Whalen Wealth Management Inc. Acquires 3,235 Shares of Apple Inc. $AAPL

Whalen Wealth Management Inc. grew its holdings in Apple Inc. (NASDAQ:AAPL) by 45.1% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,410 shares of the iPhone maker’s stock after purchasing an additional 3,235 shares during the period. Apple comprises about 1.5% of Whalen Wealth Management Inc.’s investment portfolio, making the stock its 13th biggest holding. Whalen Wealth Management Inc.’s holdings in Apple were worth $2,651,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of AAPL. Riversedge Advisors LLC lifted its position in Apple by 5.5% during the third quarter. Riversedge Advisors LLC now owns 92,230 shares of the iPhone maker’s stock valued at $23,484,000 after purchasing an additional 4,781 shares during the period. Peterson Wealth Advisors LLC grew its position in Apple by 3.5% in the 3rd quarter. Peterson Wealth Advisors LLC now owns 12,855 shares of the iPhone maker’s stock worth $3,297,000 after purchasing an additional 431 shares during the period. MFG Wealth Management Inc. raised its stake in Apple by 17.4% during the 3rd quarter. MFG Wealth Management Inc. now owns 15,761 shares of the iPhone maker’s stock valued at $4,013,000 after buying an additional 2,337 shares during the last quarter. Pacifica Partners Inc. lifted its holdings in shares of Apple by 1.0% during the 3rd quarter. Pacifica Partners Inc. now owns 59,675 shares of the iPhone maker’s stock valued at $15,242,000 after buying an additional 594 shares during the period. Finally, Wilsey Asset Management Inc. bought a new position in shares of Apple during the 3rd quarter valued at $279,000. 67.73% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of analysts recently commented on AAPL shares. Wells Fargo & Company set a $300.00 price objective on Apple and gave the company an “overweight” rating in a research report on Friday, October 31st. DA Davidson upped their price target on shares of Apple from $250.00 to $270.00 and gave the company a “neutral” rating in a research report on Friday, October 31st. Melius Research set a $345.00 price objective on shares of Apple in a report on Friday, October 31st. CLSA boosted their target price on shares of Apple from $265.00 to $330.00 and gave the company an “outperform” rating in a research report on Friday, December 5th. Finally, Morgan Stanley reiterated an “overweight” rating and issued a $315.00 price target (up from $305.00) on shares of Apple in a research report on Wednesday, December 17th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $283.92.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Federal court blocks Texas law requiring age checks and parental consent for app downloads — a legal win that reduces potential compliance costs and friction for the App Store and third‑party developers, easing a regulatory overhang. Texas Age-Verification Law for App Stores Is Blocked, a Win for Apple and Google
• Positive Sentiment: Wall Street bullishness and price‑target lifts (e.g., Morgan Stanley) reflect rising analyst confidence in iPhone momentum and Apple’s AI roadmap, supporting upside to the stock multiple. Morgan Stanley Lifts Apple Inc. (AAPL) Price Target on Earnings Growth Expectations
• Positive Sentiment: New AI developments from Apple are getting attention — product/AI progress can be a catalytic growth story if Apple translates models into consumer features (Siri/experience edge). This supports longer‑term upside expectations. Apple Just Released a New AI Model. Should You Buy AAPL Stock Here?
• Neutral Sentiment: Tim Cook’s personal purchase of ~$3M in Nike stock drew headlines — a CEO buy is morale‑positive but is not a direct signal on Apple’s fundamentals. Nike climbs as Apple’s Tim Cook buys $3 million in stock
• Neutral Sentiment: Coverage pieces noting Apple “setting up the future” and inclusion on buy lists highlight positive narrative around product cadence and AI positioning, but these are narrative drivers until concrete revenue/earnings proofs arrive. Apple spent 2025 setting itself up for the future — and its biggest moves weren’t about AI
• Negative Sentiment: Apple agreed to allow third‑party app stores in Brazil as part of a settlement with regulators — a market‑specific concession that could pressure App Store services revenue and set a regulatory precedent for other jurisdictions. Apple to allow third-party app stores in Brazil to settle iOS case with regulator
• Negative Sentiment: Italy fined Apple ~98.6M euros for alleged abuse related to a privacy feature — a direct hit to earnings (modest at scale) and another regulatory headwind that can increase legal/operating costs and investor scrutiny. Apple Slapped With $115 Million Fine By Italy’s Competition Authority Over App Store Practices
• Negative Sentiment: Notable institutional selling (reports that Berkshire trimmed/sold Apple) adds a sentiment headwind — large portfolio moves can weigh on near‑term supply/demand dynamics even if fundamentals remain solid. Buffett’s $24 Billion Selling Spree: The 6 Stocks Berkshire Hathaway Dumped

Insiders Place Their Bets

In related news, SVP Deirdre O’brien sold 43,013 shares of Apple stock in a transaction that occurred on Thursday, October 2nd. The stock was sold at an average price of $257.39, for a total transaction of $11,071,116.07. Following the sale, the senior vice president owned 136,687 shares of the company’s stock, valued at approximately $35,181,866.93. This trade represents a 23.94% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Kevan Parekh sold 4,199 shares of the company’s stock in a transaction that occurred on Thursday, October 16th. The stock was sold at an average price of $247.39, for a total value of $1,038,790.61. Following the completion of the transaction, the chief financial officer owned 8,765 shares of the company’s stock, valued at $2,168,373.35. The trade was a 32.39% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 228,052 shares of company stock valued at $58,604,588. Insiders own 0.06% of the company’s stock.

Apple Price Performance

Shares of NASDAQ:AAPL opened at $272.36 on Wednesday. The company has a debt-to-equity ratio of 1.06, a current ratio of 0.89 and a quick ratio of 0.86. Apple Inc. has a 1-year low of $169.21 and a 1-year high of $288.62. The company has a market capitalization of $4.02 trillion, a P/E ratio of 36.46, a P/E/G ratio of 2.54 and a beta of 1.10. The firm’s 50 day simple moving average is $271.11 and its two-hundred day simple moving average is $240.79.

Apple (NASDAQ:AAPL) last announced its quarterly earnings data on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.74 by $0.11. Apple had a net margin of 26.92% and a return on equity of 164.05%. The firm had revenue of $102.47 billion during the quarter, compared to analysts’ expectations of $101.65 billion. During the same period in the prior year, the company posted $1.64 earnings per share. The company’s revenue for the quarter was up 8.7% compared to the same quarter last year. Research analysts expect that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, November 13th. Shareholders of record on Monday, November 10th were issued a dividend of $0.26 per share. The ex-dividend date of this dividend 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 currently 13.92%.

Apple 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.