Apple Inc. $AAPL Shares Purchased by Oregon Public Employees Retirement Fund

Oregon Public Employees Retirement Fund boosted its holdings in Apple Inc. (NASDAQ:AAPL) by 7.4% during the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 1,805,912 shares of the iPhone maker’s stock after buying an additional 124,905 shares during the period. Apple makes up about 5.6% of Oregon Public Employees Retirement Fund’s investment portfolio, making the stock its 2nd largest position. Oregon Public Employees Retirement Fund’s holdings in Apple were worth $522,559,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of AAPL. First National Bank of Hutchinson lifted its holdings in shares of Apple by 24.6% during the 4th quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker’s stock valued at $8,845,000 after acquiring an additional 6,982 shares in the last quarter. Eagle Capital Management LLC boosted its position in Apple by 0.5% during the 4th quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker’s stock worth $13,544,000 after purchasing an additional 272 shares during the period. Brighton Jones LLC increased its holdings in Apple by 14.8% in the 4th quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker’s stock valued at $134,554,000 after purchasing an additional 69,207 shares in the last quarter. Revolve Wealth Partners LLC increased its holdings in Apple by 4.2% in the 4th quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker’s stock valued at $16,742,000 after purchasing an additional 2,695 shares in the last quarter. Finally, Highview Capital Management LLC DE raised its position in Apple by 2.4% in the fourth quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker’s stock valued at $12,587,000 after purchasing an additional 1,155 shares during the period. 67.73% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of research analysts have commented on AAPL shares. Needham & Company LLC restated a “hold” rating on shares of Apple in a research note on Friday, July 31st. KeyCorp reiterated an “underweight” rating and issued a $250.00 target price on shares of Apple in a research note on Tuesday, July 28th. Raymond James Financial reissued a “market perform” rating on shares of Apple in a research report on Friday, July 31st. Barclays restated an “underweight” rating and issued a $245.00 price target (down from $253.00) on shares of Apple in a report on Friday, July 31st. Finally, Robert W. Baird increased their price objective on shares of Apple from $310.00 to $330.00 and gave the company an “outperform” rating in a research report on Friday, July 24th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have given a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $330.61.

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: CEO transition initially welcomed: John Ternus officially became CEO on Sept. 1 after 25 years at Apple, while Tim Cook remains executive chairman. Investors view Ternus’s hardware expertise as providing continuity, and Apple shares rose sharply during his first day in the role. Apple shares rise as John Ternus takes over as CEO
• Positive Sentiment: Constructive analyst outlook: Morgan Stanley reaffirmed its overweight rating and set a $360 price target, while Bank of America reiterated Buy with a $380 target. Analysts see potential for Apple to strengthen its position in the AI era through hardware, services and a new product cycle.
• Positive Sentiment: Foldable iPhone could add significant revenue: Morgan Stanley estimates Apple’s anticipated foldable iPhone could contribute approximately $14 billion in December-quarter revenue, creating a potential new growth engine. Apple foldable iPhone revenue estimate
• Neutral Sentiment: Sept. 9 launch is the key near-term catalyst: Wall Street considers the upcoming iPhone event an important test of pricing power, consumer demand, AI capabilities and whether Apple can sustain growth beyond its mature smartphone franchise. Ternus has described the launch as “phenomenal.” Why the next iPhone launch matters
• Neutral Sentiment: Leadership incentives align with shareholders: Ternus’s approximately $55 million–$58 million compensation package is heavily tied to Apple’s performance relative to the S&P 500. Cook will receive about $47 million as executive chairman, supporting continuity but underscoring his continued influence.
• Negative Sentiment: Valuation and growth concerns remain: DA Davidson maintained a Neutral rating with a $270 target, and Rosenblatt kept Neutral despite raising its target to $303. Analysts warn that Apple may need the foldable iPhone and stronger AI execution to avoid a revenue slowdown next year, while its premium valuation leaves limited room for disappointment.
• Negative Sentiment: AI, memory costs and legal risks weigh on sentiment: Apple trails some rivals in AI, faces elevated memory-chip costs that could pressure margins, and is engaged in a contentious trade-secrets lawsuit with OpenAI. OpenAI denies Apple’s allegations, increasing uncertainty around the dispute.

Apple Stock Down 0.1%

Shares of Apple stock opened at $324.96 on Thursday. The business has a 50-day moving average of $313.87 and a 200-day moving average of $289.62. 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 company has a market capitalization of $4.74 trillion, a PE ratio of 37.27, a P/E/G ratio of 2.81 and a beta of 1.09. Apple Inc. has a 1-year low of $225.95 and a 1-year high of $344.57.

Apple (NASDAQ:AAPL) last announced its earnings results on Thursday, July 30th. The iPhone maker reported $2.02 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.89 by $0.13. The business had revenue of $109.42 billion for the quarter, compared to analyst estimates of $109.04 billion. Apple had a return on equity of 135.46% and a net margin of 27.62%.The company’s revenue for the quarter was up 16.4% compared to the same quarter last year. During the same period in the previous year, the company earned $1.57 earnings per share. As a group, equities analysts forecast that Apple Inc. will post 8.74 EPS for the current fiscal year.

Apple Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, August 13th. Shareholders of record on Monday, August 10th were issued a dividend of $0.27 per share. The ex-dividend date was Monday, August 10th. This represents a $1.08 annualized dividend and a yield of 0.3%. Apple’s payout ratio is currently 12.39%.

Insider Buying and Selling

In other news, SVP Jennifer Newstead sold 1,439 shares of the stock in a transaction that occurred on Tuesday, August 25th. The stock was sold at an average price of $310.95, for a total transaction of $447,457.05. Following the completion of the transaction, the senior vice president directly owned 37,229 shares in the company, valued at approximately $11,576,357.55. This represents a 3.72% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, insider Ben Borders sold 116 shares of the firm’s stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $295.14, for a total transaction of $34,236.24. Following the sale, the insider directly owned 38,713 shares of the company’s stock, valued at $11,425,754.82. The trade was a 0.30% decrease in their position. 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. Over the last ninety days, insiders sold 4,433 shares of company stock worth $1,367,024. 0.06% of the stock is currently owned by corporate insiders.

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.