Earned Wealth Advisors LLC Raises Position in Apple Inc. $AAPL

Earned Wealth Advisors LLC lifted its position in Apple Inc. (NASDAQ:AAPL) by 2.3% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 103,917 shares of the iPhone maker’s stock after buying an additional 2,321 shares during the period. Apple makes up about 4.4% of Earned Wealth Advisors LLC’s investment portfolio, making the stock its 5th biggest position. Earned Wealth Advisors LLC’s holdings in Apple were worth $26,460,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also modified their holdings of the business. Ryan Investment Management Inc. purchased a new stake in Apple in the 2nd quarter worth approximately $31,000. ROSS JOHNSON & Associates LLC increased its stake in Apple by 1,800.0% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after buying an additional 180 shares in the last quarter. Nexus Investment Management ULC raised its stake in Apple by 333.3% during the 2nd quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock valued at $53,000 after purchasing an additional 200 shares during the period. LSV Asset Management purchased a new position in shares of Apple in the fourth quarter worth $65,000. Finally, Morgan Dempsey Capital Management LLC lifted its stake in Apple by 41.0% in the 2nd quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock worth $88,000 after purchasing an additional 125 shares in the last quarter. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Analyst Upgrades and Downgrades

AAPL has been the subject of a number of analyst reports. 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. JPMorgan Chase & Co. boosted their target price on Apple from $290.00 to $305.00 and gave the company an “overweight” rating in a research report on Friday, October 31st. Sanford C. Bernstein set a $325.00 price objective on shares of Apple in a report on Monday, November 3rd. Bank of America raised their price target on Apple from $270.00 to $320.00 and gave the company a “buy” rating in a research note on Wednesday, October 29th. Finally, TD Cowen lifted their target price on Apple from $275.00 to $325.00 and gave the company a “buy” rating in a research note on Friday, October 31st. One analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $281.70.

Insiders Place Their Bets

In other Apple news, insider Chris Kondo sold 3,752 shares of the company’s stock in a transaction dated 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 ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Insiders own 0.06% of the company’s stock.

Apple Stock Performance

Shares of AAPL stock opened at $247.65 on Thursday. Apple Inc. has a 52-week low of $169.21 and a 52-week high of $288.62. The company has a quick ratio of 0.86, a current ratio of 0.89 and a debt-to-equity ratio of 1.06. The stock has a market cap of $3.64 trillion, a PE ratio of 33.15, a price-to-earnings-growth ratio of 2.31 and a beta of 1.09. The business has a 50-day simple moving average of $270.43 and a 200-day simple moving average of $249.54.

Apple (NASDAQ:AAPL) last announced its quarterly earnings results 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 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 analysts’ expectations of $101.65 billion. During the same period last year, the business earned $1.64 earnings per share. Apple’s quarterly revenue was up 8.7% on a year-over-year basis. On average, equities analysts expect that Apple Inc. will post 7.28 EPS for the current year.

Apple Dividend Announcement

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

More Apple News

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.

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.