Octavia Wealth Advisors LLC Acquires 5,673 Shares of Apple Inc. $AAPL

Octavia Wealth Advisors LLC grew its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 3.1% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 188,740 shares of the iPhone maker’s stock after acquiring an additional 5,673 shares during the quarter. Apple accounts for approximately 4.8% of Octavia Wealth Advisors LLC’s investment portfolio, making the stock its 5th largest position. Octavia Wealth Advisors LLC’s holdings in Apple were worth $48,059,000 as of its most recent SEC filing.

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

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple preparing to allow third‑party voice AI/chatbots (ChatGPT, Gemini, Claude) in CarPlay — a strategic shift that could boost in‑car services, user engagement and partnerships across the AI ecosystem. Apple plans to allow external voice-controlled AI chatbots in CarPlay
• Positive Sentiment: Strong Q1 results (higher‑than‑expected revenue and EPS, large iPhone sales) continue to support investor confidence and explain why AAPL is outperforming many Big Tech peers after the AI‑led sell‑off.
• Positive Sentiment: EU says Apple Ads and Apple Maps should not be designated under the Digital Markets Act — avoids potential regulatory constraints and commercial disruption in Europe. Apple Ads and Apple Maps should not be designated under Digital Markets Act, says EU
• Positive Sentiment: Analyst support and bullish price targets remain — several firms have reiterated Outperform/Overweight calls and above‑consensus targets (median recent target ~$310), underpinning investor interest. Evercore ISI stays Outperform on Apple
• Positive Sentiment: Inclusion in new Big Tech ETF offerings and continued institutional buying signal durable demand from funds and passive vehicles. Big Tech Core: New Burney ETF Packs Apple, Nvidia, Google, Broadcom Punch
• Neutral Sentiment: Short‑interest data currently shows anomalies (reporting zeros/NaN) and offers no clear signal on bearish positioning — not market‑moving as reported.
• Neutral Sentiment: Global memory‑chip shortages raise questions about iPhone pricing vs. margin trade‑offs; could preserve margins (price increases) or dent volume if Apple raises prices — impact unclear near term. Pricier iPhones? Global memory chip crunch puts spotlight on Apple
• Negative Sentiment: Apple has scaled back its AI health‑coach initiative (project “Mulberry”), highlighting execution and monetization challenges for new paid services tied to health/wearables. That could temper parts‑of‑services growth expectations. Apple Scales Back AI Health Coach Plans
• Negative Sentiment: Ongoing insider selling is visible in regulatory filings; while routine at large cap firms, it can be interpreted negatively by some investors when concentrated.

Apple Stock Up 0.8%

AAPL stock opened at $278.12 on Friday. The firm has a market capitalization of $4.08 trillion, a PE ratio of 35.16, a P/E/G ratio of 2.49 and a beta of 1.09. 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 Inc. has a twelve month low of $169.21 and a twelve month high of $288.62. The stock’s 50 day moving average is $268.05 and its 200-day moving average is $253.90.

Apple (NASDAQ:AAPL) last released its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, beating analysts’ consensus estimates of $2.67 by $0.17. The business had revenue of $143.76 billion during 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%.Apple’s quarterly revenue was up 15.7% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.40 EPS. Sell-side analysts expect that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, February 12th. Investors 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 of this dividend is Monday, February 9th. Apple’s dividend payout ratio (DPR) is presently 13.15%.

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on the company. KGI Securities upgraded Apple to an “outperform” rating and set a $306.00 price objective for the company in a research report on Friday, January 30th. JPMorgan Chase & Co. raised their price target on shares of Apple from $315.00 to $325.00 and gave the stock an “overweight” rating in a report on Friday, January 30th. Argus set a $325.00 price objective on shares of Apple and gave the company a “buy” rating in a research note on Friday, October 31st. Maxim Group upgraded shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 price objective for the company in a research report on Friday, January 30th. Finally, The Goldman Sachs Group reiterated a “buy” rating and set a $330.00 price target on shares of Apple in a report on Friday, January 30th. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Apple presently has an average rating of “Moderate Buy” and an average target price 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.