Apple Inc. $AAPL Shares Purchased by Index Fund Advisors Inc.

Posted by ABMN Staff on Jan 27th, 2026

Index Fund Advisors Inc. raised its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 55.5% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 23,870 shares of the iPhone maker’s stock after acquiring an additional 8,515 shares during the period. Apple makes up approximately 0.3% of Index Fund Advisors Inc.’s portfolio, making the stock its 22nd biggest position. Index Fund Advisors Inc.’s holdings in Apple were worth $6,078,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also modified their holdings of AAPL. Financial Futures Ltd Liability Co. increased its holdings in Apple by 13.2% in the second quarter. Financial Futures Ltd Liability Co. now owns 3,552 shares of the iPhone maker’s stock valued at $729,000 after buying an additional 415 shares during the last quarter. Monarch Capital Management Inc. lifted its holdings in Apple by 4.6% during the 2nd 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 last quarter. American National Bank & Trust grew its position in shares of Apple by 2.4% in the 2nd quarter. American National Bank & Trust now owns 195,482 shares of the iPhone maker’s stock worth $40,107,000 after acquiring an additional 4,543 shares in the last quarter. Riverwater Partners LLC increased its holdings in shares of Apple by 17.9% in the 2nd 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, Highland Capital Management LLC raised its position in shares of Apple by 2.2% during the 3rd quarter. Highland Capital Management LLC now owns 397,834 shares of the iPhone maker’s stock valued at $101,301,000 after acquiring an additional 8,446 shares in the last quarter. 67.73% of the stock is currently owned by hedge funds and other institutional investors.

Apple Price Performance

Shares of AAPL opened at $255.41 on Tuesday. The firm has a market capitalization of $3.75 trillion, a price-to-earnings ratio of 34.19, a price-to-earnings-growth ratio of 2.31 and a beta of 1.09. The company has a debt-to-equity ratio of 1.06, a quick ratio of 0.86 and a current ratio of 0.89. Apple Inc. has a one year low of $169.21 and a one year high of $288.62. The stock’s fifty day moving average is $269.21 and its 200-day moving average is $250.65.

Apple (NASDAQ:AAPL – Get Free Report) last posted its quarterly earnings data on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share for the quarter, topping the consensus estimate of $1.74 by $0.11. The business had revenue of $102.47 billion during 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 company’s quarterly revenue was up 8.7% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.64 earnings per share. Equities analysts anticipate that Apple Inc. will post 7.28 EPS for the current year.

Apple Dividend Announcement

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

Analyst Ratings Changes

A number of research firms have commented on AAPL. DA Davidson lifted their price objective on shares of Apple from $250.00 to $270.00 and gave the stock a “neutral” rating in a report on Friday, October 31st. Robert W. Baird set a $300.00 price target on shares of Apple in a report on Friday, October 31st. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Apple in a report on Wednesday, December 3rd. Bank of America boosted their price objective on Apple from $270.00 to $320.00 and gave the company a “buy” rating in a research report on Wednesday, October 29th. Finally, Monness Crespi & Hardt increased their target price on Apple from $270.00 to $300.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Apple currently has a consensus rating of “Moderate Buy” and an average target price of $282.80.

Get Our Latest Analysis on AAPL

Apple News Roundup

Here are the key news stories impacting Apple this week:

Positive Sentiment: JPMorgan raised its AAPL price target to $315 and highlighted strong iPhone demand ahead of earnings, providing a clear upside case that traders are reacting to. Apple gets price target boost from JPMorgan ahead of earnings
Positive Sentiment: Goldman Sachs reiterated a Buy and urged investors to “buy the dip,” signaling conviction from a major bank and supporting near-term demand. Goldman Sticks With Apple (AAPL) Buy Rating Despite Early-2026 Weakness
Positive Sentiment: Reports show Apple is gaining iPhone market share in India and saw strong 2025 India sales—this geographic growth is being cited as a reason for optimism into the upcoming quarter. Why Shares of Apple Are Rising Today
Positive Sentiment: Small product/monetization moves (new AirTag announcement and expanded App Store ad opportunities for developers in March) add incremental upside to the hardware and Services mix. Apple Stock Bounces: What’s Driving The Buying Interest? Apple’s Expanded Ad Opportunities For Developers Coming in March
Neutral Sentiment: Upcoming catalysts (Apple Q1 earnings on Jan. 29 and this week’s Fed decision) are concentrating flows and option activity—investors are positioning rather than making large directional bets until the prints. Apple Vs Microsoft: Which is the Best Tech Investment as Quarterly Results Approach?
Neutral Sentiment: MarketBeat’s deep dive on the Pelosi filings frames recent Pelosi activity as a strategic roll into LEAPS and diversification into energy/finance—this can be read as constructive for mega-cap exposure over the medium term. Pelosi’s Bullish 2026 Buy List: AI, Power & Dividends
Negative Sentiment: Disclosure filings show roughly $50M in direct Apple share sales from the Pelosi-related portfolio (paired with LEAPS purchases); large headline sales can pressure sentiment short term even if followed by option-based re-exposure. Pelosi’s $69M Trade Filing Shows Apple Trim and Fresh Megacap Call Bets
Negative Sentiment: Some investors and analysts remain cautious—KeyBanc flagged conservatism ahead of Q1 results, and retail flows have shown outflows into other growth names, which could limit upside if earnings disappoint. KeyBanc Remains Cautious on Apple Stock (AAPL) Ahead of Q1 Earnings Retail Investors Dump Apple Stock While Nvidia, Tesla See Massive Inflows

Insider Activity at Apple

In related news, insider Chris Kondo sold 3,752 shares of the business’s stock in a transaction that occurred on Friday, November 7th. The stock was sold at an average price of $271.23, for a total transaction of $1,017,654.96. Following the sale, the insider owned 15,098 shares of the company’s stock, valued at $4,095,030.54. The trade was 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 available at the SEC website. 0.06% of the stock is owned by corporate insiders.

Apple Company Profile

(Free Report)

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.