CCG Wealth Management LLC Purchases 2,888 Shares of Apple Inc. $AAPL

CCG Wealth Management LLC grew its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 22.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 15,560 shares of the iPhone maker’s stock after acquiring an additional 2,888 shares during the period. Apple accounts for approximately 1.9% of CCG Wealth Management LLC’s investment portfolio, making the stock its 10th biggest holding. CCG Wealth Management LLC’s holdings in Apple were worth $3,962,000 at the end of the most recent quarter.

Other hedge funds have also recently made changes to their positions in the company. Sellwood Investment Partners LLC raised its holdings in shares of 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 purchasing an additional 71 shares during the period. ROSS JOHNSON & Associates LLC increased its position in Apple by 1,800.0% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after buying an additional 180 shares in the last quarter. Nexus Investment Management ULC raised its stake in Apple by 333.3% during the 2nd 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 acquired a new position in Apple during the 4th quarter worth approximately $65,000. Finally, Morgan Dempsey Capital Management LLC boosted its holdings in 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 acquiring an additional 125 shares in the last quarter. 67.73% of the stock is owned by institutional investors.

Apple Price Performance

Apple stock opened at $274.18 on Thursday. Apple Inc. has a 52 week low of $169.21 and a 52 week high of $288.62. The company’s 50 day moving average price is $264.84 and its two-hundred day moving average price is $258.85. The stock has a market cap of $4.03 trillion, a P/E ratio of 34.66, a P/E/G ratio of 2.43 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 (NASDAQ:AAPL) last issued 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 the consensus estimate of $138.25 billion. Apple had a return on equity of 159.94% and a net margin of 27.04%.Apple’s revenue was up 15.7% on a year-over-year basis. During the same period last year, the business posted $2.40 earnings per share. On average, equities analysts predict that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, February 12th. Stockholders of record on Monday, February 9th were given 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 dividend payout ratio (DPR) is currently 13.15%.

Wall Street Analyst Weigh In

Several research firms have recently commented on AAPL. DZ Bank upgraded Apple from a “hold” rating to a “buy” rating and set a $300.00 price objective for the company in a report on Tuesday, November 4th. Rosenblatt Securities boosted their price target on shares of Apple from $250.00 to $267.00 and gave the company a “neutral” rating in a research note on Friday, January 30th. Melius Research set a $345.00 price objective on shares of Apple in a report on Friday, October 31st. Jefferies Financial Group set a $276.47 price objective on shares of Apple and gave the company a “hold” rating in a report on Monday, January 26th. Finally, JPMorgan Chase & Co. boosted their target price on shares of Apple from $315.00 to $325.00 and gave the stock an “overweight” rating 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 assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $293.41.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple will move part of Mac Mini production to a Foxconn facility in Houston and expand U.S. AI-server assembly — a visible step in its $600B domestic-manufacturing push that should shore up supply-chain resilience, reduce geopolitical concentration risk, and support long-term margin and revenue stability. Apple Plans to Manufacture Mac Mini in Houston
• Positive Sentiment: Reporting shows Apple investing to rebuild parts of the U.S. chip supply chain — a strategic move that could reduce supplier concentration in Asia and support device and AI-server roadmaps over time. Inside Apple’s Push to Build an All-American Chip
• Neutral Sentiment: MoffettNathanson raised Apple’s price target to $270 but kept a “neutral” rating — a modest endorsement that suggests limited near-term upside from their view. Moffett Nathanson Price Target Change
• Neutral Sentiment: Proxy and governance: shareholders re‑elected Apple’s board and approved 2026 proposals at the annual meeting — removes a near‑term governance overhang but contains no new strategic shift. Apple Shareholders Reelect Board
• Neutral Sentiment: Crypto/derivatives venues rolled out tokenized perpetuals that reference Apple shares — increases round‑the‑clock speculative access but doesn’t change fundamentals. Kraken Debuts Tokenized Stock Perpetual Futures
• Negative Sentiment: Spain’s competition regulator said Apple (and Amazon) were slow to remove contract clauses deemed anti‑competitive — a fresh regulatory headache in Europe that could lead to fines, remedies or margin pressure in the region. Spain Antitrust Ruling on Apple and Amazon
• Negative Sentiment: U.K. authorities ordered Apple to create an access mechanism to encrypted data; U.S. lawmakers requested briefings — ongoing legal/regulatory friction around privacy and law‑enforcement access raises compliance and reputational risks. US Lawmakers Want UK Briefing on Backdoor Order to Apple
• Negative Sentiment: High‑profile investors and hedge funds have trimmed or sold Apple stakes (reported sales by marquee names), which can weigh on sentiment and add selling pressure even if company fundamentals remain solid. Major Investors Trim Apple Stakes

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.