Northwest Wealth Management LLC Sells 3,175 Shares of Apple Inc. $AAPL

Northwest Wealth Management LLC decreased its holdings in Apple Inc. (NASDAQ:AAPL) by 6.9% in the third quarter, HoldingsChannel.com reports. The fund owned 42,620 shares of the iPhone maker’s stock after selling 3,175 shares during the quarter. Apple comprises 1.8% of Northwest Wealth Management LLC’s portfolio, making the stock its 15th biggest holding. Northwest Wealth Management LLC’s holdings in Apple were worth $10,852,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in AAPL. Ryan Investment Management Inc. bought a new stake in shares of Apple during the second quarter valued at approximately $31,000. ROSS JOHNSON & Associates LLC grew its stake 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 acquiring an additional 180 shares in the last quarter. Nexus Investment Management ULC grew its stake in Apple by 333.3% during the second quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock valued at $53,000 after acquiring an additional 200 shares in the last quarter. LSV Asset Management bought a new stake in Apple in the 4th quarter valued at $65,000. Finally, Morgan Dempsey Capital Management LLC lifted its stake in Apple by 41.0% in the 2nd quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock worth $88,000 after purchasing an additional 125 shares in the last quarter. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Insider Activity at Apple

In other news, CEO Timothy D. Cook sold 129,963 shares of Apple stock in a transaction that occurred on Thursday, October 2nd. The shares were sold at an average price of $256.81, for a total transaction of $33,375,798.03. Following the completion of the sale, the chief executive officer owned 3,280,295 shares of the company’s stock, valued at approximately $842,412,558.95. The trade was a 3.81% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Chris Kondo sold 3,752 shares of the business’s stock in a transaction that occurred on 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 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 disclosure for this sale is available in the SEC filing. Insiders have sold a total of 228,052 shares of company stock worth $58,604,588 over the last ninety days. 0.06% of the stock is currently owned by company insiders.

Apple Price Performance

Shares of AAPL stock opened at $273.76 on Tuesday. The stock has a 50 day moving average price of $272.77 and a 200 day moving average price of $242.85. Apple Inc. has a 52-week low of $169.21 and a 52-week high of $288.62. The company has a debt-to-equity ratio of 1.06, a quick ratio of 0.86 and a current ratio of 0.89. The firm has a market capitalization of $4.05 trillion, a P/E ratio of 36.65, a P/E/G ratio of 2.56 and a beta of 1.10.

Apple (NASDAQ:AAPL) last released its earnings results on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share for the quarter, topping analysts’ consensus estimates of $1.74 by $0.11. Apple had a return on equity of 164.05% and a net margin of 26.92%.The business had revenue of $102.47 billion for the quarter, compared to analyst estimates of $101.65 billion. During the same quarter last year, the firm posted $1.64 earnings per share. The business’s revenue was up 8.7% compared to the same quarter last year. As a group, sell-side analysts predict that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, November 13th. Investors of record on Monday, November 10th were issued a dividend of $0.26 per share. The ex-dividend date was Monday, November 10th. This represents a $1.04 dividend on an annualized basis and a yield of 0.4%. Apple’s dividend payout ratio (DPR) is presently 13.92%.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Analysts and investors are pricing in a faster growth profile for Apple next year — a widely circulated take is that Apple is likely to return to double‑digit revenue growth in fiscal 2026, driven by iPhone strength and Services, supporting the bull case for multiple and earnings upgrades. Apple Is Likely to Return to Double-Digit Revenue Growth in Fiscal 2026 — and the Stock Looks Like a Buy
• Positive Sentiment: MarketBeat highlights Apple as an “AI outlier” — a late but powerful entrant — noting steady analyst upgrades and price‑target raises, plus iPhone/service momentum that could sustain upside as AI features are rolled into consumer products. 5 Stocks Set to Start Strong in January and Lead Through 2026 (AAPL)
• Positive Sentiment: CNBC coverage of the Mag‑7 split frames a market that rewards companies that can monetize AI rather than simply spending heavily on capex — a setup that investors say favors distribution‑first players like Apple that can drive software/services revenue from a huge installed base. AI spend is forcing a Mag 7 reckoning — and the gap could widen in 2026
• Neutral Sentiment: Longer‑term AI theme pieces (the “application‑layer rotation”) argue capital is moving from chipmakers to software shops; Apple is mentioned as a potential beneficiary over time but is cast as a latecomer, so near‑term impact is uncertain. The Application-Layer Rotation: 3 AI Pure Plays Poised to Win in 2026 (AAPL)
• Neutral Sentiment: Performance roundups note Apple’s steady 2025 gains (year‑to‑date performance and a defensive, cash‑generative profile), a reminder that broader market positioning and index flows remain tailwinds but not new catalysts. $1,000 invested in Apple stock at the start of 2025 returned
• Negative Sentiment: Social and data‑driven summaries flag mixed sentiment around Apple’s AI model releases and continuing regulatory/legal scrutiny; the same QuiverQuant summary also highlights heavy insider selling over the last six months, which can sap near‑term sentiment even if fundamentals remain intact. Apple Inc. Stock (AAPL) Opinions on AI Model Release and Regulatory Updates

Analyst Upgrades and Downgrades

AAPL has been the subject of a number of research analyst reports. Robert W. Baird set a $300.00 price objective on Apple in a research report on Friday, October 31st. Phillip Securities lowered Apple from a “hold” rating to a “moderate sell” rating and set a $200.00 price target for the company. in a research note on Thursday, September 11th. Seaport Res Ptn upgraded Apple to a “strong-buy” rating in a report on Wednesday, October 1st. Citigroup reaffirmed a “buy” rating and set a $330.00 price objective (up from $315.00) on shares of Apple in a report on Tuesday, December 9th. Finally, JPMorgan Chase & Co. raised their target price on shares of Apple from $290.00 to $305.00 and gave the company an “overweight” rating in a report on Friday, October 31st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $283.92.

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.