Apple Inc. $AAPL is Exencial Wealth Advisors LLC’s Largest Position

Exencial Wealth Advisors LLC trimmed its holdings in Apple Inc. (NASDAQ:AAPL) by 1.2% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 474,418 shares of the iPhone maker’s stock after selling 5,909 shares during the quarter. Apple comprises about 3.9% of Exencial Wealth Advisors LLC’s investment portfolio, making the stock its biggest holding. Exencial Wealth Advisors LLC’s holdings in Apple were worth $120,801,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Capstone Wealth Management LLC increased its stake in Apple by 0.5% during the 3rd quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker’s stock valued at $2,174,000 after purchasing an additional 42 shares in the last quarter. Baker Boyer National Bank lifted its stake in shares of Apple by 0.3% in the second quarter. Baker Boyer National Bank now owns 18,011 shares of the iPhone maker’s stock worth $3,695,000 after buying an additional 47 shares in the last quarter. Beddow Capital Management Inc. grew its holdings in shares of Apple by 1.8% during the second quarter. Beddow Capital Management Inc. now owns 2,597 shares of the iPhone maker’s stock valued at $533,000 after buying an additional 47 shares during the last quarter. Uncommon Cents Investing LLC increased its position in shares of Apple by 0.4% during the third quarter. Uncommon Cents Investing LLC now owns 10,609 shares of the iPhone maker’s stock valued at $2,701,000 after acquiring an additional 47 shares in the last quarter. Finally, Vermillion Wealth Management Inc. raised its holdings in Apple by 0.5% in the 3rd quarter. Vermillion Wealth Management Inc. now owns 9,646 shares of the iPhone maker’s stock worth $2,456,000 after acquiring an additional 47 shares during the last quarter. 67.73% of the stock is owned by hedge funds and other institutional investors.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Q1 earnings beat and record iPhone quarter — revenue of ~$143.8B and an all‑time high iPhone quarter (strong China growth) give investors a clear fundamental reason to buy. Apple Stock (AAPL) Opinions on Q1 Earnings Report
• Positive Sentiment: Apple seen as a “surprise winner” amid a $1.2T tech selloff — investors are rewarding Apple’s more measured spending and durable consumer demand, helping it outperform other AI‑heavy names. How Apple’s stock has become a surprise winner during the $1.2 trillion tech wipeout
• Positive Sentiment: Analyst bullishness and high price targets — firms including Evercore and Wedbush have reiterated Outperform/upside targets (some well above current levels), supporting positive sentiment among growth investors. Evercore ISI Stays Outperform on Apple (AAPL), Keeps $330 Target
• Positive Sentiment: EU regulatory relief — the European Commission signaled Apple Ads and Apple Maps shouldn’t be designated under the Digital Markets Act, reducing potential near‑term regulatory risk in Europe. Apple Ads and Apple Maps should not be designated under Digital Markets Act, says EU
• Neutral Sentiment: Tim Cook to lobby on immigration — Cook’s public commitment on immigration policy is positive for corporate responsibility and talent retention but has limited direct impact on near‑term revenue. Apple’s Cook vows to lobby lawmakers on immigration issue
• Neutral Sentiment: Ongoing AI debate and partnership opacity — coverage notes Apple’s measured AI approach and limited public detail on deals (e.g., Apple/Google Siri arrangement), leaving investors split on how quickly Apple can monetize AI. Alphabet won’t talk about the Google-Apple AI deal, even to investors
• Negative Sentiment: Insider selling and congressional trading activity — recent disclosures show significant insider sales (and mixed congressional activity), which some investors view as a cautionary signal on near‑term positioning. Apple Stock (AAPL) Opinions on Q1 Earnings Report (insider section)
• Negative Sentiment: Bear-case and valuation critiques — several note stretched P/E and downgrade-to‑hold views, arguing some upside is priced in and cautioning on sustainability of high growth rates. Apple Inc. (AAPL): A bear case theory

Apple Stock Performance

Shares of NASDAQ AAPL opened at $275.91 on Friday. The firm has a fifty day moving average price of $268.06 and a 200-day moving average price of $253.17. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94. Apple Inc. has a 1 year low of $169.21 and a 1 year high of $288.62. The stock has a market cap of $4.05 trillion, a PE ratio of 34.88, a price-to-earnings-growth ratio of 2.47 and a beta of 1.09.

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

Apple Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, February 12th. Stockholders of record on Monday, February 9th will be given a dividend of $0.26 per share. This represents a $1.04 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date is Monday, February 9th. Apple’s dividend payout ratio is currently 13.15%.

Wall Street Analyst Weigh In

AAPL has been the topic of several recent analyst reports. Needham & Company LLC reiterated a “hold” rating on shares of Apple in a research note on Friday, January 30th. Wedbush reaffirmed an “outperform” rating and set a $350.00 price target on shares of Apple in a report on Wednesday, January 28th. Scotiabank set a $330.00 price objective on Apple in a report on Monday. Weiss Ratings reissued a “buy (b-)” rating on shares of Apple in a research report on Monday, December 29th. Finally, Morgan Stanley restated an “overweight” rating and set a $315.00 target price (up previously from $305.00) on shares of Apple in a research note on Wednesday, December 17th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Apple presently has an average rating of “Moderate Buy” and a consensus price target of $291.70.

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.