Apple (AAPL) $139.14 Apple Shares Post Worst Month in Seven Months
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Research Report: Apple Includes Q3/2021 Financials and Q2/2021 Institutional Ownership United States Edition Monday, October 04, 2021 Last Updated: Wednesday, August 25, 2021 Apple (AAPL) $139.14 Apple shares post worst month in seven months Apple Inc., the NASDAQ's largest Computer Integrated Systems In this Report: company by market cap, has sunk $14.51 (or 9.4%) in the past Highlights: (Click tab for direct access) Page month to close at $139.14. Compared with the NASDAQ-100 DATA & ARCHIVE DOWNLOAD CENTER 1 Index which fell 1,180.7 points (or 7.5%) in the past month, this represented a relative price change of -1.9%. The Past Quarter: Regulatory Announcements 3 Q2/2021 Institutional Shareholder Activity 5 The shares had their worst month in seven months since the News and Buzz 8 month ended March 05, 2021. Bearish Signals 10 The volume for the past month was 0.9 times average trading per Ongoing Bearish Parameters 12 month of 2 billion shares. In the past month the market cap has Bullish Signals 15 declined $137.9 billion. Ongoing Bullish Parameters 16 Corporate Profile and Independent Ratings 23 Fig 1: AAPL Stock Dashboard [traded Financials FY 2020, Past 7 Years 25 in US Dollar, USD] Tax & Dividend 32 Board of Directors 33 Oct 04 close $139.14 Insider Ownership And Selling In The Past 10 Years 38 P/E (FY2020) 26.9 Top shareholders 43 Dividend Yield (TTM) 0.6% Peer Comparison & Ranking of AAPL 43 EPS Growth % (Q3 2021 vs Q2 2021) -7.1 Corporate Bonds 48 Ave Daily Volume 98,546,048 shares Patents 50 52-Week Range (In USD) 106.63 - 157.26 News Archives (Aug 2020 - May 2021) 53 Sector Computer 3 FIN STMTS AS REPORTED: PAST 4 YEARS 60 Integrated Systems Index 73 Market Cap $2,413 billion Glossary 77 EPS (FY2020) $3 Note also: DPS (TTM) 80c Section Headers and Figures are mapped as Bookmarks in the PDF menu Shares Outstanding 17,340,000,000 (left, top) No. Held by Institutions 9,233,692,727 % of shares outstanding 55.9% AAPL in Indices NASDAQ-100, Computer, NASDAQ Composite DATA & ARCHIVE DOWNLOAD CENTER AAPL: EXCEL TABLES ARE AVAILABLE TO EXPORT DATA: • PRICE VOLUME - 5-YEAR HISTORY • FINANCIALS - 10-YEAR HISTORY [INCLUDING Q3/2021] • INSTITUTIONAL SHAREHOLDERS - CATEGORISED AND COMPLETE LIST OF 3666 INSTITUTIONS AS AT Jun 30, 2021 • PEER COMPARISON - STOCK IN INDICES • PATENTS - CATEGORISED LIST OF 5-YEAR HISTORY OF 13754 [INCLUDING 43 IN CURRENT WEEK] AAPL: LINKS IN HTML TO FURTHER INFORMATION: • NEWS ARCHIVES - AAPL PAST 4 YEARS IN HTML • STOCK BUZZ IN HTML • PRICE VOLUME CHARTS IN HTML www.BuySellSignals.com Index and Glossary at end of this Report. Research Report: Apple Includes Q3/2021 Financials and Q2/2021 Institutional Ownership United States Edition Monday, October 04, 2021 Fig 2: Primary Exchange and Other Listings: Trading Currency and Volume Exchange Ticker Currency Last ADVT Vol % of Total Nasdaq AAPL USD 139.14 97,311,339 99.9 Xetra APC EUR 120.84 154,535 0.1 Total 100.00 1 USD= 1.1592 EUR ADVT= Avg. Daily Volume of Trading; VI= Volume Index (1 is avg) Fig 3: AAPL Financials Summary: EPS up 10.7% to $3.31 in FY2020 Net profit was up 3.9% from $55.3 billion in FY2019 to $57.4 billion in FY2020. Earnings Per Share (EPS) was up 10.7% from $2.99 in FY2019 to $3.31 in FY2020. Year ended Sep FY2020 FY2019 FY2018 Sales ($ B) 274.5 260.2 265.6 Pretax ($ B) 67.1 65.7 72.9 Net ($ B) 57.4 55.3 59.5 EPS ($) 3.31 2.99 3.0025 Fig 4: Analyst Recommendations: Past Quarter 2021 Brokerage Current Rating Prev Target Price Target Sep 22 Tigress Financial Strong-Buy 182 198 Sep 15 Oppenheimer Outperform 165 Sep 15 Cowen Outperform 180 Sep 13 Jefferies Financial Buy 175 Group Sep 08 Robert W. Baird Outperform 160 170 Since April 12, Apple has had sixty-two analyst rating changes with thirty-seven being upgrades. Apple is up 6.4% since April 12. Out of the 62 analysts we track, thirty-seven believe the stock price will go higher. The stock price is currently at a premium of 68% of the lowest analyst target price and at a discount of 30% of the highest analyst target price. BuySellSignals On-demand Stock Research Report - PDF: Every stock, Every market Bullish and bearish signals and parameters use algorithms based on application of investment wisdom from legends. Click on the links provided in Page 1 to export data. For details and samples of Product Suite visit www.bstfund.com For any enquiries, please email: [email protected] www.BuySellSignals.com Page 2 Research Report: Apple Includes Q3/2021 Financials and Q2/2021 Institutional Ownership United States Edition Monday, October 04, 2021 Fig 5: LONG-TERM FUNDAMENTAL RANKING: 3 OUT OF 5 [5 is best] Apple is ranked number 1 out of 4 listed computer integrated systems companies in the United States with a market capitalization of $2,413.6 billion. Within its sector it has a relatively low P/E of 26.9. Finally, its earnings growth in the past 12 months has been a comparatively high 10.7%. Stocks are scored on a set of parameters reflecting fundamental analytical tools involving valuation, size and financial performance. They are ranked according to the average values of those parameters. The highest ranking is 5 and the lowest ranking is 1. The Past Quarter: Regulatory Announcements Fig 6: Dividends July 30: Apple quarterly dividends steady Apple today announced a quarterly dividend of 22.0c per share for Q3/2021; unchanged from the previous quarter (Q2/2021) dividend of 22.0c. The ex-dividend date is Friday, August 06, 2021 and the record date is Monday, August 09, 2021 and it is payable on Thursday, August 12. Total dividends per share paid in the 12 months ended July 30 were 83.50c. Fig 7: Insider Shares held Thu Sep 30, 2021 Apple (NASDAQ:AAPL) CFO Luca Maestri held 110,272 shares in Apple as at Oct 31, 2020. Eleven months later, Luca Maestri held 178,337 shares as at Sep 30, 2021. There was a 61.7% addition in shares held in the intervening 11 months. Fig 8: Ranking Mon Sep 13, 2021 Timothy D. Cook's performance as Chief Executive Officer of Apple is ranked in the top 14% of BuySellSignals' performers by EBITDA growth in NASDAQ. Apple reported EBITDA growth of 85.5% for the quarter - ended June 2021 compared with the previous corresponding quarter - ended June 2020. Among 1877 stocks that have reported for the June quarter in NASDAQ so far, Apple was ranked 266, a percentile rank of 86. BuySellSignals On-demand Stock Research Report - PDF: Every stock, Every market Bullish and bearish signals and parameters use algorithms based on application of investment wisdom from legends. Click on the links provided in Page 1 to export data. For details and samples of Product Suite visit www.bstfund.com For any enquiries, please email: [email protected] www.BuySellSignals.com Source: SEC Filings Page 3 Research Report: Apple Includes Q3/2021 Financials and Q2/2021 Institutional Ownership United States Edition Monday, October 04, 2021 Fig 9: Insider Selling Fri Aug 27, 2021 Arthur D. Levinson Chairman of Apple sold a total of 3,416 shares worth $463,210 in the past 8 months. In the previous corresponding period last year Arthur D. Levinson sold 1,429 shares worth $434,573. The transaction value was up 6.6%; number of shares sold increased by 139.0%. Fri Aug 13, 2021 Deirdre O'Brien Senior Vice President, Retail - People of Apple sold a total of 33,093 shares worth $4.6 million in the past 8 months. In the previous corresponding period last year Deirdre O'Brien sold 9,137 shares worth $2.6 million. The transaction value was up 77.8%; number of shares sold increased by 262.2%. Wed Aug 04, 2021 Apple (NASDAQ:AAPL) Company Secretary, General Counsel and Senior Vice President Katherine Adams sold 17,000 shares worth $2,480,048 on August 02. The selling price was $145.89. The shares hit a five-day high on the day. Insider Selling Summary Name No. of Shares Price, $ Value, $ Cook Timothy D [CEO] 2,386,440 148.6 354,568,479 Adams Katherine L. [Company Secretary] 17,000 145.9 2,480,048 O'Brien Deirdre [Senior Vice President, Retail - People] 14,877 146.0 2,171,893 Total 2,418,317 148.5 359,220,420 Fig 10: Apple issued 774 new patents in the past quarter Apple (AAPL) has been issued 774 new patents by the USPTO & EPO. This corresponds to an average of 258 patents a month, down 7.5% from an average of 279 patents per month in 2020. To view details, click on link shown in the DATA & ARCHIVE DOWNLOAD CENTER. BuySellSignals On-demand Stock Research Report - PDF: Every stock, Every market Bullish and bearish signals and parameters use algorithms based on application of investment wisdom from legends. Click on the links provided in Page 1 to export data. For details and samples of Product Suite visit www.bstfund.com For any enquiries, please email: [email protected] www.BuySellSignals.com Source: SEC Filings Page 4 Research Report: Apple Includes Q3/2021 Financials and Q2/2021 Institutional Ownership United States Edition Monday, October 04, 2021 Q2/2021 Institutional Shareholder Activity 3666 Institutional shareholders Jun 30, 2021 in xls Fig 11: Top 20 Institutional Shareholders of Apple as at June 30, 2021 Quotes from Legends: Institutional Ownership As at June 30, 2021, 3666 Institutions held investments in Apple.