Apple Inc. $AAPL Shares Acquired by Triad Wealth Partners LLC

Triad Wealth Partners LLC increased its position in shares of Apple Inc. (NASDAQ:AAPL) by 82.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 55,344 shares of the iPhone maker’s stock after buying an additional 25,042 shares during the period. Apple comprises approximately 1.8% of Triad Wealth Partners LLC’s holdings, making the stock its 12th biggest holding. Triad Wealth Partners LLC’s holdings in Apple were worth $14,092,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in AAPL. Financial Futures Ltd Liability Co. grew its holdings in 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. lifted its position in shares of Apple by 4.6% during 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 grew its stake in Apple by 17.9% in the second quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker’s stock worth $1,109,000 after purchasing an additional 819 shares in the last quarter. Highland Capital Management LLC increased its holdings in Apple by 2.2% in the third quarter. Highland Capital Management LLC now owns 397,834 shares of the iPhone maker’s stock valued at $101,301,000 after buying an additional 8,446 shares during the last quarter. Finally, Citizens Financial Group Inc. RI raised its stake in Apple by 48.4% during the third quarter. Citizens Financial Group Inc. RI now owns 1,426,605 shares of the iPhone maker’s stock valued at $363,256,000 after buying an additional 465,393 shares in the last quarter. 67.73% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Apple

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 Stock Up 3.2%

AAPL stock opened at $263.88 on Wednesday. The stock has a market cap of $3.87 trillion, a PE ratio of 33.36, a price-to-earnings-growth ratio of 2.28 and a beta of 1.09. The firm’s 50-day simple moving average is $265.91 and its 200 day simple moving average is $256.92. Apple Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $288.62. The company has a quick ratio of 0.94, a current ratio of 0.97 and a debt-to-equity ratio of 0.87.

Apple (NASDAQ:AAPL) last posted 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 analyst estimates of $138.25 billion. During the same period in the previous year, the business posted $2.40 EPS. Apple’s revenue was up 15.7% on a year-over-year basis. As a group, sell-side analysts predict that Apple Inc. will post 7.28 EPS for the current year.

Apple Dividend Announcement

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

Analysts Set New Price Targets

Several research analysts have recently commented on AAPL shares. Raymond James Financial reiterated a “market perform” rating on shares of Apple in a research report on Friday, January 2nd. Wedbush restated an “outperform” rating and set a $350.00 price objective on shares of Apple in a research note on Tuesday. 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 note on Friday, January 30th. Sanford C. Bernstein raised their price target on shares of Apple from $325.00 to $340.00 and gave the stock an “outperform” rating in a research report on Tuesday, February 10th. Finally, Jefferies Financial Group set a $276.47 price target on shares of Apple and gave the company a “hold” rating in a report on Monday, January 26th. One equities 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 company. According to MarketBeat, Apple has a consensus rating of “Moderate Buy” and a consensus target price of $292.13.

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.