Goldstone Financial Group LLC Acquires 4,748 Shares of Apple Inc. $AAPL

January 12, 2026

Goldstone Financial Group LLC increased its holdings in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 12.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 42,102 shares of the iPhone maker’s stock after buying an additional 4,748 shares during the period. Apple accounts for about 1.3% of Goldstone Financial Group LLC’s investment portfolio, making the stock its 25th biggest holding. Goldstone Financial Group LLC’s holdings in Apple were worth $10,721,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of AAPL. Ryan Investment Management Inc. bought a new position in shares of Apple in the 2nd quarter worth $31,000. ROSS JOHNSON & Associates LLC lifted its stake in Apple by 1,800.0% in the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after buying an additional 180 shares during the period. Nexus Investment Management ULC boosted its holdings in Apple by 333.3% during the second quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock worth $53,000 after buying an additional 200 shares during the last quarter. LSV Asset Management acquired a new position in shares of Apple during the 4th quarter worth about $65,000. Finally, Morgan Dempsey Capital Management LLC increased its stake 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 valued at $88,000 after acquiring an additional 125 shares during the last quarter. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Apple Stock Performance

Shares of Apple stock opened at $259.37 on Monday. The company has a debt-to-equity ratio of 1.06, a current ratio of 0.89 and a quick ratio of 0.86. The firm has a market cap of $3.81 trillion, a price-to-earnings ratio of 34.72, a price-to-earnings-growth ratio of 2.43 and a beta of 1.09. The stock’s 50-day moving average is $272.84 and its 200-day moving average is $247.13. 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 announced its earnings results on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.74 by $0.11. The business had revenue of $102.47 billion for the quarter, compared to analyst estimates of $101.65 billion. Apple had a return on equity of 164.05% and a net margin of 26.92%.Apple’s revenue for the quarter was up 8.7% compared to the same quarter last year. During the same quarter last year, the firm earned $1.64 EPS. Equities analysts predict that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Dividend Announcement

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

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

Positive Sentiment: Late‑season strength in iPhone 17 demand suggests the handset cycle could keep Services and upgrade momentum intact — a near‑term revenue tailwind for AAPL. iPhone 17 Demand Lifts AAPL
Positive Sentiment: JPMorgan Chase will become the new issuer of the Apple Card, expanding Apple’s financial‑services ecosystem and potentially boosting Services engagement (though direct financial upside for Apple is likely modest). JPMorgan Chase becomes the new issuer of the Apple Card
Positive Sentiment: Several Wall Street commentators remain constructive — analysts raising targets and pundits like Jim Cramer arguing Apple deserves a premium multiple on its combination of iPhone strength and AI roadmap. That supports buy‑the‑dip narrative. Analyst lifts Apple stock target to $330
Neutral Sentiment: Technicals and short‑term positioning: commentators point to an oversold setup and support levels that may produce a rebound, but that depends on catalysts (earnings cadence, AI product news). Stock Of The Day: Is Apple About To Bounce?
Neutral Sentiment: Evercore and other research houses note overlooked strengths (services, iPhone demand) versus valuation worries — implies mixed near‑term outlook but continued conviction among some buy‑side firms. Apple’s stock falls for the eighth straight day
Negative Sentiment: Regulatory / app‑store risk: three Democratic senators urged Apple and Google to remove X and Grok after reports the AI tools enabled creation/sharing of sexualized images of minors — this raises content‑moderation and legal risk scrutiny tied to app‑store governance. Grok and X should be suspended from Apple, Google app stores
Negative Sentiment: Competitive and AI concerns: chatter about Apple lagging peers in AI, analyst downgrades and Alphabet surpassing Apple in market cap are pressuring sentiment and valuation multiples. Can Apple Enjoy a “Siri Surge” as Apple Catches Up in AI?
Negative Sentiment: Insider selling and some institutional portfolio rotations have been noted in recent filings, which can weigh on near‑term sentiment even if not indicative of fundamental deterioration. QuiverQuant Apple AI strategy and downgrades

Analysts Set New Price Targets

AAPL has been the subject of a number of analyst reports. Monness Crespi & Hardt boosted their price objective on shares of Apple from $270.00 to $300.00 and gave the company a “buy” rating in a report on Friday, October 31st. JPMorgan Chase & Co. boosted their price target on shares of Apple from $290.00 to $305.00 and gave the company an “overweight” rating in a report on Friday, October 31st. UBS Group reaffirmed a “neutral” rating on shares of Apple in a research note on Tuesday, January 6th. Wedbush set a $350.00 target price on Apple and gave the stock an “outperform” rating in a report on Monday, December 8th. Finally, Cowen restated a “buy” rating on shares of Apple in a report on Monday, October 27th. Two research 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’s stock. According to data from MarketBeat, Apple currently has an average rating of “Moderate Buy” and a consensus price target of $284.07.

Read Our Latest Stock Report on AAPL

Insiders Place Their Bets

In other Apple news, insider Chris Kondo sold 3,752 shares of the business’s stock in a transaction dated Friday, November 7th. The shares were sold at an average price of $271.23, for a total transaction of $1,017,654.96. Following the sale, the insider directly owned 15,098 shares of the company’s stock, 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 this link. Also, CFO Kevan Parekh sold 4,199 shares of the firm’s stock in a transaction dated Thursday, October 16th. The shares were sold at an average price of $247.39, for a total value of $1,038,790.61. Following the completion of the transaction, the chief financial officer owned 8,765 shares of the company’s stock, valued at $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. Insiders own 0.06% of the company’s stock.

About Apple

(Free Report)

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.