Apple Inc. $AAPL Shares Sold by Opal Wealth Advisors LLC

Opal Wealth Advisors LLC decreased its position in shares of Apple Inc. (NASDAQ:AAPL) by 23.6% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 45,368 shares of the iPhone maker’s stock after selling 14,039 shares during the quarter. Apple makes up about 3.2% of Opal Wealth Advisors LLC’s holdings, making the stock its 5th largest position. Opal Wealth Advisors LLC’s holdings in Apple were worth $11,552,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in AAPL. Warwick Investment Management Inc. grew its stake in Apple by 6.3% during the 3rd quarter. Warwick Investment Management Inc. now owns 26,359 shares of the iPhone maker’s stock worth $6,712,000 after buying an additional 1,551 shares during the last quarter. Axis Wealth Partners LLC boosted its holdings in shares of Apple by 41.0% in the third quarter. Axis Wealth Partners LLC now owns 15,383 shares of the iPhone maker’s stock valued at $3,917,000 after acquiring an additional 4,473 shares during the period. Cedar Mountain Advisors LLC grew its position in shares of Apple by 10.0% during the third quarter. Cedar Mountain Advisors LLC now owns 9,325 shares of the iPhone maker’s stock worth $2,375,000 after acquiring an additional 845 shares during the last quarter. Freedom Day Solutions LLC increased its holdings in shares of Apple by 0.3% in the 3rd quarter. Freedom Day Solutions LLC now owns 39,255 shares of the iPhone maker’s stock valued at $9,995,000 after acquiring an additional 106 shares during the period. Finally, Solidarity Wealth LLC raised its position in Apple by 2.1% in the 3rd quarter. Solidarity Wealth LLC now owns 197,932 shares of the iPhone maker’s stock valued at $50,400,000 after purchasing an additional 4,148 shares during the last quarter. 67.73% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Apple news, insider Chris Kondo sold 3,752 shares of the 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 directly owned 15,098 shares of the company’s stock, valued at approximately $4,095,030.54. This trade represents a 19.90% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders own 0.06% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have issued reports on the stock. Loop Capital reissued a “buy” rating and set a $325.00 price objective (up from $315.00) on shares of Apple in a research report on Tuesday, December 2nd. Citigroup reissued a “buy” rating and set a $315.00 price target (down previously from $330.00) on shares of Apple in a report on Tuesday, January 20th. Wall Street Zen downgraded Apple from a “buy” rating to a “hold” rating in a research note on Sunday, November 9th. TD Cowen reiterated a “buy” rating and issued a $325.00 target price on shares of Apple in a research note on Friday. Finally, Maxim Group upgraded Apple from a “hold” rating to a “buy” rating and set a $300.00 price target for the company in a research note on Friday. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Apple has a consensus rating of “Moderate Buy” and a consensus price target of $291.41.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Strong iPhone 17 demand drove better-than-expected Q1 results and margin expansion, supporting upgrades and a more bullish outlook for revenue and profitability. The iPhone 17 Changed Everything For Apple – See China (Rating Upgrade)
• Positive Sentiment: Big banks reiterated bullish calls (Morgan Stanley, JPMorgan) citing continued iPhone 17 strength — analyst support is lifting sentiment and contributed to price-target increases. Morgan Stanley and JPMorgan Bullish on Apple Inc. (AAPL) on Strong iPhone 17 Demand
• Positive Sentiment: Several brokerages raised price targets and upgraded Apple after the quarter, adding buy-side momentum and helping push the stock higher. Apple (NASDAQ:AAPL) Price Target Raised to $315.00
• Positive Sentiment: OpenAI launched a Codex coding-assistant app for Apple computers, highlighting tighter AI app integration in the Mac ecosystem and potential demand/support for Mac hardware and services. OpenAI Unveils Codex App for Use with Apple (AAPL) Computers
• Positive Sentiment: Report that Apple acquired Israeli AI/audio startup Q.ai (≈$2B) strengthens the company’s AI content/capability pipeline and supports the AI narrative. Apple Inc. (AAPL) Acquires Israeli Startup Q.ai For Approximately $2 Billion: Report
• Neutral Sentiment: T. Rowe Price launched an active Innovation Leaders ETF that lists Apple as a core holding — potential incremental passive/active inflows but not immediate earnings impact. Nvidia, Apple, Microsoft Anchor T. Rowe Price’s New Active ETF Targeting Innovators
• Neutral Sentiment: India’s policy allowing foreign-funded equipment for contract manufacturers is a structural win for Apple’s India build-out and long-term cost/scale — supports supply diversification. India hands Apple a win by letting foreign firms fund equipment for manufacturers
• Neutral Sentiment: Reported short-interest figures in the feed are effectively zero/erroneous and aren’t influencing the move; no clear short-squeeze signal from this data. (Source: short-interest entry)
• Negative Sentiment: Supply risk: TSMC’s capacity shift toward AI chips (Nvidia demand) could squeeze Apple’s wafer allocations and exacerbate chip constraints, a risk to near-term production and inventory. Nvidia’s AI Takeover Leaves Apple Fighting For Supply
• Negative Sentiment: Talent and margin pressure: reports of AI researcher departures and commentary that rising AI-driven parts demand could lift component costs create medium-term execution and margin risks. Apple Loses More AI Researchers to Meta and Google The AI Boom Is Coming for Apple’s Profit Margins

Apple Trading Up 4.1%

NASDAQ:AAPL opened at $270.05 on Tuesday. Apple Inc. has a 1 year low of $169.21 and a 1 year high of $288.62. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.94 and a current ratio of 0.97. The stock has a fifty day moving average price of $268.26 and a two-hundred day moving average price of $252.43. The stock has a market capitalization of $3.97 trillion, a price-to-earnings ratio of 34.14, a PEG ratio of 2.37 and a beta of 1.09.

Apple (NASDAQ:AAPL) last issued its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, topping the consensus estimate of $2.67 by $0.17. The company had revenue of $143.76 billion for the quarter, compared to analyst estimates of $138.25 billion. Apple had a net margin of 27.04% and a return on equity of 159.94%. The business’s revenue was up 15.7% on a year-over-year basis. During the same period in the previous year, the firm earned $2.40 EPS. As a group, sell-side analysts anticipate that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, February 12th. Shareholders of record on Monday, February 9th will be 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 is Monday, February 9th. Apple’s dividend payout ratio is presently 13.15%.

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.