Apple Inc. $AAPL Holdings Lessened by Groupama Asset Managment

Groupama Asset Managment lowered its position in Apple Inc. (NASDAQ:AAPL) by 2.7% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,227,358 shares of the iPhone maker’s stock after selling 34,313 shares during the quarter. Apple makes up about 4.5% of Groupama Asset Managment’s portfolio, making the stock its 3rd biggest position. Groupama Asset Managment’s holdings in Apple were worth $311,491,000 at the end of the most recent reporting period.

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

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is reportedly training a China-specific large language model with Alibaba’s support. The initiative could bring Apple Intelligence to Chinese users, improve Apple’s competitive position against Huawei and reduce reliance on third-party AI models in a key market. Apple trains China-specific AI model
• Positive Sentiment: Apple opened an advanced manufacturing center in Houston that will support AI-server production, Mac mini assembly and workforce training. The facility reinforces Apple’s U.S. investment plans and may improve supply-chain resilience and relations with policymakers. Apple opens Houston manufacturing facility
• Positive Sentiment: Apple reportedly received about $2.2 billion in tariff refunds. The cash recovery could offset some trade-related expenses and support near-term earnings and cash flow. Apple tariff refund report
• Positive Sentiment: Apple is discussing usage-based content agreements with publishers to improve the upgraded Siri’s access to current information. A stronger Siri could help narrow Apple’s perceived AI gap and support future services growth. Apple publisher talks for Siri
• Neutral Sentiment: Apple proposed a 15% commission on purchases made through external links in iOS apps amid its continuing legal dispute with Epic. The proposal could preserve some App Store revenue, but the final regulatory and legal outcome remains uncertain. Apple proposes external purchase commission
• Neutral Sentiment: Apple’s valuation remains demanding, with a market capitalization near $4.5 trillion and a forward earnings outlook that leaves the stock sensitive to execution. An insider sale by SVP Jennifer Newstead was disclosed, though such transactions do not necessarily indicate a change in corporate fundamentals. Apple insider sale
• Negative Sentiment: Jefferies downgraded Apple, citing concerns about the canceled or delayed all-glass iPhone concept, limited near-term AI momentum and rising memory-chip costs. Higher component prices could pressure margins and make it harder for Apple to justify its premium valuation. Jefferies Apple downgrade and iPhone concerns
• Negative Sentiment: Google’s Pixel 11 is placing Gemini more deeply into the smartphone experience, raising the competitive stakes for Apple ahead of the iPhone 18 launch and Siri’s broader overhaul.

Apple Stock Performance

AAPL stock opened at $305.93 on Friday. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.93 and a current ratio of 1.00. The stock’s fifty day moving average is $308.98 and its two-hundred day moving average is $285.19. The stock has a market capitalization of $4.46 trillion, a price-to-earnings ratio of 35.08, a PEG ratio of 2.62 and a beta of 1.09. Apple Inc. has a 1 year low of $223.78 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, beating analysts’ consensus estimates of $1.89 by $0.13. Apple had a net margin of 27.62% and a return on equity of 135.46%. The firm had revenue of $109.42 billion during the quarter, compared to analyst estimates of $109.04 billion. During the same quarter in the prior year, the firm posted $1.57 EPS. Apple’s revenue was up 16.4% compared to the same quarter last year. On average, research analysts predict that Apple Inc. will post 8.76 EPS for the current year.

Apple Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, August 13th. Investors of record on Monday, August 10th were given a dividend of $0.27 per share. The ex-dividend date was Monday, August 10th. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.4%. Apple’s dividend payout ratio (DPR) is 12.39%.

Wall Street Analysts Forecast Growth

AAPL has been the subject of several analyst reports. Maxim Group reissued a “buy” rating and set a $350.00 target price (up from $310.00) on shares of Apple in a research note on Tuesday, June 9th. Needham & Company LLC reaffirmed a “hold” rating on shares of Apple in a research report on Friday, July 31st. Evercore restated an “outperform” rating on shares of Apple in a research note on Wednesday, July 8th. UBS Group reaffirmed a “neutral” rating on shares of Apple in a report on Friday, July 31st. Finally, TD Cowen increased their price target on shares of Apple from $350.00 to $400.00 and gave the company a “buy” rating in a report on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, ten have assigned a Hold rating and four have assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $328.60.

Insider Buying and Selling at Apple

In related news, SVP Jennifer Newstead sold 1,439 shares of the company’s stock in a transaction dated Tuesday, August 11th. The stock was sold at an average price of $307.75, for a total value of $442,852.25. Following the completion of the sale, the senior vice president owned 40,107 shares in the company, valued at approximately $12,342,929.25. This represents a 3.46% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, insider Ben Borders sold 116 shares of the stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $295.14, for a total value of $34,236.24. Following the completion of the sale, the insider directly owned 38,713 shares of the company’s stock, valued at approximately $11,425,754.82. The trade was a 0.30% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 0.06% of the stock is currently owned by company insiders.

About Apple

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.