Adapt Wealth Advisors LLC Buys 6,674 Shares of Apple Inc. $AAPL

Adapt Wealth Advisors LLC grew its position in shares of Apple Inc. (NASDAQ:AAPL) by 106.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 12,931 shares of the iPhone maker’s stock after purchasing an additional 6,674 shares during the period. Apple makes up approximately 1.2% of Adapt Wealth Advisors LLC’s investment portfolio, making the stock its 20th biggest position. Adapt Wealth Advisors LLC’s holdings in Apple were worth $3,293,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in the company. Isthmus Partners LLC grew its stake in shares of Apple by 6.4% in the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker’s stock worth $25,000 after buying an additional 5,808 shares in the last quarter. Sellwood Investment Partners LLC raised its holdings in Apple by 110.9% during the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock valued at $34,000 after buying an additional 71 shares during the period. ROSS JOHNSON & Associates LLC grew its holdings in Apple by 1,800.0% during 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 during the last quarter. Nexus Investment Management ULC grew its holdings in Apple by 333.3% during the 2nd quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock valued at $53,000 after purchasing an additional 200 shares during the last quarter. Finally, LSV Asset Management purchased a new stake in Apple in the 4th quarter worth about $65,000. 67.73% of the stock is owned by institutional investors.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: The launch of the MacBook Neo, a budget-friendly 13″ laptop starting at $599, is being viewed as a way to expand Apple’s addressable market (students/entry buyers) and could modestly boost unit sales and ecosystem adoption. Apple’s Latest Move Is a Brilliant One, and It Could Be a Game Changer for the Stock
• Positive Sentiment: Apple expanded its lower‑priced device push (including MacBook Neo and the iPhone 17e with larger base storage), a strategy Bernstein says can grow the ecosystem while protecting premium margins. Apple Expands Push Into Lower-Priced Devices
• Positive Sentiment: Broker support persists: Citi reiterated a Buy rating and $315 target citing resilient margins, expanding services and emerging AI upside — a bullish anchor for investors. Apple: Resilient Margins, Expanding Services, and Emerging AI Upside Support Buy Rating and $315 Target
• Neutral Sentiment: Shipment data show Samsung matched Apple’s smartphone production last year — competitive parity that matters for market share monitoring but not an immediate earnings shock. Samsung Caught Apple In Smartphone Sales
• Neutral Sentiment: Short‑interest data in the feed are effectively meaningless/erroneous (zeros/NaN), so there’s no clear short‑seller signal from that report.
• Negative Sentiment: Rising memory costs are a clear near‑term headwind: analysts estimate a ~140 basis‑point margin hit in 2026 as DRAM prices jump, which could pressure gross margins even as revenue grows. Apple Stock — Why Analysts Still Like It Despite A Memory Squeeze
• Negative Sentiment: Institutional and insider selling is notable: reports highlight insider sales by senior executives and continued large position reductions from major holders (coverage cites Berkshire/Buffett selling activity), which can weigh on sentiment. Warren Buffett Just Did Something He Almost Never Does — and It’s a Signal Retirees Shouldn’t Ignore Apple Stock (AAPL) Opinions on New MacBook Neo Launch

Analyst Upgrades and Downgrades

Several brokerages have issued reports on AAPL. Oppenheimer restated a “market perform” rating on shares of Apple in a research report on Friday, January 30th. JPMorgan Chase & Co. increased their target price on Apple from $315.00 to $325.00 and gave the stock an “overweight” rating in a research note on Friday, January 30th. Raymond James Financial reiterated a “market perform” rating on shares of Apple in a research report on Friday, January 2nd. Moffett Nathanson boosted their target price on shares of Apple from $241.00 to $270.00 and gave the company a “neutral” rating in a research note on Wednesday, February 25th. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of Apple in a report on Wednesday, March 4th. 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 given a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $297.58.

Apple Trading Up 0.9%

NASDAQ:AAPL opened at $259.88 on Tuesday. The company has a quick ratio of 0.94, a current ratio of 0.97 and a debt-to-equity ratio of 0.87. The stock has a market capitalization of $3.82 trillion, a price-to-earnings ratio of 32.85, a PEG ratio of 2.30 and a beta of 1.10. Apple Inc. has a 52 week low of $169.21 and a 52 week high of $288.62. The firm has a 50 day moving average of $263.28 and a 200 day moving average of $260.95.

Apple (NASDAQ:AAPL) last announced its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.67 by $0.17. The company had revenue of $143.76 billion for the quarter, compared to analyst estimates of $138.25 billion. Apple had a return on equity of 159.94% and a net margin of 27.04%.The firm’s quarterly revenue was up 15.7% compared to the same quarter last year. During the same period in the prior year, the company posted $2.40 EPS. 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 announced 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 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 (DPR) is 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.