Apple Inc. $AAPL Shares Bought by Chicago Partners Investment Group LLC

Chicago Partners Investment Group LLC lifted its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 6.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 282,044 shares of the iPhone maker’s stock after acquiring an additional 16,352 shares during the period. Apple accounts for about 2.0% of Chicago Partners Investment Group LLC’s holdings, making the stock its 6th biggest position. Chicago Partners Investment Group LLC’s holdings in Apple were worth $75,870,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Mizuho Securities Co. Ltd. increased its holdings in shares of Apple by 109.8% in the third quarter. Mizuho Securities Co. Ltd. now owns 3,000 shares of the iPhone maker’s stock valued at $764,000 after purchasing an additional 1,570 shares during the period. Vest Financial LLC grew its position in Apple by 17.8% in the 3rd quarter. Vest Financial LLC now owns 322,329 shares of the iPhone maker’s stock valued at $82,075,000 after buying an additional 48,671 shares during the last quarter. Williams & Novak LLC increased its stake in Apple by 2.6% in the 3rd quarter. Williams & Novak LLC now owns 9,703 shares of the iPhone maker’s stock valued at $2,471,000 after buying an additional 245 shares during the period. Joel Isaacson & Co. LLC raised its position in Apple by 3.9% during the 3rd quarter. Joel Isaacson & Co. LLC now owns 435,529 shares of the iPhone maker’s stock worth $110,899,000 after buying an additional 16,397 shares during the last quarter. Finally, Impact Investors Inc raised its position in Apple by 5.2% during the 3rd quarter. Impact Investors Inc now owns 8,413 shares of the iPhone maker’s stock worth $2,142,000 after buying an additional 415 shares during the last quarter. Institutional investors and hedge funds own 67.73% of the company’s stock.

Analyst Ratings Changes

Several research firms recently issued reports on AAPL. Bank of America increased their price target on shares of Apple from $270.00 to $320.00 and gave the stock a “buy” rating in a report on Wednesday, October 29th. Loop Capital reissued a “buy” rating and set a $325.00 target price (up from $315.00) on shares of Apple in a research note on Tuesday, December 2nd. Phillip Securities raised Apple from a “moderate sell” rating to a “hold” rating in a report on Sunday, February 1st. Stephens set a $315.00 price objective on Apple in a report on Monday, January 26th. Finally, Citigroup reiterated a “buy” rating and issued a $315.00 price objective (down previously from $330.00) on shares of Apple in a research report on Tuesday, January 20th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $292.13.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is rolling out an integrated video-podcast experience (audio ↔ video switching) and lining up distribution partners (Acast), expanding services revenue and competing with YouTube/Spotify — a clear product/service catalyst. Apple takes on YouTube and Spotify with a new video podcast push
• Positive Sentiment: Apple has invited media to a March 4 product launch, giving investors a near-term event (new devices) that could drive upgrades and sentiment if hardware surprises meet expectations. Apple Preps for March 4 Product Launch
• Positive Sentiment: Institutional buying: Soros Fund Management and Adventist Health System Sunbelt reportedly increased Apple stakes, signaling confidence from some large investors. Soros Fund Management boosts Apple stake with 66,503 shares
• Neutral Sentiment: Apple shares are trading below average analyst price targets after a recent pullback — this highlights potential upside if fundamentals hold, but also shows a gap between analysts and market pricing. Apple (AAPL) Trading 10% Below Analyst Targets After This Week’s 8% Drop
• Neutral Sentiment: Short-interest data reported for mid-February appears anomalous/zeroed out — not a clear signal of growing bearish positioning based on the available report. (Data note; interpret cautiously.)
• Negative Sentiment: Market concern about Apple’s Siri/AI timeline intensified after reports described a delayed Siri AI upgrade as a “shocker,” raising fears about Apple falling behind rivals in generative-AI voice assistants — a driver of today’s negative sentiment. Apple’s Siri shocker is flashing a warning AAPL bulls can’t ignore
• Negative Sentiment: Analyst and media commentary framed the recent pullback as a “falling knife” after the Siri delay, amplifying short-term selling pressure and cautious positioning among traders. Apple Stock Forecast — Should You Catch this Falling Knife?
• Negative Sentiment: Portfolio moves and hedge-fund activity: Maverick Capital trimmed Apple, and reports of high-profile insider/office sales (e.g., Pelosi trades reported by media) are adding to near-term selling narrative. Maverick Capital Cuts Apple Position as Lee Ainslie Trims

Apple Stock Performance

NASDAQ AAPL opened at $255.78 on Tuesday. The business’s 50-day moving average price is $266.17 and its 200 day moving average price is $256.48. The company has a current ratio of 0.97, a quick ratio of 0.94 and a debt-to-equity ratio of 0.87. Apple Inc. has a twelve month low of $169.21 and a twelve month high of $288.62. The company has a market capitalization of $3.76 trillion, a PE ratio of 32.34, a price-to-earnings-growth ratio of 2.28 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 (EPS) 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 firm had revenue of $143.76 billion during the quarter, compared to the consensus estimate of $138.25 billion. During the same period in the previous year, the firm earned $2.40 earnings per share. Apple’s revenue was up 15.7% compared to the same quarter last year. On average, research analysts predict that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Dividend Announcement

The business also recently disclosed 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 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date was Monday, February 9th. Apple’s payout ratio is currently 13.15%.

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.