Invictus Private Wealth LLC decreased its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 0.8% during the 2nd quarter, HoldingsChannel reports. The institutional investor owned 199,329 shares of the iPhone maker’s stock after selling 1,666 shares during the quarter. Apple accounts for 3.1% of Invictus Private Wealth LLC’s holdings, making the stock its 7th largest position. Invictus Private Wealth LLC’s holdings in Apple were worth $57,678,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Lifetime Wealth Management P.C. purchased a new position in shares of Apple during the fourth quarter valued at $41,000. ROSS JOHNSON & Associates LLC boosted its position in Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after acquiring an additional 180 shares during the period. Timmons Wealth Management LLC acquired a new stake in Apple during the 4th quarter worth about $69,000. LSV Asset Management purchased a new position in Apple during the 4th quarter valued at about $65,000. Finally, Inspire Investing LLC purchased a new position in Apple during the 4th quarter valued at about $76,000. Institutional investors and hedge funds own 67.73% of the company’s stock.
Insider Buying and Selling
In other Apple news, SVP Jennifer Newstead sold 1,439 shares of the business’s stock in a transaction on Tuesday, August 25th. The stock was sold at an average price of $310.95, for a total value of $447,457.05. Following the transaction, the senior vice president owned 37,229 shares of the company’s stock, valued at approximately $11,576,357.55. The trade was a 3.72% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Ben Borders sold 116 shares of the company’s stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $295.14, for a total transaction of $34,236.24. Following the transaction, the insider owned 38,713 shares in the company, valued at approximately $11,425,754.82. This trade represents 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 90 days, insiders have sold 4,433 shares of company stock worth $1,367,024. 0.06% of the stock is owned by corporate insiders.
Apple Stock Performance
Apple (NASDAQ:AAPL – Get Free Report) last announced its quarterly earnings data on Thursday, July 30th. The iPhone maker reported $2.02 earnings per share for the quarter, topping the consensus estimate of $1.89 by $0.13. Apple had a return on equity of 135.46% and a net margin of 27.62%.The company had revenue of $109.42 billion for the quarter, compared to analyst estimates of $109.04 billion. During the same quarter last year, the firm earned $1.57 EPS. Apple’s revenue for the quarter was up 16.4% compared to the same quarter last year. Equities research analysts anticipate that Apple Inc. will post 8.76 earnings per share for the current year.
Apple Announces Dividend
The firm also recently announced a quarterly dividend, which was paid on Thursday, August 13th. Stockholders of record on Monday, August 10th were issued a $0.27 dividend. This represents a $1.08 annualized dividend and a dividend yield of 0.3%. The ex-dividend date of this dividend was Monday, August 10th. Apple’s payout ratio is presently 12.39%.
Analyst Upgrades and Downgrades
A number of equities research analysts have issued reports on the stock. BTIG Research started coverage on shares of Apple in a research report on Monday, August 17th. They issued a “neutral” rating for the company. JPMorgan Chase & Co. cut their price objective on Apple from $345.00 to $340.00 and set an “overweight” rating for the company in a report on Friday, July 31st. Needham & Company LLC reaffirmed a “hold” rating on shares of Apple in a research report on Friday, July 31st. Jefferies Financial Group lowered Apple from a “buy” rating to an “underperform” rating and reduced their price target for the company from $285.56 to $263.66 in a report on Monday, August 10th. Finally, Sanford C. Bernstein restated an “outperform” rating on shares of Apple in a report on Monday, June 8th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have assigned a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Apple has an average rating of “Moderate Buy” and an average target price of $330.53.
Key Headlines Impacting Apple
Here are the key news stories impacting Apple this week:
- Positive Sentiment: Apple’s September 9 event will be the first major product launch under incoming CEO John Ternus. Expectations for the iPhone 18 lineup, camera improvements and a possible foldable iPhone are supporting sentiment. IDC reportedly expects more than 10 million foldable iPhone shipments in the first year, although that forecast remains speculative. Apple stock rises ahead of September event
- Positive Sentiment: Apple is raising U.S. prices for Apple TV and Apple One subscriptions, in some cases by up to 20%. The increases could lift services revenue and margins, though investors will monitor customer retention and potential subscription churn. Apple raises subscription prices
- Positive Sentiment: Walmart plans to add Apple Pay support across its U.S. stores and Sam’s Club locations by the end of 2026. Wider acceptance could increase Apple Pay usage and strengthen Apple’s payments ecosystem. Walmart to add Apple Pay support
- Positive Sentiment: Recent results provide fundamental support: Apple reported quarterly EPS of $2.02 versus a $1.89 consensus estimate, while revenue rose 16.4% year over year to $109.42 billion.
- Neutral Sentiment: The CEO transition creates both opportunity and execution risk. Ternus’s product-design background is viewed favorably, but he will face an immediate test with the iPhone launch shortly after taking over from Tim Cook. Apple’s first iPhone launch under John Ternus
- Negative Sentiment: Apple is eliminating roughly 147–200 jobs across Siri, machine-learning and Vision Pro teams while redirecting resources toward AI. The restructuring may improve focus, but it also highlights concerns about Siri’s delays and Apple’s position in generative AI. Apple layoffs in Siri and Vision Pro teams
- Negative Sentiment: High expectations and a premium valuation leave less room for disappointing foldable-iPhone demand, AI progress or margins. Rising memory-chip costs could also pressure profitability.
- Negative Sentiment: Apple SVP Jennifer Newstead sold 1,439 shares worth approximately $447,000. The sale is small relative to Apple’s size and may be routine, but it provides a modest negative sentiment signal. SEC Form 4 filing
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.
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