CVA Family Office LLC Grows Stock Position in Apple Inc. $AAPL

CVA Family Office LLC increased its stake in Apple Inc. (NASDAQ:AAPL) by 5.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 58,776 shares of the iPhone maker’s stock after acquiring an additional 3,025 shares during the period. Apple comprises about 1.8% of CVA Family Office LLC’s holdings, making the stock its 11th largest holding. CVA Family Office LLC’s holdings in Apple were worth $15,979,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently bought and sold shares of the stock. Isthmus Partners LLC boosted its stake in shares of Apple by 6.4% during 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 during the period. Sellwood Investment Partners LLC grew its holdings 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 worth $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% in the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after buying an additional 180 shares during the period. LSV Asset Management purchased a new position in shares of Apple in the fourth quarter worth $65,000. Finally, 49 Wealth Management LLC raised its holdings in Apple by 15.7% during the 3rd quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker’s stock valued at $76,000 after buying an additional 40,543 shares during the last quarter. 67.73% of the stock is currently owned by hedge funds and other institutional investors.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple announced a $400M expansion to its U.S. manufacturing program through 2030, aimed at onshoring critical components and strengthening supply-chain resilience — a potential boost to margins and political goodwill. Apple Inc. (AAPL) expands US manufacturing program with $400M investment
• Positive Sentiment: Bank of America/BofA coverage kept a Buy rating and a $320 price target, citing accelerating services growth and on‑device AI upside — a supportive analyst note for the stock’s premium multiple. Apple: Accelerating Services Growth and On‑Device AI Upside Support Premium Valuation and Buy Rating
• Positive Sentiment: Coverage highlights a strategic pivot in Apple’s AI approach that could be constructive long term — the market is parsing whether the move accelerates monetization of on‑device AI and services revenue. Apple’s AI Strategy Is Pivoting. Here’s Why That Could Be Great News for the Stock.
• Neutral Sentiment: New trading products (prediction markets) are now offering contracts tied to Apple share prices via Pyth price feeds — more retail/derivative activity but no direct company impact. Polymarket expands into equities and commodities with Pyth price feeds
• Neutral Sentiment: 50th‑anniversary coverage and product rumors (e.g., iPhone design leaks, archive stories) are keeping investor sentiment alive but are background noise versus hard financial drivers. Apple’s 50-year journey from garage to tech titan
• Negative Sentiment: Reports that Amazon is in talks to acquire Globalstar (Apple’s satellite supplier for Emergency SOS/messaging) raise execution and competitive risks for Apple’s satellite features if supplier control shifts. That creates uncertainty around a small but strategic connectivity capability. Amazon Lines Up Deal to Rival SpaceX’s Starlink: Report. Why Apple Could Be a Problem.
• Negative Sentiment: Geopolitical headlines — Iran’s IRGC has named U.S. tech firms including Apple as potential targets — add short‑term operational and sentiment risk, which can weigh on shares in risk-off episodes. Iran threatens Nvidia, Apple and other tech giants with attack
• Negative Sentiment: Valuation and positioning worries persist: commentators flag AAPL’s premium P/E and the Magnificent Seven’s underperformance this year; large funds (e.g., a D.E. Shaw trim) have reduced exposure — pressure points for the stock during market rotations. Is Apple Stock Overvalued Or Undervalued? Apple Inc. (AAPL): D. E. Shaw Trims Holding

Apple Stock Up 0.1%

Shares of Apple stock opened at $255.92 on Friday. 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 12-month low of $169.21 and a 12-month high of $288.62. The company has a market cap of $3.76 trillion, a P/E ratio of 32.35, a PEG ratio of 2.42 and a beta of 1.11. The company’s fifty day simple moving average is $260.51 and its two-hundred day simple moving average is $263.08.

Apple (NASDAQ:AAPL) last posted its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, topping the consensus estimate of $2.67 by $0.17. The firm had revenue of $143.76 billion during the quarter, compared to analysts’ expectations of $138.25 billion. Apple had a net margin of 27.04% and a return on equity of 159.94%. The company’s quarterly revenue was up 15.7% compared to the same quarter last year. During the same period last year, the company posted $2.40 EPS. Research analysts anticipate that Apple Inc. will post 7.28 EPS for the current year.

Apple Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, February 12th. Shareholders 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 annualized dividend and a yield of 0.4%. Apple’s dividend payout ratio (DPR) is 13.15%.

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on AAPL shares. CLSA increased their price target on shares of Apple from $265.00 to $330.00 and gave the company an “outperform” rating in a research report on Friday, December 5th. Needham & Company LLC restated a “hold” rating on shares of Apple in a research report on Friday, January 30th. UBS Group reaffirmed a “neutral” rating on shares of Apple in a research note on Wednesday, March 4th. DA Davidson reiterated a “neutral” rating and set a $270.00 target price on shares of Apple in a report on Friday, January 30th. Finally, Monness Crespi & Hardt raised their target price on Apple from $300.00 to $315.00 and gave the stock a “buy” rating in a research note on Friday, January 30th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $297.58.

About Apple

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.