Apple Inc. $AAPL Stake Lifted by Prosperitas Financial LLC

Prosperitas Financial LLC raised its holdings in Apple Inc. (NASDAQ:AAPL) by 4.7% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 50,135 shares of the iPhone maker’s stock after acquiring an additional 2,251 shares during the period. Apple makes up approximately 5.3% of Prosperitas Financial LLC’s investment portfolio, making the stock its 3rd largest position. Prosperitas Financial LLC’s holdings in Apple were worth $12,766,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. First National Bank of Hutchinson boosted its holdings in Apple by 24.6% in the 4th quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker’s stock valued at $8,845,000 after purchasing an additional 6,982 shares during the last quarter. Eagle Capital Management LLC boosted its stake in Apple by 0.5% during the fourth quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker’s stock worth $13,544,000 after buying an additional 272 shares during the period. Brighton Jones LLC increased its holdings 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 purchasing an additional 69,207 shares during the last quarter. Revolve Wealth Partners LLC lifted its stake in Apple by 4.2% during the fourth quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker’s stock worth $16,742,000 after purchasing an additional 2,695 shares in the last quarter. Finally, Highview Capital Management LLC DE boosted its holdings 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 acquiring an additional 1,155 shares during the period. Institutional investors and hedge funds own 67.73% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on AAPL. CLSA upped their target price on shares of Apple from $265.00 to $330.00 and gave the stock an “outperform” rating in a research note on Friday, December 5th. Maxim Group raised shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 price target for the company in a research report on Friday, January 30th. Wells Fargo & Company set a $300.00 price objective on Apple and gave the company an “overweight” rating in a research note on Friday, October 31st. Bank of America lifted their price objective on shares of Apple from $270.00 to $320.00 and gave the company a “buy” rating in a research note on Wednesday, October 29th. Finally, JPMorgan Chase & Co. lifted their target price on Apple from $315.00 to $325.00 and gave the company an “overweight” rating in a research note on Friday, January 30th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Apple has an average rating of “Moderate Buy” and an average price target of $291.70.

Apple Price Performance

Shares of NASDAQ AAPL opened at $276.49 on Thursday. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.94 and a current ratio of 0.97. Apple Inc. has a one year low of $169.21 and a one year high of $288.62. The firm has a market capitalization of $4.06 trillion, a P/E ratio of 34.95, a PEG ratio of 2.41 and a beta of 1.09. The company’s fifty day moving average is $268.09 and its two-hundred day moving average is $253.01.

Apple (NASDAQ:AAPL) last announced its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, beating the consensus estimate of $2.67 by $0.17. The firm had revenue of $143.76 billion during 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 last year, the business earned $2.40 earnings per share. Analysts forecast that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Dividend Announcement

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

Insider Buying and Selling at Apple

In related news, insider Chris Kondo sold 3,752 shares of the firm’s stock in a transaction that occurred on Friday, November 7th. The stock was sold at an average price of $271.23, for a total value of $1,017,654.96. Following the completion of the transaction, the insider directly owned 15,098 shares of the company’s stock, valued at $4,095,030.54. This trade represents a 19.90% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.06% of the stock is currently owned by corporate insiders.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Record iPhone quarter and strong Q1 results are being highlighted by the market as the core fundamental catalyst — investors are treating better‑than‑expected revenue and what outlets call Apple’s biggest iPhone quarter as confirmation the company can still deliver durable hardware growth. Apple Just Had The Biggest Quarter In iPhone History
• Positive Sentiment: Analyst support and upgrades are lifting sentiment — firms including Goldman Sachs reaffirmed bullish views (with a $330 target) and separate upgrades have been reported, which fuels buying after the earnings beat. Apple Inc.: Reaffirmed Buy on Strengthening Services Ecosystem and Broad-Based App Store Recovery
• Positive Sentiment: High‑profile bullish commentary (Jim Cramer and other outlets) and favorable coverage of Tim Cook’s tone after the quarter are amplifying momentum and drawing retail and momentum flows. Jim Cramer on Apple: “The Pessimists Are Starting to Tremble”
• Neutral Sentiment: Product and developer ecosystem moves (Apple adding agentic coding agents from Anthropic and OpenAI to Xcode) are constructive for developer engagement and long‑run AI positioning, but they’re a longer‑term positive rather than an immediate earnings driver. Apple adds agents from Anthropic and OpenAI to its coding tool
• Neutral Sentiment: Content/streaming slate news (Apple TV+ setting an October launch for a Mattel ‘Matchbox’ movie) is a small, timing‑specific positive for services engagement but unlikely to move fundamentals materially near term. Apple TV sets October launch for Mattel’s ‘Matchbox’ car movie
• Neutral Sentiment: Reports that Alphabet declined to discuss details of the Google‑Apple AI arrangement add opacity around a key partner relationship; this raises uncertainty but hasn’t produced concrete changes to Apple’s stated roadmap. Alphabet won’t talk about the Google-Apple AI deal, even to investors
• Negative Sentiment: Regulatory risk — the DOJ’s renewed antitrust push around Google/Chrome and challenges to the court’s decision (which also touches on Google’s default search relationship with Apple) is the main near‑term downside risk. Any adverse outcome that forces changes to the Google default agreement could hit Apple’s services/search economics. DOJ Reignites Antitrust Fight Against Google, Challenges Court’s Refusal To Force Chrome Sale

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.