Rokos Capital Management LLP Has $383.90 Million Stock Holdings in Apple Inc. $AAPL

Rokos Capital Management LLP grew its position in shares of Apple Inc. (NASDAQ:AAPL) by 135.1% during the 1st quarter, Holdings Channel reports. The firm owned 1,512,744 shares of the iPhone maker’s stock after purchasing an additional 869,432 shares during the period. Apple comprises 2.9% of Rokos Capital Management LLP’s investment portfolio, making the stock its 2nd largest position. Rokos Capital Management LLP’s holdings in Apple were worth $383,897,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of the company. JMG Financial Group Ltd. boosted its position in shares of Apple by 0.7% during the 1st quarter. JMG Financial Group Ltd. now owns 5,102 shares of the iPhone maker’s stock valued at $1,295,000 after purchasing an additional 35 shares in the last quarter. Reyes Financial Architecture Inc. lifted its stake in Apple by 0.4% during the third quarter. Reyes Financial Architecture Inc. now owns 9,898 shares of the iPhone maker’s stock valued at $2,520,000 after purchasing an additional 37 shares during the last quarter. Interactive Financial Advisors Inc. boosted its holdings in Apple by 4.0% during the fourth quarter. Interactive Financial Advisors Inc. now owns 1,051 shares of the iPhone maker’s stock worth $286,000 after buying an additional 40 shares in the last quarter. Sugar Maple Asset Management LLC grew its position in Apple by 2.0% in the first quarter. Sugar Maple Asset Management LLC now owns 2,029 shares of the iPhone maker’s stock worth $515,000 after buying an additional 40 shares during the last quarter. Finally, Orion Investment Co increased its holdings in shares of Apple by 0.3% in the fourth quarter. Orion Investment Co now owns 14,354 shares of the iPhone maker’s stock valued at $3,902,000 after buying an additional 41 shares in the last quarter. Institutional investors and hedge funds own 67.73% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts recently issued reports on AAPL shares. Citigroup restated a “buy” rating and issued a $365.00 target price (up from $315.00) on shares of Apple in a report on Monday, July 13th. Sanford C. Bernstein reissued an “outperform” rating on shares of Apple in a research note on Monday, June 8th. HSBC upgraded Apple from a “hold” rating to a “buy” rating and boosted their price objective for the stock from $260.00 to $366.00 in a report on Thursday, July 16th. Morgan Stanley reduced their price objective on shares of Apple from $364.00 to $360.00 and set an “overweight” rating for the company in a research note on Friday, July 31st. Finally, Royal Bank Of Canada set a $365.00 target price on shares of Apple in a report on Wednesday, July 15th. One research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, ten have assigned a Hold rating and four have assigned a Sell rating to the stock. According to MarketBeat, Apple currently has an average rating of “Moderate Buy” and a consensus price target of $328.60.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple’s latest quarter was its strongest June quarter on record, with revenue rising 16.4% year over year to $109.42 billion and earnings per share of $2.02, ahead of Wall Street expectations. Some investors and analysts, including Gene Munster, view the recent weakness as an attractive accumulation opportunity and anticipate a substantial iPhone upgrade cycle. Apple’s Dip Below $310 is a Great Accumulation Opportunity
• Positive Sentiment: Apple is reportedly exploring alternative memory suppliers, including China’s CXMT, as artificial-intelligence demand tightens global DRAM supplies. Diversifying procurement could help reduce shortages and limit production disruptions, although U.S. restrictions may constrain the opportunity. Apple tests China’s CXMT memory chips
• Neutral Sentiment: Apple is participating in efforts to make AI-generated content traceable, potentially strengthening platform trust and content provenance over time. The initiative is strategically relevant but is unlikely to materially affect near-term earnings. Tech’s Big Push to Make AI Content Traceable
• Neutral Sentiment: Apple Pay and Wallet chief Jennifer Bailey is retiring, creating another senior leadership transition. The impact depends on the successor and execution in financial services. Jennifer Bailey retires
• Negative Sentiment: Jefferies downgraded AAPL from Hold to Underperform and cut its price target to $263.66 from $285.56. The firm cited supply-chain checks suggesting Apple may have abandoned a high-end all-glass iPhone, weakening the case for significantly higher average selling prices. Bloomberg separately reported that the 2027 device may still be on track, leaving uncertainty rather than confirmation. Jefferies downgrades Apple
• Negative Sentiment: Surging memory and storage costs could raise iPhone production expenses by roughly 38%, forcing Apple to choose between higher prices that could pressure demand and lower margins. Reports that iPhone prices have already increased by as much as $300 are intensifying concerns about consumer affordability and pricing power. Apple’s Next iPhone Could Test Pricing Power
• Negative Sentiment: Analyst confidence has cooled despite strong revenue growth, with investors questioning whether Apple can sustain premium-device growth at its roughly $4.45 trillion valuation, particularly as Nvidia and other AI leaders capture more market enthusiasm.

Apple Price Performance

NASDAQ AAPL opened at $304.91 on Wednesday. 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 firm has a market capitalization of $4.45 trillion, a price-to-earnings ratio of 34.97, a price-to-earnings-growth ratio of 2.64 and a beta of 1.09. The company has a 50 day simple moving average of $309.28 and a 200-day simple moving average of $284.26. Apple Inc. has a 52-week low of $223.78 and a 52-week high of $344.57.

Apple (NASDAQ:AAPL) last announced its quarterly earnings data on Thursday, July 30th. The iPhone maker reported $2.02 EPS for the quarter, beating analysts’ consensus estimates of $1.89 by $0.13. Apple had a net margin of 27.62% and a return on equity of 135.46%. The firm had revenue of $109.42 billion for the quarter, compared to the consensus estimate of $109.04 billion. During the same period in the previous year, the firm posted $1.57 earnings per share. The firm’s revenue was up 16.4% on a year-over-year basis. Equities research analysts predict that Apple Inc. will post 8.76 earnings per share for the current fiscal year.

Apple Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, August 13th. Stockholders of record on Monday, August 10th will be paid a $0.27 dividend. The ex-dividend date of this dividend is Monday, August 10th. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.4%. Apple’s dividend payout ratio is 12.39%.

Insider Activity

In related news, insider Ben Borders sold 116 shares of Apple stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $295.14, for a total transaction of $34,236.24. Following the completion of the sale, the insider owned 38,713 shares of the company’s stock, valued at approximately $11,425,754.82. This trade represents a 0.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 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.