Naples Global Advisors LLC Has $47.79 Million Position in Apple Inc. $AAPL

Naples Global Advisors LLC decreased its stake in shares of Apple Inc. (NASDAQ:AAPL) by 1.7% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 187,700 shares of the iPhone maker’s stock after selling 3,183 shares during the quarter. Apple comprises about 3.7% of Naples Global Advisors LLC’s portfolio, making the stock its biggest holding. Naples Global Advisors LLC’s holdings in Apple were worth $47,794,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently made changes to their positions in the company. First National Bank of Hutchinson raised its stake in Apple by 24.6% in the 4th quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker’s stock valued at $8,845,000 after acquiring an additional 6,982 shares during the period. Eagle Capital Management LLC increased its holdings in shares of Apple by 0.5% in the fourth quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker’s stock valued at $13,544,000 after purchasing an additional 272 shares during the last quarter. Brighton Jones LLC raised its position in shares of Apple by 14.8% in the fourth quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker’s stock valued at $134,554,000 after purchasing an additional 69,207 shares during the period. Revolve Wealth Partners LLC lifted its stake in shares of Apple by 4.2% during the 4th quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker’s stock worth $16,742,000 after buying an additional 2,695 shares during the last quarter. Finally, Highview Capital Management LLC DE lifted its stake in shares of Apple by 2.4% during the 4th quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker’s stock worth $12,587,000 after buying an additional 1,155 shares during the last quarter. Institutional investors and hedge funds own 67.73% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on the stock. Monness Crespi & Hardt raised their price objective on shares of Apple from $300.00 to $315.00 and gave the stock a “buy” rating in a research report on Friday, January 30th. Oppenheimer restated a “market perform” rating on shares of Apple in a research note on Friday, January 30th. Stephens set a $315.00 price objective on Apple in a research report on Monday, January 26th. Wedbush reissued an “outperform” rating and set a $350.00 target price on shares of Apple in a report on Tuesday. Finally, Citigroup restated a “buy” rating and issued a $315.00 price target (down from $330.00) on shares of Apple in a research note on Tuesday, January 20th. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Apple has a consensus rating of “Moderate Buy” and an average price target of $292.13.

Apple Price Performance

AAPL stock opened at $264.35 on Thursday. The company’s 50-day moving average price is $265.62 and its two-hundred day moving average price is $256.97. The firm has a market cap of $3.88 trillion, a P/E ratio of 33.42, a P/E/G ratio of 2.35 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 Inc. has a 12 month low of $169.21 and a 12 month high of $288.62.

Apple (NASDAQ:AAPL) last announced its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, beating the consensus estimate 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 during the quarter, compared to the consensus estimate of $138.25 billion. During the same period in the previous year, the business earned $2.40 earnings per share. The company’s revenue was up 15.7% on a year-over-year basis. On average, 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. Investors of record on Monday, February 9th were issued a dividend of $0.26 per share. The ex-dividend date of this dividend was Monday, February 9th. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. Apple’s payout ratio is 13.15%.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Reports that Apple is accelerating development of three AI wearables (smart glasses, an AI pendant and camera-equipped AirPods) are being priced as a new growth path beyond the iPhone — a potential high‑margin ecosystem extension that traders rewarded. Apple is reportedly cooking up a trio of AI wearables
• Positive Sentiment: Street bullishness remains: Wedbush and other bullish analysts reiterated high price targets (e.g., $350), and commentators argue Apple’s measured AI approach could unlock substantial value — supporting upside sentiment despite recent volatility. Dan Ives Says Apple’s AI Alone Could Be Worth $1.5 Trillion
• Positive Sentiment: Upcoming March 4 product event and strong Q1 results (record revenue / iPhone strength) give investors a near-term catalyst and sentiment support ahead of new-device reveals. Apple Gears Up For ‘Special Experience’ Event On March 4: Here’s What To Expect
• Neutral Sentiment: Macro/positioning notes — Apple’s correlation with the Nasdaq has fallen to multi‑decade lows, which can make it a relative “safe-haven” inside big tech but also means different performance drivers than pure AI plays. Apple’s AI Strategy Offers Alternative for Investors
• Neutral Sentiment: Product extensions (Apple Pay installments; car keys expanding to Toyota) are incremental service/UX positives but unlikely to move the needle alone. Apple Set to Bring Car Keys Function to Toyota Vehicles
• Negative Sentiment: Berkshire Hathaway trimmed its Apple stake in the latest 13F — continuing a multi‑quarter pattern of selling. Large‑holder trimming, even if incremental, can pressure sentiment and headline-driven flows. Berkshire & AI Hyperscalers: Buffett Holds GOOGL, Dumps AMZN
• Negative Sentiment: Investor anxiety about delayed Siri upgrades, reported regulatory scrutiny and recent insider selling have driven part of the recent pullback — these are the main negative narratives investors cite when selling into volatility. Apple’s $2.84 Earnings Beat Can’t Overcome Siri Delay Concerns

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.