Apple Inc. $AAPL is Annis Gardner Whiting Capital Advisors LLC’s 8th Largest Position

Annis Gardner Whiting Capital Advisors LLC increased its stake in shares of Apple Inc. (NASDAQ:AAPL) by 21.2% during the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 40,978 shares of the iPhone maker’s stock after buying an additional 7,164 shares during the quarter. Apple comprises 2.2% of Annis Gardner Whiting Capital Advisors LLC’s holdings, making the stock its 8th largest position. Annis Gardner Whiting Capital Advisors LLC’s holdings in Apple were worth $10,434,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Sellwood Investment Partners LLC increased its position 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 acquiring an additional 71 shares during the last quarter. ROSS JOHNSON & Associates LLC grew its stake in shares of Apple by 1,800.0% in the first 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 grew 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 valued at $53,000 after buying an additional 200 shares in the last quarter. LSV Asset Management purchased a new stake in shares of Apple in the 4th quarter valued at $65,000. Finally, Morgan Dempsey Capital Management LLC lifted its stake in Apple by 41.0% during the 2nd 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. Institutional investors and hedge funds own 67.73% of the company’s stock.

Apple Stock Performance

NASDAQ AAPL opened at $264.18 on Friday. The company has a fifty day moving average of $264.66 and a two-hundred day moving average of $259.20. The company has a market capitalization of $3.88 trillion, a PE ratio of 33.40, a P/E/G ratio of 2.43 and a beta of 1.09. Apple Inc. has a 1 year low of $169.21 and a 1 year high of $288.62. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94.

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. The business 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%.The business’s quarterly revenue was up 15.7% on a year-over-year basis. During the same period in the previous year, the business earned $2.40 EPS. As a group, analysts expect 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 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%.

Analyst Ratings Changes

Several research firms have recently commented on AAPL. DZ Bank raised shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 price objective for the company in a research note on Tuesday, November 4th. Wall Street Zen lowered shares of Apple from a “buy” rating to a “hold” rating in a report on Sunday, November 9th. Citigroup reissued a “buy” rating and issued a $315.00 price target (down from $330.00) on shares of Apple in a research report on Tuesday, January 20th. Raymond James Financial reaffirmed a “market perform” rating on shares of Apple in a research report on Friday, January 2nd. Finally, CLSA increased their price objective on Apple from $265.00 to $330.00 and gave the company an “outperform” rating in a research note on Friday, December 5th. One equities 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 stock. According to data from MarketBeat.com, Apple has an average 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: Tim Cook teased a series of product launches next week (new iPhone, iPad, MacBook announcements), which typically lifts demand expectations and short‑term investor sentiment. Tim Cook Teases Apple Launch On Monday
• Positive Sentiment: Apple and Netflix agreed to co‑broadcast the Canadian Formula 1 Grand Prix on Apple TV and Netflix, a partnership that can boost Apple TV viewership and services engagement. Apple and Netflix team up to air Formula 1 Canadian Grand Prix
• Positive Sentiment: Bloomberg/Reuters report Apple is in talks to launch Apple Pay in India — a multi‑hundred‑million‑user market that could materially grow services revenues over time. Apple talks with banks to start payment service in India
• Positive Sentiment: Apple moved to dismiss a proposed class action alleging it misled investors on Siri’s AI progress — if successful, this reduces a legal overhang. Apple seeks dismissal of fraud lawsuit over Siri AI
• Positive Sentiment: J.P. Morgan highlighted Apple’s potential to benefit from AI “companions” and Apple Intelligence initiatives, reinforcing the view that Apple can monetize AI through devices and services. AI Companions Could Make Apple Stock an AI Winner
• Neutral Sentiment: Short‑interest data in recent filings appears anomalous/zero (likely reporting error), so it provides no clear directional signal.
• Neutral Sentiment: Heightened retail/institutional search and ETF coverage mention Apple as a core holding (Zacks, Vanguard ETF pieces), reflecting continued investor attention but not immediate directional impact. Investors Heavily Search Apple Inc. (AAPL)
• Neutral Sentiment: Advisors and funds continue to rebalance allocations (mentions of trades to balance Nvidia/Apple exposure), indicating portfolio flows but not a clear buy/sell signal. Advisor added to bond position to balance Nvidia and Apple holdings
• Negative Sentiment: OpenAI hired a high‑profile researcher who previously led Apple’s models team, underscoring talent competition in AI that could challenge Apple’s pace of AI product development. OpenAI hires Meta AI researcher who previously led Apple’s models team
• Negative Sentiment: Macro/market pressure: coverage on Magnificent Seven profit-taking and elevated Nasdaq stress gauges suggests sectorwide selling/volatility, which depresses large-cap tech stocks including AAPL. Stocks Are Set for a February Slide. Can the Magnificent 7 Spark a March Rebound?

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.