MontVue Capital Management Inc. Has $1.29 Million Position in Apple Inc. $AAPL

MontVue Capital Management Inc. grew its holdings in Apple Inc. (NASDAQ:AAPL) by 74.3% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 4,474 shares of the iPhone maker’s stock after acquiring an additional 1,907 shares during the quarter. Apple accounts for approximately 0.7% of MontVue Capital Management Inc.’s investment portfolio, making the stock its 13th biggest position. MontVue Capital Management Inc.’s holdings in Apple were worth $1,295,000 at the end of the most recent quarter.

A number of other hedge funds have also bought and sold shares of the business. First National Bank of Hutchinson lifted its stake in shares of Apple by 24.6% in the fourth quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker’s stock worth $8,845,000 after acquiring an additional 6,982 shares during the period. Eagle Capital Management LLC boosted its holdings in Apple by 0.5% in the fourth quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker’s stock worth $13,544,000 after acquiring an additional 272 shares in the last quarter. Brighton Jones LLC grew its stake in Apple by 14.8% in the fourth quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker’s stock valued at $134,554,000 after acquiring an additional 69,207 shares during the period. Revolve Wealth Partners LLC increased its holdings in shares of Apple by 4.2% during the fourth quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker’s stock valued at $16,742,000 after acquiring an additional 2,695 shares in the last quarter. Finally, Highview Capital Management LLC DE raised its position in shares of Apple by 2.4% during the fourth quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker’s stock worth $12,587,000 after purchasing an additional 1,155 shares during the period. 67.73% of the stock is owned by institutional investors.

Key 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

Wall Street Analysts Forecast Growth

A number of analysts have commented on the stock. KGI Securities lowered shares of Apple from an “outperform” rating to a “hold” rating and set a $315.00 price target for the company. in a research note on Monday, June 22nd. Robert W. Baird lifted their target price on Apple from $310.00 to $330.00 and gave the company an “outperform” rating in a research report on Friday, July 24th. Oppenheimer reiterated a “market perform” rating on shares of Apple in a report on Friday, July 31st. DA Davidson restated a “neutral” rating and set a $270.00 price objective on shares of Apple in a research note on Friday, July 31st. Finally, DZ Bank downgraded shares of Apple from a “buy” rating to a “hold” rating and set a $310.00 price objective on the stock. in a report on Tuesday, August 4th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have given a Hold rating and four have issued a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $330.53.

Apple Price Performance

Shares of NASDAQ AAPL opened at $319.70 on Monday. The company has a debt-to-equity ratio of 0.66, a current ratio of 1.00 and a quick ratio of 0.93. The stock has a market capitalization of $4.67 trillion, a PE ratio of 36.66, a P/E/G ratio of 2.74 and a beta of 1.09. Apple Inc. has a one year low of $225.95 and a one year high of $344.57. The business’s fifty day moving average price is $312.24 and its 200-day moving average price is $288.52.

Apple (NASDAQ:AAPL) last posted its earnings results 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. The firm had revenue of $109.42 billion for the quarter, compared to the consensus estimate of $109.04 billion. Apple had a return on equity of 135.46% and a net margin of 27.62%.The business’s quarterly revenue was up 16.4% on a year-over-year basis. During the same quarter in the prior year, the business posted $1.57 earnings per share. On average, equities research analysts anticipate that Apple Inc. will post 8.76 EPS for the current year.

Apple Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, August 13th. Investors of record on Monday, August 10th were paid a $0.27 dividend. 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 is currently 12.39%.

Insider Activity

In other news, SVP Jennifer Newstead sold 1,439 shares of the firm’s stock in a transaction dated Tuesday, August 25th. The stock was sold at an average price of $310.95, for a total transaction of $447,457.05. Following the transaction, the senior vice president directly owned 37,229 shares of the company’s stock, valued at approximately $11,576,357.55. This trade represents a 3.72% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Ben Borders sold 116 shares of Apple stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $295.14, for a total value 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. This trade represents a 0.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 4,433 shares of company stock worth $1,367,024 over the last quarter. Corporate insiders own 0.06% of the company’s stock.

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.