James Investment Research Inc. Has $29.12 Million Stake in Apple Inc. $AAPL

Posted by ABMN Staff on Jul 12th, 2026

James Investment Research Inc. decreased its position in Apple Inc. (NASDAQ:AAPL – Free Report) by 7.3% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 114,759 shares of the iPhone maker’s stock after selling 9,035 shares during the quarter. Apple makes up 3.3% of James Investment Research Inc.’s portfolio, making the stock its 3rd biggest position. James Investment Research Inc.’s holdings in Apple were worth $29,125,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in AAPL. Lifetime Wealth Management P.C. purchased a new stake in shares of Apple during the fourth quarter valued at approximately $41,000. ROSS JOHNSON & Associates LLC raised its position in Apple by 1,800.0% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after buying an additional 180 shares during the last quarter. LSV Asset Management purchased a new position in shares of Apple during the fourth quarter valued at approximately $65,000. Timmons Wealth Management LLC bought a new position in shares of Apple during the 4th quarter valued at $69,000. Finally, Inspire Investing LLC bought a new position in Apple in the fourth quarter valued at about $76,000. Institutional investors own 67.73% of the company’s stock.

Apple Trading Down 0.3%

Shares of AAPL stock traded down $0.90 during trading hours on Friday, reaching $315.32. 34,104,441 shares of the stock were exchanged, compared to its average volume of 60,736,044. The firm has a market capitalization of $4.63 trillion, a price-to-earnings ratio of 38.13, a price-to-earnings-growth ratio of 2.74 and a beta of 1.10. Apple Inc. has a 12-month low of $201.50 and a 12-month high of $317.40. The company’s 50-day moving average price is $299.55 and its 200-day moving average price is $275.26. The company has a current ratio of 1.07, a quick ratio of 1.02 and a debt-to-equity ratio of 0.70.

Apple (NASDAQ:AAPL – Get Free Report) last announced its quarterly earnings data on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.95 by $0.06. Apple had a net margin of 27.15% and a return on equity of 146.69%. The business had revenue of $111.18 billion during the quarter, compared to the consensus estimate of $109.46 billion. During the same quarter last year, the firm earned $1.65 earnings per share. The firm’s quarterly revenue was up 16.6% compared to the same quarter last year. As a group, equities analysts anticipate that Apple Inc. will post 8.74 earnings per share for the current year.

Apple Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, May 14th. Investors of record on Monday, May 11th were issued a dividend of $0.27 per share. This represents a $1.08 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date was Monday, May 11th. This is an increase from Apple’s previous quarterly dividend of $0.26. Apple’s dividend payout ratio (DPR) is presently 13.06%.

Analyst Ratings Changes

Several equities analysts recently weighed in on AAPL shares. Wedbush reiterated an “outperform” rating and set a $400.00 target price on shares of Apple in a research report on Friday, June 5th. Robert W. Baird set a $310.00 target price on Apple in a research note on Friday, May 1st. KGI Securities cut shares of Apple from an “outperform” rating to a “hold” rating and set a $315.00 target price for the company. in a research note on Monday, June 22nd. Tigress Financial restated a “strong-buy” rating and set a $375.00 price target (up from $305.00) on shares of Apple in a report on Thursday, May 14th. Finally, UBS Group reiterated a “buy” rating on shares of Apple in a research report on Tuesday, June 9th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $314.85.

Check Out Our Latest Analysis on AAPL

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

Positive Sentiment: Apple’s new lawsuit against OpenAI could help protect its hardware roadmap and reinforce its control over proprietary technology, which may support its long-term competitive position. Reuters: Apple sues OpenAI, two former employees for trade secrets theft
Positive Sentiment: Recent headlines around Apple’s expanded multi-year chip deal with Broadcom continue to boost sentiment, since the agreement strengthens Apple’s supply chain, supports U.S. manufacturing, and deepens its custom silicon strategy. Yahoo Finance: Apple Secures Largest Ever US Chip Deal With Broadcom For $30 Billion
Neutral Sentiment: Apple was also named among approved U.S. companies eligible for license-free exports under eased UAE trade rules, which is supportive for international operations but not clearly a near-term stock catalyst. Quiver Quant: U.S. eases export controls on UAE
Neutral Sentiment: Short-interest data showed no meaningful change, suggesting today’s move is being driven more by news flow than by a shift in bearish positioning.
Negative Sentiment: The OpenAI lawsuit also highlights that Apple’s relationship with a major AI player has soured, adding uncertainty around future AI partnerships and potentially distracting management with litigation. Financial Times: Apple sues OpenAI, alleging it stole top-secret information

Insiders Place Their Bets

In other news, insider Ben Borders sold 1,274 shares of Apple stock in a transaction on Friday, May 8th. The stock was sold at an average price of $290.00, for a total transaction of $369,460.00. Following the completion of the sale, the insider directly owned 38,713 shares in the company, valued at approximately $11,226,770. This trade represents a 3.19% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Kevan Parekh sold 1,534 shares of the business’s stock in a transaction on Thursday, April 23rd. The shares were sold at an average price of $275.00, for a total transaction of $421,850.00. Following the sale, the chief financial officer directly owned 13,366 shares of the company’s stock, valued at $3,675,650. This represents a 10.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 2,924 shares of company stock valued at $825,546. 0.06% of the stock is owned by company insiders.

Apple Company Profile

(Free Report)

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.