Baron Silver Stevens Financial Advisors LLC Grows Stock Position in Apple Inc. $AAPL

Baron Silver Stevens Financial Advisors LLC raised its position in Apple Inc. (NASDAQ:AAPL) by 8.5% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 70,690 shares of the iPhone maker’s stock after buying an additional 5,554 shares during the period. Apple makes up about 2.6% of Baron Silver Stevens Financial Advisors LLC’s holdings, making the stock its 13th biggest holding. Baron Silver Stevens Financial Advisors LLC’s holdings in Apple were worth $18,000,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of the business. Capstone Wealth Management LLC lifted its position in Apple by 0.5% in the 3rd quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker’s stock valued at $2,174,000 after purchasing an additional 42 shares during the last quarter. Baker Boyer National Bank grew its position in Apple by 0.3% in the 2nd quarter. Baker Boyer National Bank now owns 18,011 shares of the iPhone maker’s stock worth $3,695,000 after purchasing an additional 47 shares during the last quarter. Beddow Capital Management Inc. increased its stake in shares of Apple by 1.8% in the second quarter. Beddow Capital Management Inc. now owns 2,597 shares of the iPhone maker’s stock valued at $533,000 after purchasing an additional 47 shares during the period. Uncommon Cents Investing LLC raised its holdings in shares of Apple by 0.4% during the third quarter. Uncommon Cents Investing LLC now owns 10,609 shares of the iPhone maker’s stock valued at $2,701,000 after buying an additional 47 shares during the last quarter. Finally, Vermillion Wealth Management Inc. boosted its position in shares of Apple by 0.5% during the third quarter. Vermillion Wealth Management Inc. now owns 9,646 shares of the iPhone maker’s stock worth $2,456,000 after buying an additional 47 shares during the period. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Apple Stock Performance

Shares of AAPL stock opened at $273.68 on Wednesday. Apple Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $288.62. The stock’s 50-day moving average is $267.63 and its two-hundred day moving average is $255.03. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94. The firm has a market cap of $4.02 trillion, a P/E ratio of 34.60, a PEG ratio of 2.45 and a beta of 1.09.

Apple (NASDAQ:AAPL) last released its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, beating analysts’ consensus estimates of $2.67 by $0.17. Apple had a net margin of 27.04% and a return on equity of 159.94%. The business had revenue of $143.76 billion for the quarter, compared to the consensus estimate of $138.25 billion. During the same quarter last year, the firm earned $2.40 EPS. Apple’s revenue for the quarter was up 15.7% on a year-over-year basis. Analysts predict that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Announces Dividend

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

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on the company. Jefferies Financial Group set a $276.47 price target on Apple and gave the stock a “hold” rating in a research report on Monday, January 26th. Loop Capital restated a “buy” rating and set a $325.00 price objective (up from $315.00) on shares of Apple in a research note on Tuesday, December 2nd. Maxim Group upgraded shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 target price for the company in a research report on Friday, January 30th. TD Cowen reissued a “buy” rating and set a $325.00 target price on shares of Apple in a research note on Friday, January 30th. Finally, Scotiabank set a $330.00 price target on shares of Apple in a research report on Monday, February 2nd. One analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $292.13.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Sanford C. Bernstein raised its price target to $340 and kept an “outperform” rating — a sizable upside vs. the current stock level that supports bullish analyst momentum for AAPL.
• Positive Sentiment: Bernstein’s Mark Newman says a strong iPhone 17 cycle is driving better‑than‑expected revenue and helped the firm hike its price target. Strong iPhone 17 cycle giving better than expected revenue, says Bernstein’s Mark Newman
• Positive Sentiment: Apple’s latest quarter showed surging revenue and free-cash-flow margins, prompting some analysts and options traders to lift targets and consider bullish option strategies — a direct fundamental tailwind for valuation.
• Positive Sentiment: Media and commentators note Apple’s conservative approach to AI capex (avoiding huge data‑center spending) as a profit-preserving advantage versus hyperscalers, reinforcing margin resilience. Jim Cramer on Apple (AAPL): “Doesn’t Hurt That They’ve Avoided Spending Hundreds of Billions of Dollars on Data Centers”
• Positive Sentiment: Supply-chain checks suggest a “solid outlook” for Apple components and inventory, which supports near‑term revenue visibility. Apple in focus as GF says supply chain survey suggests ‘solid outlook’
• Neutral Sentiment: Apple and Google agreed to app‑store changes to satisfy the UK regulator — this reduces regulatory overhang in that market but is incremental to global revenue. Apple and Google agree app store changes to appease UK regulator
• Neutral Sentiment: Reported short-interest data for Feb. 10 appears to be erroneous (shows zero shares and NaN change) — not a meaningful signal for shares today.
• Neutral Sentiment: High‑profile investors (e.g., Peter Thiel’s fund) including Apple in a contrarian AI exposure list provides some institutional endorsement but is not a catalyst by itself. Thiel Bypasses Palantir and Nvidia for Meta, Tesla, Apple in Contrarian AI Play
• Negative Sentiment: Several pieces raise caution: some investors warn the Magnificent 7 (including AAPL) could underperform amid rising capex and rotation risks, which can pressure multiples. Why This Investor Thinks Magnificent 7 Stocks May Underperform This Year
• Negative Sentiment: Questions persist in the press about Apple’s AI positioning and whether it may be falling behind peers — any signs of execution gaps on AI could weigh on sentiment and multiples. Is Apple Falling Behind in Artificial Intelligence (AI)? Here’s What CEO Tim Cook Just Said.

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.