Lazari Capital Management Inc. Has $40.59 Million Stake in Apple Inc. $AAPL

Lazari Capital Management Inc. reduced its holdings in Apple Inc. (NASDAQ:AAPL) by 3.7% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 159,399 shares of the iPhone maker’s stock after selling 6,184 shares during the quarter. Apple comprises 13.7% of Lazari Capital Management Inc.’s portfolio, making the stock its biggest holding. Lazari Capital Management Inc.’s holdings in Apple were worth $40,588,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. ROSS JOHNSON & Associates LLC raised its holdings in Apple by 1,800.0% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after acquiring an additional 180 shares in the last quarter. Nexus Investment Management ULC increased its position in shares of Apple by 333.3% during the second quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock valued at $53,000 after purchasing an additional 200 shares during the period. LSV Asset Management acquired a new position in shares of Apple in the fourth quarter valued at $65,000. Morgan Dempsey Capital Management LLC lifted its position in Apple by 41.0% in the second quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock worth $88,000 after purchasing an additional 125 shares during the period. Finally, HFM Investment Advisors LLC bought a new position in Apple in the first quarter worth $99,000. 67.73% of the stock is owned by institutional investors and hedge funds.

More Apple News

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.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on AAPL. Citigroup restated a “buy” rating and issued a $315.00 price objective (down previously from $330.00) on shares of Apple in a research note on Tuesday, January 20th. Wedbush restated an “outperform” rating and set a $350.00 price target on shares of Apple in a research note on Wednesday, January 28th. Monness Crespi & Hardt lifted their price objective on Apple from $300.00 to $315.00 and gave the company a “buy” rating in a report on Friday, January 30th. Barclays reissued an “underweight” rating and issued a $239.00 target price (up from $230.00) on shares of Apple in a report on Friday, January 30th. Finally, JPMorgan Chase & Co. boosted their price target on 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-three have assigned a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Apple presently has a consensus rating of “Moderate Buy” and a consensus price target of $291.70.

Apple Trading Up 0.8%

AAPL stock opened at $278.12 on Friday. 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 company has a market cap of $4.08 trillion, a P/E ratio of 35.16, a PEG ratio of 2.49 and a beta of 1.09. The business has a fifty day moving average of $268.05 and a 200-day moving average of $253.90.

Apple (NASDAQ:AAPL) last announced its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, topping analysts’ consensus estimates of $2.67 by $0.17. Apple had a return on equity of 159.94% and a net margin of 27.04%.The firm had revenue of $143.76 billion during the quarter, compared to analyst estimates of $138.25 billion. During the same period last year, the company earned $2.40 earnings per share. The company’s revenue was up 15.7% on a year-over-year basis. As a group, equities research analysts expect that Apple Inc. will post 7.28 EPS for the current year.

Apple Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, February 12th. Investors of record on Monday, February 9th will be issued a $0.26 dividend. This represents a $1.04 annualized dividend and a yield of 0.4%. The ex-dividend date is Monday, February 9th. Apple’s dividend payout ratio is currently 13.15%.

Apple 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.