Apple Inc. $AAPL is Oregon Public Employees Retirement Fund’s 3rd Largest Position

Oregon Public Employees Retirement Fund boosted its holdings in Apple Inc. (NASDAQ:AAPL) by 31.4% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 1,696,315 shares of the iPhone maker’s stock after buying an additional 405,418 shares during the period. Apple makes up about 5.6% of Oregon Public Employees Retirement Fund’s investment portfolio, making the stock its 3rd largest position. Oregon Public Employees Retirement Fund’s holdings in Apple were worth $431,933,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Vanguard Group Inc. raised its holdings in Apple by 1.1% in the second quarter. Vanguard Group Inc. now owns 1,415,932,804 shares of the iPhone maker’s stock valued at $290,506,933,000 after acquiring an additional 15,141,995 shares in the last quarter. State Street Corp increased its position in shares of Apple by 0.9% in the 2nd quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker’s stock worth $123,358,461,000 after purchasing an additional 5,224,229 shares during the last quarter. Geode Capital Management LLC raised its stake in shares of Apple by 1.4% in the 2nd quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker’s stock valued at $72,506,336,000 after purchasing an additional 4,942,638 shares in the last quarter. Norges Bank bought a new position in shares of Apple during the second quarter worth about $38,942,255,000. Finally, Northern Trust Corp grew its stake in Apple by 13.3% in the fourth quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker’s stock worth $42,918,365,000 after purchasing an additional 20,079,472 shares in the last quarter. 67.73% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Apple news, insider Chris Kondo sold 3,752 shares of Apple stock in a transaction 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 position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.06% of the stock is currently owned by corporate insiders.

Key Stories Impacting Apple

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

Apple Stock Up 0.5%

Apple stock opened at $259.48 on Friday. 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 company has a 50-day simple moving average of $268.38 and a 200-day simple moving average of $251.42. The firm has a market capitalization of $3.81 trillion, a P/E ratio of 32.80, a P/E/G ratio of 2.40 and a beta of 1.09.

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

Apple Announces Dividend

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

Wall Street Analysts Forecast Growth

Several analysts have issued reports on AAPL shares. Citigroup restated a “buy” rating and set a $315.00 price objective (down previously from $330.00) on shares of Apple in a research note on Tuesday, January 20th. Wall Street Zen lowered Apple from a “buy” rating to a “hold” rating in a research report on Sunday, November 9th. JPMorgan Chase & Co. raised their price objective on Apple from $305.00 to $315.00 and gave the stock an “overweight” rating in a research note on Monday, January 26th. Stephens set a $315.00 target price on shares of Apple in a research note on Monday. Finally, CLSA increased their target price on shares of Apple from $265.00 to $330.00 and gave the stock an “outperform” rating in a report on Friday, December 5th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Apple presently has a consensus rating of “Moderate Buy” and a consensus price target of $289.23.

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.