Apple Inc. $AAPL is Overbrook Management Corp’s 8th Largest Position

Overbrook Management Corp grew its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 57.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 104,648 shares of the iPhone maker’s stock after buying an additional 38,174 shares during the quarter. Apple accounts for approximately 4.9% of Overbrook Management Corp’s holdings, making the stock its 8th biggest holding. Overbrook Management Corp’s holdings in Apple were worth $28,449,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in AAPL. Clear Trail Advisors LLC bought a new stake in shares of Apple in the 4th quarter valued at approximately $21,946,000. Carderock Capital Management Inc. raised its holdings in Apple by 12.7% during the 4th quarter. Carderock Capital Management Inc. now owns 51,335 shares of the iPhone maker’s stock valued at $13,956,000 after buying an additional 5,805 shares during the period. SG Americas Securities LLC lifted its position in Apple by 122.5% in the fourth quarter. SG Americas Securities LLC now owns 12,588,384 shares of the iPhone maker’s stock worth $3,422,278,000 after buying an additional 6,931,227 shares during the last quarter. Cambridge Financial Group LLC boosted its stake in Apple by 32.2% during the fourth quarter. Cambridge Financial Group LLC now owns 21,217 shares of the iPhone maker’s stock worth $5,482,000 after buying an additional 5,166 shares during the period. Finally, GEM Asset Management LLC increased its position in Apple by 32.2% during the fourth quarter. GEM Asset Management LLC now owns 20,974 shares of the iPhone maker’s stock valued at $5,460,000 after acquiring an additional 5,114 shares during the last quarter. Institutional investors own 67.73% of the company’s stock.

Apple Price Performance

Shares of NASDAQ AAPL opened at $248.80 on Monday. 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 market capitalization of $3.65 trillion, a price-to-earnings ratio of 31.45, a PEG ratio of 2.36 and a beta of 1.10. The stock has a 50 day moving average price of $260.24 and a 200 day moving average price of $262.92. Apple Inc. has a 52-week low of $169.21 and a 52-week high of $288.62.

Apple (NASDAQ:AAPL) last announced its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.67 by $0.17. The company had revenue of $143.76 billion for the quarter, compared to analysts’ expectations of $138.25 billion. Apple had a return on equity of 159.94% and a net margin of 27.04%.Apple’s revenue was up 15.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.40 earnings per share. Sell-side analysts expect 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. Investors of record on Monday, February 9th were issued 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 payout ratio is presently 13.15%.

Analysts Set New Price Targets

AAPL has been the subject of several analyst reports. KGI Securities upgraded shares of Apple to an “outperform” rating and set a $306.00 target price for the company in a report on Friday, January 30th. Royal Bank Of Canada set a $325.00 target price on Apple in a research report on Monday, February 2nd. Rosenblatt Securities upped their target price on Apple from $267.00 to $268.00 and gave the company a “neutral” rating in a research note on Thursday, March 5th. Maxim Group raised Apple from a “hold” rating to a “buy” rating and set a $300.00 price target for the company in a research note on Friday, January 30th. Finally, Stephens set a $315.00 price objective on Apple in a research 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 issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $297.58.

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Wedbush says 2026 could be a significant product year and raises upside potential (they reiterate Outperform and a $350 target), framing WWDC and AI-driven hardware as major catalysts. Apple in focus as Wedbush calls 2026 a ‘significant’ product launch year ahead of WWDC
• Positive Sentiment: Apple hired ex-Google executive Lilian Rincon as VP of product marketing for AI — a concrete senior hire to accelerate Siri/AI positioning and marketing. Apple hires ex-Google executive to head AI marketing amid push to improve Siri
• Positive Sentiment: Multiple reports say Apple will open Siri to rival AI assistants (Gemini, Claude, etc.) in iOS 27 — this pivot can broaden iPhone AI capabilities without Apple building everything in‑house. Apple Plans to Open Up Siri to Rival AI Assistants in iOS 27 Update
• Positive Sentiment: Services continue to grow (reported ~14% y/y, Apple TV and gaming aiding strength) — recurring high‑margin revenue supports earnings upside even if hardware cycles lag. Strong Streaming & Game Content Aids Apple’s Services: What’s Ahead?
• Positive Sentiment: Apple expands U.S. manufacturing program, adding Bosch, Cirrus Logic, TDK and Qnity and committing $400M — reduces supply‑chain risk and supports domestic sourcing narrative. Apple adds Bosch, Cirrus Logic, others to US manufacturing program, to invest $400 million
• Positive Sentiment: Apple is granting rare large stock bonuses to iPhone designers to curb talent departures to AI firms — a retention step to protect future product execution. Apple Drops Six Figure Bonuses To Stop iPhone Talent Exodus
• Neutral Sentiment: An analyst tweak: Erste trimmed FY2027 EPS slightly — minimal change to consensus, but worth watching for estimate revisions. Apple Inc. analyst note (Erste Group) via MarketBeat
• Neutral Sentiment: Steve Wozniak publicly criticizes AI and says he hardly uses it — a reputational/PR datapoint but unlikely to move fundamentals. Apple cofounder Steve Wozniak admits he’s ‘disappointed a lot’ by AI and hardly uses it
• Negative Sentiment: Broader tech sector weakness — Nasdaq slide, Meta legal losses and geopolitical worries are pressuring tech stocks, which is dragging AAPL despite company‑specific positives. Tech stocks suffer worst week in nearly a year, driven down by war worries, Meta legal woes
• Negative Sentiment: Reports that Apple has discontinued the Mac Pro and abandoned future updates could concern pro users and niche revenue, though impact on total revenue is limited. Apple reportedly discontinues Mac Pro, abandons plans for future updates

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.