Mutual Advisors LLC Raises Holdings in Apple Inc. $AAPL

Mutual Advisors LLC lifted its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 5.1% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 640,733 shares of the iPhone maker’s stock after acquiring an additional 30,807 shares during the quarter. Apple makes up 3.7% of Mutual Advisors LLC’s portfolio, making the stock its 3rd biggest position. Mutual Advisors LLC’s holdings in Apple were worth $166,321,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in AAPL. Terra Alpha Investments LLC increased its position in Apple by 10.0% during the 3rd quarter. Terra Alpha Investments LLC now owns 21,941 shares of the iPhone maker’s stock valued at $5,587,000 after purchasing an additional 1,992 shares during the period. Uptick Partners LLC boosted its stake in shares of Apple by 2.6% during the 3rd quarter. Uptick Partners LLC now owns 23,395 shares of the iPhone maker’s stock valued at $5,957,000 after purchasing an additional 601 shares in the last quarter. Transcend Capital Advisors LLC increased its position in shares of Apple by 0.7% during the third quarter. Transcend Capital Advisors LLC now owns 433,776 shares of the iPhone maker’s stock valued at $110,452,000 after buying an additional 2,894 shares during the period. Hazlett Burt & Watson Inc. raised its stake in Apple by 6.6% in the third quarter. Hazlett Burt & Watson Inc. now owns 62,593 shares of the iPhone maker’s stock worth $15,949,000 after buying an additional 3,851 shares in the last quarter. Finally, Thrivent Financial for Lutherans lifted its holdings in Apple by 9.5% in the third quarter. Thrivent Financial for Lutherans now owns 5,632,055 shares of the iPhone maker’s stock worth $1,433,836,000 after buying an additional 489,503 shares during the period. Institutional investors own 67.73% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on AAPL shares. Stifel Nicolaus set a $330.00 target price on Apple in a report on Monday. CLSA upped their price target on Apple from $265.00 to $330.00 and gave the stock an “outperform” rating in a research note on Friday, December 5th. Rosenblatt Securities raised their price objective on Apple from $250.00 to $267.00 and gave the company a “neutral” rating in a research report on Friday, January 30th. Barclays upped their target price on shares of Apple from $239.00 to $248.00 and gave the stock an “underweight” rating in a research report on Tuesday. Finally, Sanford C. Bernstein lifted their price target on shares of Apple from $325.00 to $340.00 and gave the company an “outperform” rating in a research report on Tuesday, February 10th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Apple currently has a consensus rating of “Moderate Buy” and an average price target of $296.07.

Apple Stock Down 0.4%

AAPL stock opened at $263.75 on Wednesday. Apple Inc. has a 1-year low of $169.21 and a 1-year high of $288.62. The business has a fifty day moving average price of $264.36 and a 200-day moving average price of $260.05. The stock has a market capitalization of $3.87 trillion, a P/E ratio of 33.34, a P/E/G ratio of 2.36 and a beta of 1.10. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94.

Apple (NASDAQ:AAPL) last posted 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. The business had revenue of $143.76 billion for the quarter, compared to analysts’ expectations of $138.25 billion. Apple had a net margin of 27.04% and a return on equity of 159.94%. The business’s revenue for the quarter was up 15.7% compared to the same quarter last year. During the same quarter in the prior year, the business earned $2.40 EPS. Equities analysts forecast that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Announces Dividend

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

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: New MacBook Air/Pro lineup with M5 chips and revamped Studio Displays reinforces Apple’s device‑level AI strategy and supports higher ASPs and services attachment. Apple launches new generation of MacBook laptops
• Positive Sentiment: Apple introduced a lower‑cost iPhone 17e (starting $599) and upgraded iPad Air, which should help defend share in price‑sensitive markets and broaden upgrade cycles. Apple launches iPhone 17e
• Positive Sentiment: Bank of America keeps a Buy rating and $325 price target, citing sustained services momentum and device‑level AI upside — a bullish analyst endorsement for medium‑term upside. BofA maintains Buy on Apple
• Neutral Sentiment: Short‑interest data showed a reported large increase but the published figures read as 0 shares/NaN (days‑to‑cover 0.0) — likely a reporting glitch, so no clear bearish signal from short sellers at this time.
• Neutral Sentiment: Barclays raised its price target modestly (from $239 to $248) but kept an “underweight” rating — a mixed signal (higher PT but continued cautious stance). Barclays raises PT but stays underweight
• Negative Sentiment: Apple increased MacBook prices (Air up ~$100; Pro up more, some models +$400) as memory‑chip shortages and rising component costs push up ASPs — this can boost near‑term revenue but risks dampening unit demand and margin visibility. Apple raises MacBook prices amid chip shortage
• Negative Sentiment: Warren Buffett/Berkshire materially trimmed its Apple stake (reports say a ~75% sale in his final filings), a high‑profile shareholder reduction that can amplify near‑term selling pressure and sentiment risk. How Berkshire Hathaway performed during Buffett’s final quarter

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.