Evergreen Capital Management LLC Grows Position in Apple Inc. $AAPL

Evergreen Capital Management LLC lifted its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 8.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 373,750 shares of the iPhone maker’s stock after buying an additional 27,566 shares during the period. Apple makes up 2.3% of Evergreen Capital Management LLC’s portfolio, making the stock its 3rd biggest position. Evergreen Capital Management LLC’s holdings in Apple were worth $95,168,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of the business. Financial Futures Ltd Liability Co. lifted its holdings in shares of Apple by 13.2% in the 2nd quarter. Financial Futures Ltd Liability Co. now owns 3,552 shares of the iPhone maker’s stock worth $729,000 after acquiring an additional 415 shares during the last quarter. Monarch Capital Management Inc. boosted its position in shares of Apple by 4.6% during the second quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker’s stock valued at $13,740,000 after buying an additional 2,920 shares during the period. Riverwater Partners LLC grew its stake in shares of Apple by 17.9% during the second quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker’s stock valued at $1,109,000 after buying an additional 819 shares during the last quarter. Highland Capital Management LLC raised its holdings in shares of Apple by 2.2% in the third quarter. Highland Capital Management LLC now owns 397,834 shares of the iPhone maker’s stock worth $101,301,000 after buying an additional 8,446 shares during the period. Finally, Citizens Financial Group Inc. RI boosted its holdings in Apple by 48.4% during the 3rd quarter. Citizens Financial Group Inc. RI now owns 1,426,605 shares of the iPhone maker’s stock valued at $363,256,000 after acquiring an additional 465,393 shares during the period. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Apple Stock Up 0.7%

Apple stock opened at $275.50 on Thursday. Apple Inc. has a 1-year low of $169.21 and a 1-year high of $288.62. The firm’s fifty day simple moving average is $267.46 and its 200-day simple moving average is $255.17. The company has a market capitalization of $4.04 trillion, a P/E ratio of 34.83, a P/E/G ratio of 2.44 and a beta of 1.09. The company has a current ratio of 0.97, a quick ratio of 0.94 and a debt-to-equity ratio of 0.87.

Apple (NASDAQ:AAPL) last announced its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, beating the consensus estimate of $2.67 by $0.17. The firm had revenue of $143.76 billion during the quarter, compared to the consensus estimate of $138.25 billion. Apple had a return on equity of 159.94% and a net margin of 27.04%.The firm’s revenue for the quarter was up 15.7% compared to the same quarter last year. During the same quarter in the prior year, the company earned $2.40 EPS. Sell-side analysts forecast that Apple Inc. will post 7.28 earnings per share for the current fiscal 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 issued a $0.26 dividend. The ex-dividend date of this dividend is Monday, February 9th. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. Apple’s payout ratio is 13.15%.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on AAPL shares. Sanford C. Bernstein upped their target price on shares of Apple from $325.00 to $340.00 and gave the stock an “outperform” rating in a research note on Tuesday. Raymond James Financial reissued a “market perform” rating on shares of Apple in a research report on Friday, January 2nd. Bank of America upped their price objective on shares of Apple from $270.00 to $320.00 and gave the company a “buy” rating in a report on Wednesday, October 29th. Wall Street Zen lowered Apple from a “buy” rating to a “hold” rating in a research note on Sunday, November 9th. Finally, CLSA lifted their price objective on shares of Apple from $265.00 to $330.00 and gave the company an “outperform” rating in a research note on Friday, December 5th. One equities research 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 stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $292.13.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Reports that Apple is preparing a “game‑changer” iPhone—investors interpret new hardware cycles as a revenue/opportunity catalyst for iPhone upgrades. Apple is about to launch a ‘game-changer’ iPhone
• Positive Sentiment: Sanford C. Bernstein and other outlets have lifted targets/outperform calls (Bernstein raised its target toward ~$340), citing a strong iPhone 17 cycle and Apple Intelligence — analyst upgrades increase buy-side conviction. Apple Stock To Rise Despite Memory Chip Crunch, Says Top Analyst— Hints At ‘Bigger Story’ Unfolding In 2026
• Positive Sentiment: Evercore/other brokers reiterated Outperform/Buy ratings with elevated price targets (Evercore $330), reinforcing the analyst support behind the rally. Apple: Strong Fundamentals and AI Roadmap Underpin Outperform Rating and $330 Target
• Positive Sentiment: Corporate fundamentals showing strength — reports note rising free cash flow margins and continued buybacks/dividend distribution (quarterly $0.26 payment), which support valuation and shareholder returns. Apple’s FCF Margins Surge and Its Target Value Rises – What’s the Best AAPL Stock Play?
• Positive Sentiment: Institutional buying: Fisher Asset Management increased its stake, a vote of confidence from a large manager. Fisher Asset Management Boosts Apple Stake by 704,293 Shares
• Neutral Sentiment: UK regulator engagement: Apple and Google agreed on app‑store changes to appease the UK regulator — reduces regulatory overhang but may require concessions. Apple and Google agree app store changes to appease UK regulator
• Neutral Sentiment: Bernstein and others flag a global memory‑chip crunch — a potential cost/headwind — but say upcoming product/AI catalysts could outweigh the supply‑side pressure. Apple Stock To Rise Despite Memory Chip Crunch, Says Top Analyst— Hints At ‘Bigger Story’ Unfolding In 2026
• Negative Sentiment: Software rollout issues: reports say the new Siri/iOS 26.5 features are not reliably functional in early tests — product software snags can dent user experience and slow feature monetization. Apple’s latest attempt to launch new Siri runs into snags
• Negative Sentiment: Morningstar Investment Management trimmed its Apple position sharply — a large manager reducing exposure can add downward pressure or signal profit‑taking. Morningstar Investment Management Cuts Apple Inc Position Sharply

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.