Great Point Wealth Advisors LLC Purchases New Position in Apple Inc. $AAPL

Great Point Wealth Advisors LLC acquired a new position in Apple Inc. (NASDAQ:AAPL) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 17,318 shares of the iPhone maker’s stock, valued at approximately $4,410,000. Apple accounts for 0.8% of Great Point Wealth Advisors LLC’s holdings, making the stock its 23rd largest holding.

Other large investors have also bought and sold shares of the company. ROSS JOHNSON & Associates LLC lifted its position in Apple by 1,800.0% during 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 during the period. LSV Asset Management bought a new position in shares of Apple during the fourth quarter valued at approximately $65,000. Nexus Investment Management ULC lifted its holdings 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 last quarter. Morgan Dempsey Capital Management LLC boosted its position in shares of Apple by 41.0% in the 2nd 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 in the last quarter. Finally, HFM Investment Advisors LLC purchased a new stake in shares of Apple in the 1st quarter worth approximately $99,000. 67.73% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on the company. Raymond James Financial reiterated a “market perform” rating on shares of Apple in a research note on Friday, January 2nd. KGI Securities upgraded Apple to an “outperform” rating and set a $306.00 price target for the company in a report on Friday, January 30th. UBS Group reiterated a “buy” rating on shares of Apple in a research note on Tuesday, February 3rd. 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 note on Friday, January 30th. Finally, Argus set a $325.00 target price on shares of Apple and gave the stock a “buy” rating in a report on Friday, October 31st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $292.13.

Apple Stock Performance

Shares of AAPL stock opened at $273.68 on Wednesday. The company has a 50 day moving average price of $267.63 and a 200-day moving average price of $255.03. Apple Inc. has a 52 week low of $169.21 and a 52 week high of $288.62. The firm has a market capitalization of $4.02 trillion, a PE ratio of 34.60, a P/E/G ratio of 2.45 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 (NASDAQ:AAPL) last issued its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, beating analysts’ consensus estimates of $2.67 by $0.17. Apple had a net margin of 27.04% and a return on equity of 159.94%. The company had revenue of $143.76 billion for the quarter, compared to the consensus estimate of $138.25 billion. During the same quarter in the prior year, the firm earned $2.40 earnings per share. The firm’s revenue for the quarter was up 15.7% compared to the same quarter last year. As a group, equities research analysts expect that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, February 12th. Stockholders of record on Monday, February 9th will be paid a $0.26 dividend. 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 (DPR) is 13.15%.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Sanford C. Bernstein raised its price target to $340 and kept an “outperform” rating — a sizable upside vs. the current stock level that supports bullish analyst momentum for AAPL.
• Positive Sentiment: Bernstein’s Mark Newman says a strong iPhone 17 cycle is driving better‑than‑expected revenue and helped the firm hike its price target. Strong iPhone 17 cycle giving better than expected revenue, says Bernstein’s Mark Newman
• Positive Sentiment: Apple’s latest quarter showed surging revenue and free-cash-flow margins, prompting some analysts and options traders to lift targets and consider bullish option strategies — a direct fundamental tailwind for valuation.
• Positive Sentiment: Media and commentators note Apple’s conservative approach to AI capex (avoiding huge data‑center spending) as a profit-preserving advantage versus hyperscalers, reinforcing margin resilience. Jim Cramer on Apple (AAPL): “Doesn’t Hurt That They’ve Avoided Spending Hundreds of Billions of Dollars on Data Centers”
• Positive Sentiment: Supply-chain checks suggest a “solid outlook” for Apple components and inventory, which supports near‑term revenue visibility. Apple in focus as GF says supply chain survey suggests ‘solid outlook’
• Neutral Sentiment: Apple and Google agreed to app‑store changes to satisfy the UK regulator — this reduces regulatory overhang in that market but is incremental to global revenue. Apple and Google agree app store changes to appease UK regulator
• Neutral Sentiment: Reported short-interest data for Feb. 10 appears to be erroneous (shows zero shares and NaN change) — not a meaningful signal for shares today.
• Neutral Sentiment: High‑profile investors (e.g., Peter Thiel’s fund) including Apple in a contrarian AI exposure list provides some institutional endorsement but is not a catalyst by itself. Thiel Bypasses Palantir and Nvidia for Meta, Tesla, Apple in Contrarian AI Play
• Negative Sentiment: Several pieces raise caution: some investors warn the Magnificent 7 (including AAPL) could underperform amid rising capex and rotation risks, which can pressure multiples. Why This Investor Thinks Magnificent 7 Stocks May Underperform This Year
• Negative Sentiment: Questions persist in the press about Apple’s AI positioning and whether it may be falling behind peers — any signs of execution gaps on AI could weigh on sentiment and multiples. Is Apple Falling Behind in Artificial Intelligence (AI)? Here’s What CEO Tim Cook Just Said.

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.