Oak Harvest Investment Services Has $36.33 Million Stake in Apple Inc. $AAPL

Oak Harvest Investment Services grew its stake in shares of Apple Inc. (NASDAQ:AAPL) by 25.6% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 142,662 shares of the iPhone maker’s stock after purchasing an additional 29,117 shares during the period. Apple makes up 4.2% of Oak Harvest Investment Services’ investment portfolio, making the stock its 3rd largest holding. Oak Harvest Investment Services’ holdings in Apple were worth $36,326,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently bought and sold shares of AAPL. Ryan Investment Management Inc. bought a new position in Apple during the 2nd quarter valued at approximately $31,000. ROSS JOHNSON & Associates LLC grew its stake in shares of Apple by 1,800.0% in the first 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 last quarter. Nexus Investment Management ULC increased its holdings in shares of Apple by 333.3% during the second quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock valued at $53,000 after acquiring an additional 200 shares in the last quarter. LSV Asset Management purchased a new position in shares of Apple in the 4th quarter worth about $65,000. Finally, Morgan Dempsey Capital Management LLC raised its position in shares of Apple by 41.0% in the 2nd quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock worth $88,000 after purchasing an additional 125 shares during the last quarter. 67.73% of the stock is owned by institutional investors.

Apple Stock Up 0.3%

AAPL stock opened at $260.25 on Tuesday. Apple Inc. has a twelve month low of $169.21 and a twelve month high of $288.62. The company has a quick ratio of 0.86, a current ratio of 0.89 and a debt-to-equity ratio of 1.06. The stock has a market cap of $3.83 trillion, a P/E ratio of 34.84, a PEG ratio of 2.43 and a beta of 1.09. The business’s 50-day moving average price is $272.66 and its 200-day moving average price is $247.55.

Apple (NASDAQ:AAPL) last released its earnings results on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.74 by $0.11. The company had revenue of $102.47 billion during the quarter, compared to analyst estimates of $101.65 billion. Apple had a net margin of 26.92% and a return on equity of 164.05%. The firm’s quarterly revenue was up 8.7% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.64 EPS. On average, equities research analysts forecast that Apple Inc. will post 7.28 EPS for the current year.

Apple Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, November 13th. Investors of record on Monday, November 10th were paid a dividend of $0.26 per share. This represents a $1.04 annualized dividend and a yield of 0.4%. The ex-dividend date of this dividend was Monday, November 10th. Apple’s dividend payout ratio (DPR) is 13.92%.

Insider Buying and Selling

In other Apple news, insider Chris Kondo sold 3,752 shares of the company’s stock in a transaction that occurred 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 completion of the transaction, the insider directly owned 15,098 shares in the company, valued at $4,095,030.54. This represents a 19.90% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CFO Kevan Parekh sold 4,199 shares of Apple stock in a transaction that occurred on Thursday, October 16th. The shares were sold at an average price of $247.39, for a total transaction of $1,038,790.61. Following the sale, the chief financial officer owned 8,765 shares in the company, valued at approximately $2,168,373.35. The trade was a 32.39% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.06% of the stock is currently owned by insiders.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple confirmed a multi‑year agreement to use Google’s Gemini models and cloud to power Apple Intelligence features (including a revamped Siri). The move addresses investor concerns about Apple lagging in generative AI, speeds time‑to‑market for features across iPhone and Mac, and preserves Apple’s margin profile by converting what could have been massive capex into an operating expense. Google and Apple enter into multi‑year AI deal for Gemini models — Reuters
• Positive Sentiment: Analysts and brokers leaned bullish after the announcement — Wedbush reiterated an outperform with a $350 target and other firms (BofA cited reaffirmations) highlighted AI/features as a potential catalyst into 2026 earnings. That analyst support is helping lift sentiment into the company’s reporting period. Wedbush backs Apple ahead of AI ‘renaissance’ — Proactive Investors
• Positive Sentiment: Market share and product momentum: Counterpoint and other market reports show Apple leading global smartphone share (~20% in 2025), reinforcing that AI upgrades layered onto a dominant hardware base could meaningfully boost upgrades and services monetization. Apple leads global smartphone market with 20% share — Reuters
• Neutral Sentiment: Media coverage and investor discussion are intense; multiple outlets confirm the deal and note rollout timing later this year. Investors will watch Apple’s Jan. 29 fiscal Q1 release for details on timing, costs and expected contribution to services/hardware upgrades. Apple Teams Up With Google for A.I. in Its Products — NYT
• Negative Sentiment: Regulatory and reputational risks surfaced quickly — Elon Musk publicly criticized the deal as concentrating power, and separate reports flag potential regulatory frictions (e.g., India source‑code disclosure proposals). These voices raise the chance of political/regulatory scrutiny that could complicate or constrain implementations in some markets. Elon Musk slams Google‑Apple deal — Benzinga India source‑code disclosure report — Benzinga

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on the company. Morgan Stanley restated an “overweight” rating and issued a $315.00 price target (up previously from $305.00) on shares of Apple in a research note on Wednesday, December 17th. Wedbush reissued an “outperform” rating and issued a $350.00 target price on shares of Apple in a research report on Monday. Seaport Res Ptn upgraded shares of Apple to a “strong-buy” rating in a research note on Wednesday, October 1st. JPMorgan Chase & Co. lifted their price target on shares of Apple from $290.00 to $305.00 and gave the stock an “overweight” rating in a research note on Friday, October 31st. Finally, DZ Bank raised shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 price objective for the company in a report on Tuesday, November 4th. Two analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Apple has a consensus rating of “Moderate Buy” and a consensus price target of $284.07.

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.