Orange Investment Advisors Inc. Decreases Holdings in Apple Inc. $AAPL

Posted by Nicole Kennedy on Jul 8th, 2026

Orange Investment Advisors Inc. cut its holdings in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 12.9% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 96,843 shares of the iPhone maker’s stock after selling 14,333 shares during the period. Apple comprises approximately 3.2% of Orange Investment Advisors Inc.’s investment portfolio, making the stock its 9th biggest position. Orange Investment Advisors Inc.’s holdings in Apple were worth $24,578,000 at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of the business. First Financial Group Corp increased its stake in shares of Apple by 0.4% in the 1st quarter. First Financial Group Corp now owns 20,029 shares of the iPhone maker’s stock valued at $5,083,000 after purchasing an additional 84 shares during the last quarter. Patton Fund Management Inc. lifted its position in shares of Apple by 10.2% during the 1st quarter. Patton Fund Management Inc. now owns 862 shares of the iPhone maker’s stock worth $219,000 after buying an additional 80 shares during the last quarter. Princeton Global Asset Management LLC boosted its stake in Apple by 0.9% in the first quarter. Princeton Global Asset Management LLC now owns 54,358 shares of the iPhone maker’s stock valued at $13,795,000 after buying an additional 507 shares in the last quarter. Seneca Financial Advisors LLC boosted its stake in Apple by 2.5% in the first quarter. Seneca Financial Advisors LLC now owns 6,210 shares of the iPhone maker’s stock valued at $1,576,000 after buying an additional 154 shares in the last quarter. Finally, Matrix Asset Advisors Inc. NY raised its stake in Apple by 4.4% during the first quarter. Matrix Asset Advisors Inc. NY now owns 153,271 shares of the iPhone maker’s stock worth $38,899,000 after acquiring an additional 6,469 shares in the last quarter. Institutional investors and hedge funds own 67.73% of the company’s stock.

Apple Stock Down 0.6%

NASDAQ:AAPL opened at $310.66 on Wednesday. Apple Inc. has a one year low of $201.50 and a one year high of $317.40. The company has a debt-to-equity ratio of 0.70, a current ratio of 1.07 and a quick ratio of 1.02. The company has a market cap of $4.56 trillion, a PE ratio of 37.56, a P/E/G ratio of 2.72 and a beta of 1.10. The firm’s 50 day simple moving average is $296.83 and its 200 day simple moving average is $274.38.

Apple (NASDAQ:AAPL – Get Free Report) last released its quarterly earnings results on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.95 by $0.06. The firm had revenue of $111.18 billion during the quarter, compared to the consensus estimate of $109.46 billion. Apple had a net margin of 27.15% and a return on equity of 146.69%. The company’s revenue for the quarter was up 16.6% on a year-over-year basis. During the same quarter last year, the firm earned $1.65 earnings per share. On average, research analysts anticipate that Apple Inc. will post 8.74 earnings per share for the current year.

Apple Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, May 14th. Investors of record on Monday, May 11th were given a dividend of $0.27 per share. The ex-dividend date of this dividend was Monday, May 11th. This represents a $1.08 annualized dividend and a yield of 0.3%. This is an increase from Apple’s previous quarterly dividend of $0.26. Apple’s dividend payout ratio is 13.06%.

Insider Buying and Selling at Apple

In other Apple news, insider Ben Borders sold 1,274 shares of Apple stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $290.00, for a total transaction of $369,460.00. Following the transaction, the insider directly owned 38,713 shares of the company’s stock, valued at approximately $11,226,770. The trade was a 3.19% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Kevan Parekh sold 1,534 shares of the company’s stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $275.00, for a total value of $421,850.00. Following the completion of the sale, the chief financial officer owned 13,366 shares in the company, valued at $3,675,650. This trade represents a 10.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 2,924 shares of company stock valued at $825,546. 0.06% of the stock is owned by corporate insiders.

Apple News Summary

Here are the key news stories impacting Apple this week:

Positive Sentiment: J.P. Morgan reportedly raised its price target on Apple, reinforcing bullish expectations heading into fiscal Q3 earnings and signaling confidence in Apple’s growth and margins. J.P. Morgan Lifts Apple Stock (AAPL) Price Target Ahead of Q3 Earnings
Positive Sentiment: Apple’s extended chip partnership with Broadcom through 2031 strengthens its AI and connectivity supply chain, improving visibility for future products and supporting sentiment around Apple’s long-term execution. Broadcom, Apple extend chip partnership through 2031
Positive Sentiment: Several reports say investors are warming to Apple’s “cheap AI” strategy, with attention shifting to Macs, Siri, and other ecosystem features rather than just the iPhone, which could create new upside drivers. Why Investors Fell Back In Love With Apple’s Cheap AI Strategy
Positive Sentiment: Analysts said Apple should be able to weather hardware price increases because demand remains resilient, suggesting consumers may be less price-sensitive than feared. Apple Sales Seen Weathering Hardware Price Increases

Analyst Upgrades and Downgrades

AAPL has been the subject of a number of research reports. KGI Securities cut shares of Apple from an “outperform” rating to a “hold” rating and set a $315.00 target price for the company. in a report on Monday, June 22nd. Wedbush reiterated an “outperform” rating and set a $400.00 price objective on shares of Apple in a research report on Friday, June 5th. UBS Group restated a “buy” rating on shares of Apple in a research report on Tuesday, June 9th. Morgan Stanley reaffirmed an “overweight” rating on shares of Apple in a research note on Friday, June 26th. Finally, BNP Paribas Exane upgraded shares of Apple from a “neutral” rating to an “outperform” rating and set a $300.00 price target for the company in a report on Friday, April 17th. One analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $314.85.

View Our Latest Stock Analysis on Apple

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.