Apple Inc. $AAPL is Delta Financial Advisors LLC’s 2nd Largest Position

Delta Financial Advisors LLC lifted its position in Apple Inc. (NASDAQ:AAPL) by 19.4% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 77,250 shares of the iPhone maker’s stock after buying an additional 12,561 shares during the period. Apple makes up about 5.6% of Delta Financial Advisors LLC’s portfolio, making the stock its 2nd largest position. Delta Financial Advisors LLC’s holdings in Apple were worth $19,670,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Select Asset Management & Trust boosted its position in shares of Apple by 0.4% in the 3rd quarter. Select Asset Management & Trust now owns 34,591 shares of the iPhone maker’s stock worth $8,808,000 after purchasing an additional 144 shares in the last quarter. Jmac Enterprises LLC boosted its holdings in Apple by 6.9% in the third quarter. Jmac Enterprises LLC now owns 3,315 shares of the iPhone maker’s stock worth $844,000 after acquiring an additional 215 shares in the last quarter. RMG Wealth Management LLC grew its stake in shares of Apple by 0.9% during the third quarter. RMG Wealth Management LLC now owns 13,080 shares of the iPhone maker’s stock worth $3,407,000 after acquiring an additional 112 shares during the last quarter. Rossmore Private Capital increased its holdings in shares of Apple by 1.1% during the third quarter. Rossmore Private Capital now owns 204,242 shares of the iPhone maker’s stock valued at $52,006,000 after acquiring an additional 2,181 shares in the last quarter. Finally, Sherwood Financial Partners LLC purchased a new position in shares of Apple in the 3rd quarter valued at approximately $225,000. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have weighed in on the stock. Maxim Group raised shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 target price on the stock in a research report on Friday, January 30th. KGI Securities raised shares of Apple to an “outperform” rating and set a $306.00 price objective on the stock in a report on Friday, January 30th. Melius Research set a $345.00 target price on Apple in a research note on Friday, October 31st. Barclays reiterated an “underweight” rating and set a $239.00 price target (up previously from $230.00) on shares of Apple in a research note on Friday, January 30th. Finally, UBS Group restated a “buy” rating on shares of Apple in a research note on Tuesday, February 3rd. 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 given a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $292.13.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Supreme Court ruling likely lowers Apple’s tariff burden and near-term cost exposure — the decision to strike down broad tariffs reduces the company’s past and potential future tariff bills, easing supply-chain costs and improving margins. How the Supreme Court’s decision affects Apple and its $3.3 billion tariff bill
• Positive Sentiment: AI-led market rebound benefits Apple sentiment — coverage notes Apple alongside Nvidia as part of an AI recovery that has lifted tech stocks, supporting investor enthusiasm around Apple’s expanding AI initiatives and device roadmap. This Week’s Market Wrap: AI-Led Volatility, Inflation, And Late-Cycle Risk Signals
• Positive Sentiment: Bullish analyst stance — Wedbush and other bulls urge staying invested, arguing the pullback is overdone and 2026 could be a breakout year for Apple’s AI push, supporting demand for the shares. Ignore the Panic and Keep Buying Apple Stock, According to Wedbush
• Positive Sentiment: New distribution deals expand Apple TV reach — a Reuters report on Apple TV partnering with EverPass to carry live sports into bars/hotels incrementally supports services revenue and content monetization. Apple TV partners with EverPass Media
• Neutral Sentiment: Product/AI feature developments continue — Apple and Google adding music-focused generative-AI features signals steady product evolution but not an immediate revenue inflection. Google Gemini, Apple add music-focused generative AI features
• Neutral Sentiment: Industry supply dynamics — rising DRAM/chip prices are pressuring some hardware players, but coverage flags Apple as a relative bright spot; impact on Apple margins is mixed and dependent on component pass-through. Soaring DRAM Prices Shake Hardware Stocks, but Apple and Arista Remain Bright Spots
• Negative Sentiment: High-profile legal risk — West Virginia sued Apple alleging iCloud facilitated distribution of child sexual abuse material; this raises regulatory, reputational, and potential compliance costs that investors view as a meaningful overhang. Apple Sued Over Allegations of CSAM on iCloud
• Negative Sentiment: Institutional trimming signals caution — reports that Berkshire Hathaway/Warren Buffett and other funds reduced Apple stakes have raised questions about top-holder conviction and added selling pressure. Berkshire Hathaway’s Warren Buffett Trims Massive Apple Stake
• Negative Sentiment: Downgrade/concern narratives — some analysts and commentary cite margin pressure and a perceived lack of innovation, which can lengthen any correction if earnings guidance or product cadence disappoints. Apple: Margin Pressure And Lack Of Innovation (Rating Downgrade)

Apple Stock Up 1.5%

Shares of AAPL stock opened at $264.58 on Friday. The company has a current ratio of 0.97, a quick ratio of 0.94 and a debt-to-equity ratio of 0.87. Apple Inc. has a twelve month low of $169.21 and a twelve month high of $288.62. The stock has a 50 day moving average of $265.00 and a 200 day moving average of $257.42. The stock has a market cap of $3.88 trillion, a P/E ratio of 33.45, a P/E/G ratio of 2.32 and a beta of 1.09.

Apple (NASDAQ:AAPL) last posted its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share 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 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 firm earned $2.40 EPS. The business’s quarterly revenue was up 15.7% on a year-over-year basis. As a group, sell-side analysts expect that Apple Inc. will post 7.28 EPS for the current year.

Apple Dividend Announcement

The company also recently announced 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 dividend payout ratio is presently 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.