Apple Inc. $AAPL is Cooper Financial Group’s 4th Largest Position

Cooper Financial Group lifted its position in shares of Apple Inc. (NASDAQ:AAPL) by 1.5% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 154,099 shares of the iPhone maker’s stock after buying an additional 2,255 shares during the quarter. Apple makes up about 4.5% of Cooper Financial Group’s holdings, making the stock its 4th largest position. Cooper Financial Group’s holdings in Apple were worth $41,893,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in the business. Isthmus Partners LLC lifted its holdings in shares of Apple by 6.4% in the third quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker’s stock valued at $25,000 after purchasing an additional 5,808 shares in the last quarter. Sellwood Investment Partners LLC grew its position in shares of Apple by 110.9% in the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock valued at $34,000 after purchasing an additional 71 shares during the last quarter. ROSS JOHNSON & Associates LLC increased its stake in shares of Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after purchasing an additional 180 shares in the last quarter. LSV Asset Management purchased a new position in shares of Apple during the 4th quarter worth approximately $65,000. Finally, 49 Wealth Management LLC raised its position in shares of Apple by 15.7% during the 3rd quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker’s stock worth $76,000 after purchasing an additional 40,543 shares during the last quarter. 67.73% of the stock is currently owned by hedge funds and other institutional investors.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple expands its U.S. manufacturing program and will invest $400 million through 2030 with new partners (Bosch, Cirrus Logic, TDK, Qnity), which should improve supply‑chain resilience, political optics, and long‑term component security. Apple adds Bosch, Cirrus Logic, others to US manufacturing program, to invest $400 million
• Positive Sentiment: Apple plans to open Siri to outside AI assistants (e.g., Google’s Gemini, Anthropic’s Claude), a strategic pivot that makes the iPhone a more flexible AI hub and could accelerate services engagement and monetization. This announcement improves Apple’s competitive AI positioning. Apple plans to open Siri to rival AI services, Bloomberg News reports
• Positive Sentiment: Supplier reaction: Cirrus Logic’s stock rallied after being named to Apple’s American Manufacturing Program, signaling vendor wins and execution progress for Apple’s reshoring plan (could shorten lead times for sensors/components). Cirrus Logic Stock Breaks Out On Apple Partnership
• Neutral Sentiment: Apple rolled out UK age‑verification measures for iPhone users to comply with new government expectations — a regulatory compliance step that reduces policy risk but may affect UX and require implementation costs. Apple rolls out UK age checks for iPhone users
• Negative Sentiment: China headwinds: shipments of foreign‑branded phones in China fell in February, a macro demand signal that could pressure regional iPhone volumes if the trend persists (some analysts note Apple may be relatively insulated, but risk remains). February shipments of foreign-branded phones in China fall 7.7% from a year ago, CAICT data shows

Analyst Upgrades and Downgrades

AAPL has been the subject of several recent research reports. Bank of America dropped their price target on Apple from $325.00 to $320.00 and set a “buy” rating for the company in a research report on Monday. Scotiabank set a $330.00 price objective on Apple in a research note on Monday, February 2nd. JPMorgan Chase & Co. lifted their price objective on Apple from $315.00 to $325.00 and gave the stock an “overweight” rating in a research report on Friday, January 30th. Sanford C. Bernstein reissued an “outperform” rating on shares of Apple in a research note on Wednesday, March 4th. Finally, TD Cowen restated a “buy” rating and issued a $325.00 target price on shares of Apple in a report on Friday, January 30th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $297.58.

Apple Price Performance

Apple stock opened at $252.89 on Friday. Apple Inc. has a 1 year low of $169.21 and a 1 year high of $288.62. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.94 and a current ratio of 0.97. The firm has a 50 day moving average price of $260.37 and a 200 day moving average price of $262.40. The company has a market cap of $3.71 trillion, a price-to-earnings ratio of 31.97, a PEG ratio of 2.40 and a beta of 1.10.

Apple (NASDAQ:AAPL) last posted its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share 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 company had revenue of $143.76 billion for the quarter, compared to the consensus estimate of $138.25 billion. During the same quarter last year, the firm posted $2.40 earnings per share. Apple’s revenue was up 15.7% on a year-over-year basis. Sell-side analysts predict that Apple Inc. will post 7.28 earnings per share for the current 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 issued 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 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.