Apple Inc. $AAPL Shares Bought by Oregon Public Employees Retirement Fund

Oregon Public Employees Retirement Fund grew its position in Apple Inc. (NASDAQ:AAPL) by 7.4% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,805,912 shares of the iPhone maker’s stock after acquiring an additional 124,905 shares during the quarter. Apple makes up approximately 5.6% of Oregon Public Employees Retirement Fund’s holdings, making the stock its 2nd largest position. Oregon Public Employees Retirement Fund’s holdings in Apple were worth $522,559,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in AAPL. Lifetime Wealth Management P.C. bought a new position in Apple in the fourth quarter worth about $41,000. ROSS JOHNSON & Associates LLC raised its position in shares of 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 purchasing an additional 180 shares during the period. LSV Asset Management bought a new stake in shares of Apple in the 4th quarter worth approximately $65,000. Timmons Wealth Management LLC acquired a new position in Apple during the 4th quarter valued at approximately $69,000. Finally, Inspire Investing LLC bought a new position in Apple during the 4th quarter worth $76,000. 67.73% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Apple

In other Apple news, insider Ben Borders sold 116 shares of the stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $295.14, for a total transaction of $34,236.24. Following the sale, the insider owned 38,713 shares of the company’s stock, valued at $11,425,754.82. This represents a 0.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through 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 business’s stock in a transaction that occurred on Tuesday, August 25th. The stock was sold at an average price of $310.95, for a total transaction of $447,457.05. Following the completion of the transaction, the senior vice president owned 37,229 shares of the company’s stock, valued at $11,576,357.55. This trade represents a 3.72% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 4,433 shares of company stock valued at $1,367,024. Corporate insiders own 0.06% of the company’s stock.

Apple Price Performance

NASDAQ AAPL opened at $324.96 on Thursday. The stock’s 50-day moving average is $313.87 and its two-hundred day moving average is $289.62. The company has a debt-to-equity ratio of 0.66, a current ratio of 1.00 and a quick ratio of 0.93. Apple Inc. has a fifty-two week low of $225.95 and a fifty-two week high of $344.57. The firm has a market cap of $4.74 trillion, a P/E ratio of 37.27, a price-to-earnings-growth ratio of 2.81 and a beta of 1.09.

Apple (NASDAQ:AAPL) last announced its quarterly earnings data on Thursday, July 30th. The iPhone maker reported $2.02 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.89 by $0.13. Apple had a net margin of 27.62% and a return on equity of 135.46%. The business had revenue of $109.42 billion for the quarter, compared to the consensus estimate of $109.04 billion. During the same quarter last year, the company posted $1.57 earnings per share. Apple’s quarterly revenue was up 16.4% on a year-over-year basis. On average, analysts anticipate that Apple Inc. will post 8.74 earnings per share for the current fiscal year.

Apple Announces Dividend

The firm also recently declared 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 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date of this dividend was Monday, August 10th. Apple’s dividend payout ratio (DPR) is currently 12.39%.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on AAPL shares. KGI Securities downgraded shares of Apple from an “outperform” rating to a “hold” rating and set a $315.00 price target for the company. in a report on Monday, June 22nd. Wedbush restated an “outperform” rating and issued a $400.00 target price on shares of Apple in a research report on Friday, June 5th. Barclays reaffirmed an “underweight” rating and set a $245.00 price target (down from $253.00) on shares of Apple in a report on Friday, July 31st. UBS Group restated a “neutral” rating on shares of Apple in a research report on Friday, July 31st. Finally, Phillip Securities lowered Apple from a “hold” rating to a “moderate sell” rating in a report on Monday, August 3rd. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have issued a Hold rating and four have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $330.61.

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: CEO transition initially welcomed: John Ternus officially became CEO on Sept. 1 after 25 years at Apple, while Tim Cook remains executive chairman. Investors view Ternus’s hardware expertise as providing continuity, and Apple shares rose sharply during his first day in the role. Apple shares rise as John Ternus takes over as CEO
• Positive Sentiment: Constructive analyst outlook: Morgan Stanley reaffirmed its overweight rating and set a $360 price target, while Bank of America reiterated Buy with a $380 target. Analysts see potential for Apple to strengthen its position in the AI era through hardware, services and a new product cycle.
• Positive Sentiment: Foldable iPhone could add significant revenue: Morgan Stanley estimates Apple’s anticipated foldable iPhone could contribute approximately $14 billion in December-quarter revenue, creating a potential new growth engine. Apple foldable iPhone revenue estimate
• Neutral Sentiment: Sept. 9 launch is the key near-term catalyst: Wall Street considers the upcoming iPhone event an important test of pricing power, consumer demand, AI capabilities and whether Apple can sustain growth beyond its mature smartphone franchise. Ternus has described the launch as “phenomenal.” Why the next iPhone launch matters
• Neutral Sentiment: Leadership incentives align with shareholders: Ternus’s approximately $55 million–$58 million compensation package is heavily tied to Apple’s performance relative to the S&P 500. Cook will receive about $47 million as executive chairman, supporting continuity but underscoring his continued influence.
• Negative Sentiment: Valuation and growth concerns remain: DA Davidson maintained a Neutral rating with a $270 target, and Rosenblatt kept Neutral despite raising its target to $303. Analysts warn that Apple may need the foldable iPhone and stronger AI execution to avoid a revenue slowdown next year, while its premium valuation leaves limited room for disappointment.
• Negative Sentiment: AI, memory costs and legal risks weigh on sentiment: Apple trails some rivals in AI, faces elevated memory-chip costs that could pressure margins, and is engaged in a contentious trade-secrets lawsuit with OpenAI. OpenAI denies Apple’s allegations, increasing uncertainty around the dispute.

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.