Demming Financial Services Corp ADV acquired a new position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 2,057 shares of the iPhone maker’s stock, valued at approximately $559,000. Apple accounts for approximately 0.4% of Demming Financial Services Corp ADV’s portfolio, making the stock its 18th largest position.
Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Sellwood Investment Partners LLC boosted its position in shares of Apple by 110.9% during the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock worth $34,000 after acquiring an additional 71 shares in the last quarter. Lifetime Wealth Management P.C. acquired a new position in Apple during the fourth quarter valued at approximately $41,000. ROSS JOHNSON & Associates LLC lifted its stake in Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after purchasing an additional 180 shares during the last quarter. Timmons Wealth Management LLC bought a new stake in Apple during the fourth quarter worth $69,000. Finally, LSV Asset Management acquired a new stake in shares of Apple in the 4th quarter valued at $65,000. 67.73% of the stock is owned by institutional investors and hedge funds.
Key Apple News
Here are the key news stories impacting Apple this week:
- Positive Sentiment: Top investor endorsement — Billionaire Ken Griffin lists Apple among his five best stock picks, highlighting institutional conviction and potential buying support. 5 Best Stocks to Buy According to Billionaire Ken Griffin
- Positive Sentiment: Analyst backing — Bank of America reiterates a Buy and cites accelerating services growth and on‑device AI upside, supporting a premium valuation thesis and positive analyst flow. Apple: Accelerating Services Growth and On‑Device AI Upside Support Premium Valuation and Buy Rating
- Positive Sentiment: U.S. manufacturing boost — Apple expands its U.S. manufacturing program with a reported $400M investment, a politically favorable move that can reduce supply risk and support margin/PR. Apple Inc. (AAPL) expands US manufacturing program with $400M investment
- Neutral Sentiment: Positive narrative around Apple at 50 — Extensive coverage of Apple’s 50th anniversary reminds investors of the company’s long-term durability, but raises governance/succession questions that are medium‑term rather than catalytic. Apple At 50 Weighs AI Partnerships Satellite Ties And Succession
- Neutral Sentiment: AI positioning debate — Coverage highlights a strategic pivot toward opening Siri to third‑party AI assistants and other AI moves; this reduces long-term AI execution risk but timing and monetization remain uncertain. Apple’s AI Strategy Is Pivoting. Here’s Why That Could Be Great News for the Stock.
- Negative Sentiment: Satellite dependency risk — Reports that Amazon is in talks to buy Globalstar (Apple’s satellite partner for Emergency SOS/messaging) raise competitive and supply‑chain uncertainty for Apple’s satellite features. Amazon Lines Up Deal to Rival SpaceX’s Starlink: Report. Why Apple Could Be a Problem.
- Negative Sentiment: Valuation pressure — Commentary points to a rich trailing and forward P/E (high 20s–30s) that’s prompting profit‑taking and making AAPL sensitive to any slowdown in growth or disappointment on AI execution. Is Apple Stock Overvalued Or Undervalued?
- Negative Sentiment: Geopolitical / macro risk — Headlines about potential targeting of U.S. tech firms and broader Mag‑7 weakness amplify downside risk if tensions or macro selloffs persist. AAPL Stock on Watch: Iran Threatens Retaliatory Strikes Could Hit Apple Next
Insider Buying and Selling
Wall Street Analyst Weigh In
A number of equities analysts have recently commented on AAPL shares. Barclays boosted their price target on Apple from $239.00 to $248.00 and gave the stock an “underweight” rating in a report on Tuesday, March 3rd. Wedbush reiterated an “outperform” rating and issued a $350.00 target price on shares of Apple in a research report on Friday, March 27th. CLSA boosted their target price on Apple from $265.00 to $330.00 and gave the stock an “outperform” rating in a research note on Friday, December 5th. Oppenheimer reissued a “market perform” rating on shares of Apple in a report on Friday, January 30th. Finally, JPMorgan Chase & Co. raised their price target on shares of Apple from $315.00 to $325.00 and gave the company an “overweight” rating in a research note on Friday, January 30th. 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 given a Sell rating to the stock. According to MarketBeat.com, Apple currently has a consensus rating of “Moderate Buy” and an average price target of $297.58.
Check Out Our Latest Analysis on Apple
Apple Price Performance
Apple stock opened at $255.92 on Friday. The stock has a 50-day moving average price of $260.67 and a two-hundred day moving average price of $263.21. Apple Inc. has a 12 month low of $169.21 and a 12 month high of $288.62. The company has a market capitalization of $3.76 trillion, a PE ratio of 32.35, a P/E/G ratio of 2.42 and a beta of 1.11. 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 (NASDAQ:AAPL – Get Free Report) last released its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, topping the consensus estimate of $2.67 by $0.17. Apple had a return on equity of 159.94% and a net margin of 27.04%.The company had revenue of $143.76 billion for the quarter, compared to analysts’ expectations of $138.25 billion. During the same period in the previous year, the business posted $2.40 earnings per share. The business’s quarterly revenue was up 15.7% compared to the same quarter last year. Analysts expect that Apple Inc. will post 7.28 EPS for the current year.
Apple Announces Dividend
The firm also recently announced a quarterly dividend, which was paid on Thursday, February 12th. Shareholders of record on Monday, February 9th were issued a dividend of $0.26 per share. This represents a $1.04 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date of this dividend was Monday, February 9th. Apple’s payout ratio is presently 13.15%.
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.
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