Sagespring Wealth Partners LLC Has $63.41 Million Stake in Apple Inc. $AAPL

Sagespring Wealth Partners LLC increased its position in Apple Inc. (NASDAQ:AAPL) by 6.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 233,226 shares of the iPhone maker’s stock after purchasing an additional 13,287 shares during the period. Apple makes up 0.5% of Sagespring Wealth Partners LLC’s investment portfolio, making the stock its 26th largest holding. Sagespring Wealth Partners LLC’s holdings in Apple were worth $63,405,000 at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. First National Bank of Hutchinson increased its position in shares of Apple by 24.6% during the fourth quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker’s stock worth $8,845,000 after acquiring an additional 6,982 shares in the last quarter. Eagle Capital Management LLC raised its holdings in shares of Apple by 0.5% in the 4th quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker’s stock worth $13,544,000 after acquiring an additional 272 shares during the last quarter. Brighton Jones LLC lifted its position in Apple by 14.8% in the 4th quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker’s stock valued at $134,554,000 after acquiring an additional 69,207 shares in the last quarter. Revolve Wealth Partners LLC boosted its stake in Apple by 4.2% during the 4th quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker’s stock valued at $16,742,000 after purchasing an additional 2,695 shares during the last quarter. Finally, Highview Capital Management LLC DE boosted its stake in Apple by 2.4% during the 4th quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker’s stock valued at $12,587,000 after purchasing an additional 1,155 shares during the last quarter. Institutional investors and hedge funds own 67.73% of the company’s stock.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple announced an “Apple Business” platform and plans to introduce paid ads in Maps (U.S. & Canada) this summer — a direct services monetization play that could lift Services revenue and margins. Apple to bring paid ads to maps to US, Canada this summer
• Positive Sentiment: Apple is testing a standalone Siri app and an “Ask Siri” feature as part of a broader AI push; WWDC (June 8–12) is expected to showcase further AI advancements — potential differentiation in consumer AI services. Apple Plans a Standalone Siri App
• Positive Sentiment: Hardware momentum: surveys and checks point to strong iPhone upgrade intent and supply-chain signals for a potential foldable iPhone in 2026 — product catalysts that support sales upside. Apple preparing first foldable iPhone for 2026 launch
• Neutral Sentiment: Analyst activity is mixed but constructive: Morgan Stanley reaffirmed “overweight” with a ~$315 target while Bank of America trimmed its target slightly to $320 — signals of continued analyst support but also near-term caution. Analyst note
• Neutral Sentiment: Reported spikes in short interest appear to be data/noise (records showing 0 shares and NaN changes) — not a clear short-squeeze signal at this time.
• Negative Sentiment: Regulatory/industry scrutiny is rising: EU broadcasters are pressing regulators over smart-TV and AI control, and broader policy scrutiny could complicate content/AI strategies and ad business expansion in some regions. EU Broadcasters Target Apple Over Smart TV and AI Control
• Negative Sentiment: Wider tech concerns — heavy AI spending and valuation pressure — remain a headwind for sentiment and could weigh on multiples even as revenue grows. The Great Rotation: Fade Dying Tech Stars

Apple Stock Performance

Shares of AAPL opened at $251.64 on Wednesday. The stock has a 50 day moving average of $260.62 and a 200 day moving average of $262.53. The company has a market capitalization of $3.69 trillion, a price-to-earnings ratio of 31.81, a PEG ratio of 2.24 and a beta of 1.10. Apple Inc. has a 12 month low of $169.21 and a 12 month high of $288.62. 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 posted its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, topping the consensus estimate of $2.67 by $0.17. The business 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 business’s revenue was up 15.7% on a year-over-year basis. During the same quarter in the previous year, the firm earned $2.40 earnings per share. As a group, sell-side analysts forecast that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Dividend Announcement

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

Analyst Ratings Changes

Several brokerages have recently commented on AAPL. Morgan Stanley reissued an “overweight” rating and issued a $315.00 price objective on shares of Apple in a research note on Monday. Barclays lifted their target price on Apple from $239.00 to $248.00 and gave the company an “underweight” rating in a research report on Tuesday, March 3rd. KGI Securities upgraded Apple to an “outperform” rating and set a $306.00 price target for the company in a report on Friday, January 30th. Sanford C. Bernstein restated an “outperform” rating on shares of Apple in a research note on Wednesday, March 4th. Finally, Royal Bank Of Canada set a $325.00 price objective on shares of Apple in a report on Monday, February 2nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Apple has a consensus rating of “Moderate Buy” and an average price target of $297.58.

Apple 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.