Quantum Portfolio Management LLC Buys 6,213 Shares of Apple Inc. $AAPL

Quantum Portfolio Management LLC lifted its stake in shares of Apple Inc. (NASDAQ:AAPL) by 12.5% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 56,008 shares of the iPhone maker’s stock after buying an additional 6,213 shares during the period. Apple comprises approximately 4.2% of Quantum Portfolio Management LLC’s investment portfolio, making the stock its biggest position. Quantum Portfolio Management LLC’s holdings in Apple were worth $14,261,000 as of its most recent filing with the SEC.

Several other hedge funds also recently modified their holdings of the company. DMC Group LLC grew its position in Apple by 0.3% during the 3rd quarter. DMC Group LLC now owns 52,502 shares of the iPhone maker’s stock worth $13,369,000 after acquiring an additional 140 shares during the last quarter. GatePass Capital LLC grew its holdings in shares of Apple by 5.7% during the third quarter. GatePass Capital LLC now owns 3,539 shares of the iPhone maker’s stock worth $901,000 after purchasing an additional 192 shares during the last quarter. Oak Ridge Investments LLC increased its stake in shares of Apple by 2.0% in the third quarter. Oak Ridge Investments LLC now owns 553,158 shares of the iPhone maker’s stock valued at $140,851,000 after buying an additional 10,663 shares during the period. Tred Avon Family Wealth LLC bought a new position in Apple in the 3rd quarter valued at approximately $9,722,000. Finally, FAS Wealth Partners Inc. boosted its position in Apple by 1.0% during the 3rd quarter. FAS Wealth Partners Inc. now owns 147,810 shares of the iPhone maker’s stock worth $37,637,000 after buying an additional 1,473 shares during the period. Institutional investors and hedge funds own 67.73% of the company’s stock.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Strong iPhone momentum and quarter results — iPhone 17 sales and overall revenue remained robust, supporting fundamentals and cushioning the pullback. Zacks: Strong iPhone Sales
• Positive Sentiment: Legal victory removes a potential multi‑hundred‑million dollar liability — a U.S. jury rejected Optis Wireless’ 4G patent claims, reducing near-term litigation risk. Benzinga: Optis Verdict
• Positive Sentiment: Analyst support — Sanford C. Bernstein raised its price target, reflecting confidence in Apple’s growth trajectory and giving investors a bullish reference point. Bernstein PT Raise
• Neutral Sentiment: Content and services moves — Apple acquired full rights to the hit show “Severance” and added YouTube to Vision Pro, which are strategically positive for services but unlikely to move near‑term earnings materially. TechCrunch: Severance Deal
• Neutral Sentiment: Major shareholder cash flow note — Berkshire Hathaway received a large Apple dividend, underscoring Apple’s cash returns but also spotlighting Berkshire’s large position dynamics. Finbold: Berkshire Dividend
• Negative Sentiment: Siri AI upgrade delays and testing problems — reports that the Siri overhaul is running into accuracy and speed problems forced Apple to push features back, directly hitting the AI narrative investors were pricing in. CNBC: Siri Delay / Market Reaction
• Negative Sentiment: Regulatory risk from FTC letter over Apple News — the FTC chair urged review of Apple News curation amid accusations of political bias, adding regulatory/legal uncertainty and headline risk. NYT: FTC Letter
• Negative Sentiment: Fund flow and institutional trimming amid sector pressure — several funds reduced Apple exposure and broader “Magnificent Seven” weakness amplified the selloff, raising short‑term downside pressure. Barron’s: Institutional Moves

Analysts Set New Price Targets

Several equities analysts have issued reports on AAPL shares. The Goldman Sachs Group restated a “buy” rating and issued a $330.00 price target on shares of Apple in a research report on Friday, January 30th. TD Cowen reaffirmed a “buy” rating and set a $325.00 target price on shares of Apple in a research report on Friday, January 30th. Evercore reiterated an “outperform” rating on shares of Apple in a research report on Monday, February 2nd. CLSA raised their price objective on Apple from $265.00 to $330.00 and gave the stock an “outperform” rating in a research report on Friday, December 5th. Finally, Loop Capital reiterated a “buy” rating and issued a $325.00 target price (up from $315.00) on shares of Apple in a report on Tuesday, December 2nd. One research analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $292.13.

Apple Trading Down 2.3%

Shares of AAPL stock opened at $255.78 on Friday. Apple Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $288.62. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.94 and a current ratio of 0.97. The stock has a 50 day simple moving average of $266.62 and a two-hundred day simple moving average of $255.51. The company has a market cap of $3.76 trillion, a P/E ratio of 32.34, a PEG ratio of 2.33 and a beta of 1.09.

Apple (NASDAQ:AAPL) last announced its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, topping the consensus estimate of $2.67 by $0.17. Apple had a net margin of 27.04% and a return on equity of 159.94%. The company had revenue of $143.76 billion during the quarter, compared to the consensus estimate of $138.25 billion. During the same quarter last year, the firm posted $2.40 EPS. The company’s quarterly revenue was up 15.7% on a year-over-year basis. Research analysts forecast that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, February 12th. Stockholders of record on Monday, February 9th were issued a dividend of $0.26 per share. The ex-dividend date was Monday, February 9th. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. Apple’s dividend payout ratio is currently 13.15%.

Apple Company Profile

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.