Signal Advisors Wealth LLC raised its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 14.0% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 211,321 shares of the iPhone maker’s stock after acquiring an additional 25,907 shares during the quarter. Apple makes up 3.1% of Signal Advisors Wealth LLC’s portfolio, making the stock its 4th biggest holding. Signal Advisors Wealth LLC’s holdings in Apple were worth $69,775,000 as of its most recent filing with the Securities & Exchange Commission.
Several other institutional investors and hedge funds have also made changes to their positions in AAPL. Avenir Tech Ltd acquired a new position in Apple in the 2nd quarter valued at about $29,000. Longfellow Investment Management Co. LLC acquired a new stake in shares of Apple during the 2nd quarter worth about $30,000. ABS Investment Management LLC acquired a new stake in shares of Apple during the 2nd quarter worth about $376,168,000. Bamco Inc. NY purchased a new stake in shares of Apple during the second quarter worth about $118,000. Finally, Bard Associates Inc. purchased a new stake in shares of Apple during the second quarter worth about $161,000. 67.73% of the stock is currently owned by hedge funds and other institutional investors.
Insider Activity at Apple
In other news, SVP Jennifer Newstead sold 2,399 shares of the business’s stock in a transaction on Tuesday, September 29th. The shares were sold at an average price of $336.18, for a total transaction of $806,495.82. Following the completion of the sale, the senior vice president directly owned 41,992 shares of the company’s stock, valued at $14,116,870.56. The trade was a 5.40% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, SVP Deirdre O’brien sold 46,389 shares of the business’s stock in a transaction on Friday, October 2nd. The shares were sold at an average price of $333.42, for a total transaction of $15,467,020.38. Following the sale, the senior vice president directly owned 136,810 shares of the company’s stock, valued at $45,615,190.20. This represents a 25.32% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last ninety days, insiders sold 286,853 shares of company stock worth $95,477,342. Company insiders own 0.06% of the company’s stock.
Wall Street Analysts Forecast Growth
Get Our Latest Analysis on AAPL
Apple Trading Down 0.1%
Shares of AAPL stock opened at $347.73 on Friday. The firm has a market cap of $5.07 trillion, a P/E ratio of 39.88, a PEG ratio of 2.75 and a beta of 1.07. Apple Inc. has a 1-year low of $243.42 and a 1-year high of $351.73. The company has a debt-to-equity ratio of 0.66, a current ratio of 1.00 and a quick ratio of 0.93. The firm’s 50-day simple moving average is $329.75 and its 200-day simple moving average is $309.34.
Apple (NASDAQ:AAPL – Get Free Report) last released its earnings results on Thursday, July 30th. The iPhone maker reported $2.02 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.89 by $0.13. Apple had a net margin of 27.62% and a return on equity of 135.46%. The business had revenue of $109.42 billion for the quarter, compared to analysts’ expectations of $109.04 billion. During the same period last year, the company earned $1.57 earnings per share. The company’s quarterly revenue was up 16.4% on a year-over-year basis. As a group, equities analysts forecast that Apple Inc. will post 8.75 EPS for the current year.
Apple Announces Dividend
The business also recently declared a quarterly dividend, which was paid on Thursday, August 13th. Shareholders of record on Monday, August 10th were paid a dividend of $0.27 per share. The ex-dividend date of this dividend was Monday, August 10th. This represents a $1.08 dividend on an annualized basis and a yield of 0.3%. Apple’s dividend payout ratio (DPR) is currently 12.39%.
Apple News Roundup
Here are the key news stories impacting Apple this week:
- Positive Sentiment: Strong iPhone Duo demand is the primary catalyst. The foldable phone launched globally Friday amid long lines, limited store inventory and reports that preorders are backordered into 2027. Supply-chain reports indicate Apple raised its first-year shipment target by 44%, to roughly 14 million units. The premium product could expand Apple’s addressable market and support revenue growth. Apple fans react as iPhone Duo hits stores
- Positive Sentiment: The launch strengthens Apple’s broader hardware and services roadmap. Analysts are evaluating whether the Duo can drive accessory, software and services revenue, while potential touchscreen Macs, smart-home products and an Apple-Schneider Electric energy-management partnership provide additional growth opportunities. Will Apple take over the smart home
- Positive Sentiment: Apple briefly reclaimed the title of world’s most valuable public company. AAPL approached or surpassed Nvidia’s approximately $5 trillion valuation as Nvidia shares weakened during a broader AI-stock selloff. Investors are treating Apple’s substantial cash generation and lower AI infrastructure spending as a relative safe haven. Apple tops Nvidia in market value
- Neutral Sentiment: The next major test is earnings. Apple’s fiscal fourth-quarter results are expected November 2, with investors looking for evidence that iPhone Duo demand, holiday sales and margins justify a stock trading near 40 times earnings. Analysts remain broadly constructive, but the average price target is close to recent trading levels.
- Negative Sentiment: Execution and valuation risks remain significant. Some early users have reported cracked foldable screens, while reviews cite first-generation glitches, a $2,000 price and limitations involving the camera and apps. These issues could affect returns, customer satisfaction and adoption.
- Negative Sentiment: Insider selling adds a modest cautionary signal. Senior Vice President Jennifer Newstead sold approximately $815,000 of AAPL shares, following several similar sales. The transaction is small relative to Apple’s size but may reinforce concerns that the stock has become expensive.
Apple Profile
Apple Inc designs, develops and sells consumer electronics, software and digital services. Its best-known products include the iPhone smartphone, Mac personal computers, iPad tablets, Apple Watch, AirPods and other accessories. The company also develops operating systems and applications that support its hardware ecosystem.
Apple’s services business includes the App Store, Apple Music, Apple TV, Apple Arcade, iCloud, Apple Pay and other subscription, payment and digital-content offerings.
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