Regal Investment Advisors LLC Increases Position in Apple Inc. $AAPL

Regal Investment Advisors LLC boosted its stake in shares of Apple Inc. (NASDAQ:AAPL) by 3.1% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 127,944 shares of the iPhone maker’s stock after purchasing an additional 3,845 shares during the quarter. Apple makes up approximately 2.1% of Regal Investment Advisors LLC’s holdings, making the stock its 3rd largest position. Regal Investment Advisors LLC’s holdings in Apple were worth $32,578,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Vanguard Group Inc. boosted its holdings in shares of Apple by 1.1% during the second quarter. Vanguard Group Inc. now owns 1,415,932,804 shares of the iPhone maker’s stock valued at $290,506,933,000 after acquiring an additional 15,141,995 shares during the period. State Street Corp increased its holdings in shares of Apple by 0.9% in the 2nd quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker’s stock worth $123,358,461,000 after acquiring an additional 5,224,229 shares during the period. Geode Capital Management LLC lifted its position in Apple by 1.4% in the 2nd quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker’s stock valued at $72,506,336,000 after purchasing an additional 4,942,638 shares during the last quarter. Norges Bank bought a new stake in Apple in the 2nd quarter valued at about $38,942,255,000. Finally, Northern Trust Corp boosted its stake in Apple by 13.3% during the 4th quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker’s stock valued at $42,918,365,000 after purchasing an additional 20,079,472 shares during the period. 67.73% of the stock is currently owned by institutional investors.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple’s new low-cost devices (MacBook Neo, iPhone 17e) broaden addressable market and could win share versus cheaper Windows/Chromebooks — a strategic growth lever even if it pressures near-term margins. How Apple’s new low-cost MacBook Neo may shake up the market
• Positive Sentiment: Early Formula 1 ratings for AppleTV’s exclusive U.S. stream were strong, supporting the thesis that exclusive sports/content deals can grow Services subscriptions and engagement over time. Apple Gets Early Formula 1 Ratings Win
• Positive Sentiment: India’s plan to roll fresh smartphone manufacturing incentives could help Apple expand local production and improve margin/market access over the medium term. India plans fresh incentives for phone production
• Neutral Sentiment: Analyst views are mixed: a few firms raised targets or reiterated buys while others stay cautious/neutral; median price targets remain above the market, keeping a longer-term bullish backdrop but no unanimous near-term catalyst. Apple Stock Opinions on Tech Sector Pullback
• Negative Sentiment: Apple cut its mainland China App Store commission to 25% (and mini-app fees to 12%) after regulator talks — good for developer relations but a direct hit to Services take-rate and near-term revenue in its second‑largest market. Apple cuts China App Store commission fees after government pressure
• Negative Sentiment: Strong insider selling and social/board chatter about a tech pullback and China demand risks are weighing on sentiment — traders are highlighting technical weakness and short-term bearish views. Apple Stock Opinions on Tech Sector Pullback
• Negative Sentiment: Macro and supply‑chain risks (memory/storage cost inflation and geopolitical disruption tied to the Iran war) could raise component costs and compress device margins if Apple absorbs price moves to hold consumer prices. The Iran War Could Upend AI. Here’s How.

Analyst Ratings Changes

AAPL has been the subject of several recent analyst reports. DA Davidson restated a “neutral” rating and issued a $270.00 target price on shares of Apple in a research report on Friday, January 30th. Oppenheimer reiterated a “market perform” rating on shares of Apple in a research report on Friday, January 30th. Rosenblatt Securities increased their price objective on Apple from $267.00 to $268.00 and gave the stock a “neutral” rating in a report on Thursday, March 5th. Jefferies Financial Group set a $330.00 target price on Apple in a research report on Wednesday, March 4th. Finally, Needham & Company LLC reaffirmed a “hold” rating on shares of Apple in a research note on Friday, January 30th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $297.58.

Apple Trading Down 2.2%

Apple stock opened at $250.12 on Friday. Apple Inc. has a 12-month low of $169.21 and a 12-month high of $288.62. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94. The stock has a market capitalization of $3.67 trillion, a PE ratio of 31.62, a price-to-earnings-growth ratio of 2.28 and a beta of 1.10. The firm has a 50 day simple moving average of $262.08 and a 200-day simple moving average of $261.30.

Apple (NASDAQ:AAPL) last announced its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, topping the consensus estimate of $2.67 by $0.17. The firm had revenue of $143.76 billion for the quarter, compared to analysts’ expectations of $138.25 billion. Apple had a return on equity of 159.94% and a net margin of 27.04%.The firm’s quarterly revenue was up 15.7% compared to the same quarter last year. During the same quarter in the previous year, the company earned $2.40 earnings per share. As a group, equities research analysts expect that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, February 12th. Stockholders of record on Monday, February 9th were paid a $0.26 dividend. This represents a $1.04 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date of this dividend was Monday, February 9th. Apple’s 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.