Fountainhead AM LLC Has $16.22 Million Position in Apple Inc. $AAPL

Fountainhead AM LLC raised its stake in shares of Apple Inc. (NASDAQ:AAPL) by 3.9% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 63,696 shares of the iPhone maker’s stock after acquiring an additional 2,414 shares during the quarter. Apple makes up 2.1% of Fountainhead AM LLC’s portfolio, making the stock its 14th largest holding. Fountainhead AM LLC’s holdings in Apple were worth $16,219,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in AAPL. Ryan Investment Management Inc. acquired a new position in shares of Apple in the 2nd quarter worth approximately $31,000. ROSS JOHNSON & Associates LLC raised its position in Apple by 1,800.0% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after purchasing an additional 180 shares during the last quarter. Nexus Investment Management ULC boosted its stake in Apple by 333.3% in the second quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock worth $53,000 after purchasing an additional 200 shares in the last quarter. LSV Asset Management acquired a new position in Apple in the fourth quarter worth $65,000. Finally, Morgan Dempsey Capital Management LLC grew its holdings in shares of Apple by 41.0% during the second 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 during the last quarter. Institutional investors own 67.73% of the company’s stock.

Analyst Ratings Changes

Several brokerages recently issued reports on AAPL. Raymond James Financial reiterated a “market perform” rating on shares of Apple in a research report on Friday, January 2nd. Sanford C. Bernstein set a $325.00 target price on shares of Apple in a research note on Monday, November 3rd. Weiss Ratings reissued a “buy (b-)” rating on shares of Apple in a research note on Monday, December 29th. CLSA raised their price target on shares of Apple from $265.00 to $330.00 and gave the company an “outperform” rating in a report on Friday, December 5th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating on shares of Apple in a report on Wednesday, December 3rd. 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 issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $281.70.

Insider Buying and Selling

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 value of $1,017,654.96. Following the sale, the insider directly owned 15,098 shares in the company, valued at approximately $4,095,030.54. This trade represents a 19.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Insiders own 0.06% of the company’s stock.

Apple Trading Up 0.4%

NASDAQ AAPL opened at $247.65 on Thursday. Apple Inc. has a 12 month low of $169.21 and a 12 month high of $288.62. The stock has a 50-day simple moving average of $270.43 and a 200 day simple moving average of $249.54. 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 company has a market capitalization of $3.64 trillion, a PE ratio of 33.15, a P/E/G ratio of 2.31 and a beta of 1.09.

Apple (NASDAQ:AAPL) last posted its earnings results on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.74 by $0.11. The company had revenue of $102.47 billion during the quarter, compared to analyst estimates of $101.65 billion. Apple had a return on equity of 164.05% and a net margin of 26.92%.The company’s revenue for the quarter was up 8.7% compared to the same quarter last year. During the same period in the previous year, the company earned $1.64 EPS. Research analysts forecast that Apple Inc. will post 7.28 EPS for the current year.

Apple Announces Dividend

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

Key Headlines Impacting Apple

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.