Apple Inc. $AAPL is Arkadios Wealth Advisors’ 2nd Largest Position

Arkadios Wealth Advisors boosted its stake in shares of Apple Inc. (NASDAQ:AAPL) by 5.3% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 430,724 shares of the iPhone maker’s stock after acquiring an additional 21,567 shares during the period. Apple accounts for 2.6% of Arkadios Wealth Advisors’ portfolio, making the stock its 2nd largest holding. Arkadios Wealth Advisors’ holdings in Apple were worth $109,675,000 as of its most recent filing with the SEC.

Other hedge funds have also bought and sold shares of the company. American Alpha Advisors LLC raised its stake in Apple by 3.7% during the third quarter. American Alpha Advisors LLC now owns 1,151 shares of the iPhone maker’s stock valued at $293,000 after purchasing an additional 41 shares in the last quarter. Capstone Wealth Management LLC increased its holdings in shares of Apple by 0.5% in the 3rd quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker’s stock worth $2,174,000 after buying an additional 42 shares during the last quarter. Baker Boyer National Bank raised its position in shares of Apple by 0.3% during the 2nd quarter. Baker Boyer National Bank now owns 18,011 shares of the iPhone maker’s stock valued at $3,695,000 after buying an additional 47 shares in the last quarter. Beddow Capital Management Inc. lifted its holdings in shares of Apple by 1.8% in the 2nd quarter. Beddow Capital Management Inc. now owns 2,597 shares of the iPhone maker’s stock valued at $533,000 after acquiring an additional 47 shares during the last quarter. Finally, Uncommon Cents Investing LLC grew its position in Apple by 0.4% in the third quarter. Uncommon Cents Investing LLC now owns 10,609 shares of the iPhone maker’s stock worth $2,701,000 after acquiring an additional 47 shares in the last quarter. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Apple Price Performance

Shares of AAPL opened at $255.78 on Friday. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.94 and a current ratio of 0.97. The company has a 50 day moving average price of $266.62 and a 200-day moving average price of $255.82. Apple Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $288.62. The stock has a market capitalization of $3.76 trillion, a PE ratio of 32.34, a PEG ratio of 2.28 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. The business had revenue of $143.76 billion for 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 revenue was up 15.7% compared to the same quarter last year. During the same period last year, the business earned $2.40 EPS. Equities analysts predict that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Dividend Announcement

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

Analyst Upgrades and Downgrades

AAPL has been the topic of several analyst reports. Bank of America increased their price target on Apple from $270.00 to $320.00 and gave the company a “buy” rating in a report on Wednesday, October 29th. Citigroup reiterated a “buy” rating and set a $315.00 price objective (down previously from $330.00) on shares of Apple in a research report on Tuesday, January 20th. Raymond James Financial restated a “market perform” rating on shares of Apple in a report on Friday, January 2nd. Melius Research set a $345.00 price target on shares of Apple in a report on Friday, October 31st. Finally, CLSA raised their price objective 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. One investment 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 assigned a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $292.13.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Strong iPhone momentum and quarter results — iPhone 17 sales and overall revenue remained robust, supporting fundamentals and cushioning the pullback. Zacks: Strong iPhone Sales
• Positive Sentiment: Legal victory removes a potential multi‑hundred‑million dollar liability — a U.S. jury rejected Optis Wireless’ 4G patent claims, reducing near-term litigation risk. Benzinga: Optis Verdict
• Positive Sentiment: Analyst support — Sanford C. Bernstein raised its price target, reflecting confidence in Apple’s growth trajectory and giving investors a bullish reference point. Bernstein PT Raise
• Neutral Sentiment: Content and services moves — Apple acquired full rights to the hit show “Severance” and added YouTube to Vision Pro, which are strategically positive for services but unlikely to move near‑term earnings materially. TechCrunch: Severance Deal
• Neutral Sentiment: Major shareholder cash flow note — Berkshire Hathaway received a large Apple dividend, underscoring Apple’s cash returns but also spotlighting Berkshire’s large position dynamics. Finbold: Berkshire Dividend
• Negative Sentiment: Siri AI upgrade delays and testing problems — reports that the Siri overhaul is running into accuracy and speed problems forced Apple to push features back, directly hitting the AI narrative investors were pricing in. CNBC: Siri Delay / Market Reaction
• Negative Sentiment: Regulatory risk from FTC letter over Apple News — the FTC chair urged review of Apple News curation amid accusations of political bias, adding regulatory/legal uncertainty and headline risk. NYT: FTC Letter
• Negative Sentiment: Fund flow and institutional trimming amid sector pressure — several funds reduced Apple exposure and broader “Magnificent Seven” weakness amplified the selloff, raising short‑term downside pressure. Barron’s: Institutional Moves

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.