Apple Inc. $AAPL is Houlihan Financial Resource Group Ltd.’s 9th Largest Position

Houlihan Financial Resource Group Ltd. lessened its position in Apple Inc. (NASDAQ:AAPL) by 16.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 12,196 shares of the iPhone maker’s stock after selling 2,320 shares during the quarter. Apple comprises 2.7% of Houlihan Financial Resource Group Ltd.’s holdings, making the stock its 9th largest position. Houlihan Financial Resource Group Ltd.’s holdings in Apple were worth $3,105,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Norges Bank purchased a new stake in shares of Apple in the second quarter valued at approximately $38,942,255,000. Nuveen LLC acquired a new stake in shares of Apple in the 1st quarter worth $17,472,482,000. PKS Advisory Services LLC raised its holdings in shares of Apple by 98,917.0% during the 2nd quarter. PKS Advisory Services LLC now owns 57,956,620 shares of the iPhone maker’s stock worth $12,106,000 after acquiring an additional 57,898,088 shares during the period. Laurel Wealth Advisors LLC boosted its position in shares of Apple by 20,464.8% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker’s stock valued at $5,553,753,000 after acquiring an additional 26,937,401 shares during the last quarter. Finally, Northern Trust Corp boosted its position 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 acquiring an additional 20,079,472 shares during the last quarter. 67.73% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several research firms have weighed in on AAPL. Oppenheimer reiterated a “market perform” rating on shares of Apple in a report on Friday, January 30th. Melius Research set a $345.00 price target on shares of Apple in a research report on Friday, October 31st. Royal Bank Of Canada set a $325.00 price objective on Apple in a research report on Monday, February 2nd. Maxim Group raised Apple from a “hold” rating to a “buy” rating and set a $300.00 target price for the company in a research note on Friday, January 30th. Finally, DZ Bank raised Apple from a “hold” rating to a “buy” rating and set a $300.00 price target on the stock in a research note on Tuesday, November 4th. One analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $291.70.

Apple Price Performance

AAPL stock opened at $274.62 on Tuesday. The business’s fifty day moving average price is $267.88 and its 200 day moving average price is $254.61. 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. The company has a market capitalization of $4.03 trillion, a PE ratio of 34.72, a P/E/G ratio of 2.49 and a beta of 1.09.

Apple (NASDAQ:AAPL) last released its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, beating the consensus estimate of $2.67 by $0.17. The company had revenue of $143.76 billion during the quarter, compared to the consensus estimate of $138.25 billion. Apple had a return on equity of 159.94% and a net margin of 27.04%.Apple’s revenue was up 15.7% compared to the same quarter last year. During the same period in the previous year, the company posted $2.40 EPS. On average, sell-side analysts anticipate that Apple Inc. will post 7.28 EPS for the current year.

Apple Dividend Announcement

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

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Quarterly FCF, revenue and margins jumped, lifting AAPL target values and prompting bullish options strategies (short near-term OTM puts or long-dated ITM calls) as investors position for continued cash-flow strength. Apple’s FCF Margins Surge and Its Target Value Rises – What’s the Best AAPL Stock Play?
• Positive Sentiment: New-product cycle expected soon (iPhone 17e, updated iPads and refreshed Macs) — supports revenue visibility from hardware refreshes and accessory/services attach. Apple to Debut iPhone 17e, New iPads, Fresh Macs
• Positive Sentiment: Apple will allow third‑party AI chatbots in CarPlay, widening its ecosystem and potentially creating new services/monetization channels. Apple to Allow Third-Party AI Chatbots in CarPlay
• Positive Sentiment: High-profile investors (Peter Thiel’s fund) include Apple in contrarian AI exposure, signaling institutional conviction that Apple can play a role in the AI cycle. Thiel Bypasses Palantir and Nvidia for Meta, Tesla, Apple in Contrarian AI Play
• Neutral Sentiment: CEO Tim Cook has pushed back on the idea Apple is falling behind in AI, highlighting progress on Apple’s AI platform — still leaves investors parsing timing and competitive edge vs. pure-play AI leaders. Is Apple Falling Behind in Artificial Intelligence (AI)? Here’s What CEO Tim Cook Just Said.
• Neutral Sentiment: Market commentators expect continued volatility and a stock‑picker environment; that can favor active option strategies around large-cap names like Apple. Coons: Volatility Going Nowhere, GOOGL, AAPL & CRWD Next AI Winners
• Negative Sentiment: Despite the fundamentals, Apple is lagging today as money rotates into perceived AI/semiconductor winners (e.g., Nvidia), weighing on AAPL’s near‑term performance. Stock Market Today: Dow Gains As Nvidia Jumps; Apple Lags, Energy Stock Tests Entry (Live Coverage)

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.