Apple Inc. $AAPL Stock Position Increased by Coastal Bridge Advisors LLC

Coastal Bridge Advisors LLC lifted its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 3.9% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 219,978 shares of the iPhone maker’s stock after purchasing an additional 8,258 shares during the quarter. Apple comprises about 4.2% of Coastal Bridge Advisors LLC’s holdings, making the stock its biggest holding. Coastal Bridge Advisors LLC’s holdings in Apple were worth $56,013,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in AAPL. Sellwood Investment Partners LLC grew its stake in Apple by 110.9% during 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 raised 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 purchasing an additional 180 shares in the last quarter. Nexus Investment Management ULC boosted its stake in shares of Apple by 333.3% in the 2nd 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 during the period. LSV Asset Management acquired a new position in shares of Apple during the fourth quarter worth about $65,000. Finally, Morgan Dempsey Capital Management LLC grew its position in shares of Apple by 41.0% during the second quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock worth $88,000 after buying an additional 125 shares in the last quarter. Institutional investors and hedge funds own 67.73% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on AAPL shares. CLSA lifted their price target on shares of Apple from $265.00 to $330.00 and gave the stock an “outperform” rating in a research note on Friday, December 5th. UBS Group reaffirmed a “buy” rating on shares of Apple in a research report on Tuesday, February 3rd. Citigroup reissued a “buy” rating and issued a $315.00 target price (down from $330.00) on shares of Apple in a report on Tuesday, January 20th. Moffett Nathanson lifted their price target on Apple from $241.00 to $270.00 and gave the stock a “neutral” rating in a report on Wednesday. Finally, Barclays reaffirmed an “underweight” rating and set a $239.00 price objective (up from $230.00) on shares of Apple in a research report on Friday, January 30th. One 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 data from MarketBeat, Apple presently has an average rating of “Moderate Buy” and a consensus target price of $293.41.

Key Apple News

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 Trading Down 3.2%

NASDAQ:AAPL opened at $264.18 on Friday. 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 52-week low of $169.21 and a 52-week high of $288.62. The stock’s 50 day moving average price is $264.66 and its 200 day moving average price is $259.20. 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 data on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share 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 analysts’ expectations of $138.25 billion. Apple had a return on equity of 159.94% and a net margin of 27.04%.The firm’s revenue for the quarter was up 15.7% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.40 earnings per share. On average, research analysts anticipate that Apple Inc. will post 7.28 EPS for the current year.

Apple Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, February 12th. Investors of record on Monday, February 9th were paid 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 yield of 0.4%. Apple’s dividend payout ratio is currently 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.