Facet Wealth Inc. Raises Stock Holdings in Apple Inc. $AAPL

Facet Wealth Inc. grew its stake in shares of Apple Inc. (NASDAQ:AAPL) by 5.3% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 134,078 shares of the iPhone maker’s stock after acquiring an additional 6,779 shares during the quarter. Apple comprises about 0.7% of Facet Wealth Inc.’s investment portfolio, making the stock its 24th biggest holding. Facet Wealth Inc.’s holdings in Apple were worth $34,140,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently made changes to their positions in the stock. Sellwood Investment Partners LLC increased its position in Apple by 110.9% during the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock valued at $34,000 after acquiring an additional 71 shares during the last quarter. ROSS JOHNSON & Associates LLC grew its stake 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 purchasing an additional 180 shares during the period. Nexus Investment Management ULC increased its position in shares of Apple by 333.3% during the 2nd quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock valued at $53,000 after purchasing an additional 200 shares during the last quarter. LSV Asset Management bought a new position in shares of Apple in the 4th quarter worth approximately $65,000. Finally, Morgan Dempsey Capital Management LLC boosted 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 buying an additional 125 shares during the last quarter. 67.73% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Wedbush reaffirms an “Outperform” rating and keeps a high $350 price target, arguing the recent pullback is unwarranted and that 2026 could be a big year for Apple’s AI push. Wedbush Reaffirms Outperform
• Positive Sentiment: Reports that Apple is testing new AI-focused consumer devices and accelerating work on AI wearables add to a constructive long-term narrative that could support revenue diversification beyond iPhone. As Apple Tests AI Devices
• Positive Sentiment: Apple TV signed a distribution agreement with EverPass Media to bring live sports to bars, hotels and other commercial venues — a small but tangible expansion of distribution and monetization for streaming sports content. Apple TV Partners With EverPass Media
• Positive Sentiment: Several institutional investors and hedge funds reportedly increased Apple stakes (e.g., Woodline, Driehaus), indicating fresh buying interest from some large managers. Woodline Boosts Apple Stake
• Neutral Sentiment: Google and Apple are both adding music-focused generative-AI features to consumer apps — a sign AI is moving into mainstream services but not an immediate revenue inflection for Apple. Google Gemini, Apple Add Music-Focused Generative AI Features
• Neutral Sentiment: Meta reportedly revived a smartwatch project aimed at competing with Apple Watch. This raises competitive noise but is not yet a confirmed near-term earnings risk. Meta Looks to Take on Apple With First Smartwatch
• Neutral Sentiment: Short-interest reports in the feed appear to show anomalies (zeros/NaN) and don’t provide a clear signal about sustained new bearish positioning. No reliable short-squeeze/pressure signal visible yet.
• Negative Sentiment: West Virginia’s attorney general sued Apple alleging iCloud end-to-end encryption is being used to store/distribute child sexual abuse material — a legal and reputational risk that investors view as potentially costly and regulatory-sensitive. Apple Sued Over Allegations of CSAM on iCloud
• Negative Sentiment: Berkshire Hathaway trimmed its Apple position in the latest 13F/filing cycle — headlines framed as “Buffett dumps more Apple.” While Berkshire remains a large shareholder, the reported trimming put pressure on sentiment and likely contributed to selling. Buffett Dumps More Apple

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on AAPL shares. Oppenheimer reissued a “market perform” rating on shares of Apple in a research report on Friday, January 30th. Maxim Group raised Apple from a “hold” rating to a “buy” rating and set a $300.00 price target for the company in a report on Friday, January 30th. Morgan Stanley restated an “overweight” rating and issued a $315.00 price target (up previously from $305.00) on shares of Apple in a research report on Wednesday, December 17th. Wedbush reaffirmed an “outperform” rating and set a $350.00 price objective on shares of Apple in a research report on Tuesday. Finally, Needham & Company LLC reiterated a “hold” rating on shares of Apple in a research report on Friday, January 30th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $292.13.

Apple Price Performance

Shares of NASDAQ:AAPL opened at $260.58 on Friday. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.94 and a current ratio of 0.97. The firm has a market cap of $3.83 trillion, a price-to-earnings ratio of 32.94, a P/E/G ratio of 2.36 and a beta of 1.09. The firm has a fifty day moving average price of $265.27 and a 200 day moving average price of $256.99. Apple Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $288.62.

Apple (NASDAQ:AAPL) last announced its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, topping the consensus estimate of $2.67 by $0.17. The business had revenue of $143.76 billion for the quarter, compared to analysts’ expectations of $138.25 billion. Apple had a net margin of 27.04% and a return on equity of 159.94%. The business’s quarterly revenue was up 15.7% compared to the same quarter last year. During the same quarter in the previous year, the company earned $2.40 EPS. As a group, sell-side analysts expect that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, February 12th. Shareholders of record on Monday, February 9th were issued a dividend of $0.26 per share. 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%.

Apple Company 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.