Klingman & Associates LLC Has $69.29 Million Position in Apple Inc. $AAPL

Klingman & Associates LLC grew its position in Apple Inc. (NASDAQ:AAPL) by 4.8% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 272,103 shares of the iPhone maker’s stock after buying an additional 12,401 shares during the quarter. Apple accounts for about 3.5% of Klingman & Associates LLC’s portfolio, making the stock its 7th largest holding. Klingman & Associates LLC’s holdings in Apple were worth $69,286,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently modified their holdings of AAPL. Family Capital Management Inc. raised its holdings in shares of Apple by 6.0% during the 3rd quarter. Family Capital Management Inc. now owns 22,250 shares of the iPhone maker’s stock worth $5,665,000 after buying an additional 1,265 shares in the last quarter. O Connor Financial Group LLC raised its stake in Apple by 2.3% during the third quarter. O Connor Financial Group LLC now owns 4,167 shares of the iPhone maker’s stock worth $1,061,000 after acquiring an additional 92 shares in the last quarter. Smith Shellnut Wilson LLC ADV lifted its holdings in shares of Apple by 9.1% in the third quarter. Smith Shellnut Wilson LLC ADV now owns 34,809 shares of the iPhone maker’s stock worth $8,863,000 after acquiring an additional 2,901 shares during the last quarter. Financial Network Wealth Advisors LLC boosted its stake in shares of Apple by 1.1% in the 3rd quarter. Financial Network Wealth Advisors LLC now owns 9,827 shares of the iPhone maker’s stock valued at $2,502,000 after purchasing an additional 109 shares in the last quarter. Finally, Liberty One Investment Management LLC boosted its stake in shares of Apple by 27.7% in the 3rd quarter. Liberty One Investment Management LLC now owns 33,096 shares of the iPhone maker’s stock valued at $8,427,000 after purchasing an additional 7,181 shares in the last quarter. Institutional investors own 67.73% of the company’s stock.

Apple Stock Down 0.2%

Shares of Apple stock opened at $275.91 on Friday. The stock’s 50-day moving average is $268.06 and its 200 day moving average is $253.17. Apple Inc. has a one year low of $169.21 and a one year high of $288.62. The firm has a market cap of $4.05 trillion, a price-to-earnings ratio of 34.88, a PEG ratio of 2.47 and a beta of 1.09. 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 (NASDAQ:AAPL) last issued its quarterly earnings results 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. The firm had revenue of $143.76 billion for the quarter, compared to analyst estimates of $138.25 billion. Apple had a return on equity of 159.94% and a net margin of 27.04%.The company’s revenue was up 15.7% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.40 earnings per share. Equities 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 will be paid on Thursday, February 12th. Stockholders of record on Monday, February 9th will be issued a dividend of $0.26 per share. The ex-dividend date is Monday, February 9th. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. Apple’s dividend payout ratio is currently 13.15%.

Trending Headlines about Apple

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

Analysts Set New Price Targets

A number of analysts have weighed in on the stock. UBS Group reaffirmed a “buy” rating on shares of Apple in a research note on Tuesday. Citigroup restated a “buy” rating and set a $315.00 price objective (down previously from $330.00) on shares of Apple in a research report on Tuesday, January 20th. Barclays reaffirmed an “underweight” rating and issued a $239.00 target price (up previously from $230.00) on shares of Apple in a report on Friday, January 30th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Apple in a research report on Monday. Finally, DZ Bank upgraded Apple from a “hold” rating to a “buy” rating and set a $300.00 price target on the stock in a report on Tuesday, November 4th. One analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $291.70.

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.