Apple Inc. $AAPL Shares Acquired by Elefante Mark B

Elefante Mark B boosted its position in Apple Inc. (NASDAQ:AAPL) by 11.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 33,634 shares of the iPhone maker’s stock after buying an additional 3,325 shares during the quarter. Apple makes up about 5.5% of Elefante Mark B’s investment portfolio, making the stock its 3rd biggest holding. Elefante Mark B’s holdings in Apple were worth $8,564,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of AAPL. American Alpha Advisors LLC raised 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 during the period. Capstone Wealth Management LLC boosted its holdings 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 worth $2,174,000 after buying an additional 42 shares during the period. Tacita Capital Inc increased its position in shares of Apple by 0.8% in the third quarter. Tacita Capital Inc now owns 5,718 shares of the iPhone maker’s stock worth $1,456,000 after acquiring an additional 44 shares in the last quarter. Aspetuck Financial Management LLC raised its holdings in shares of Apple by 0.3% during the third quarter. Aspetuck Financial Management LLC now owns 17,702 shares of the iPhone maker’s stock valued at $4,507,000 after acquiring an additional 46 shares during the period. Finally, Baker Boyer National Bank raised its holdings in shares of Apple by 0.3% during the second quarter. Baker Boyer National Bank now owns 18,011 shares of the iPhone maker’s stock valued at $3,695,000 after acquiring an additional 47 shares during the period. Institutional investors and hedge funds own 67.73% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms recently commented on AAPL. Raymond James Financial reaffirmed a “market perform” rating on shares of Apple in a research note on Friday, January 2nd. Needham & Company LLC reissued a “hold” rating on shares of Apple in a research note on Friday, January 30th. Oppenheimer restated a “market perform” rating on shares of Apple in a report on Friday, January 30th. JPMorgan Chase & Co. raised their target price on Apple from $315.00 to $325.00 and gave the stock an “overweight” rating in a research report on Friday, January 30th. Finally, UBS Group reiterated a “neutral” rating on shares of Apple in a report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $297.58.

Key Stories Impacting Apple

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 Trading Down 1.1%

NASDAQ AAPL opened at $257.46 on Friday. The company has a current ratio of 0.97, a quick ratio of 0.94 and a debt-to-equity ratio of 0.87. Apple Inc. has a 1-year low of $169.21 and a 1-year high of $288.62. The firm’s fifty day simple moving average is $263.56 and its 200-day simple moving average is $260.46. The company has a market capitalization of $3.78 trillion, a PE ratio of 32.55, a price-to-earnings-growth ratio of 2.30 and a beta of 1.10.

Apple (NASDAQ:AAPL) last released its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.67 by $0.17. Apple had a return on equity of 159.94% and a net margin of 27.04%.The firm had revenue of $143.76 billion during the quarter, compared to analysts’ expectations of $138.25 billion. During the same quarter last year, the firm earned $2.40 earnings per share. The business’s revenue for the quarter was up 15.7% on a year-over-year basis. As a group, sell-side analysts anticipate that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, February 12th. Investors of record on Monday, February 9th were paid a $0.26 dividend. 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 payout ratio is presently 13.15%.

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.