Pure Financial Advisors LLC Buys 8,772 Shares of Apple Inc. $AAPL

Pure Financial Advisors LLC increased its stake in shares of Apple Inc. (NASDAQ:AAPL) by 3.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 292,326 shares of the iPhone maker’s stock after purchasing an additional 8,772 shares during the period. Apple makes up approximately 1.2% of Pure Financial Advisors LLC’s investment portfolio, making the stock its 21st largest holding. Pure Financial Advisors LLC’s holdings in Apple were worth $79,472,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in AAPL. Isthmus Partners LLC raised its position in shares of Apple by 6.4% in the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker’s stock valued at $25,000 after acquiring an additional 5,808 shares during the period. ROSS JOHNSON & Associates LLC grew its holdings in Apple by 1,800.0% during the first 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 period. LSV Asset Management bought a new stake in Apple in the fourth quarter valued at approximately $65,000. Timmons Wealth Management LLC bought a new stake in Apple in the fourth quarter valued at approximately $69,000. Finally, Inspire Investing LLC acquired a new stake in Apple in the fourth quarter worth $76,000. Institutional investors own 67.73% of the company’s stock.

Wall Street Analyst Weigh In

AAPL has been the topic of a number of recent analyst reports. KeyCorp reissued a “sector weight” rating on shares of Apple in a research report on Tuesday, June 9th. Morgan Stanley set a $325.00 price objective on Apple in a research note on Tuesday, June 9th. Barclays reiterated an “underweight” rating on shares of Apple in a report on Tuesday, June 9th. Sanford C. Bernstein reissued an “outperform” rating on shares of Apple in a research note on Monday, June 8th. Finally, The Goldman Sachs Group restated a “buy” rating on shares of Apple in a report on Monday, March 2nd. One research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Apple currently has a consensus rating of “Moderate Buy” and a consensus price target of $314.85.

Insider Transactions at Apple

In related news, SVP Deirdre O’brien sold 30,002 shares of Apple stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $255.35, for a total value of $7,661,010.70. Following the sale, the senior vice president owned 136,810 shares of the company’s stock, valued at approximately $34,934,433.50. This trade represents a 17.99% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Timothy D. Cook sold 64,949 shares of the business’s stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $254.23, for a total value of $16,511,984.27. Following the completion of the sale, the chief executive officer owned 3,280,418 shares in the company, valued at $833,980,668.14. The trade was a 1.94% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 97,875 shares of company stock valued at $24,998,541 in the last ninety days. Corporate insiders own 0.06% of the company’s stock.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Bank of America said Apple’s WWDC 2026 AI announcements were a “material positive reset,” citing a more capable Siri that can understand context, screen content, and execute actions across apps and devices. Apple’s WWDC 2026 AI strategy reset viewed positively by Bank of America
• Positive Sentiment: Analysts continue to point to Apple’s expanding enterprise footprint, AI push, and business tools as drivers that could support device shipments and sustained sales growth. Apple’s Expanding Enterprise Footprint to Boost Sales: What’s Ahead?
• Neutral Sentiment: Apple’s rumored chip partnership with Intel is being framed as a long-term domestic manufacturing catalyst, but it remains unconfirmed and more relevant to Intel’s rally than to Apple’s near-term fundamentals. Intel’s Surge on an Apple Chip Deal Means Investors Are Betting on Its Foundry
• Neutral Sentiment: A recent congressional trading report noted activity in several Magnificent Seven names, including Apple, but the disclosure did not indicate a company-specific operational change. New Congressman Is Selling Stocks: Here’s The Six Magnificent Seven Names He Ditched
• Negative Sentiment: Tim Cook warned that Apple can no longer fully absorb rising memory chip costs, making product price hikes increasingly likely and raising margin concerns for investors. Tim Cook Warns Apple Product Price Hikes Are Unavoidable Due to Higher Chip Costs. What That Means for AAPL Stock.
• Negative Sentiment: KGI Securities downgraded Apple to Neutral, saying the stock’s recent rally leaves limited upside from current levels. Apple stock hit with major Wall Street downgrade

Apple Trading Down 0.3%

Shares of NASDAQ:AAPL opened at $297.01 on Tuesday. The firm has a market cap of $4.36 trillion, a price-to-earnings ratio of 35.91, a PEG ratio of 2.59 and a beta of 1.09. Apple Inc. has a 12 month low of $198.96 and a 12 month high of $317.40. The company’s fifty day simple moving average is $290.46 and its 200 day simple moving average is $272.98. The company has a quick ratio of 1.02, a current ratio of 1.07 and a debt-to-equity ratio of 0.70.

Apple (NASDAQ:AAPL) last released its earnings results on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.95 by $0.06. Apple had a return on equity of 146.69% and a net margin of 27.15%.The firm had revenue of $111.18 billion during the quarter, compared to analysts’ expectations of $109.46 billion. During the same quarter in the prior year, the company earned $1.65 EPS. The company’s revenue was up 16.6% on a year-over-year basis. As a group, research analysts forecast that Apple Inc. will post 8.75 EPS for the current fiscal year.

Apple Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, May 14th. Stockholders of record on Monday, May 11th were given a dividend of $0.27 per share. This is an increase from Apple’s previous quarterly dividend of $0.26. This represents a $1.08 annualized dividend and a dividend yield of 0.4%. The ex-dividend date of this dividend was Monday, May 11th. Apple’s payout ratio is currently 13.06%.

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.