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AAPL

Apple Inc.

In the published model solve dated 2026-Q2, anchored at $320.13, Apple Inc. (AAPL) is priced for +30.1% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed August 7, 2026 from SEC EDGAR filings.

Published model solve
+30.1% growth
Priced In
within-range

Key Takeaways

• Apple sells hardware and earns like a software business: fiscal 2025 Services produced 82,314 million dollars of gross profit on a 75.4% gross margin, roughly 42% of the company's entire gross profit from about a quarter of its revenue [Source: FY2025 Form 10-K]. • Today's price embeds operating-profit growth of roughly 29.6% a year sustained about five years, and among comparable fast growers only about 27% have held a pace like that for that long. • The near-term event to watch is the handov

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Institutional ownership

5,932 institutional managers reported holding AAPL in 13F filings for the quarter ended 2026-03-31. Together they hold about 62% of the company; the top 10 hold 33%. 91 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 144.2M shares were sold short as of the 2026-06-15 count, about 1.0% of shares outstanding (2.8 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

AAPL has cut its share count 11.8% over the past five years, spending $409.35B on repurchases. It pays a dividend, and has for 14 years running, raised 8 years straight; the current rate is $1.02 a share annually. Cash returned over the past three years: $42.16B in dividends and $243.65B in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

No open-market insider buys on file at AAPL over the trailing three years. Absence is a fact about the company, not a signal. 17 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

AAPL's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-08-05-5.5%-2.5%
2023-11-04+1.5%+2.6%
2024-02-03+0.8%-8.8%
2024-05-04+6.0%+23.4%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

AAPL's latest 8-K filings: 2026-07-30 (items 2.02, 9.01); 2026-04-30 (items 2.02, 9.01); 2026-04-20 (items 5.02); 2026-02-24 (items 5.07, 9.01); 2026-01-29 (items 2.02, 9.01).

Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.

Compare AAPL

AAPL vs MSFTAAPL vs GOOGLAAPL vs ANETAAPL vs CSCOAAPL vs DELLAAPL vs FTNT

Model solve date: 2026-Q2
Narrative composed: August 7, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.