Apple Inc. $AAPL is Captrust Financial Advisors’ 3rd Largest Position

Captrust Financial Advisors increased its holdings in Apple Inc. (NASDAQ:AAPL) by 0.5% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 6,157,714 shares of the iPhone maker’s stock after purchasing an additional 31,425 shares during the period. Apple makes up about 3.2% of Captrust Financial Advisors’ investment portfolio, making the stock its 3rd largest position. Captrust Financial Advisors’ holdings in Apple were worth $1,567,939,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of AAPL. Norges Bank bought a new position in shares of Apple in the 2nd quarter valued at about $38,942,255,000. Nuveen LLC bought a new stake in Apple during the first quarter worth approximately $17,472,482,000. PKS Advisory Services LLC increased its stake in Apple by 98,917.0% during the second quarter. PKS Advisory Services LLC now owns 57,956,620 shares of the iPhone maker’s stock worth $12,106,000 after acquiring an additional 57,898,088 shares during the last quarter. Laurel Wealth Advisors LLC raised its position in Apple by 20,464.8% during the second quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker’s stock valued at $5,553,753,000 after purchasing an additional 26,937,401 shares during the period. Finally, Northern Trust Corp raised its position in Apple by 13.3% during the fourth quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker’s stock valued at $42,918,365,000 after purchasing an additional 20,079,472 shares during the period. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Apple Price Performance

Apple stock opened at $249.94 on Thursday. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94. The stock has a market cap of $3.67 trillion, a price-to-earnings ratio of 31.60, a price-to-earnings-growth ratio of 2.27 and a beta of 1.10. The firm has a 50-day moving average of $261.42 and a two-hundred day moving average of $261.95. Apple Inc. has a 1 year low of $169.21 and a 1 year high of $288.62.

Apple (NASDAQ:AAPL) last issued its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, topping analysts’ consensus estimates 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 analyst estimates of $138.25 billion. During the same period last year, the company posted $2.40 earnings per share. The company’s quarterly revenue was up 15.7% compared to the same quarter last year. On average, research analysts forecast that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, February 12th. Shareholders of record on Monday, February 9th were issued a dividend of $0.26 per share. This represents a $1.04 annualized dividend and a yield of 0.4%. The ex-dividend date was Monday, February 9th. Apple’s dividend payout ratio (DPR) is presently 13.15%.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Tim Cook’s trip to China and Apple cutting App Store commission in mainland China to 25% reduces regulatory friction and should help restore relations with large developers/partners in the world’s biggest iPhone market; that eases geopolitical/regulatory risk even if it modestly trims revenue per transaction. Apple (AAPL) Stock Rises as Tim Cook Tours China Amid App Store Fee Reduction to 25%
• Positive Sentiment: New product refreshes — AirPods Max 2 and a refreshed MacBook lineup with M5 chips — support near-term revenue and margin upside in wearables and Macs; Evercore reaffirming Outperform on Mac refreshes adds bullish analyst support. Apple Expands Wearables Portfolio With New AirPods Max Apple Launches New MacBook Lineup with M5 Chips
• Positive Sentiment: Strategic M&A and partnerships — MotionVFX acquisition to deepen Final Cut Pro/creator offerings and a first-ever Beats × Nike hardware tie-up — help Services and accessory ecosystems, supporting higher‑margin, recurring revenue paths. Apple’s MotionVFX Deal Deepens Creator Studio And Services Ecosystem Nike partners with Apple’s Beats
• Positive Sentiment: Supply-chain signals: stronger demand at suppliers for AI/data-center components (e.g., Jabil’s better results) imply healthier component flows for Apple’s future device/AI plans. That supports execution and product cadence. Jabil Quietly Manufactures an Accelerating Stock Price Rally
• Neutral Sentiment: Analyst and fair‑value chatter: some outlets nudge fair value targets modestly higher on AI and new products but stress rising component costs and uneven regional demand — mixed inputs that leave consensus estimates largely intact for now. How The Apple (AAPL) Investment Narrative Is Shifting
• Neutral Sentiment: Data point on short interest appears to be a reporting anomaly (zero/NaN entries) and offers no clear signal about bearish positioning; treat with caution until clean data is available.
• Negative Sentiment: Reports of talent departures and internal leadership scrutiny raise execution concerns for AI and product initiatives; investor worry about management continuity has increased speculation (some prediction‑market headlines). Apple’s talent exodus concerns
• Negative Sentiment: Analyses that flag the Magnificent Seven’s stretched valuations and moderating growth reduce the sector’s multiple support — a sector‑level headwind for AAPL despite company fundamentals. Mag 7 Or ‘Lag 7?’ A Quant Review
• Negative Sentiment: Product risk headlines — e.g., critical iPhone 18 coverage and public criticism about long app‑review times — can weigh on near‑term sentiment and developer relations. Apple just got a brutal iPhone 18 warning Elon Musk Has One Word for This Apple Problem

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on the company. Maxim Group upgraded Apple from a “hold” rating to a “buy” rating and set a $300.00 target price for the company in a report on Friday, January 30th. Scotiabank set a $330.00 price target on Apple in a report on Monday, February 2nd. DA Davidson restated a “neutral” rating and issued a $270.00 price target on shares of Apple in a research report on Friday, January 30th. Royal Bank Of Canada set a $325.00 price objective on shares of Apple in a research note on Monday, February 2nd. Finally, Morgan Stanley reissued an “overweight” rating and issued a $315.00 target price (up from $305.00) on shares of Apple in a research note on Wednesday, December 17th. One investment 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 issued a Sell rating to the company’s stock. According to MarketBeat.com, Apple has an average 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.