Generali Asset Management SPA SGR Lowers Stake in Apple Inc. $AAPL

Generali Asset Management SPA SGR lessened its holdings in Apple Inc. (NASDAQ:AAPL) by 0.9% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 615,558 shares of the iPhone maker’s stock after selling 5,897 shares during the period. Apple makes up 3.4% of Generali Asset Management SPA SGR’s portfolio, making the stock its 3rd biggest position. Generali Asset Management SPA SGR’s holdings in Apple were worth $156,740,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in AAPL. Kingstone Capital Partners Texas LLC boosted its stake in Apple by 573,627.2% in the 2nd 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 buying an additional 205,656,808 shares in the last quarter. Norges Bank bought a new position in shares of Apple during the second quarter valued at $38,942,255,000. Nuveen LLC acquired a new stake in shares of Apple in the 1st quarter valued at $17,472,482,000. PKS Advisory Services LLC grew its holdings in shares of Apple by 98,917.0% in the 2nd quarter. PKS Advisory Services LLC now owns 57,956,620 shares of the iPhone maker’s stock worth $12,106,000 after purchasing an additional 57,898,088 shares during the last quarter. Finally, Laurel Wealth Advisors LLC grew its holdings in shares of Apple by 20,464.8% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker’s stock worth $5,553,753,000 after purchasing an additional 26,937,401 shares during the last quarter. 67.73% of the stock is owned by institutional investors and hedge funds.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple’s long-term AI strategy shifted toward a major deal with Google’s Gemini to power the next-generation Siri and Apple Intelligence — a faster route to competitive AI features that could boost services engagement and stickiness. Read More.
• Positive Sentiment: Apple TV+ is showing momentum and is highlighted as a growing threat to Netflix, which supports the case for accelerating services revenue and margin diversification beyond hardware. Read More.
• Neutral Sentiment: Apple remains a core holding inside mega-cap / AI-heavy ETFs that outperformed in 2025; that structural demand supports liquidity and index flows but isn’t a direct company-specific catalyst. Read More.
• Neutral Sentiment: Proposed U.S. bill to expand veteran training in emerging tech names Apple among potential beneficiaries (more skilled talent in semiconductors/AI over time) — long-term, indirect. Read More.
• Negative Sentiment: India issued a final warning that it will proceed with an antitrust case after delays in Apple’s responses — a move that raises regulatory and large‑fine risk in a key market. That adds tangible downside risk to investor sentiment. Read More.
• Negative Sentiment: Cathie Wood’s ARK and other commentators argue Apple’s reliance on Google for core AI models signals strategic weakness — this critique is amplifying short‑term sell‑side debate about Apple’s independence on AI and could pressure the stock. Read More.
• Negative Sentiment: Memory and storage price spikes are creating headwinds for hardware makers; rising component costs could compress iPhone and Mac margins if Apple cannot fully pass them through. Read More.

Apple Stock Down 1.0%

Shares of NASDAQ AAPL opened at $255.53 on Friday. Apple Inc. has a 1 year low of $169.21 and a 1 year high of $288.62. The firm’s 50-day moving average is $271.79 and its 200-day moving average is $248.76. The company has a current ratio of 0.89, a quick ratio of 0.86 and a debt-to-equity ratio of 1.06. The firm has a market capitalization of $3.76 trillion, a PE ratio of 34.21, a price-to-earnings-growth ratio of 2.39 and a beta of 1.09.

Apple (NASDAQ:AAPL) last announced 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. The business had revenue of $102.47 billion for the quarter, compared to analyst estimates of $101.65 billion. Apple had a net margin of 26.92% and a return on equity of 164.05%. Apple’s revenue was up 8.7% compared to the same quarter last year. During the same period in the prior year, the business posted $1.64 earnings per share. Equities analysts expect that Apple Inc. will post 7.28 EPS for the current 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 paid a dividend of $0.26 per share. The ex-dividend date of this dividend was Monday, November 10th. This represents a $1.04 annualized dividend and a yield of 0.4%. Apple’s dividend payout ratio (DPR) is presently 13.92%.

Analyst Ratings Changes

AAPL has been the topic of a number of recent analyst reports. Wall Street Zen lowered shares of Apple from a “buy” rating to a “hold” rating in a research report on Sunday, November 9th. Rosenblatt Securities lifted their target price on shares of Apple from $241.00 to $250.00 and gave the company a “neutral” rating in a research note on Friday, October 31st. Barclays increased their price target on Apple from $180.00 to $230.00 and gave the stock an “underweight” rating in a research report on Friday, October 31st. The Goldman Sachs Group reiterated a “buy” rating on shares of Apple in a research report on Wednesday, December 3rd. Finally, Morgan Stanley reissued an “overweight” rating and issued a $315.00 price objective (up previously from $305.00) on shares of Apple in a research note on Wednesday, December 17th. Two 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. According to data from MarketBeat, Apple currently has an average rating of “Moderate Buy” and a consensus target price of $284.07.

Insider Transactions at Apple

In other Apple news, insider Chris Kondo sold 3,752 shares of the company’s stock in a transaction that occurred 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 sale, the insider owned 15,098 shares of the company’s stock, valued at approximately $4,095,030.54. This represents a 19.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. 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.