American National Bank & Trust boosted its stake in Apple by 2.4% during the second quarter. American National Bank & Trust now owns 195,482 shares of the iPhone maker’s stock worth $40,107,000 after buying an additional 4,543 shares during the period. Riverwater Partners LLC increased its position in shares of Apple by 17.9% during the second quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker’s stock valued at $1,109,000 after acquiring an additional 819 shares during the last quarter. Finally, Plum Street Advisors LLC raised its stake in shares of Apple by 4.0% in the 1st quarter. Plum Street Advisors LLC now owns 7,889 shares of the iPhone maker’s stock valued at $1,752,000 after acquiring an additional 301 shares during the period. Hedge funds and other institutional investors own 67.73% of the company’s stock.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple confirmed a multi‑year agreement to use Google’s Gemini models and cloud to power Apple Intelligence features (including a revamped Siri). The move addresses investor concerns about Apple lagging in generative AI, speeds time‑to‑market for features across iPhone and Mac, and preserves Apple’s margin profile by converting what could have been massive capex into an operating expense. Google and Apple enter into multi‑year AI deal for Gemini models — Reuters
• Positive Sentiment: Analysts and brokers leaned bullish after the announcement — Wedbush reiterated an outperform with a $350 target and other firms (BofA cited reaffirmations) highlighted AI/features as a potential catalyst into 2026 earnings. That analyst support is helping lift sentiment into the company’s reporting period. Wedbush backs Apple ahead of AI ‘renaissance’ — Proactive Investors
• Positive Sentiment: Market share and product momentum: Counterpoint and other market reports show Apple leading global smartphone share (~20% in 2025), reinforcing that AI upgrades layered onto a dominant hardware base could meaningfully boost upgrades and services monetization. Apple leads global smartphone market with 20% share — Reuters
• Neutral Sentiment: Media coverage and investor discussion are intense; multiple outlets confirm the deal and note rollout timing later this year. Investors will watch Apple’s Jan. 29 fiscal Q1 release for details on timing, costs and expected contribution to services/hardware upgrades. Apple Teams Up With Google for A.I. in Its Products — NYT
• Negative Sentiment: Regulatory and reputational risks surfaced quickly — Elon Musk publicly criticized the deal as concentrating power, and separate reports flag potential regulatory frictions (e.g., India source‑code disclosure proposals). These voices raise the chance of political/regulatory scrutiny that could complicate or constrain implementations in some markets. Elon Musk slams Google‑Apple deal — Benzinga India source‑code disclosure report — Benzinga

Apple Stock Performance

Shares of AAPL stock opened at $260.25 on Tuesday. The company has a market cap of $3.83 trillion, a P/E ratio of 34.84, a PEG ratio of 2.43 and a beta of 1.09. The firm has a fifty day moving average price of $272.66 and a 200 day moving average price of $247.55. 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.

Apple (NASDAQ:AAPL) last announced its quarterly earnings results on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 business earned $1.64 EPS. Apple’s revenue for the quarter was up 8.7% on a year-over-year basis. Sell-side analysts predict that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Announces Dividend

The firm also recently declared 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 yield of 0.4%. The ex-dividend date of this dividend was Monday, November 10th. Apple’s dividend payout ratio is 13.92%.

Insider Activity at Apple

In other news, insider Chris Kondo sold 3,752 shares of the company’s stock in a transaction 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 completion of the transaction, the insider owned 15,098 shares in the company, valued at approximately $4,095,030.54. This represents a 19.90% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CFO Kevan Parekh sold 4,199 shares of the stock in a transaction on Thursday, October 16th. The shares were sold at an average price of $247.39, for a total transaction of $1,038,790.61. Following the completion of the transaction, the chief financial officer directly owned 8,765 shares in the company, valued at $2,168,373.35. This trade represents 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.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on AAPL. Argus set a $325.00 price objective on shares of Apple and gave the stock a “buy” rating in a research report on Friday, October 31st. DZ Bank upgraded Apple from a “hold” rating to a “buy” rating and set a $300.00 price target for the company in a research report on Tuesday, November 4th. Loop Capital reiterated a “buy” rating and issued a $325.00 price objective (up previously from $315.00) on shares of Apple in a report on Tuesday, December 2nd. Barclays increased their target price on Apple from $180.00 to $230.00 and gave the stock an “underweight” rating in a research note on Friday, October 31st. Finally, Seaport Res Ptn raised Apple to a “strong-buy” rating in a research report on Wednesday, October 1st. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Apple has a consensus rating of “Moderate Buy” and an average price target of $284.07.

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.