GoalFusion Wealth Management LLC Purchases 1,811 Shares of Apple Inc. $AAPL

GoalFusion Wealth Management LLC lifted its position in Apple Inc. (NASDAQ:AAPL) by 43.1% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 6,014 shares of the iPhone maker’s stock after buying an additional 1,811 shares during the period. Apple makes up about 0.7% of GoalFusion Wealth Management LLC’s portfolio, making the stock its 15th largest position. GoalFusion Wealth Management LLC’s holdings in Apple were worth $1,740,000 at the end of the most recent reporting period.

Several other large investors have also recently modified their holdings of AAPL. Lifetime Wealth Management P.C. acquired a new position in Apple during the 4th quarter valued at about $41,000. ROSS JOHNSON & Associates LLC boosted its holdings in 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 in the last quarter. LSV Asset Management acquired a new stake in Apple in the fourth quarter worth about $65,000. Timmons Wealth Management LLC purchased a new stake in shares of Apple during the fourth quarter worth about $69,000. Finally, 49 Wealth Management LLC increased its holdings in shares of Apple by 15.7% during the third quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker’s stock valued at $76,000 after acquiring an additional 40,543 shares in the last quarter. Institutional investors own 67.73% of the company’s stock.

Insider Buying and Selling at Apple

In related news, insider Ben Borders sold 116 shares of the business’s stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $295.14, for a total transaction of $34,236.24. Following the completion of the transaction, the insider directly owned 38,713 shares in the company, valued at $11,425,754.82. The trade was a 0.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, SVP Jennifer Newstead sold 1,439 shares of the stock in a transaction dated Tuesday, August 25th. The stock was sold at an average price of $310.95, for a total value of $447,457.05. Following the sale, the senior vice president directly owned 37,229 shares in the company, valued at $11,576,357.55. This represents a 3.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 4,433 shares of company stock valued at $1,367,024. 0.06% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

AAPL has been the subject of several research analyst reports. Rothschild & Co Redburn set a $400.00 price objective on shares of Apple and gave the company a “buy” rating in a research report on Monday, August 17th. Morgan Stanley dropped their target price on shares of Apple from $364.00 to $360.00 and set an “overweight” rating on the stock in a research report on Friday, July 31st. Robert W. Baird raised their price target on shares of Apple from $310.00 to $330.00 and gave the stock an “outperform” rating in a report on Friday, July 24th. Deutsche Bank Aktiengesellschaft downgraded shares of Apple from a “buy” rating to a “hold” rating in a research note on Monday, August 17th. Finally, Barclays reissued an “underweight” rating and set a $245.00 price objective (down from $253.00) on shares of Apple in a report on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have issued a Hold rating and four have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $330.53.

More Apple News

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

Apple Price Performance

Shares of NASDAQ AAPL opened at $319.70 on Friday. Apple Inc. has a 52 week low of $225.95 and a 52 week high of $344.57. The business’s 50 day moving average price is $312.24 and its 200 day moving average price is $288.43. The company has a quick ratio of 0.93, a current ratio of 1.00 and a debt-to-equity ratio of 0.66. The firm has a market cap of $4.67 trillion, a P/E ratio of 36.66, a P/E/G ratio of 2.70 and a beta of 1.09.

Apple (NASDAQ:AAPL) last posted its quarterly 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. Apple had a net margin of 27.62% and a return on equity of 135.46%. The company had revenue of $109.42 billion during the quarter, compared to analyst estimates of $109.04 billion. During the same period last year, the firm posted $1.57 EPS. Apple’s revenue for the quarter was up 16.4% compared to the same quarter last year. On average, sell-side analysts expect 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. Investors of record on Monday, August 10th were issued a dividend of $0.27 per share. 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 dividend payout ratio (DPR) is 12.39%.

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.