Apple Inc. $AAPL Holdings Trimmed by Sather Financial Group Inc

Sather Financial Group Inc lowered its holdings in Apple Inc. (NASDAQ:AAPL) by 22.8% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 23,919 shares of the iPhone maker’s stock after selling 7,062 shares during the period. Sather Financial Group Inc’s holdings in Apple were worth $6,091,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of the business. Vanguard Group Inc. grew its stake in Apple by 1.1% during the 2nd quarter. Vanguard Group Inc. now owns 1,415,932,804 shares of the iPhone maker’s stock valued at $290,506,933,000 after acquiring an additional 15,141,995 shares in the last quarter. State Street Corp lifted its position in shares of Apple by 0.9% in the second quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker’s stock worth $123,358,461,000 after purchasing an additional 5,224,229 shares in the last quarter. Geode Capital Management LLC boosted its holdings in shares of Apple by 1.4% during the second quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker’s stock worth $72,506,336,000 after purchasing an additional 4,942,638 shares during the period. Kingstone Capital Partners Texas LLC grew its position in Apple by 573,627.2% during the second quarter. Kingstone Capital Partners Texas LLC now owns 205,692,660 shares of the iPhone maker’s stock valued at $39,065,374,000 after purchasing an additional 205,656,808 shares in the last quarter. Finally, Norges Bank purchased a new position in Apple during the second quarter valued at approximately $38,942,255,000. Institutional investors and hedge funds own 67.73% of the company’s stock.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: JPMorgan raised its AAPL price target to $315 and highlighted strong iPhone demand ahead of earnings, providing a clear upside case that traders are reacting to. Apple gets price target boost from JPMorgan ahead of earnings
• Positive Sentiment: Goldman Sachs reiterated a Buy and urged investors to “buy the dip,” signaling conviction from a major bank and supporting near-term demand. Goldman Sticks With Apple (AAPL) Buy Rating Despite Early-2026 Weakness
• Positive Sentiment: Reports show Apple is gaining iPhone market share in India and saw strong 2025 India sales—this geographic growth is being cited as a reason for optimism into the upcoming quarter. Why Shares of Apple Are Rising Today
• Positive Sentiment: Small product/monetization moves (new AirTag announcement and expanded App Store ad opportunities for developers in March) add incremental upside to the hardware and Services mix. Apple Stock Bounces: What’s Driving The Buying Interest? Apple’s Expanded Ad Opportunities For Developers Coming in March
• Neutral Sentiment: Upcoming catalysts (Apple Q1 earnings on Jan. 29 and this week’s Fed decision) are concentrating flows and option activity—investors are positioning rather than making large directional bets until the prints. Apple Vs Microsoft: Which is the Best Tech Investment as Quarterly Results Approach?
• Neutral Sentiment: MarketBeat’s deep dive on the Pelosi filings frames recent Pelosi activity as a strategic roll into LEAPS and diversification into energy/finance—this can be read as constructive for mega-cap exposure over the medium term. Pelosi’s Bullish 2026 Buy List: AI, Power & Dividends
• Negative Sentiment: Disclosure filings show roughly $50M in direct Apple share sales from the Pelosi-related portfolio (paired with LEAPS purchases); large headline sales can pressure sentiment short term even if followed by option-based re-exposure. Pelosi’s $69M Trade Filing Shows Apple Trim and Fresh Megacap Call Bets
• Negative Sentiment: Some investors and analysts remain cautious—KeyBanc flagged conservatism ahead of Q1 results, and retail flows have shown outflows into other growth names, which could limit upside if earnings disappoint. KeyBanc Remains Cautious on Apple Stock (AAPL) Ahead of Q1 Earnings Retail Investors Dump Apple Stock While Nvidia, Tesla See Massive Inflows

Insider Buying and Selling

In other Apple news, insider Chris Kondo sold 3,752 shares of the business’s stock in a transaction on Friday, November 7th. The shares were sold at an average price of $271.23, for a total transaction of $1,017,654.96. Following the completion of the transaction, 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.06% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on the stock. Bank of America lifted their target price on shares of Apple from $270.00 to $320.00 and gave the company a “buy” rating in a research note on Wednesday, October 29th. CLSA lifted their price objective on Apple from $265.00 to $330.00 and gave the company an “outperform” rating in a research report on Friday, December 5th. Sanford C. Bernstein set a $325.00 target price on Apple in a research note on Monday, November 3rd. Jefferies Financial Group set a $276.47 price target on Apple and gave the stock a “hold” rating in a research note on Monday. Finally, The Goldman Sachs Group reiterated a “buy” rating on shares of Apple in a report on Wednesday, December 3rd. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $282.80.

Apple Stock Up 3.0%

Shares of AAPL stock opened at $255.41 on Tuesday. The stock’s 50 day simple moving average is $269.21 and its 200 day simple moving average is $250.65. The company has a debt-to-equity ratio of 1.06, a quick ratio of 0.86 and a current ratio of 0.89. Apple Inc. has a twelve month low of $169.21 and a twelve month high of $288.62. The company has a market capitalization of $3.75 trillion, a price-to-earnings ratio of 34.19, a PEG ratio of 2.31 and a beta of 1.09.

Apple (NASDAQ:AAPL) last announced its earnings results 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 return on equity of 164.05% and a net margin of 26.92%.The firm had revenue of $102.47 billion during the quarter, compared to analysts’ expectations of $101.65 billion. During the same quarter in the prior year, the business earned $1.64 earnings per share. The company’s revenue was up 8.7% on a year-over-year basis. As a group, research analysts predict that Apple Inc. will post 7.28 EPS for the current year.

Apple Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, November 13th. Investors of record on Monday, November 10th were paid a $0.26 dividend. 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 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.