Apple Inc. $AAPL Shares Acquired by Berkshire Asset Management LLC PA

Berkshire Asset Management LLC PA increased its position in shares of Apple Inc. (NASDAQ:AAPL) by 0.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 280,031 shares of the iPhone maker’s stock after acquiring an additional 2,030 shares during the period. Apple comprises 3.0% of Berkshire Asset Management LLC PA’s investment portfolio, making the stock its 4th biggest position. Berkshire Asset Management LLC PA’s holdings in Apple were worth $71,304,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. American Alpha Advisors LLC lifted its holdings in Apple by 3.7% during the 3rd quarter. American Alpha Advisors LLC now owns 1,151 shares of the iPhone maker’s stock worth $293,000 after buying an additional 41 shares in the last quarter. Capstone Wealth Management LLC raised its stake in shares of Apple by 0.5% in the third quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker’s stock valued at $2,174,000 after acquiring an additional 42 shares in the last quarter. Tacita Capital Inc boosted its holdings in Apple by 0.8% in the third quarter. Tacita Capital Inc now owns 5,718 shares of the iPhone maker’s stock valued at $1,456,000 after purchasing an additional 44 shares during the period. Aspetuck Financial Management LLC grew its stake in Apple by 0.3% during the 3rd quarter. Aspetuck Financial Management LLC now owns 17,702 shares of the iPhone maker’s stock worth $4,507,000 after purchasing an additional 46 shares in the last quarter. Finally, Baker Boyer National Bank raised its position in Apple by 0.3% in the 2nd quarter. Baker Boyer National Bank now owns 18,011 shares of the iPhone maker’s stock valued at $3,695,000 after purchasing an additional 47 shares in the last quarter. 67.73% of the stock is currently owned by hedge funds and other institutional investors.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Wedbush raised its street-high price target to $350, arguing Apple’s AI-capable Macs and refreshed product cycle could unlock ~33% upside — a clear bullish signal for investors. Wedbush $350 target
• Positive Sentiment: Analysts and commentators highlight Apple’s AI approach (hardware + Google Gemini partnership) as a profitability-focused alternative to the capex-heavy AI race — narrative supports margins and services monetization. AAPL Not Running AI Race Paying Off? iPhone & Google Gemini Add Tech Muscle
• Positive Sentiment: Apple’s exclusive U.S. Formula 1 streaming deal for Apple TV expands services revenue and engagement — a structural positive for recurring revenue and ecosystem stickiness. Formula 1 and Apple’s big gamble
• Positive Sentiment: The MacBook Neo ($599) and entry-level iPhone broaden addressable market (students and price-sensitive buyers), which could modestly increase unit volumes and services attach over time. Apple Slashes Entry Price With MacBook Neo
• Neutral Sentiment: Smaller analyst moves: Rosenblatt nudged its PT slightly and Barclays revised targets in recent notes — these are incremental but keep the debate active on upside scope. Rosenblatt/Benzinga note
• Neutral Sentiment: Apple remains a staple in dividend-growth ETFs (e.g., DGRO), reinforcing long-term passive demand even amid short-term volatility. DGRO / Market context
• Negative Sentiment: Some outlets reported an immediate share pullback after the budget-product announcements (concerns about margin dilution and the market’s rotation away from expensive Big Tech/AI spenders). That knee-jerk selling contributed to intraday weakness. Apple stock slid after MacBook Neo
• Negative Sentiment: Wider market pressure on AI-capex-heavy names and headlines about “Big Tech” valuation compression mean Apple can be caught up in sector moves even as company-specific fundamentals remain strong. Big Tech valuation rotation
• Neutral Sentiment: Short-interest data in some feeds showed a spike but the reports contain inconsistent values (0 shares / NaN) — treat that as likely reporting noise rather than evidence of a large coordinated short. (No reliable source link available in the feed.)

Apple Stock Down 1.1%

Shares of Apple stock opened at $257.46 on Friday. Apple Inc. has a one year low of $169.21 and a one year high of $288.62. The company has a market cap of $3.78 trillion, a P/E ratio of 32.55, a PEG ratio of 2.32 and a beta of 1.10. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.94 and a current ratio of 0.97. The firm has a fifty day moving average of $263.56 and a two-hundred day moving average of $260.25.

Apple (NASDAQ:AAPL) last issued 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. Apple had a net margin of 27.04% and a return on equity of 159.94%. The business had revenue of $143.76 billion for the quarter, compared to the consensus estimate of $138.25 billion. During the same quarter in the previous year, the firm earned $2.40 earnings per share. The business’s quarterly revenue was up 15.7% compared to the same quarter last year. On average, analysts forecast that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, February 12th. Shareholders 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 annualized dividend and a yield of 0.4%. Apple’s payout ratio is presently 13.15%.

Analyst Ratings Changes

A number of brokerages have recently commented on AAPL. Royal Bank Of Canada set a $325.00 price objective on Apple in a research report on Monday, February 2nd. Raymond James Financial reissued a “market perform” rating on shares of Apple in a research report on Friday, January 2nd. JPMorgan Chase & Co. lifted their price objective 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. DA Davidson reaffirmed a “neutral” rating and set a $270.00 price objective on shares of Apple in a research report on Friday, January 30th. Finally, UBS Group restated a “neutral” rating on shares of Apple in a report on Wednesday. One analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $297.58.

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.