McGlone Suttner Wealth Management Inc. Raises Holdings in Apple Inc. $AAPL

McGlone Suttner Wealth Management Inc. lifted its position in shares of Apple Inc. (NASDAQ:AAPL) by 12.0% during the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 26,136 shares of the iPhone maker’s stock after purchasing an additional 2,795 shares during the period. Apple comprises about 0.9% of McGlone Suttner Wealth Management Inc.’s holdings, making the stock its 16th largest position. McGlone Suttner Wealth Management Inc.’s holdings in Apple were worth $6,655,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in AAPL. Financial Futures Ltd Liability Co. grew its holdings in shares of Apple by 13.2% during the second quarter. Financial Futures Ltd Liability Co. now owns 3,552 shares of the iPhone maker’s stock worth $729,000 after buying an additional 415 shares during the last quarter. Monarch Capital Management Inc. raised its stake in Apple by 4.6% during the 2nd quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker’s stock valued at $13,740,000 after acquiring an additional 2,920 shares during the last quarter. American National Bank & Trust grew its stake in shares of Apple by 2.4% in the 2nd quarter. American National Bank & Trust now owns 195,482 shares of the iPhone maker’s stock valued at $40,107,000 after purchasing an additional 4,543 shares during the last quarter. Riverwater Partners LLC grew its stake in shares of Apple by 17.9% in the 2nd quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker’s stock valued at $1,109,000 after purchasing an additional 819 shares during the last quarter. Finally, Plum Street Advisors LLC increased its holdings in shares of Apple by 4.0% in the first quarter. Plum Street Advisors LLC now owns 7,889 shares of the iPhone maker’s stock valued at $1,752,000 after purchasing an additional 301 shares during the period. 67.73% of the stock is owned by institutional investors and hedge funds.

Apple Stock Up 0.3%

Shares of NASDAQ AAPL opened at $261.05 on Wednesday. The stock has a market capitalization of $3.84 trillion, a price-to-earnings ratio of 34.95, a price-to-earnings-growth ratio of 2.43 and a beta of 1.09. Apple Inc. has a 52 week low of $169.21 and a 52 week high of $288.62. The firm has a 50-day moving average price of $272.48 and a 200 day moving average price of $247.97. The company has a quick ratio of 0.86, a current ratio of 0.89 and a debt-to-equity ratio of 1.06.

Apple (NASDAQ:AAPL) last issued its earnings results on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share (EPS) for the quarter, beating 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 company had revenue of $102.47 billion during the quarter, compared to analysts’ expectations of $101.65 billion. During the same period last year, the company posted $1.64 earnings per share. The firm’s quarterly revenue was up 8.7% compared to the same quarter last year. Equities research analysts anticipate that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Announces Dividend

The company 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 of this dividend was Monday, November 10th. This represents a $1.04 annualized dividend and a yield of 0.4%. Apple’s payout ratio is currently 13.92%.

Insiders Place Their Bets

In other Apple news, CFO Kevan Parekh sold 4,199 shares of the company’s stock in a transaction 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 sale, the chief financial officer owned 8,765 shares of the company’s stock, valued at approximately $2,168,373.35. This represents a 32.39% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, 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 value of $1,017,654.96. Following the transaction, the insider directly owned 15,098 shares of the company’s stock, valued at $4,095,030.54. This trade represents a 19.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.06% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several brokerages recently weighed in on AAPL. Seaport Res Ptn raised Apple to a “strong-buy” rating in a report on Wednesday, October 1st. Raymond James Financial restated a “market perform” rating on shares of Apple in a research report on Friday, January 2nd. UBS Group restated a “neutral” rating on shares of Apple in a research note on Tuesday, January 6th. Wedbush reiterated an “outperform” rating and set a $350.00 price target on shares of Apple in a research note on Monday. Finally, DA Davidson increased their price target on shares of Apple from $250.00 to $270.00 and gave the stock a “neutral” rating in a report on Friday, October 31st. Two analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $284.07.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple confirmed a multi‑year partnership to base its next generation of foundation models on Google’s Gemini, giving Apple a fast path to better AI in Siri while preserving capital — a clear product and services catalyst if rollout drives upgrades. Why Apple Chose Google to Power the Future of AI
• Positive Sentiment: Apple launched Apple Creator Studio, a new subscription bundle that expands paid services for creators — supporting higher recurring revenue and gross margins in Services, which investors view as a long‑term earnings driver. Apple rolls out Creator Studio to boost services push, adds AI features
• Positive Sentiment: Several firms reaffirm bullish views (Evercore, Wedbush, other analysts) citing an upcoming iPhone refresh, Siri/AI upgrades and services momentum as reasons Apple remains a top pick for 2026 — analyst support tends to underpin near‑term buying interest. This Analyst Still Thinks Apple Stock Is a Top Pick for 2026
• Neutral Sentiment: JPMorgan’s Q4 report included a one‑time charge tied to taking over the Apple Card partnership; the bank is building reserves and investing in payments/tech to support the card transition — this is operationally important but the direct, immediate impact on Apple’s revenue/profitability is limited and more medium‑term. JPMorgan profit falls on one-time Apple card deal charge
• Negative Sentiment: Critics and some commentators argue Apple is trailing peers in AI spending and execution, and some coverage highlights valuation premium — this narrative can cap sentiment until Apple demonstrates tangible AI product wins and revenue upside. Apple: Trapped Between Google and a Hard AI Phase

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.