United Financial Planning Group LLC Invests $1.75 Million in Apple Inc. $AAPL

United Financial Planning Group LLC bought a new position in Apple Inc. (NASDAQ:AAPL) during the third quarter, according to its most recent filing with the SEC. The firm bought 6,865 shares of the iPhone maker’s stock, valued at approximately $1,748,000. Apple makes up 0.9% of United Financial Planning Group LLC’s investment portfolio, making the stock its 16th largest holding.

Other institutional investors have also recently bought and sold shares of the company. Isthmus Partners LLC boosted its stake in Apple by 6.4% during the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker’s stock valued at $25,000 after purchasing an additional 5,808 shares during the last quarter. Sellwood Investment Partners LLC boosted its position in shares of Apple by 110.9% during the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock valued at $34,000 after buying an additional 71 shares during the last quarter. ROSS JOHNSON & Associates LLC raised its position in Apple by 1,800.0% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after buying an additional 180 shares during the last quarter. Nexus Investment Management ULC boosted its holdings in Apple by 333.3% during the 2nd quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock worth $53,000 after acquiring an additional 200 shares during the last quarter. Finally, LSV Asset Management bought a new stake in shares of Apple in the 4th quarter worth $65,000. Institutional investors and hedge funds own 67.73% of the company’s stock.

Trending Headlines about 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.

Apple Price Performance

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

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

Apple Dividend Announcement

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

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on the stock. Oppenheimer restated a “market perform” rating on shares of Apple in a report on Friday, January 30th. The Goldman Sachs Group reissued a “buy” rating on shares of Apple in a research report on Monday, March 2nd. KeyCorp reaffirmed a “sector weight” rating on shares of Apple in a report on Thursday. CLSA increased their price target on Apple from $265.00 to $330.00 and gave the company an “outperform” rating in a research report on Friday, December 5th. Finally, DA Davidson reissued a “neutral” rating and issued a $270.00 price objective on shares of Apple in a research report on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $297.58.

About Apple

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.