Apple Inc. $AAPL Shares Purchased by GoalVest Advisory LLC

GoalVest Advisory LLC boosted its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 24.1% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 13,486 shares of the iPhone maker’s stock after purchasing an additional 2,618 shares during the period. Apple makes up 0.7% of GoalVest Advisory LLC’s investment portfolio, making the stock its 21st largest holding. GoalVest Advisory LLC’s holdings in Apple were worth $3,666,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of AAPL. Vanguard Group Inc. increased its position in Apple by 1.1% in the 2nd quarter. Vanguard Group Inc. now owns 1,415,932,804 shares of the iPhone maker’s stock valued at $290,506,933,000 after acquiring an additional 15,141,995 shares during the period. State Street Corp lifted its position in Apple by 0.9% during the 2nd quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker’s stock worth $123,358,461,000 after acquiring an additional 5,224,229 shares during the period. Geode Capital Management LLC lifted its position in Apple by 1.4% during the 2nd quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker’s stock worth $72,506,336,000 after acquiring an additional 4,942,638 shares during the period. Norges Bank purchased a new position in shares of Apple in the 2nd quarter valued at approximately $38,942,255,000. Finally, Northern Trust Corp increased its holdings in shares of Apple by 13.3% in 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. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Apple Trading Down 0.4%

Shares of AAPL stock opened at $247.99 on Monday. The business’s fifty day moving average price is $260.99 and its 200 day moving average price is $262.37. Apple Inc. has a 1-year low of $169.21 and a 1-year high of $288.62. The firm has a market capitalization of $3.64 trillion, a PE ratio of 31.35, a P/E/G ratio of 2.21 and a beta of 1.10. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94.

Apple (NASDAQ:AAPL) last released its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS 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 the consensus estimate of $138.25 billion. Apple had a return on equity of 159.94% and a net margin of 27.04%.Apple’s quarterly revenue was up 15.7% compared to the same quarter last year. During the same quarter last year, the company earned $2.40 earnings per share. As a group, sell-side analysts forecast that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, February 12th. Stockholders of record on Monday, February 9th were issued a $0.26 dividend. This represents a $1.04 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date was Monday, February 9th. Apple’s dividend payout ratio (DPR) is currently 13.15%.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: China strength: iPhone sales in China jumped ~23% in the first nine weeks of 2026, outpacing a weak local market and supporting Apple’s revenue and unit growth prospects in a key market. Apple’s China smartphone sales jump 23%
• Positive Sentiment: Product demand: Apple’s Mac had its best-ever launch week for first-time customers, signaling continued strength in Mac demand that can help hardware revenue mix. Apple Mac sees best ever launch week
• Positive Sentiment: Legal win on Apple Watch: A U.S. trade tribunal preliminarily ruled redesigned Apple Watches don’t infringe Masimo patents, fending off a renewed import ban and removing a regulatory/shutdown risk for Watch shipments. Apple Watch clears key patent challenge
• Positive Sentiment: AI/App Store monetization: Reporting suggests Apple made ~$900M from AI-related App Store activity last year and could top $1B soon — a recurring, high-margin revenue stream that supports services growth. Apple made $900M from AI
• Neutral Sentiment: CEO outreach: Tim Cook’s China visit reinforces focus on local partnerships and regulatory navigation — positive strategically but not an immediate earnings catalyst. Tim Cook’s China visit
• Neutral Sentiment: New integrations and content deals (Apple Health integrations, Apple TV sports/content deals) expand ecosystem stickiness but their near-term revenue impact is uncertain. Apple Health integrates with Perplexity Health
• Negative Sentiment: Security risk: Researchers flagged the “DarkSword” iOS exploit and related spyware/ghostblade campaigns targeting crypto wallets; Apple has issued alerts and pushed patches — security scares can dent consumer confidence and spur short-term churn or support costs. DarkSword iPhone exploit threatens wallets
• Negative Sentiment: Market sentiment and positioning: Some AI-driven price models are bearish for Q2 and there’s visible insider selling and mixed analyst positioning — these contribute to short-term selling pressure. AI sets Apple stock price for Q2 2026

Wall Street Analyst Weigh In

AAPL has been the subject of several recent research reports. Moffett Nathanson increased their price target on Apple from $241.00 to $270.00 and gave the stock a “neutral” rating in a report on Wednesday, February 25th. Scotiabank set a $330.00 price objective on shares of Apple in a research note on Monday, February 2nd. The Goldman Sachs Group restated a “buy” rating on shares of Apple in a research report on Monday, March 2nd. Evercore restated an “outperform” rating on shares of Apple in a research note on Monday, March 2nd. Finally, Stephens set a $315.00 target price on shares of Apple in a report on Monday, January 26th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price 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.