Abound Wealth Management grew its stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 8.7% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 42,326 shares of the iPhone maker’s stock after purchasing an additional 3,386 shares during the period. Apple makes up about 2.7% of Abound Wealth Management’s holdings, making the stock its 11th largest position. Abound Wealth Management’s holdings in Apple were worth $11,507,000 as of its most recent filing with the SEC.
Other institutional investors and hedge funds have also made changes to their positions in the company. Reyes Financial Architecture Inc. boosted its stake in shares of Apple by 0.4% during 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 in the last quarter. American Alpha Advisors LLC raised its holdings in Apple by 3.7% during the third quarter. American Alpha Advisors LLC now owns 1,151 shares of the iPhone maker’s stock worth $293,000 after purchasing an additional 41 shares during the last quarter. Capstone Wealth Management LLC boosted its position in Apple by 0.5% during the third quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker’s stock worth $2,174,000 after purchasing an additional 42 shares in the last quarter. Seven Springs Wealth Group LLC boosted its position in Apple by 0.3% during the third quarter. Seven Springs Wealth Group LLC now owns 15,451 shares of the iPhone maker’s stock worth $3,934,000 after purchasing an additional 42 shares in the last quarter. Finally, Avant Capital LLC grew its holdings in Apple by 0.9% in the third quarter. Avant Capital LLC now owns 4,814 shares of the iPhone maker’s stock valued at $1,226,000 after purchasing an additional 43 shares during the last quarter. 67.73% of the stock is owned by institutional investors and hedge funds.
Wall Street Analyst Weigh In
A number of brokerages have recently weighed in on AAPL. Phillip Securities upgraded Apple from a “moderate sell” rating to a “hold” rating in a research report on Sunday, February 1st. Moffett Nathanson increased their price objective on shares of Apple from $241.00 to $270.00 and gave the company a “neutral” rating in a research note on Wednesday, February 25th. Evercore restated an “outperform” rating on shares of Apple in a report on Monday, March 2nd. Stifel Nicolaus set a $330.00 target price on shares of Apple in a research report on Monday, March 2nd. Finally, Scotiabank set a $330.00 price target on shares of Apple in a report on Monday, February 2nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, 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: Evercore reiterated an Outperform and kept a $330 price target, citing strong momentum in Apple’s services monetization that could accelerate revenue growth. Apple Inc. (AAPL) Focused on Service Monetization to Accelerate Revenue Growth
- Positive Sentiment: Wedbush reiterated Outperform with a $350 target and flagged WWDC / a possible foldable iPhone as a near-term catalyst that could re‑ignite device momentum. Wedbush Reiterates Outperform on Apple Inc. (AAPL) Amid Anticipation of Foldable iPhone
- Positive Sentiment: Large hedge-fund interest: D. E. Shaw holds a multibillion-dollar stake (listed among its top picks), signaling institutional confidence. D. E. Shaw Stock Portfolio: Top 5 Stocks to Buy
- Positive Sentiment: Warren Buffett publicly said he “sold Apple too soon” and would consider buying more at the right price — a credibility boost for long-term investors. Warren Buffett says he sold Apple too soon and would buy more of it, though not in this market
- Positive Sentiment: Product/AI upgrade: Reuters/Bloomberg reports Apple is testing a Siri feature that can handle multiple commands in one prompt — a visible AI catch-up move investors like. Apple tests Siri feature that handles multiple commands at once, Bloomberg News reports
- Positive Sentiment: Fundamentals: reports say iPhone demand remains resilient in China, helping offset weakness at some Android rivals and supporting device revenue outlooks. iPhone Demand Holds Strong in China Despite Market Slump
- Neutral Sentiment: Services integrations continue (Bandsintown added concert listings to Apple Music with iOS 26.4), which is constructive for engagement but a slow revenue play. BANDSINTOWN POWERS CONCERT LISTINGS ON APPLE MUSIC WITH THE RELEASE OF IOS 26.4
- Neutral Sentiment: Some analysts flag a recent pullback/valuation reset and tariff concerns — a reminder upside may depend on execution (services + new devices) rather than easy valuation re-rating. Assessing Apple (AAPL) Valuation After Recent Share Price Pullback And Tariff Concerns
- Negative Sentiment: Apple has stepped up App Store enforcement against “vibe‑coding” AI apps; critics say this risks alienating developers and slows AI ecosystem momentum. Apple Cracks Down on Vibe Coding Services in App Store
- Negative Sentiment: Regulatory & geopolitical noise: a UK fine for sanctions breaches at a European unit and inclusion on an Iran “retaliation” list highlight legal/security risks that can pressure shares. Apple subsidiary fined for breaching Russian sanctions Palantir, Tesla, Apple Top Iran Retaliation List
Apple Stock Up 2.9%
AAPL opened at $253.79 on Wednesday. The firm has a market cap of $3.73 trillion, a P/E ratio of 32.08, a PEG ratio of 2.34 and a beta of 1.10. The business’s fifty day simple moving average is $260.20 and its 200 day simple moving average is $263.18. Apple Inc. has a 52 week low of $169.21 and a 52 week high of $288.62. The company has a quick ratio of 0.94, a current ratio of 0.97 and a debt-to-equity ratio of 0.87.
Apple (NASDAQ:AAPL – Get Free Report) last announced its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, beating the consensus estimate of $2.67 by $0.17. The firm had revenue of $143.76 billion during the quarter, compared to the consensus estimate of $138.25 billion. Apple had a net margin of 27.04% and a return on equity of 159.94%. The firm’s revenue for the quarter was up 15.7% on a year-over-year basis. During the same quarter in the previous year, the company posted $2.40 EPS. As a group, equities research analysts anticipate that Apple Inc. will post 7.28 EPS for the current fiscal 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 given a dividend of $0.26 per share. 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 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.
Recommended Stories
Want to see what other hedge funds are holding AAPL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Apple Inc. (NASDAQ:AAPL – Free Report).
Receive News & Ratings for Apple Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Apple and related companies with MarketBeat.com's FREE daily email newsletter.
