Apple Inc. (AAPL) Stock Rises on Q1 2026 Earnings

Apple Inc. (AAPL) Q1 2026 revenue came in at $143.8 billion, up 15.7% year-over-year and above the consensus revenue estimate of $141.3 billion, a beat of about $2.5 billion.

Gross profit: $69.2 billion (up 18.8% year-over-year)

Operating profit: $50.9 billion (up 18.7% year-over-year)

Net income attributable to common shareholders: $42.1 billion (up 15.9% year-over-year)

Diluted earnings per share: $2.84 (up 18.3% year-over-year)

Cost of sales: $74.5 billion (up 12.9% year-over-year)

Cash flow and balance sheet highlights:

Cash from operating activities: $53.9 billion (up 80.1% year-over-year)

Purchases of property, plant and equipment: $2.4 billion (down 19.3% year-over-year)

Cash and cash equivalents: $45.3 billion (up 49.6% year-over-year)

Total liabilities: $291.1 billion (up 5.0% year-over-year)

The company reported an operating margin of roughly 35.4%, reflecting healthy profitability expansion versus the prior year. Apple also beat consensus EPS expectations, reporting $2.84 versus an estimate of $2.73, outperforming the estimate by about $0.11.

Shares were trading higher since the market close, up about 1.9%.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Apple Inc. Insider Trading Activity

Apple Inc. insiders have traded $AAPL stock on the open market 17 times in the past 6 months. Of those trades, 0 have been purchases and 17 have been sales.

Here’s a breakdown of recent trading of $AAPL stock by insiders over the last 6 months:

TIMOTHY D COOK (Chief Executive Officer) has made 0 purchases and 4 sales selling 129,963 shares for an estimated $33,375,723.
ARTHUR D LEVINSON sold 90,000 shares for an estimated $20,886,300
DEIRDRE O'BRIEN (Senior Vice President) has made 0 purchases and 3 sales selling 77,834 shares for an estimated $18,843,125.
KATHERINE L. ADAMS (SVP, GC and Secretary) has made 0 purchases and 4 sales selling 47,125 shares for an estimated $12,101,153.
KEVAN PAREKH (Senior Vice President, CFO) has made 0 purchases and 4 sales selling 4,199 shares for an estimated $1,038,787.
CHRIS KONDO (Principal Accounting Officer) sold 3,752 shares for an estimated $1,017,654

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Apple Inc. Hedge Fund Activity

We have seen 2,292 institutional investors add shares of Apple Inc. stock to their portfolio, and 2,959 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 205,662,648 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $52,367,880,060
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 90,272,629 shares (+75.1%) to their portfolio in Q3 2025, for an estimated $22,986,119,522
PKS ADVISORY SERVICES, LLC removed 57,897,465 shares (-99.9%) from their portfolio in Q3 2025, for an estimated $14,742,431,512
BERKSHIRE HATHAWAY INC removed 41,787,236 shares (-14.9%) from their portfolio in Q3 2025, for an estimated $10,640,283,902
VANGUARD GROUP INC added 26,856,752 shares (+1.9%) to their portfolio in Q4 2025, for an estimated $7,301,276,598
VALEO FINANCIAL ADVISORS, LLC removed 25,995,218 shares (-97.8%) from their portfolio in Q3 2025, for an estimated $6,619,162,359
JPMORGAN CHASE & CO added 22,049,132 shares (+10.3%) to their portfolio in Q3 2025, for an estimated $5,614,370,481

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Apple Inc. Government Contracts

We have seen $7,470 of award payments to $AAPL over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

CREDIT CARD PURCHASE POP DATES: 09/29/2025 TO 09/28/2026 FIRM FIXED PRICE: $7,470

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

Apple Inc. Congressional Stock Trading

Members of Congress have traded $AAPL stock 31 times in the past 6 months. Of those trades, 14 have been purchases and 17 have been sales.

Here’s a breakdown of recent trading of $AAPL stock by members of Congress over the last 6 months:

REPRESENTATIVE NANCY PELOSI has traded it 3 times. They made 0 purchases and 3 sales worth up to $50,250,000 on 12/30, 12/24, 10/22.
SENATOR MARKWAYNE MULLIN purchased up to $250,000 on 12/29.
SENATOR TOMMY TUBERVILLE has traded it 2 times. They made 0 purchases and 2 sales worth up to $150,000 on 12/17, 10/07.
SENATOR JOHN BOOZMAN purchased up to $15,000 on 12/17.
SENATOR SHELLEY MOORE CAPITO has traded it 2 times. They made 0 purchases and 2 sales worth up to $65,000 on 12/16, 09/18.
REPRESENTATIVE DEBBIE DINGELL sold up to $100,000 on 11/24.
REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 2 purchases worth up to $30,000 on 11/18, 10/17 and 0 sales.
REPRESENTATIVE CLEO FIELDS has traded it 7 times. They made 7 purchases worth up to $1,180,000 on 11/13, 10/30, 10/23, 09/10, 09/03, 08/14, 08/01 and 0 sales.
SENATOR KATIE BOYD BRITT sold up to $15,000 on 11/07.
REPRESENTATIVE RICHARD MCCORMICK purchased up to $15,000 on 11/05.
REPRESENTATIVE LISA C. MCCLAIN has traded it 5 times. They made 2 purchases worth up to $65,000 on 10/30, 09/11 and 3 sales worth up to $115,000 on 10/31, 10/30, 10/14.
REPRESENTATIVE DAVID TAYLOR has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 10/30.
REPRESENTATIVE VAL T. HOYLE sold up to $50,000 on 09/23.
SENATOR ADAM B. SCHIFF sold up to $50,000 on 09/22.
SENATOR SHELDON WHITEHOUSE sold up to $50,000 on 09/04.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

Apple Inc. Analyst Ratings

Wall Street analysts have issued reports on $AAPL in the last several months. We have seen 16 firms issue buy ratings on the stock, and 2 firms issue sell ratings.

Here are some recent analyst ratings:

Evercore ISI Group issued a "Outperform" rating on 01/20/2026
Citigroup issued a "Buy" rating on 01/20/2026
Morgan Stanley issued a "Overweight" rating on 12/17/2025
CLSA issued a "Outperform" rating on 12/05/2025
Loop Capital issued a "Buy" rating on 12/02/2025
Goldman Sachs issued a "Buy" rating on 10/31/2025
JP Morgan issued a "Overweight" rating on 10/31/2025

To track analyst ratings and price targets for Apple Inc., check out Quiver Quantitative's $AAPL forecast page.

Apple Inc. Price Targets

Multiple analysts have issued price targets for $AAPL recently. We have seen 26 analysts offer price targets for $AAPL in the last 6 months, with a median target of $310.0.

Here are some recent targets:

Samik Chatterjee from JP Morgan set a target price of $315.0 on 01/26/2026
Edison Lee from Jefferies set a target price of $276.47 on 01/26/2026
Atif Malik from Citigroup set a target price of $315.0 on 01/20/2026
Amit Daryanani from Evercore ISI Group set a target price of $330.0 on 01/20/2026
Dan Ives from Wedbush set a target price of $350.0 on 01/13/2026
Erik Woodring from Morgan Stanley set a target price of $315.0 on 12/17/2025
Bhavtosh Vajpayee from CLSA set a target price of $330.0 on 12/05/2025