Avidian Wealth Enterprises LLC Purchases 9,536 Shares of Apple Inc. $AAPL

Avidian Wealth Enterprises LLC increased its position in Apple Inc. (NASDAQ:AAPL) by 6.1% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 166,416 shares of the iPhone maker’s stock after acquiring an additional 9,536 shares during the period. Apple comprises approximately 1.6% of Avidian Wealth Enterprises LLC’s holdings, making the stock its 15th largest position. Avidian Wealth Enterprises LLC’s holdings in Apple were worth $42,375,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of AAPL. ROSS JOHNSON & Associates LLC boosted its holdings in Apple by 1,800.0% in the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after purchasing an additional 180 shares during the last quarter. LSV Asset Management bought a new position in shares of Apple during the 4th quarter valued at $65,000. Nexus Investment Management ULC boosted its stake in shares of Apple by 333.3% in the 2nd quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock worth $53,000 after buying an additional 200 shares during the last quarter. Morgan Dempsey Capital Management LLC grew its holdings 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 bought a new stake in shares of Apple in the first quarter worth $99,000. Institutional investors own 67.73% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on AAPL shares. KGI Securities upgraded Apple to an “outperform” rating and set a $306.00 price target for the company in a research note on Friday, January 30th. JPMorgan Chase & Co. raised their price objective on shares of Apple from $315.00 to $325.00 and gave the stock an “overweight” rating in a report on Friday, January 30th. Evercore reaffirmed an “outperform” rating on shares of Apple in a report on Monday, February 2nd. Wells Fargo & Company set a $300.00 price target on shares of Apple and gave the stock an “overweight” rating in a research report on Friday, October 31st. Finally, Argus set a $325.00 price objective on shares of Apple and gave the company a “buy” rating in a research report on Friday, October 31st. One analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $292.13.

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 Price Performance

AAPL stock opened at $263.88 on Wednesday. The company has a fifty day simple moving average of $265.91 and a two-hundred day simple moving average of $256.92. 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 $3.87 trillion, a P/E ratio of 33.36, a price-to-earnings-growth ratio of 2.28 and a beta of 1.09. 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 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. Apple had a net margin of 27.04% and a return on equity of 159.94%. The business had revenue of $143.76 billion for the quarter, compared to analysts’ expectations of $138.25 billion. During the same quarter in the previous year, the business posted $2.40 earnings per share. The business’s revenue was up 15.7% compared to the same quarter last year. Analysts anticipate that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Dividend Announcement

The business also recently declared 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. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. The ex-dividend date of this dividend was Monday, February 9th. Apple’s payout ratio is currently 13.15%.

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.