Boyce & Associates Wealth Consulting Inc. Has $7.32 Million Stock Position in Apple Inc. $AAPL

Boyce & Associates Wealth Consulting Inc. grew its holdings in Apple Inc. (NASDAQ:AAPL) by 196.3% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 28,750 shares of the iPhone maker’s stock after buying an additional 19,046 shares during the quarter. Apple makes up approximately 6.0% of Boyce & Associates Wealth Consulting Inc.’s investment portfolio, making the stock its 4th largest holding. Boyce & Associates Wealth Consulting Inc.’s holdings in Apple were worth $7,321,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Ryan Investment Management Inc. purchased a new stake in Apple during the 2nd quarter worth about $31,000. ROSS JOHNSON & Associates LLC grew its holdings in Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after buying an additional 180 shares in the last quarter. Nexus Investment Management ULC increased 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 period. LSV Asset Management purchased a new stake in shares of Apple in the fourth quarter worth about $65,000. Finally, Morgan Dempsey Capital Management LLC boosted its position in shares of Apple by 41.0% in the second quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock valued at $88,000 after acquiring an additional 125 shares during the period. 67.73% of the stock is currently owned by hedge funds and other institutional investors.

Apple Stock Performance

NASDAQ:AAPL opened at $247.65 on Thursday. The company has a market capitalization of $3.64 trillion, a price-to-earnings ratio of 33.15, a PEG ratio of 2.31 and a beta of 1.09. The business has a 50 day moving average of $270.43 and a 200 day moving average of $249.54. The company has a debt-to-equity ratio of 1.06, a current ratio of 0.89 and a quick ratio of 0.86. Apple Inc. has a 1-year low of $169.21 and a 1-year high of $288.62.

Apple (NASDAQ:AAPL) last posted its quarterly 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. The firm had revenue of $102.47 billion for 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 business’s revenue was up 8.7% compared to the same quarter last year. During the same period last year, the firm posted $1.64 earnings per share. On average, 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. Shareholders of record on Monday, November 10th were paid a $0.26 dividend. 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 payout ratio is currently 13.92%.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Reports say Apple is developing a small AI wearable (a pin with cameras and microphones), highlighting a potential new hardware category and another touchpoint for on‑device AI integration. Read More.
• Positive Sentiment: Multiple outlets report Apple will revamp Siri into a full‑blown AI chatbot (targeted for iOS 27 and WWDC), which could materially boost Services stickiness and user engagement if execution matches expectations. Read More.
• Positive Sentiment: Apple is preparing to launch Apple Pay in India this year, a meaningful long‑term payments expansion into a large addressable market if regulatory talks succeed. Read More.
• Positive Sentiment: Analyst support remains strong: Evercore and other firms have reiterated bullish views and raised price targets (Evercore’s $330 and higher targets from peers), which underpins the buy‑the‑dip narrative. Read More.
• Positive Sentiment: A MarketBeat analysis argues the recent pullback looks stretched and technically oversold, framing earnings as a potential catalyst for a sharp rebound if Apple posts another beat. Read More.
• Neutral Sentiment: Earnings are a near‑term catalyst — Apple’s Q1 results (late January) are the primary event investors are positioning for; outcomes could drive volatility in either direction. Read More.
• Negative Sentiment: Macro/geopolitical risk and recent headlines (tariff threats and risk‑off flows) triggered a sharp sell‑off in recent sessions, which pressured shares despite upgrades — a reminder that external shocks can overwhelm company‑specific positives. Read More.

Wall Street Analyst Weigh In

A number of analysts recently weighed in on the stock. Raymond James Financial reaffirmed a “market perform” rating on shares of Apple in a report on Friday, January 2nd. DZ Bank raised shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 price target on the stock in a report on Tuesday, November 4th. Weiss Ratings reissued a “buy (b-)” rating on shares of Apple in a research note on Monday, December 29th. Loop Capital restated a “buy” rating and set a $325.00 target price (up from $315.00) on shares of Apple in a research report on Tuesday, December 2nd. Finally, Citigroup reaffirmed a “buy” rating and issued a $315.00 price target (down previously from $330.00) on shares of Apple in a report on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $281.70.

Insider Transactions at Apple

In other 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 completion of the sale, the insider owned 15,098 shares of the company’s stock, valued at approximately $4,095,030.54. The trade was a 19.90% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. 0.06% of the stock is currently owned by 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.