14,596 Shares in Apple Inc. $AAPL Acquired by KERR FINANCIAL PLANNING Corp

KERR FINANCIAL PLANNING Corp bought a new position in Apple Inc. (NASDAQ:AAPL) during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor bought 14,596 shares of the iPhone maker’s stock, valued at approximately $3,930,000. Apple makes up approximately 5.4% of KERR FINANCIAL PLANNING Corp’s investment portfolio, making the stock its 4th biggest holding.

Several other large investors have also recently bought and sold shares of the company. Monarch Capital Management Inc. boosted its stake in shares of Apple by 4.6% during the second quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker’s stock valued at $13,740,000 after purchasing an additional 2,920 shares during the period. Riverwater Partners LLC boosted its position in Apple by 17.9% during the 2nd quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker’s stock valued at $1,109,000 after buying an additional 819 shares during the period. Highland Capital Management LLC boosted its position in Apple by 2.2% during the 3rd quarter. Highland Capital Management LLC now owns 397,834 shares of the iPhone maker’s stock valued at $101,301,000 after buying an additional 8,446 shares during the period. Citizens Financial Group Inc. RI grew its holdings in Apple by 48.4% in the 3rd quarter. Citizens Financial Group Inc. RI now owns 1,426,605 shares of the iPhone maker’s stock worth $363,256,000 after acquiring an additional 465,393 shares during the last quarter. Finally, Tufton Capital Management grew its holdings in Apple by 4.3% in the 3rd quarter. Tufton Capital Management now owns 100,130 shares of the iPhone maker’s stock worth $25,496,000 after acquiring an additional 4,157 shares during the last quarter. 67.73% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several equities analysts have recently commented on AAPL shares. Oppenheimer reaffirmed a “market perform” rating on shares of Apple in a research note on Friday, January 30th. CLSA boosted their price target on Apple from $265.00 to $330.00 and gave the company an “outperform” rating in a report on Friday, December 5th. Wedbush reaffirmed an “outperform” rating and set a $350.00 price target on shares of Apple in a research report on Wednesday, March 4th. Needham & Company LLC reiterated a “hold” rating on shares of Apple in a report on Friday, January 30th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Apple in a research report on Monday, December 29th. One equities research 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’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $297.58.

Apple Stock Performance

Shares of AAPL opened at $248.96 on Friday. The company has a 50-day simple moving average of $261.22 and a two-hundred day simple moving average of $261.86. 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 firm has a market capitalization of $3.66 trillion, a PE ratio of 31.47, a price-to-earnings-growth ratio of 2.23 and a beta of 1.10. Apple Inc. has a one year low of $169.21 and a one year high of $288.62.

Apple (NASDAQ:AAPL) last posted its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, topping analysts’ consensus estimates 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 the consensus estimate of $138.25 billion. During the same quarter in the prior year, the business earned $2.40 EPS. The business’s revenue for the quarter was up 15.7% on a year-over-year basis. On average, analysts anticipate that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Announces Dividend

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

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: China iPhone demand is accelerating — iPhone sales in the first nine weeks of 2026 jumped ~23%, outpacing a weak overall market and supporting revenue growth and regional resilience. Apple’s China smartphone sales jump 23% to start 2026, bucking industry trend
• Positive Sentiment: Legal win for Apple Watch — a U.S. trade‑tribunal judge preliminarily ruled Apple’s redesigned watches do not infringe Masimo patents, blocking a fresh import ban and removing a regulatory/legal overhang on watch sales. Apple fends off bid for new Apple Watch import ban at US trade tribunal
• Positive Sentiment: AI & services monetization helping the top line — reports estimate Apple earned roughly $900M from AI-related activity last year with App Store fees a growing recurring revenue stream projected to approach $1B. This underpins the services/AI revenue narrative even as hardware competition intensifies. Apple Made $900M From AI Last Year While Rivals Burned Through Cash
• Positive Sentiment: Product & ecosystem updates — Apple refreshed AirPods Max and closed a MotionVFX deal to deepen creator tools and services, supporting wearables and services revenue opportunities. The Morning After: Apple’s surprise AirPods Max refresh – Engadget Apple’s MotionVFX Deal Deepens Creator Studio And Services Ecosystem
• Neutral Sentiment: App Store fee cut in China — Apple trimmed its mainland China App Store commission to 25%, a regulatory concession that helps local relations and may boost app ecosystem activity but could modestly reduce services take‑rate. Apple (AAPL) Stock Rises as Tim Cook Tours China Amid App Store Fee Reduction to 25%
• Neutral Sentiment: Tim Cook’s China visit raises confidence in market strategy — management’s high‑visibility trip and messaging reduce geopolitical uncertainty in a key market but don’t immediately change fundamentals. Apple Stock (AAPL) Opinions on Tim Cook’s China Visit
• Negative Sentiment: Security alert — Apple urged users to update iOS after discovery of new spyware able to take over older iPhones; heightened security risk can hurt user trust and raise support/cost issues. Apple issues iPhone spyware alert to users
• Negative Sentiment: Insider selling & capex signal concerns — disclosures show sustained insider sales and reports note Apple is the only “Mag 7” firm with declining capex, which some investors view as underinvestment for long‑term AI and hardware initiatives. Apple Stock (AAPL) Opinions on Tim Cook’s China Visit (insider data) Fun Fact: Apple (AAPL) Is the Only Mag 7 Company Whose Capex Is Declining
• Negative Sentiment: Supply‑chain shift risk — TSMC reporting Nvidia as its largest customer highlights industry re‑ranking in AI compute demand; TSMC’s shift toward Nvidia could signal lower relative wafer demand from Apple over time. TSMC: Nvidia Overtakes Apple as Top Customer
• Neutral Sentiment: Short‑interest data shows anomalies — filings today show effectively zero reported short interest (likely a data error), so no clear short‑pressure signal from short positions. Market data (short interest summary)

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.