AM Investment Strategies LLC Has $74.34 Million Stake in Apple Inc. $AAPL

AM Investment Strategies LLC reduced its position in shares of Apple Inc. (NASDAQ:AAPL) by 2.3% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 291,968 shares of the iPhone maker’s stock after selling 6,930 shares during the period. Apple accounts for approximately 16.1% of AM Investment Strategies LLC’s portfolio, making the stock its largest position. AM Investment Strategies LLC’s holdings in Apple were worth $74,344,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. ROSS JOHNSON & Associates LLC boosted its holdings in shares of Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after acquiring an additional 180 shares during the last quarter. Nexus Investment Management ULC raised its stake in Apple by 333.3% during the 2nd quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock worth $53,000 after acquiring an additional 200 shares during the period. LSV Asset Management purchased a new position in shares of Apple during the 4th quarter valued at $65,000. Morgan Dempsey Capital Management LLC boosted its stake in shares of Apple by 41.0% in the second quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock worth $88,000 after acquiring an additional 125 shares during the period. Finally, HFM Investment Advisors LLC purchased a new stake in Apple during the 1st quarter valued at approximately $99,000. 67.73% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

AAPL has been the subject of a number of research reports. KGI Securities raised Apple to an “outperform” rating and set a $306.00 price target for the company in a research note on Friday, January 30th. Royal Bank Of Canada set a $325.00 target price on Apple in a research report on Monday, February 2nd. Robert W. Baird set a $300.00 price objective on shares of Apple in a research report on Friday, October 31st. Monness Crespi & Hardt upped their target price on shares of Apple from $300.00 to $315.00 and gave the stock a “buy” rating in a research note on Friday, January 30th. Finally, Evercore reaffirmed an “outperform” rating on shares of Apple in a research note on Monday, February 2nd. One 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 given a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $292.13.

Apple Stock Up 3.2%

Apple stock opened at $263.88 on Wednesday. The business’s 50-day simple moving average is $265.91 and its two-hundred day simple moving average is $256.92. The company has a market cap of $3.87 trillion, a PE ratio of 33.36, a PEG ratio of 2.28 and a beta of 1.09. 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 Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $288.62.

Apple (NASDAQ:AAPL) last released its quarterly earnings data 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 during the quarter, compared to analyst estimates of $138.25 billion. Apple had a return on equity of 159.94% and a net margin of 27.04%.The company’s revenue was up 15.7% on a year-over-year basis. During the same quarter last year, the business posted $2.40 EPS. Equities analysts anticipate that Apple Inc. will post 7.28 EPS for the current year.

Apple Dividend Announcement

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

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is accelerating development of AI‑powered wearables (smart glasses, an AI pendant and camera‑equipped AirPods) that would extend Siri into “visual intelligence,” a narrative investors view as a new hardware/services growth vector. Read More.
• Positive Sentiment: Several analysts reiterated bullish views and raised targets (Wedbush maintained an Outperform and $350 target; Dan Ives highlighted large potential AI upside), giving investors confidence that Street expectations for Apple’s AI roadmap and valuation could rise. Read More. Read More.
• Positive Sentiment: Market excitement ahead of Apple’s March 4 “special experience” event (multi‑city gatherings expected) is supporting the rally as investors anticipate new hardware and software updates that can broaden revenue streams. Read More.
• Positive Sentiment: Product and services expansions — Apple rolling out video podcasts and pushing Apple Pay installment options in stores (iOS 26) — reinforce the services monetization story and recurring revenue potential. Read More. Read More.
• Neutral Sentiment: Berkshire Hathaway trimmed its Apple stake again in Q4 (continuing recent reductions), but Apple remains one of Berkshire’s largest holdings — a mixed signal that some large investors are rebalancing rather than abandoning the name. Read More.
• Negative Sentiment: Investor concern around delayed Siri upgrades and Apple’s relatively low AI capex vs. peers has weighed on the stock in recent weeks; unresolved Siri performance and reliance on external AI models pose execution and competitive risks. Read More.
• Negative Sentiment: Sector‑wide scrutiny of AI spending and regulator noise has pressured Big Tech valuations; broader market rotations and scrutiny of AI capex could cap upside if Apple’s AI roadmap slips. Read More.

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.