BAM Wealth Management LLC Buys Shares of 16,495 Apple Inc. $AAPL

BAM Wealth Management LLC purchased a new stake in shares of Apple Inc. (NASDAQ:AAPL) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 16,495 shares of the iPhone maker’s stock, valued at approximately $4,200,000. Apple accounts for approximately 3.3% of BAM Wealth Management LLC’s investment portfolio, making the stock its 9th biggest holding.

Other institutional investors have also recently made changes to their positions in the company. Sellwood Investment Partners LLC increased its stake in shares of Apple by 110.9% in the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock worth $34,000 after purchasing an additional 71 shares in the last quarter. ROSS JOHNSON & Associates LLC grew its holdings in Apple by 1,800.0% during the first 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 raised its stake in shares of Apple by 333.3% in the second 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 period. LSV Asset Management purchased a new position in shares of Apple during the 4th quarter valued at about $65,000. Finally, Morgan Dempsey Capital Management LLC grew its stake in shares of Apple by 41.0% during the 2nd quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock valued at $88,000 after acquiring an additional 125 shares during the period. Institutional investors own 67.73% of the company’s stock.

Apple Trading Up 1.5%

Shares of Apple stock opened at $264.58 on Friday. Apple Inc. has a twelve month low of $169.21 and a twelve month 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. The business has a 50-day moving average price of $265.00 and a 200-day moving average price of $257.80. The firm has a market cap of $3.88 trillion, a price-to-earnings ratio of 33.45, a PEG ratio of 2.36 and a beta of 1.09.

Apple (NASDAQ:AAPL) last announced its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, beating analysts’ consensus estimates of $2.67 by $0.17. The company had revenue of $143.76 billion during the quarter, compared to analyst estimates of $138.25 billion. Apple had a return on equity of 159.94% and a net margin of 27.04%.The firm’s revenue was up 15.7% on a year-over-year basis. During the same period in the prior year, the company earned $2.40 earnings per share. Equities research analysts anticipate that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Announces Dividend

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

Apple News Summary

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)

Wall Street Analysts Forecast Growth

AAPL has been the topic of a number of recent analyst reports. Barclays restated an “underweight” rating and set a $239.00 target price (up previously from $230.00) on shares of Apple in a research note on Friday, January 30th. Rosenblatt Securities raised their price objective on shares of Apple from $250.00 to $267.00 and gave the company a “neutral” rating in a research report on Friday, January 30th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $330.00 target price on shares of Apple in a report on Friday, January 30th. Monness Crespi & Hardt raised their price target on Apple from $300.00 to $315.00 and gave the company a “buy” rating in a report on Friday, January 30th. Finally, Argus set a $325.00 price objective on Apple and gave the stock a “buy” rating in a research note on Friday, October 31st. 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. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $292.13.

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.