Apple Inc. $AAPL Shares Sold by GoalVest Advisory LLC
January 24, 2026
GoalVest Advisory LLC decreased its position in Apple Inc. (NASDAQ:AAPL – Free Report) by 17.8% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 10,868 shares of the iPhone maker’s stock after selling 2,351 shares during the quarter. Apple comprises about 0.6% of GoalVest Advisory LLC’s holdings, making the stock its 26th largest position. GoalVest Advisory LLC’s holdings in Apple were worth $2,767,000 at the end of the most recent reporting period.
Several other hedge funds also recently modified their holdings of the company. Centennial Wealth Advisory LLC lifted its stake in shares of Apple by 8.2% during the 3rd quarter. Centennial Wealth Advisory LLC now owns 32,770 shares of the iPhone maker’s stock worth $8,344,000 after purchasing an additional 2,481 shares during the period. Letson Investment Management Inc. increased its stake in Apple by 30.8% in the third quarter. Letson Investment Management Inc. now owns 1,612 shares of the iPhone maker’s stock valued at $410,000 after purchasing an additional 380 shares during the last quarter. Railway Pension Investments Ltd lifted its position in Apple by 49.5% during the third quarter. Railway Pension Investments Ltd now owns 726,652 shares of the iPhone maker’s stock worth $185,027,000 after buying an additional 240,600 shares during the period. Leslie Global Wealth LLC grew its holdings in Apple by 1.1% in the 3rd quarter. Leslie Global Wealth LLC now owns 28,804 shares of the iPhone maker’s stock valued at $7,334,000 after buying an additional 303 shares during the period. Finally, Semus Wealth Partners LLC increased its stake in shares of Apple by 0.3% during the 3rd quarter. Semus Wealth Partners LLC now owns 138,292 shares of the iPhone maker’s stock valued at $35,213,000 after acquiring an additional 356 shares during the last quarter. 67.73% of the stock is owned by institutional investors and hedge funds.
Analysts Set New Price Targets
Several research firms recently issued reports on AAPL. Citigroup reissued a “buy” rating and issued a $315.00 target price (down from $330.00) on shares of Apple in a research report on Tuesday. Argus set a $325.00 price target on shares of Apple and gave the company a “buy” rating in a report on Friday, October 31st. Rosenblatt Securities boosted their price objective on shares of Apple from $241.00 to $250.00 and gave the company a “neutral” rating in a research note on Friday, October 31st. DZ Bank raised Apple from a “hold” rating to a “buy” rating and set a $300.00 target price on the stock in a research report on Tuesday, November 4th. Finally, UBS Group reissued a “neutral” rating on shares of Apple in a research report on Tuesday, January 6th. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Apple presently has an average rating of “Moderate Buy” and an average target price of $281.70.
View Our Latest Stock Analysis on AAPL
Insider Transactions at Apple
In other Apple news, insider Chris Kondo sold 3,752 shares of the business’s stock in a transaction on Friday, November 7th. The shares were sold at an average price of $271.23, for a total value of $1,017,654.96. Following the transaction, the insider owned 15,098 shares in the company, valued at $4,095,030.54. The trade was a 19.90% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 0.06% of the stock is owned by company insiders.
Apple Stock Performance
Shares of NASDAQ:AAPL opened at $248.35 on Friday. The business’s 50-day simple moving average is $269.93 and its 200 day simple moving average is $249.53. The company has a market cap of $3.65 trillion, a P/E ratio of 33.25, a PEG ratio of 2.32 and a beta of 1.09. The company has a debt-to-equity ratio of 1.06, a quick ratio of 0.86 and a current ratio of 0.89. Apple Inc. has a one year low of $169.21 and a one year high of $288.62.
Apple (NASDAQ:AAPL – Get Free Report) last issued its quarterly earnings data on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.74 by $0.11. The company had revenue of $102.47 billion during the quarter, compared to the consensus estimate of $101.65 billion. Apple had a net margin of 26.92% and a return on equity of 164.05%. Apple’s revenue for the quarter was up 8.7% on a year-over-year basis. During the same quarter last year, the company earned $1.64 earnings per share. On average, sell-side analysts forecast that Apple Inc. will post 7.28 earnings per share for the current fiscal year.
Apple Dividend Announcement
The company also recently declared a quarterly dividend, which was paid on Thursday, November 13th. Investors of record on Monday, November 10th were issued a dividend of $0.26 per share. This represents a $1.04 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date of this dividend was Monday, November 10th. Apple’s dividend payout ratio (DPR) is presently 13.92%.
Key Headlines Impacting Apple
Here are the key news stories impacting Apple this week:
- Positive Sentiment: Multiple reports say Apple will turn Siri into a ChatGPT-style chatbot (reportedly using Google’s Gemini) later this year — a major AI product pivot that could re-accelerate services engagement and investor sentiment. Bloomberg: Apple to revamp Siri as a built-in chatbot
- Positive Sentiment: Reports that Apple is developing an AI wearable “pin” (screenless assistant) and racing to match OpenAI/others add another potential new hardware revenue stream and extend Apple’s AI narrative. Product optionality tends to support higher multiples if execution follows. TechCrunch: Apple developing an AI wearable
- Positive Sentiment: Counterpoint/market reports show Apple regained top smartphone share in China with >28% shipment growth in Q4 — a strong regional performance that supports iPhone unit/ASP assumptions going into earnings. Reuters/24/7 Wall St.: Apple’s surge in China
- Positive Sentiment: Analyst support is building: Evercore added Apple to a tactical outperform list and bullish price targets (and other firms reiterated confidence), which can amplify any positive earnings surprise. Evercore reaffirmation / analyst coverage
- Positive Sentiment: MarketBeat and others argue Apple’s sell-off looks oversold technically (RSI at multiyear lows) and fundamentals remain intact — this sets up a potentially asymmetric upside into earnings if results beat. MarketBeat: Sell-off may be overdone
- Neutral Sentiment: Multiple previews and threads outline accounting items and expectations ahead of the Jan. 29 report — important for short-term volatility but outcome-dependent. Zacks: Wall Street earnings expectations
- Neutral Sentiment: Jim Cramer and other commentators are defending Apple/Big Tech exposure and debating the recent pullback — helpful for sentiment but not a direct fundamental driver. CNBC: Jim Cramer on Magnificent Seven
- Neutral Sentiment: Apple/Netflix Best Picture nomination and Funding Circle adding Apple Pay listings are PR/brand positives but unlikely to move the stock materially. Benzinga: Oscar nominations
- Negative Sentiment: Apple asked an Indian court to block the competition authority from seeking global financials in an app-store probe — prolonged regulatory fights could raise compliance costs and create uncertainty in a key growth market. Reuters: Apple asks Indian court to stop antitrust body
- Negative Sentiment: Apple China announced short-term discounts on products — could provide a sales boost but may signal promotional pressure or slowing near-term demand in the region. Reuters: Apple China discounts
- Negative Sentiment: Portfolio moves (e.g., Cypress Funds trimming ~29k shares) and macro shocks (tariff/geopolitical fears linked to market drops) add selling pressure into earnings season. TipRanks: Cypress Funds cuts stake
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.
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