Montis Financial LLC Has $19.84 Million Stake in Apple Inc. $AAPL

Montis Financial LLC lifted its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 15.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 77,919 shares of the iPhone maker’s stock after purchasing an additional 10,640 shares during the quarter. Apple accounts for approximately 4.6% of Montis Financial LLC’s portfolio, making the stock its 7th largest position. Montis Financial LLC’s holdings in Apple were worth $19,841,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Vanguard Group Inc. lifted its position in Apple by 1.1% in the 2nd quarter. Vanguard Group Inc. now owns 1,415,932,804 shares of the iPhone maker’s stock worth $290,506,933,000 after buying an additional 15,141,995 shares during the last quarter. State Street Corp raised its stake in shares of Apple by 0.9% during the second quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker’s stock worth $123,358,461,000 after acquiring an additional 5,224,229 shares in the last quarter. Geode Capital Management LLC lifted its holdings in shares of Apple by 1.4% in the 2nd quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker’s stock worth $72,506,336,000 after acquiring an additional 4,942,638 shares during the last quarter. Norges Bank bought a new stake in shares of Apple in the 2nd quarter worth approximately $38,942,255,000. Finally, Northern Trust Corp boosted its stake in shares of Apple by 13.3% in 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. 67.73% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of brokerages recently commented on AAPL. Loop Capital reiterated a “buy” rating and issued a $325.00 target price (up previously from $315.00) on shares of Apple in a research report on Tuesday, December 2nd. Monness Crespi & Hardt lifted their price objective on Apple from $300.00 to $315.00 and gave the stock a “buy” rating in a report on Friday, January 30th. Weiss Ratings reissued a “buy (b-)” rating on shares of Apple in a research note on Monday, December 29th. JPMorgan Chase & Co. raised their price target on Apple from $315.00 to $325.00 and gave the stock an “overweight” rating in a research report on Friday, January 30th. Finally, Stephens set a $315.00 price target on Apple in a research note on Monday, January 26th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $291.70.

Apple Stock Performance

NASDAQ:AAPL opened at $274.62 on Tuesday. The company has a quick ratio of 0.94, a current ratio of 0.97 and a debt-to-equity ratio of 0.87. The firm’s fifty day simple moving average is $267.88 and its 200 day simple moving average is $254.61. The stock has a market cap of $4.03 trillion, a P/E ratio of 34.72, a price-to-earnings-growth ratio of 2.49 and a beta of 1.09. Apple Inc. has a twelve month low of $169.21 and a twelve month high of $288.62.

Apple (NASDAQ:AAPL) last posted its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, topping 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 company’s quarterly revenue was up 15.7% compared to the same quarter last year. During the same period last year, the company posted $2.40 EPS. As a group, research analysts predict that Apple Inc. will post 7.28 EPS for the current year.

Apple Announces Dividend

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

Key Stories 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)

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.