McAdam LLC Purchases 2,286 Shares of Apple Inc. $AAPL

McAdam LLC lifted its position in shares of Apple Inc. (NASDAQ:AAPL) by 2.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 82,549 shares of the iPhone maker’s stock after buying an additional 2,286 shares during the period. Apple comprises about 1.0% of McAdam LLC’s investment portfolio, making the stock its 16th largest holding. McAdam LLC’s holdings in Apple were worth $21,019,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in the business. Financial Futures Ltd Liability Co. raised its holdings in shares of Apple by 13.2% during the 2nd quarter. Financial Futures Ltd Liability Co. now owns 3,552 shares of the iPhone maker’s stock worth $729,000 after acquiring an additional 415 shares in the last quarter. Monarch Capital Management Inc. increased its position in Apple by 4.6% in the second quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker’s stock worth $13,740,000 after purchasing an additional 2,920 shares during the last quarter. Riverwater Partners LLC raised its stake in Apple by 17.9% during the second quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker’s stock valued at $1,109,000 after purchasing an additional 819 shares in the last quarter. Highland Capital Management LLC lifted its position in Apple by 2.2% during the third quarter. Highland Capital Management LLC now owns 397,834 shares of the iPhone maker’s stock valued at $101,301,000 after purchasing an additional 8,446 shares during the last quarter. Finally, Citizens Financial Group Inc. RI grew its stake in shares of Apple by 48.4% in the 3rd quarter. Citizens Financial Group Inc. RI now owns 1,426,605 shares of the iPhone maker’s stock worth $363,256,000 after buying an additional 465,393 shares in the last quarter. 67.73% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of brokerages recently commented on AAPL. Stephens set a $315.00 price target on shares of Apple in a report on Monday, January 26th. UBS Group reaffirmed a “buy” rating on shares of Apple in a research note on Tuesday, February 3rd. Citigroup reissued a “buy” rating and set a $315.00 target price (down previously from $330.00) on shares of Apple in a research report on Tuesday, January 20th. Morgan Stanley restated an “overweight” rating and issued a $315.00 price target (up from $305.00) on shares of Apple in a research report on Wednesday, December 17th. Finally, Melius Research set a $345.00 price objective on shares of Apple in a research report on Friday, October 31st. 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 given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $292.13.

Apple Stock Down 2.3%

Shares of NASDAQ AAPL opened at $255.78 on Tuesday. Apple Inc. has a 52-week low of $169.21 and a 52-week high of $288.62. The firm has a market capitalization of $3.76 trillion, a price-to-earnings ratio of 32.34, a PEG ratio of 2.28 and a beta of 1.09. The stock has a 50 day moving average price of $266.17 and a 200 day moving average price of $256.48. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.94 and a current ratio of 0.97.

Apple (NASDAQ:AAPL) last posted its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.67 by $0.17. The business had revenue of $143.76 billion for 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%.The business’s revenue was up 15.7% compared to the same quarter last year. During the same quarter in the prior year, the company earned $2.40 EPS. Sell-side analysts expect that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Dividend Announcement

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

Key Stories 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

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.