Apple Inc. $AAPL Stake Boosted by Liberty One Investment Management LLC

Liberty One Investment Management LLC lifted its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 27.7% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 33,096 shares of the iPhone maker’s stock after buying an additional 7,181 shares during the period. Liberty One Investment Management LLC’s holdings in Apple were worth $8,427,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of AAPL. Vanguard Group Inc. boosted its position in shares of Apple by 1.1% during the 2nd quarter. Vanguard Group Inc. now owns 1,415,932,804 shares of the iPhone maker’s stock valued at $290,506,933,000 after purchasing an additional 15,141,995 shares in the last quarter. State Street Corp lifted its position in shares of Apple by 0.9% in the second quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker’s stock worth $123,358,461,000 after purchasing an additional 5,224,229 shares in the last quarter. Geode Capital Management LLC grew its holdings in shares of Apple by 1.4% during the 2nd quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker’s stock valued at $72,506,336,000 after acquiring an additional 4,942,638 shares in the last quarter. Norges Bank acquired a new stake in shares of Apple during the 2nd quarter valued at about $38,942,255,000. Finally, Northern Trust Corp raised its holdings in shares of Apple by 13.3% during the 4th quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker’s stock valued at $42,918,365,000 after purchasing an additional 20,079,472 shares in the last quarter. Institutional investors and hedge funds own 67.73% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on the stock. Bank of America raised their target price 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. Scotiabank set a $330.00 price objective on Apple in a report on Monday. Oppenheimer restated a “market perform” rating on shares of Apple in a research report on Friday, January 30th. Melius Research set a $345.00 target price on Apple in a research note on Friday, October 31st. Finally, Phillip Securities raised Apple from a “moderate sell” rating to a “hold” rating in a research note on Sunday, February 1st. One research analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Apple presently has an average rating of “Moderate Buy” and a consensus price target of $291.70.

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Q1 earnings beat and record iPhone quarter — revenue of ~$143.8B and an all‑time high iPhone quarter (strong China growth) give investors a clear fundamental reason to buy. Apple Stock (AAPL) Opinions on Q1 Earnings Report
• Positive Sentiment: Apple seen as a “surprise winner” amid a $1.2T tech selloff — investors are rewarding Apple’s more measured spending and durable consumer demand, helping it outperform other AI‑heavy names. How Apple’s stock has become a surprise winner during the $1.2 trillion tech wipeout
• Positive Sentiment: Analyst bullishness and high price targets — firms including Evercore and Wedbush have reiterated Outperform/upside targets (some well above current levels), supporting positive sentiment among growth investors. Evercore ISI Stays Outperform on Apple (AAPL), Keeps $330 Target
• Positive Sentiment: EU regulatory relief — the European Commission signaled Apple Ads and Apple Maps shouldn’t be designated under the Digital Markets Act, reducing potential near‑term regulatory risk in Europe. Apple Ads and Apple Maps should not be designated under Digital Markets Act, says EU
• Neutral Sentiment: Tim Cook to lobby on immigration — Cook’s public commitment on immigration policy is positive for corporate responsibility and talent retention but has limited direct impact on near‑term revenue. Apple’s Cook vows to lobby lawmakers on immigration issue
• Neutral Sentiment: Ongoing AI debate and partnership opacity — coverage notes Apple’s measured AI approach and limited public detail on deals (e.g., Apple/Google Siri arrangement), leaving investors split on how quickly Apple can monetize AI. Alphabet won’t talk about the Google-Apple AI deal, even to investors
• Negative Sentiment: Insider selling and congressional trading activity — recent disclosures show significant insider sales (and mixed congressional activity), which some investors view as a cautionary signal on near‑term positioning. Apple Stock (AAPL) Opinions on Q1 Earnings Report (insider section)
• Negative Sentiment: Bear-case and valuation critiques — several note stretched P/E and downgrade-to‑hold views, arguing some upside is priced in and cautioning on sustainability of high growth rates. Apple Inc. (AAPL): A bear case theory

Apple Stock Down 0.2%

Shares of AAPL stock opened at $275.91 on Friday. The company has a market capitalization of $4.05 trillion, a price-to-earnings ratio of 34.88, a P/E/G ratio of 2.47 and a beta of 1.09. The firm has a fifty day moving average of $268.06 and a 200-day moving average of $253.17. Apple Inc. has a 12-month low of $169.21 and a 12-month high of $288.62. The company has a quick ratio of 0.94, a current ratio of 0.97 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. Apple had a return on equity of 159.94% and a net margin of 27.04%.The company had revenue of $143.76 billion during the quarter, compared to analysts’ expectations of $138.25 billion. During the same period in the prior year, the firm earned $2.40 earnings per share. Apple’s revenue for the quarter was up 15.7% compared to the same quarter last year. As a group, equities research analysts predict that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, February 12th. Investors of record on Monday, February 9th will be given a $0.26 dividend. The ex-dividend date of this dividend is Monday, February 9th. This represents a $1.04 dividend on an annualized basis and a dividend yield of 0.4%. Apple’s payout ratio is currently 13.15%.

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.