Cambria Investment Management L.P. Boosts Stake in Apple Inc. $AAPL

Cambria Investment Management L.P. lifted its stake in shares of Apple Inc. (NASDAQ:AAPL) by 150.1% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 36,540 shares of the iPhone maker’s stock after purchasing an additional 21,928 shares during the period. Cambria Investment Management L.P.’s holdings in Apple were worth $9,304,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Reyes Financial Architecture Inc. increased its stake in shares of Apple by 0.4% in the 3rd quarter. Reyes Financial Architecture Inc. now owns 9,898 shares of the iPhone maker’s stock worth $2,520,000 after acquiring an additional 37 shares during the last quarter. American Alpha Advisors LLC boosted its position in shares of Apple by 3.7% during the 3rd quarter. American Alpha Advisors LLC now owns 1,151 shares of the iPhone maker’s stock valued at $293,000 after acquiring an additional 41 shares during the last quarter. Capstone Wealth Management LLC grew 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 valued at $2,174,000 after purchasing an additional 42 shares during the period. Seven Springs Wealth Group LLC grew its holdings in shares of Apple by 0.3% in the third quarter. Seven Springs Wealth Group LLC now owns 15,451 shares of the iPhone maker’s stock valued at $3,934,000 after purchasing an additional 42 shares during the period. Finally, Avant Capital LLC increased its position in Apple by 0.9% during the third quarter. Avant Capital LLC now owns 4,814 shares of the iPhone maker’s stock worth $1,226,000 after purchasing an additional 43 shares during the last quarter. Institutional investors and hedge funds own 67.73% of the company’s stock.

More Apple News

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

Apple Stock Down 0.4%

Apple stock opened at $247.99 on Monday. The firm has a market capitalization of $3.64 trillion, a P/E ratio of 31.35, a P/E/G ratio of 2.21 and a beta of 1.10. 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 twelve month low of $169.21 and a twelve month high of $288.62. The stock’s fifty day simple moving average is $260.99 and its 200-day simple moving average is $262.37.

Apple (NASDAQ:AAPL) last released its earnings results 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 analyst estimates of $138.25 billion. During the same period last year, the business posted $2.40 earnings per share. Apple’s revenue was up 15.7% compared to the same quarter last year. As a group, equities analysts expect that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Announces Dividend

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

Wall Street Analyst Weigh In

AAPL has been the topic of several recent analyst reports. Jefferies Financial Group set a $330.00 target price on shares of Apple in a report on Wednesday, March 4th. TD Cowen restated a “buy” rating and set a $325.00 price target on shares of Apple in a report on Friday, January 30th. Loop Capital reaffirmed a “buy” rating and set a $325.00 price target (up from $315.00) on shares of Apple in a research report on Tuesday, December 2nd. Maxim Group upgraded Apple from a “hold” rating to a “buy” rating and set a $300.00 price objective on the stock in a report on Friday, January 30th. Finally, CLSA increased their price objective on Apple from $265.00 to $330.00 and gave the stock an “outperform” rating in a research report on Friday, December 5th. One 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 issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average 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.