Benjamin Edwards Inc. Grows Stock Position in Apple Inc. $AAPL

Benjamin Edwards Inc. lifted its position in Apple Inc. (NASDAQ:AAPL) by 20.5% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 961,238 shares of the iPhone maker’s stock after acquiring an additional 163,396 shares during the quarter. Apple accounts for approximately 2.8% of Benjamin Edwards Inc.’s holdings, making the stock its largest position. Benjamin Edwards Inc.’s holdings in Apple were worth $244,791,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. ROSS JOHNSON & Associates LLC raised its stake in Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after acquiring an additional 180 shares during the period. Nexus Investment Management ULC grew its holdings 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 purchasing an additional 200 shares during the last quarter. LSV Asset Management bought a new position in shares of Apple during the fourth quarter valued at approximately $65,000. Morgan Dempsey Capital Management LLC raised its position in shares of Apple by 41.0% during 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 during the period. Finally, HFM Investment Advisors LLC bought a new stake in shares of Apple in the 1st quarter worth approximately $99,000. 67.73% of the stock is owned by institutional investors and hedge funds.

Apple Stock Performance

AAPL opened at $256.44 on Thursday. The business has a 50 day moving average price of $268.78 and a two-hundred day moving average price of $251.02. The company has a debt-to-equity ratio of 1.06, a current ratio of 0.89 and a quick ratio of 0.86. The company has a market capitalization of $3.77 trillion, a price-to-earnings ratio of 34.33, a price-to-earnings-growth ratio of 2.40 and a beta of 1.09. 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 data on Thursday, October 30th. The iPhone maker reported $1.85 EPS for the quarter, topping analysts’ consensus estimates of $1.74 by $0.11. The company had revenue of $102.47 billion for the quarter, compared to the consensus estimate of $101.65 billion. Apple had a return on equity of 164.05% and a net margin of 26.92%.The company’s quarterly revenue was up 8.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.64 EPS. Research analysts predict that Apple Inc. will post 7.28 EPS for the current fiscal year.

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Strong iPhone demand and services growth are expected to drive record-like Q1 revenue, supporting upside to guidance and near-term topline. Strong iPhone sales to power Apple’s holiday quarter, Google AI deal in focus
• Positive Sentiment: Wall Street previews and some analyst upgrades (Wedbush optimism, JPMorgan chatter) highlight 2026 as potentially pivotal for Apple’s AI strategy and revenue re-acceleration. Apple earnings: Wedbush’s Ives sees iPhone strength, AI strategy taking shape
• Neutral Sentiment: Investors are bracing for volatility: options markets imply a ~4.15% move around earnings, which can amplify short-term selling or buying. Apple Is About to Report Q1 Earnings. Options Traders Are Expecting a 4-15% Move
• Neutral Sentiment: Apple’s Gemini-powered Siri rollout (deep Google tie-up) is coming and is central to investor debate — it’s a potential long-term catalyst but raises scrutiny over execution and partner dynamics. Apple’s Gemini‑Powered Siri Arrives in February
• Neutral Sentiment: Some headlines (CEO Tim Cook’s public comments and supplier strength like Corning) keep the narrative mixed — supportive fundamentals but headline risk from non-financial issues. Apple’s Cook says he’s ‘heartbroken’ by Minneapolis events and has spoken with Trump
• Negative Sentiment: Legal risk: Apple was hit with a U.S. antitrust/technology theft suit, adding regulatory/legal overhang that can pressure sentiment ahead of results. Apple sued for allegedly breaking US antitrust law, stealing camera tech
• Negative Sentiment: Analyst downgrades and risk calls — Jefferies flagged App Store/Google ad headwinds and boutique firms maintain sell ratings — feeding concerns that growth/margins could be capped. Jefferies Flags App Store and Google Ad Risks for Apple (AAPL) Aletheia Maintains Sell on Apple (AAPL)
• Negative Sentiment: Brand/design critiques (Liquid Glass/UI changes) and media skepticism can dent the premium narrative if product enthusiasm cools. Apple’s unrivaled commitment to excellence is fading. A designer explains why

Insider Transactions at Apple

In other Apple news, insider Chris Kondo sold 3,752 shares of the business’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 sale, the insider directly owned 15,098 shares in the company, valued at approximately $4,095,030.54. The trade was a 19.90% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.06% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

AAPL has been the subject of a number of recent research reports. Sanford C. Bernstein set a $325.00 price objective on Apple in a research note on Monday, November 3rd. Wall Street Zen lowered shares of Apple from a “buy” rating to a “hold” rating in a research report on Sunday, November 9th. Stephens set a $315.00 price objective on shares of Apple in a research report on Monday. Wedbush reissued an “outperform” rating on shares of Apple in a research note on Wednesday. Finally, Seaport Research Partners upgraded shares of Apple to a “strong-buy” rating in a research note on Wednesday, October 1st. One research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $282.80.

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.