Purkiss Capital Advisors LLC Boosts Stock Holdings in Apple Inc. $AAPL

Purkiss Capital Advisors LLC lifted its position in shares of Apple Inc. (NASDAQ:AAPL) by 4.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 49,132 shares of the iPhone maker’s stock after buying an additional 2,280 shares during the period. Apple comprises about 6.0% of Purkiss Capital Advisors LLC’s investment portfolio, making the stock its 2nd largest holding. Purkiss Capital Advisors LLC’s holdings in Apple were worth $12,511,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in the business. Financial Futures Ltd Liability Co. boosted its holdings in shares of Apple by 13.2% during the second quarter. Financial Futures Ltd Liability Co. now owns 3,552 shares of the iPhone maker’s stock worth $729,000 after acquiring an additional 415 shares during the period. Monarch Capital Management Inc. grew its holdings in shares of Apple by 4.6% during the 2nd quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker’s stock worth $13,740,000 after purchasing an additional 2,920 shares in the last quarter. Riverwater Partners LLC increased its holdings in Apple by 17.9% in the 2nd quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker’s stock valued at $1,109,000 after buying an additional 819 shares during the period. Highland Capital Management LLC increased its stake in Apple by 2.2% in the third quarter. Highland Capital Management LLC now owns 397,834 shares of the iPhone maker’s stock valued at $101,301,000 after acquiring an additional 8,446 shares during the last quarter. Finally, Citizens Financial Group Inc. RI raised its holdings in shares of Apple by 48.4% during the 3rd quarter. Citizens Financial Group Inc. RI now owns 1,426,605 shares of the iPhone maker’s stock worth $363,256,000 after buying an additional 465,393 shares in the last quarter. Institutional investors and hedge funds own 67.73% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms recently issued reports on AAPL. Wells Fargo & Company set a $300.00 price objective on shares of Apple and gave the stock an “overweight” rating in a research report on Friday, October 31st. TD Cowen restated a “buy” rating and set a $325.00 price objective on shares of Apple in a research report on Friday, January 30th. Oppenheimer reaffirmed a “market perform” rating on shares of Apple in a research report on Friday, January 30th. Robert W. Baird set a $300.00 price target on Apple in a report on Friday, October 31st. Finally, The Goldman Sachs Group restated a “buy” rating and issued a $330.00 target price on shares of Apple in a research note on Friday, January 30th. One investment 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 assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $292.13.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple will shift some Mac Mini production to a Foxconn plant in Houston and expand U.S. manufacturing capacity, supporting supply-chain resilience and political/geographic diversification. This underpins revenue predictability and reduces single‑country concentration risk. Apple to move some Mac Mini production to U.S. this year
• Positive Sentiment: Shareholders re-elected Apple’s board and approved company proposals at the 2026 annual meeting, signaling continued investor confidence in management and governance continuity. Apple Shareholders Reelect Board and Approve 2026 Proposals
• Positive Sentiment: Prominent investors/strategists are overweight Apple — Seeking Alpha highlights a large-conviction allocation and notes buybacks as an upside support mechanism, which can boost EPS and investor sentiment. Why Daily Stock Picks’ Gary Vaughan Likes Large Cap Tech (And Energy)
• Positive Sentiment: Investors are eyeing Apple’s March 4 product event (iPhone 17E, new MacBooks, etc.) as a potential revenue catalyst; successful launches historically lift sentiment ahead of earnings. Should You Buy Apple Stock Before Its New Product Launch on March 4?
• Neutral Sentiment: New crypto derivatives (tokenized perpetual futures) list Apple as an underlying, widening ways for international traders to gain 24/7 leveraged exposure — may increase trading flows but not company fundamentals. Kraken debuts tokenized stock perpetual futures for non-US traders
• Neutral Sentiment: Analyst coverage is mixed but skewed bullish on balance (multiple buy/outperform ratings and a median 6‑12 month target above current levels); that supports momentum but leaves room for dispersion. Apple Stock: Is AAPL Underperforming the Technology Sector?
• Negative Sentiment: Ongoing concerns about Apple’s slower rollout of AI features into Siri (and competition from Alphabet/others) are flagged as a meaningful growth risk if services/AI monetization lags peers. This “Siri-ous” Problem Could Be the Biggest Threat to Apple Stock
• Negative Sentiment: Geopolitical supply‑chain risk remains elevated after reporting that U.S. intelligence briefed executives on potential China‑Taiwan scenarios — any escalation would threaten Taiwan-based fabs that supply Apple chips. The Reason Tim Cook ‘Sleeps With One Eye Open’

Apple Stock Performance

AAPL stock opened at $272.14 on Wednesday. Apple Inc. has a 12-month low of $169.21 and a 12-month high of $288.62. The firm has a market cap of $4.00 trillion, a PE ratio of 34.40, a P/E/G ratio of 2.37 and a beta of 1.09. The business has a 50 day moving average of $264.79 and a 200-day moving average of $258.74. 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 issued its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, topping analysts’ consensus estimates of $2.67 by $0.17. The company had revenue of $143.76 billion for the quarter, compared to the consensus estimate of $138.25 billion. Apple had a net margin of 27.04% and a return on equity of 159.94%. The firm’s quarterly revenue was up 15.7% on a year-over-year basis. During the same period in the previous year, the firm earned $2.40 EPS. As a group, sell-side analysts expect that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, February 12th. Shareholders of record on Monday, February 9th were paid a $0.26 dividend. The ex-dividend date was Monday, February 9th. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. Apple’s payout ratio is presently 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.