Pioneer Trust Bank N A OR Boosts Stock Position in Apple Inc. $AAPL

Pioneer Trust Bank N A OR increased its position in shares of Apple Inc. (NASDAQ:AAPL) by 2.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 122,088 shares of the iPhone maker’s stock after buying an additional 3,107 shares during the period. Apple comprises approximately 7.3% of Pioneer Trust Bank N A OR’s holdings, making the stock its 2nd largest holding. Pioneer Trust Bank N A OR’s holdings in Apple were worth $31,087,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. ROSS JOHNSON & Associates LLC lifted its stake in shares of Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after purchasing an additional 180 shares during the last quarter. Nexus Investment Management ULC lifted 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 last quarter. LSV Asset Management bought a new stake in shares of Apple in the 4th quarter valued at about $65,000. Morgan Dempsey Capital Management LLC boosted its holdings in shares of Apple by 41.0% in the 2nd quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock valued at $88,000 after buying an additional 125 shares in the last quarter. Finally, HFM Investment Advisors LLC purchased a new position in shares of Apple in the 1st quarter worth approximately $99,000. 67.73% of the stock is currently owned by institutional investors.

Insider Transactions at Apple

In related news, insider Chris Kondo sold 3,752 shares of the business’s stock in a transaction on Friday, November 7th. The shares were sold at an average price of $271.23, for a total transaction of $1,017,654.96. Following the completion of the transaction, the insider directly owned 15,098 shares in the company, valued at $4,095,030.54. The trade was a 19.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.06% of the stock is owned by corporate insiders.

Apple Trading Up 0.5%

Shares of NASDAQ:AAPL opened at $259.48 on Friday. Apple Inc. has a 52-week low of $169.21 and a 52-week high of $288.62. The stock has a market cap of $3.81 trillion, a price-to-earnings ratio of 32.80, a PEG ratio of 2.40 and a beta of 1.09. 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 business has a 50-day moving average price of $268.38 and a 200-day moving average price of $251.42.

Apple (NASDAQ:AAPL) last issued its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, beating analysts’ consensus estimates of $2.67 by $0.17. Apple had a return on equity of 171.22% and a net margin of 27.04%.The firm had revenue of $143.76 billion for the quarter, compared to analyst estimates of $138.25 billion. During the same quarter in the prior year, the firm earned $2.40 earnings per share. Apple’s revenue for the quarter was up 15.7% on a year-over-year basis. Equities analysts predict that Apple Inc. will post 7.28 EPS for the current year.

Apple Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, February 12th. Investors of record on Monday, February 9th will be issued a dividend of $0.26 per share. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. The ex-dividend date of this dividend is Monday, February 9th. Apple’s dividend payout ratio (DPR) is 13.92%.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on the stock. Raymond James Financial restated a “market perform” rating on shares of Apple in a research note on Friday, January 2nd. Wells Fargo & Company set a $300.00 price objective on Apple and gave the stock an “overweight” rating in a research report on Friday, October 31st. Jefferies Financial Group set a $276.47 target price on Apple and gave the company a “hold” rating in a research report on Monday. Evercore ISI reiterated an “outperform” rating and issued a $330.00 price target on shares of Apple in a research note on Tuesday, January 20th. Finally, Rosenblatt Securities boosted their price target on Apple from $250.00 to $267.00 and gave the stock a “neutral” rating in a research note on Friday. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $289.23.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Record quarter driven by iPhone 17 and China — Apple beat revenue and EPS expectations, reported record iPhone sales and gave strong March-quarter revenue/margin guidance, supporting bullish near-term fundamentals. Apple sales, profit beat
• Positive Sentiment: Analyst upgrades/price-target increases — Several firms raised targets and reiterated buy ratings after the beat (including TD Cowen, JPMorgan, Monness Crespi & Hardt), which supports upside sentiment among institutional investors. Analyst notes
• Neutral Sentiment: AI strategy remains ambiguous — Apple announced partnerships (e.g., Google Gemini) and made AI-related M&A (Q.ai), but offered limited execution details; these moves signal intent but leave monetization and competitive positioning unclear. AI details unclear
• Neutral Sentiment: Potential supply-chain diversification — Reports that Apple is exploring U.S. foundry partners (e.g., Intel) could ease long-term sourcing risk but are early-stage and not an immediate fix for 2026 capacity issues. Intel foundry reports
• Negative Sentiment: Rising memory-chip costs and shortages — Apple warned memory prices are beginning to bite; suppliers like Samsung and SK Hynix are prioritizing AI chips, tightening supply and pressuring gross margins if costs stay elevated. Memory cost warning
• Negative Sentiment: iPhone production constraints — Multiple reports say TSMC/other chip shortages are limiting Apple’s ability to meet iPhone demand, forcing Apple to prioritize premium models and potentially capping unit growth despite strong demand. TSMC supply short
• Negative Sentiment: Talent and execution questions in AI — Reports of AI researcher departures and commentary that the Google partnership could limit Apple’s AI upside have soured investor enthusiasm for Apple’s AI prospects. AI researcher departures

About Apple

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.