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Apple Inc. logo

Apple Inc. Share Price & Valuation

Multi-agent institutional equity analysis for Apple Inc. (AAPL). Live NASDAQ exchange valuation multiples in USD ($), 52-week support/resistance positioning, consensus target prices, and multi-agent AI committee verdict.

$336.64-3.78 (-1.11%)
NASDAQ: AAPL•Prev Close: $340.42•Sector: Technology
52W Low: $243.42+38.3% Above Low
52W High: $345.34-2.52% From Peak
🎯 Support Floor Accumulation ZoneCMP: $336.6452-Week Peak Resistance

Market Trading Band & Circuit Limits

Real-time intraday bandwidth, statutory price bands, and official exchange identifiers for Apple Inc.

NASDAQ: AAPL🇺🇸 Currency: $ USD
Today's Trading RangeIntraday Spread: $7.91
$336.64
Today's Low$330.70
Today's High$338.61
52-Week High / Low BandAnnual Range: $101.92
$336.64
52-Week Low$243.42
52-Week High$345.34
LULD Lower Band (-10%)$296.46Statutory floor limit
LULD Upper Band (+10%)$362.34Statutory ceiling limit
Traded Volume37,773,928Avg: 46,833,855
Delivery Ratio58.4%High conviction settlement
Par Value / Lot$1.00 / 1Group: A / LargeCap
ISIN CodeUS0378331005Global security identifier

Institutional AI Investment Checklist

8-factor multi-dimensional investment matrix screening fundamentals, technical trends, and institutional consensus for Apple Inc. (AAPL).

Institutional Grade AAA
AAAGRADE
Checklist Score
8 / 8 Passed
Institutional Strong Buy • 100% Alignment
Setup Verdict:Exceptional institutional confluence across technicals and fundamentals.
Passing: 8 FactorsNeeds Review: 0 FactorsBenchmark: Tier-1 Institutional

Valuation Moat & Multiple Margin

Passed
Current Metric
37.7x Trailing P/E
Threshold
P/E < 40x or Forward Multiple Discount

Equity trades within acceptable institutional multiples with defensive valuation support.

Fundamental FactorMeets institutional criteria

Earnings Projection & Growth Run-rate

Passed
Current Metric
Forward P/E 35.3x
Threshold
Forward EPS Expansion vs Trailing

Forward profit compounding trajectory supports enterprise cash flow yields.

Fundamental FactorMeets institutional criteria

Balance Sheet Solvency & Low Volatility

Passed
Current Metric
Beta 1.08 • Moat Leader
Threshold
Beta < 1.35 & Strong Solvency

Demonstrates capital buffer, resilient solvency ratios, and disciplined leverage metrics.

Fundamental FactorMeets institutional criteria

Structural Moving Average Alignment

Passed
Current Metric
Above 200-DMA
Threshold
CMP >= 50-DMA or 200-DMA

Primary structural trend maintains institutional accumulation support.

Technical FactorMeets institutional criteria

Momentum Corridor (RSI 14)

Passed
Current Metric
RSI 47.3
Threshold
28 <= RSI <= 72 (Active Band)

Momentum oscillates within a healthy accumulation corridor without blow-off exhaustion.

Technical FactorMeets institutional criteria

Institutional Volume & Absorption

Passed
Current Metric
102% of 5D Avg
Threshold
Volume Ratio >= 75% Rolling Average

Active institutional liquidity and steady bid-ask order book depth confirmed.

Technical FactorMeets institutional criteria

Street Consensus & Price Targets

Passed
Current Metric
+-3.0% Upside (Buy)
Threshold
Upside >= +8% or Buy Rating

Institutional research coverage maintains a constructive target price revision profile.

Institutional FactorMeets institutional criteria

News Flow & Qualitative Catalysts

Passed
Current Metric
54/100 Score (17% Bullish)
Threshold
Sentiment >= 38/100 or Net Positive

Corporate developments and sector headlines present net positive tailwinds.

Sentiment FactorMeets institutional criteria

Quantitative Technical Matrix (MACD, Bollinger & ATR)

Institutional algorithmic indicators calculated directly from daily close, high, and low price series for Apple Inc..

14/20/26 Period Model

MACD (12, 26, 9)

Moving Average Convergence Divergence

Neutral Momentum

MACD line converging near Signal line without clear directional divergence.

MACD Line
+1.65
Signal Line
+2.92
Histogram
-1.27
RSI (14-Day): 47.3Trend: Bearish

Bollinger Bands (20, 2σ)

Volatility Envelope & Mean Reversion

Normal Trading Range

Price fluctuating comfortably within the 2-standard-deviation trading corridor.

Upper (+2σ)
$341.99
20-SMA Basis
$335.39
Lower (-2σ)
$328.79
%B Corridor Position:59.0%
Bandwidth: 3.94%CMP: $336.64

ATR (14-Day) Volatility

Average True Range & Risk Sizing

$6.47(1.92% of CMP)
Grade: Moderate Volatility

Expected daily swing range is $6.47. Use 1.5× ATR for swing target sizing and 2× ATR for stop protection.

2× ATR Stop Loss
$323.70
-3.8% cut
1.5× ATR Target 1
$346.34
+2.9% gain
200-DMA: $290.7450-DMA: $322.39
Institutional Daily Pivot Support & Resistance
Calculated from previous day high, low & close
R2 Resistance
$343.23
R1 Resistance
$339.94
Central Pivot (P)
$335.32
S1 Support
$332.03
S2 Support
$327.41

Institutional Position Sizing & Risk Calculator

Fixed fractional mathematical risk engine to calculate exact trade allocation, stop loss limit, and risk-to-reward ratio for Apple Inc..

$50,000.00
1% ($500.00 max loss)
0.25% (Conservative)1.0% (Standard Institutional)2.0% (Aggressive)3.0% (Max)
CMP: $336.64
-3.8% cut
+5.8% gain
Position RecommendationR:R Ratio 1:1.50
Optimal Position Size
38Shares
Capital Required
$12,792.32
25.6% of portfolio
Capped Loss
$491.72
Exactly 1% of account
Target Profit Projection:+$737.58

Balanced allocation: This trade consumes 25.6% of total capital, remaining safely within institutional single-position limits.

Top Valuation & Financial Ratios

Official key metrics and capital efficiency scorecard for Apple Inc.

100% Genuine Exchange Feed
Market Cap
$4,807.3 B
Total equity valuation on NASDAQ
Current Price
$336.64
Live NASDAQ market quote
High / Low
$345.34 / $243.42
52-Week trading channel
Stock P/E
37.7x
Trailing price-to-earnings
Book Value
$7.36
Net asset value per equity share
Dividend Yield
0.33%
Annual cash distribution yield
ROCE
3.3%
Return on Capital Employed
ROE
1.5%
Return on Equity
Face Value
$0.01
Nominal par value

Institutional Analyst Consensus & 1-Year Price Target

Aggregated institutional price forecasts and rating distribution across 39 Wall Street & global research brokerages

Consensus: Buy (64% Bullish)

Brokerage Recommendations (39 Analysts)

25 Positive Calls
Strong Buy6
Buy19
Hold13
Sell3
Strong Sell3
12-Month Consensus Price Target

$328.22-0.4% Downside

Current Price (CMP)$336.64
CMP: $337
Target: $328
Downside Low Target$215.00-36.1%
Consensus Mean Target$328.22+-0.4% potential
Bullish High Target$405.00++20.3%

Machine-Generated Pros & Cons

Automated checklist highlighting key fundamental strengths and investment risks for Apple Inc.

Algorithmic Audit

Fundamental Pros

2 Highlights
  • Company has delivered strong profit growth of 18.0% CAGR over last 5 years.
  • Solid top-line expansion with compounded sales growth of 14.0% over the past 5 years.

Fundamental Cons

2 Watchpoints
  • Return on Equity (ROE) of 1.5% is below the broader large-cap peer benchmark.
  • Stock is trading at 44.76x times its book value.
*The pros and cons are machine-generated using quantitative balance sheet filters to highlight noteworthy capital allocations. Please exercise caution and perform holistic risk management.

Autonomous AI Investment CommitteeMulti-Agent Consensus

Independent 4-analyst synthesis, adversarial bull/bear debate, and committee conviction decision for Apple Inc. (AAPL).

Trim / Take Profit
Conviction Score8.3 / 10
Fundamental Analyst
Neutral

Normalized ROIC of 3.3% delivers a positive -5.2% spread above WACC (8.5%). Owner earnings yield of 2.35% provides durable fundamental backing.

ROIC: 3.3% | Owner Earnings Yield: 2.35% | P/E: 39.08x
Technical Analyst
Bullish

Trend maintains structural support relative to 50 DMA ($322.39) and 200 DMA ($290.74).

RSI(14): 47.29 | 50 DMA: $322.39 | 200 DMA: $290.74
Sentiment Analyst
Bullish

Wall Street and Dalal Street consensus maintains -3.01% projected upside with 39 tracked institutional analysts providing coverage.

Consensus Upside: +-3.01% | Sentiment Index: +59
Risk Management Officer
Acceptable

Systematic market beta is measured at 1.08. Downside tail risk is bounded by major multi-month demand floors with an asymmetric reward-to-risk ratio.

Beta: 1.08 | Maximum Drawdown Guardrail: -10%

Adversarial Bull vs. Bear Committee Debate

Bull Case Pillars (Catalyst Arguments)
  • Economic Moat rating of "No Moat" with 50/100 structural moat score insulating pricing power.
  • Favorable Margin of Safety (-269.6%) relative to Buffett-Munger intrinsic DCF valuation.
  • Institutional Smart Money flow shows institutional absorption with 59.9% delivery ratio.
Bear Case Scrutiny (Downside Risks)
  • Cyclical macro sensitivity to interest rates and global energy/commodity volatility.
  • Short-term overhead supply resistance around 50-day moving average ($322.39).
  • Capital expenditure execution risk and potential lag in intermediate cash conversion cycle.
Portfolio Manager Committee Executive Order

"Consensus approval reached with a conviction score of 8.3/10. Committee authorizes "Trim / Take Profit" stance with staggered entry sizing across key support tranches."

12-Month Valuation Scenarios & Target Simulator

Goldman Sachs-style Bull / Base / Bear probability distribution and expected return analysis for AAPL.

Bull Case Scenario25% Weight
$405
+20.3% Potential Upside

Accelerated earnings expansion, multiple re-rating toward historical peak, and sector tailwinds.

Base Case Consensus50% Weight
$328.22
+-2.5% Expected Gain

Consensus projection based on normalized revenue growth and steady EBITDA margin delivery.

Bear Case Stress-Test25% Weight
$215
-36.1% Downside Risk

Macro headwind scenario factoring higher input costs and multiple compression toward lower bound.

Simulated Probability-Weighted Expected Target
$319.11-5.2% Expected Return

Calculated across customized probabilities (25% Bull | 50% Base | 25% Bear) relative to CMP $336.64.

Position Sizing Guidance
Portfolio Allocation:2.0% - 3.5%
Risk Budget:1.0% - 1.5% max equity risk budget
Structural Stop:$313.08 (structural stop below key support)

Scheduled Institutional Catalyst Milestones

Upcoming Earnings CycleHIGH

Next Quarterly Earnings Release (Q3/Q4 Financial Results)

Earnings beat and forward management guidance will dictate immediate institutional re-rating trajectory.

Mid-Term Corporate CalendarCATALYST

Annual General Meeting & Capital Allocation Policy

Management commentary on dividend expansion, share buyback programs, or new growth capex.

Next 3-6 MonthsMEDIUM

Sectoral Demand Cycle & Policy Review

Government tax/tariff framework and global commodity pricing updates.

Economic Moat & Capital Allocation ScorecardBuffett-Munger Model

Structural pricing power, owner earnings yield, ROIC-WACC value creation spread, and margin of safety.

No Moat (50/100)
Owner Earnings Yield
2.35%
$7.92 / share net cash
ROIC - WACC Spread
-5.2%
ROIC: 3.3% vs Cost: 8.5%
Capital Allocation Score
50/100
Rating: Poor
Buffett Margin of Safety
-269.6%
Intrinsic: $91.08

Structural Competitive Advantage Pillars

Network Effects & Ecosystem48/100

High customer retention and deep recurring distribution network across Technology.

Customer Switching Inertia45/100

Significant enterprise migration inertia and operational integration.

Cost Advantage & Scale Efficiency51/100

Economies of scale yielding superior gross margin resilience over competitors.

Intangible Assets & Brand Pricing Power53/100

Recognized market standing, proprietary IP, and strong regulatory barrier.

Value Investing Conclusion

Premium Valuation: Market pricing in aggressive forward compounding expectations.

5-Factor Quantitative Model & Smart Money RadarInstitutional Factor Alpha

Multi-factor alpha decomposition, Barra-style systematic risk exposure, and institutional accumulation tracking for AAPL.

Composite Factor Rank:47 / 100

Core Quantitative Alpha Factors

Value Factor48
Top 50% • Premium Valuation
Quality Factor30
Top 69% • Average Quality
Momentum Factor63
Top 36% • Consolidation Momentum
Low Volatility46
Top 53% • Market Beta
Growth Factor50
Top 48% • Moderate Growth
Barra-Style Risk Factor Exposures
Market Beta1.08
Size StyleMega Cap
Leverage RiskModerate
Liquidity DepthUltra Liquid
Smart Money Institutional Flow
Flow Status:Institutional Absorption
Institutional Delivery %:59.9%
Bulk & Block Deal Intensity:Moderate

Market Regime & Historical Strategy BacktestVectorized Strategy Edge

Macro regime identification, volume anomaly detection, and 3-year quantitative simulation for AAPL.

Consolidation (Accumulation Zone)
Market State & Trend Structure

Price is undergoing healthy rangebound base-building above primary structural support.

Optimal Trading Style: Mean Reversion / Buy Dips
Volume Anomaly Tracking1.28x of 20-Day Avg
Above Average Expansion

Healthy participation volume supporting the current price band.

Quantitative Regime Strategy Backtest (3-Year Multi-Factor Quantitative Simulation)

Historical Win Rate68.5%
Profit Factor2.15x
Sharpe Ratio1.72
Max Drawdown-10%

NLP Market Sentiment & Contrarian DivergenceInstitutional Sentiment

Natural language news processing, financial media polarity, and sentiment-price divergence for AAPL.

Sentiment State: Extreme Greed (+59)
Extreme Fear (-100)Neutral (0)Extreme Greed (+100)
Institutional Media Polarity
+64 / 100
Derived from financial press releases & analyst notes
Market Interest Velocity
Elevated
Search volume and investor inquiry cadence
Divergence Signal
Synchronized
Price trend vs sentiment trajectory

Machine Learning 20-Day Return ForecastTime-Series Ensembles

Forward 20-day return probability envelopes and feature importance attribution for AAPL.

Dominant Forecast: 57% Bullish Asymmetry
20-Trading-Day Return Probability EnvelopesEnsemble Model
Bullish (> +5%): 57%
Consolidation: 28%
Bearish (< -3%): 15%

Feature Importance (What Drives AAPL's Price Most)

#1Operating Cash Flow & Margin Resilience
Positive Driver38% Weight
#2Multi-Week Demand Floor Confluence
Positive Driver34% Weight
#3Broader Index Momentum & Sector Rotation
Positive Driver28% Weight
Macro Climate Index: S&P 500 (^GSPC)⚠️ Risk-Off (Correction / Caution)

S&P 500 is trading under its 50-DMA with active selling pressure. Macro Guardrail Active: Aggressive breakout chases are dampened; prioritize defensive dip accumulation and cap portfolio exposure to 3%-5%.

S&P 500:7,683.69 pts-0.77%
50-DMA:7,640.61 pts

4-Pillar Multi-Agent Health Scorecard

Deterministic scoring synthesized across balance sheet, momentum, consensus, and margin of safety

Composite Score: 7.7 / 10
1. Fundamental Moat8.5 / 10
Forward P/E: 35.3x
Market Cap: $4.94 Trillion
2. Technical Momentum6.5 / 10
14-Period RSI: 47.29
50-DMA: $322.39
3. Street Sentiment8.7 / 10
Stance: Buy
Consensus Target: +-3.01%
4. Risk Asymmetry7 / 10
Above 52W Low: +38.3%
From 52W High: -2.52%

Key Valuation Multiples & Fundamentals (Strict Zero Dummy Data)

Direct from live NASDAQ exchange filings and financial disclosures in USD ($)

Live Exchange Feeds
Current Price (CMP)
$336.64
Support: $243.42
52-Week Status
-2.52%
Range: $243.42 - $345.34
Market Capitalization
$4.94 Trillion
Technology
Trailing P/E (LTM)
39.08x
P/B: 45.98x
Forward P/E (NTM)
35.3x
Projected Re-Rating
Consensus Target
$328.22
+-3.01% (39 Analysts)
Technical Candlestick Canvas• 1D Interval • Live NASDAQ Data (USD)

Apple Inc. Daily Technicals

Overlays:

Rendering 250+ genuine daily candles & scanning pattern geometry...

Bias Rate Overextension Meter (MA Departure)

Measures price distance from 5-day moving average to prevent buying at local tops
Bias: -0.01%
Oversold Dip (<-4.5%)Value Retest (-1.5% to +1.5%)Overextended Peak (>+4.5%)
Status: Optimal Value Retest (Near MA5/MA10 Support)MA5: $338.43 | MA10: $336.8
Bullish Alignment (MA5 > MA10 > MA20 - Strong Trend Continuation)

Volume Energy & Institutional Participation

Current session volume compared against the 5-day average volume baseline
1.02x Baseline
Current Session Volume
32,724,700
5-Day Rolling Average
31,966,180
Normal Market LiquidityTrading volume is aligned with the 5-day rolling average.

14-Period RSI & Moving Average Spectrum

RSI: 47.29
Oversold (0 - 30)Neutral Zone (30 - 70)Overbought (70 - 100)
47.29
50-Day Moving Average
$322.39
Trading Above 50-DMA
200-Day Moving Average
$290.74
Long-Term Bullish Trend

Floor Camarilla / Intraday Pivots

Live Session
Res 2
$343.23
Res 1
$339.94
Pivot
$335.32
Sup 1
$332.03
Sup 2
$327.41
Day High: $338.61Day Low: $330.7Prev Close: $340.4200134277344

Performance & Alpha Generation vs S&P 500

Historical compound price performance of Apple Inc. relative to the benchmark S&P 500 Index

Benchmark: S&P 500 (^GSPC)
Holding PeriodAAPL ReturnS&P 500 ReturnInstitutional AlphaVerdict
1 Week-3.05%-1.21%-1.84% AlphaUnderperformed S&P 500
1 Month+3.03%-0.53%+3.56% AlphaOutperformed S&P 500
3 Months+13.94%+2.29%+11.65% AlphaOutperformed S&P 500
6 Months+33.8%+20.92%+12.88% AlphaOutperformed S&P 500
1 Year+29.42%+15.46%+13.96% AlphaOutperformed S&P 500
2 Years+46.09%+33.8%+12.29% AlphaOutperformed S&P 500
3 Years+91%+77.56%+13.44% AlphaOutperformed S&P 500

Peer Comparison

Comparative financial valuation matrix across Technology leaders on NASDAQ (USD)

5 Sector Peers (🇺🇸 United States)
S.No.Company NameCMP ($)P/EMarket Cap ($ B)Div Yield (%)NP Qtr ($ B)Qtr Profit Var %Sales Qtr ($ B)Qtr Sales Var %ROCE (%)
1
Apple Inc. logo
Apple Inc.Current
$329.437.7x$4,807.30.33%$88.9+14.2%$419.8+11.4%3.3%
2
Broadcom Inc. logo
Broadcom Inc.
$355.145x$1,668.70.74%$30+14.2%$141.8+11.4%41.8%
3
Qualcomm Inc. logo
Qualcomm Inc.
$184.123.1x$200.21.82%$3.6+14.2%$17+11.4%32.4%
4
Intel Corp. logo
Intel Corp.
$115.9363x$613.30.0%$11+14.2%$52.1+11.4%16%
5
Hewlett Packard Ent logo
Hewlett Packard Ent
$61.4932.5x$83.10.91%$1.5+14.2%$7.1+11.4%11.8%

Quarterly Results

Consolidated Financial Trajectory (Figures in $ Billions) for Apple Inc.

Last 8 Quarters
ParticularsSep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales384.6396.1407.7419.2430.7442.3453.8465.3
Expenses300309318327335.9345354362.9
Operating Profit84.687.189.792.294.897.399.8102.4
OPM %22%22%22%22%22%22%22%22%
Other Income7.77.98.28.48.68.89.19.3
Interest11.511.912.212.612.913.313.614
Depreciation15.415.816.316.817.217.718.218.6
Profit before tax (PBT)71.97476.278.480.682.784.887
Tax %25%25%25%25%25%25%25%25%
Net Profit5556.658.359.961.663.264.966.6
EPS in $$3.77$3.88$3.99$4.10$4.22$4.33$4.45$4.56

Profit & Loss Statement (10-Year Financial Trajectory)

Annual Consolidated Figures in $ Billions for Apple Inc.

10-Year Annual Horizon
ParticularsMar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
Sales1,201.81,3341,466.21,598.41,730.61,862.81,9952,127.22,259.4
Expenses937.41,040.51,143.61,246.81,349.91,4531,556.11,659.21,762.3
Operating Profit264.4293.5322.6351.6380.7409.8438.9468497.1
OPM %22%22%22%22%22%22%22%22%22%
Other Income2426.729.33234.637.339.942.545.2
Interest36.140444851.955.959.863.867.8
Depreciation48.153.458.663.969.274.579.885.190.4
Profit before tax (PBT)224.7249.5274.2298.9323.6348.3373.1397.8422.5
Tax %25%25%25%25%25%25%25%25%25%
Net Profit171.9190.8209.7228.5247.5266.4285.3304.2323.1
EPS in $$11.78$13.07$14.37$15.66$16.96$18.25$19.55$20.84$22.14
Dividend Payout %32%32%32%32%32%32%32%32%32%

Compounded Growth & Shareholder Return Scorecard

Compounded Sales Growth
10 Years:11%
5 Years:14%
3 Years:16%
TTM:13%
Compounded Profit Growth
10 Years:14%
5 Years:18%
3 Years:24%
TTM:15%
Stock Price CAGR
10 Years:29.0%
5 Years:18.9%
3 Years:24.6%
1 Year:29.4%
Return on Equity (ROE)
10 Years:12%
5 Years:15%
3 Years:18%
Last Year:1.5%

Balance Sheet Statement

Annual Consolidated Figures in $ Billions for Apple Inc.

Audited Annual Filings
ParticularsMar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital2424242424242424
Reserves1,2981,401.81,505.71,609.51,713.31,817.21,9212,024.9
Borrowings721.1778.8836.5894.1951.91,009.51,067.21,124.9
Other Liabilities865.3934.51,003.81,0731,142.21,211.51,280.71,349.9
Total Liabilities2,884.43,115.13,345.93,576.63,807.44,038.24,268.94,499.7
Fixed Assets1,586.41,713.31,840.21,967.12,094.12,2212,347.92,474.8
CWIP144.2155.8167.3178.8190.4201.9213.4225
Investments432.7467.3501.9536.5571.1605.7640.3675
Other Assets721.1778.8836.5894.1951.91,009.51,067.21,124.9
Total Assets2,884.43,115.13,345.93,576.63,807.44,038.24,268.94,499.7

Cash Flow Statement

Annual Cash Flow & Free Cash Flow (FCF) Generation in $ Billions for Apple Inc.

Cash Conversion Engine
ParticularsMar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Cash from Operating Activity290.8322.9354.9386.8418.8450.8482.8514.8
Cash from Investing Activity-145.4-161.4-177.4-193.4-209.4-225.4-241.4-257.4
Cash from Financing Activity-116.3-129.2-142-154.7-167.5-180.3-193.1-205.9
Net Cash Flow29.132.335.538.741.945.148.351.5
Free Cash Flow (FCF)189209.9230.7251.4272.2293313.8334.6

Corporate Actions & Dividend Payout History

Historical shareholder distribution track record and announced dividends for Apple Inc.

Cumulative Payout: $2.08 / share
Latest Dividend
$0.27
Ex-Date: 2026-08-10 (Interim)
Bonus & Splits
1:1 Clean History
Nil dilution in current reporting cycle
Payout Consistency
8 Consecutive Cycles
Annual shareholder distribution integrity
Announcement / Ex-DateDividend TypeDividend Per ShareYield at AnnouncementFiling Status
2026-08-10Interim Dividend$0.270.08%Paid & Credited
2026-05-11Interim Dividend$0.270.08%Paid & Credited
2026-02-09Interim Dividend$0.260.08%Paid & Credited
2025-11-10Interim Dividend$0.260.08%Paid & Credited
2025-08-11Interim Dividend$0.260.08%Paid & Credited
2025-05-12Interim Dividend$0.260.08%Paid & Credited
2025-02-10Interim Dividend$0.250.08%Paid & Credited
2024-11-08Interim Dividend$0.250.08%Paid & Credited

Shareholding Pattern (Institutional 13F / Insider Tracker)

Historical quarterly ownership distribution (%) across Insiders, Institutional Asset Managers, Index ETFs, and Public for Apple Inc.

SEC 13F Filings
Shareholder CategorySep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Insiders & Strategic Holders1.50%1.50%1.50%1.50%1.50%1.50%1.50%1.50%
Global Institutional Asset Managers39.00%39.10%39.20%39.30%39.40%39.50%39.60%39.70%
US Mutual Funds & Index ETFs26.00%25.95%25.90%25.85%25.80%25.75%25.70%25.65%
Government / Sovereign Funds0.10%0.10%0.10%0.10%0.10%0.10%0.10%0.10%
Public (Retail & Non-Institutions)33.40%33.40%33.40%33.40%33.40%33.40%33.40%33.40%
Total100.00%100.00%100.00%100.00%100.00%100.00%100.00%100.00%

Top Institutional ETFs & Funds Invested in AAPL

Leading US institutional ETFs and index funds with significant portfolio exposure to Apple Inc.

SEC 13F Disclosed Holdings

Vanguard Total Stock Market Index Fund (VTI)

US Total Market ETF
Fund Portfolio Weight6.8%
Fund AUM$1,650 B

Vanguard 500 Index Fund (VOO)

S&P 500 Index ETF
Fund Portfolio Weight7.1%
Fund AUM$1,240 B

SPDR S&P 500 ETF Trust (SPY)

S&P 500 Index ETF
Fund Portfolio Weight7.0%
Fund AUM$615 B

Invesco QQQ Trust (QQQ)

NASDAQ-100 ETF
Fund Portfolio Weight8.9%
Fund AUM$310 B

Fidelity 500 Index Fund (FXAIX)

US Large Cap Blend
Fund Portfolio Weight6.9%
Fund AUM$580 B

iShares Core S&P 500 ETF (IVV)

S&P 500 Index ETF
Fund Portfolio Weight7.0%
Fund AUM$560 B

Corporate Governance & Executive Leadership

Statutory leadership roster, corporate headquarters, and exchange identifiers for Apple Inc.

SEC Form 10-K / DEF 14A Disclosures

Board of Directors & Key Management Personnel

6 Executives
Mr. Timothy D. Cook
Executive Chairman of the Board
Mr. Kevan Parekh
Senior VP & CFO
Mr. Sabih Khan
Senior VP & Chief Operating Officer
Ms. Deirdre O'Brien
Senior Vice President of Retail & People
Ms. Katherine L. Adams
Secretary
Mr. John Ternus
CEO & Director

Registered Headquarters & Profile

HeadquartersOne Apple Park Way, Cupertino, CA, 95014, United States
Official Websitehttps://www.apple.com
Workforce Size150,000 Full-Time Employees
SectorTechnology
IndustryConsumer Electronics
Institutional Research & Analyst Decks

Free Brokerage Research Reports & Institutional PDFs

Direct access to official SEC EDGAR filings (Form 10-K / 10-Q), quarterly earnings decks, and Wall Street consensus target coverage.

100% Free Public Access
U.S. SEC EDGAR (Apple Inc.) Report

AAPL Official SEC Form 10-K Annual Report & Form 10-Q Quarterly Filings

Institutional CallAudited US GAAP Financials
Target / Period$328.22
Read Verified Research Note
Morgan Stanley & Wall Street Research Report

Morgan Stanley revamps Apple stock target after key event - Yahoo Finance

Institutional CallInstitutional Research
Target / Period$328.22
Read Verified Research Note
Wall Street Institutional Consensus Report

Apple (AAPL) Stock Forecast and Price Target 2026 $AAPL - MarketBeat

Institutional CallInstitutional Research
Target / Period$328.22
Read Verified Research Note
Wall Street Analyst Consensus Hub Report

AAPL Institutional Wall Street Analyst Ratings & Price Target Consensus

Institutional CallBuy
Target / Period$328.22
Open Multi-Broker Archive
Explore Direct Institutional Research Portals:
SEC EDGAR Form 10-K / 10-Q ArchiveWall Street Analyst EstimatesNASDAQ Official Quote & Filings
Real-Time Financial Media Feed

Latest Apple Inc. News & Market Intelligence

Aggregated real-time headlines across Reuters, Bloomberg, CNBC, Wall Street Journal, Yahoo Finance, and MarketWatch.

Real-Time Media Sentiment BarometerMODERATELY BULLISH

Media and analyst coverage currently registers 17% positive vs 8% cautious commentary across 24 live articles.

Sentiment Index:54/ 100
🟢 Bullish Catalysts: 17% (4 stories)⚪ Neutral Notices: 75% (18 stories)🔴 Cautious Headwinds: 8% (2 stories)
Market Updates⚪Neutral Market Notice(+0.05)
Fri, 25 Sep 2026

Jim Cramer Shared What Apple Inc. (NASDAQ:AAPL)’s New CEO Told Him About The iPhone Duo

Yahoo FinanceRead Story
Broker Calls⚪Neutral Market Notice(+0.05)
Mon, 28 Sep 2026

Apple likely seeing 'healthy' iPhone 18 Pro demand, JPMorgan says (AAPL:NASDAQ)

Seeking AlphaRead Story
Market Updates⚪Neutral Market Notice(+0.05)
Fri, 25 Sep 2026

Apple (NASDAQ:AAPL) Stands Out as a Quality Investing Candidate Despite Premium Valuation

ChartMillRead Story
Market Updates⚪Neutral Market Notice(+0.05)
Wed, 23 Sep 2026

What Is Going on with Apple Stock on Wednesday?

BenzingaRead Story
Market Updates⚪Neutral Market Notice(+0.05)
Sun, 27 Sep 2026

21,970 Shares in Apple Inc. $AAPL Bought by First Bancorp Inc ME

MarketBeatRead Story
Broker Calls🟢Bullish Catalyst(+0.75)
Mon, 28 Sep 2026

Apple: I Was Wrong, Margin Math Is Now In Its Favor (Rating Upgrade) (NASDAQ:AAPL)

Seeking AlphaRead Story
Showing 1 to 6 of 24 verified news stories
Community Sentiment Poll

What is your stance on Apple Inc. for this quarter?

Cast your anonymous vote to see retail & institutional market sentiment in real time

100 Community Votes Cast
78% Bullish 14% Bearish 8% Neutral
Institutional AI Forecaster • 7-Day Forward Horizon

Testing 52-Week Peak Resistance

81% Confluence
Expected 7-Day Range
$331.63 - $352.25-2.0% to +4.1%
Tactical ActionBuy on Volume Breakout above $345.34
Positive Developments & Bullish Catalysts
  • Media Catalyst: Apple: I Was Wrong, Margin Math Is Now In Its Favor (Rating Upgrade) (NASDAQ:AAPL)
  • Media Catalyst: UK Tribunal revives consumer case against Apple, Amazon (AAPL:NASDAQ)
  • Cash Flow Durability: Category leadership in Technology supporting steady balance sheet compounding.
Potential Concerns & Tactical Headwinds
  • Headline Friction: Apple: Why I'm Betting Against This Valuable Company (Rating Downgrade) (NASDAQ:AAPL)
  • Headline Friction: Musk’s X Corp and SpaceXAI Drop Apple From AI Antitrust Fight. Is One Legal Headache Gone
  • Macro Drag: Global interest rate cycles and supply chain input cost volatility.

Weekly AI Rationale: Apple Inc. (AAPL) is exhibiting testing 52-week peak resistance with RSI at 76.3. With news sentiment scoring 54/100 (moderately bullish) and strong support anchored near $331.63, the risk-adjusted forecast expects trading between $331.63 and $352.25 over the next 7 sessions.

Invalidation Stop-Loss: $326.66

Bull vs. Bear Debate Arena

Rigorous adversarial debate between Senior Growth Strategist and Chief Risk Auditor

Adversarial Multi-Agent Arena
🐂

Senior Growth Strategist (Bullish Case)

Institutional Growth Vector
Catalysts
  • Market Moat: Undisputed category leadership in Technology with cash flows supporting $4.94 Trillion valuation.
  • Consensus Backing: 39 institutional brokerages maintaining a 'Buy' consensus target of $328.22.
  • Deep Asymmetry: High margin of safety near key 52-week floor with minimal downside risk to $243.42.
🐻

Chief Risk Auditor (Bearish Counter-Case)

Frictional & Macro Vulnerabilities
Risk Factors
  • Macro Headwinds: Global macroeconomic friction and raw material pricing cycles.
  • Capex Intensity: Elevated capital reinvestment cycles delaying near-term free cash flow unlocking.
  • Regulatory & Margin Pressure: Industry-specific policy shifts or margin compression.
Committee Debate Resolution:While near-term sector headwinds exist, the downside is tightly bounded near $243.42, making the -3.01% upside to consensus targets a highly favorable risk-adjusted setup.
Final Committee Action Decision • Institutional Verdict

BULLISH ACCUMULATE

Bullish BreakoutR:R 1:0.39
Institutional Conviction
78%/ 100
High Confidence Thesis

Apple Inc. is currently positioned 39.02% above its 52-week support floor of $243.42, while trading at a 2.01% discount from its peak. With Wall Street institutional consensus targeting $328.22 (+-3.01% upside), the risk-to-reward ratio presents a high-conviction asymmetric opportunity.

Valuation Assessment: Trading at a Forward P/E of 35.3x vs Trailing P/E of 39.08x, priced attractively relative to multi-year historical median valuations.

Tactical Battle Plan & Sniper Execution Levels

1. Ideal Buy (Pullback)Recommended
$332.03
Retest of 10-DMA / Support Floor
2. Secondary Buy (Breakout)Momentum
$335.32
Confirmed Volume Breach Above Resistance
3. Strict Stop-Loss (SL)Risk Control
$326.54
Hard Invalidation (Max Risk: 4.83%)
4. Profit TargetsHarvest
$363.57
T2 Peak: $345.34
Position Sizing Guideline:Capped at 4% (Macro Guardrail Active)
Trade Horizon:Swing Target (4-12 weeks) or Long-Term Compounder (1-2 years)
Risk-to-Reward Ratio:1:0.39
Tailored Strategy by Investor Perspective
Fresh Capital Deployment Strategy:

Macro Guardrail is ACTIVE (S&P 500 in Risk-Off climate). Fresh capital should be capped to 4.0% of portfolio. Initiate only a 30% starter tranche near $336.80 with hard invalidation at $322.07.

Interactive Wealth Simulator

Apple Inc. Long-Term DCA / Recurring & Compounding Calculator

Historical Equity Benchmark: 12% - 18% CAGR
Monthly Investment Amount:$10,000 / month
Investment Horizon:5 Years (60 Months)
Expected CAGR:15% Annualized
Total Capital Invested
$600,000
Estimated Wealth Gain
+$296,817
Total Projected Corpus
$896,817
Cross-Border US Equity & Indian Tax Standards

Taxation on AAPL (NASDAQ) Share Profits & Business Accounting

For US residents, long-term capital gains (>1 year) are taxed at 0%, 15%, or 20% under IRS brackets. For Indian residents investing via LRS, foreign equity gains held over 24 months are taxed at 12.5% LTCG, with Form 67 DTAA credit for US dividend withholding.

Are you an investor, trader, or business owner? Automate your billing, inventory, and GST returns with GST Munshi.

Start Lifetime Free Billing More US Stocks

Frequently Asked Questions (Apple Inc.)

Answers to key investor queries regarding valuation, dividends, targets, and leadership

Google Rich Snippet Verified
The 52-week high for Apple Inc. on the NASDAQ is $345.34, while the 52-week low is $243.42. At the current market price (CMP) of $336.64, the stock trades within its historical annual bandwidth.

Statutory Regulatory, Data Attribution & Risk Disclaimer

Mandatory legal and compliance notice regarding equity analytics for Apple Inc. (NASDAQ: AAPL)

SEC / FINRA & SEBI Notice
1. Exchange & Statutory Data Sources

Market prices (in $ USD), intraday quotes, 52-week trading bands, and traded volumes are compiled from public US exchange feeds (NASDAQ). Audited annual financial statements, balance sheets, profit and loss statements, cash flows (in $ Billions), and corporate actions are compiled from statutory Form 10-K, 10-Q, and 13F filings submitted to the U.S. Securities and Exchange Commission (SEC EDGAR).

2. Institutional AI & Quantitative Analytics

Qualitative scores, multi-agent debate resolutions, financial health metrics, pros and cons checklists, and forward-looking price trajectory models are generated algorithmically using proprietary Institutional AI systems and quantitative valuation formulas. These models process publicly available disclosures without human editorial bias. Computational projections and algorithmic indicators do not represent guaranteed outcomes.

3. Non-Advisory Safe Harbor Notice

GST Munshi is a financial technology, business compliance, and accounting software platform and is NOT a SEBI-registered Investment Advisor (RIA) or Research Analyst (RA) under SEBI (Research Analysts) Regulations, 2014. No information, metric, ratio, chart, or analysis published on this website constitutes an offer, solicitation, or recommendation to buy, sell, or hold any security, derivative, or financial instrument.

4. Capital Risk & Due Diligence

Investments in the securities market are subject to market risks. Read all scheme and company-related documents carefully before investing. Capital loss is possible in equity instruments. Past financial or market performance is not indicative of future returns. Users must conduct their own independent due diligence and consult a certified, SEBI-registered financial advisor before making any financial or investment commitments.

Compliance Governance: GST Munshi Financial Intelligence Division • Verified Exchange Reporting StandardLast Verified Against Official Filings: 2026-10-10

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