Apple Inc. $AAPL Holdings Raised by Game Plan Financial Advisors LLC

Game Plan Financial Advisors LLC grew its stake in Apple Inc. (NASDAQ:AAPL) by 12.6% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 42,211 shares of the iPhone maker’s stock after buying an additional 4,707 shares during the quarter. Apple accounts for about 4.4% of Game Plan Financial Advisors LLC’s portfolio, making the stock its 4th largest holding. Game Plan Financial Advisors LLC’s holdings in Apple were worth $10,748,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently bought and sold shares of the company. Financial Futures Ltd Liability Co. lifted its position in shares of Apple by 13.2% during the 2nd quarter. Financial Futures Ltd Liability Co. now owns 3,552 shares of the iPhone maker’s stock valued at $729,000 after buying an additional 415 shares in the last quarter. Monarch Capital Management Inc. lifted its holdings in 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 purchasing an additional 2,920 shares in the last quarter. Riverwater Partners LLC grew its position in shares of Apple by 17.9% in the second quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker’s stock valued at $1,109,000 after purchasing an additional 819 shares during the period. Highland Capital Management LLC increased its stake in shares of Apple by 2.2% during the third quarter. Highland Capital Management LLC now owns 397,834 shares of the iPhone maker’s stock worth $101,301,000 after purchasing an additional 8,446 shares in the last quarter. Finally, Citizens Financial Group Inc. RI raised its position in shares of 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 worth $363,256,000 after purchasing an additional 465,393 shares during the last quarter. 67.73% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several research firms have commented on AAPL. Citigroup reiterated a “buy” rating and set a $315.00 price objective (down from $330.00) on shares of Apple in a research note on Tuesday, January 20th. Evercore reiterated an “outperform” rating on shares of Apple in a research report on Monday, February 2nd. Jefferies Financial Group set a $276.47 price target on shares of Apple and gave the stock a “hold” rating in a research report on Monday, January 26th. Robert W. Baird set a $300.00 price objective on shares of Apple in a report on Friday, October 31st. Finally, Phillip Securities upgraded Apple from a “moderate sell” rating to a “hold” rating in a report on Sunday, February 1st. One analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Apple currently has a consensus rating of “Moderate Buy” and an average target price of $292.13.

Apple Stock Performance

NASDAQ AAPL opened at $255.78 on Friday. The stock has a market cap of $3.76 trillion, a PE ratio of 32.34, a P/E/G ratio of 2.28 and a beta of 1.09. Apple Inc. has a twelve month low of $169.21 and a twelve month high of $288.62. The stock has a fifty day simple moving average of $266.62 and a 200-day simple moving average of $255.82. 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 quarterly earnings results 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. The business had revenue of $143.76 billion during the quarter, compared to analysts’ expectations of $138.25 billion. Apple had a net margin of 27.04% and a return on equity of 159.94%. The business’s revenue for the quarter was up 15.7% on a year-over-year basis. During the same period last year, the business earned $2.40 earnings per share. Equities analysts anticipate that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, February 12th. Stockholders of record on Monday, February 9th were paid a $0.26 dividend. The ex-dividend date of this dividend was Monday, February 9th. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. Apple’s dividend payout ratio (DPR) is presently 13.15%.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Strong iPhone momentum and quarter results — iPhone 17 sales and overall revenue remained robust, supporting fundamentals and cushioning the pullback. Zacks: Strong iPhone Sales
• Positive Sentiment: Legal victory removes a potential multi‑hundred‑million dollar liability — a U.S. jury rejected Optis Wireless’ 4G patent claims, reducing near-term litigation risk. Benzinga: Optis Verdict
• Positive Sentiment: Analyst support — Sanford C. Bernstein raised its price target, reflecting confidence in Apple’s growth trajectory and giving investors a bullish reference point. Bernstein PT Raise
• Neutral Sentiment: Content and services moves — Apple acquired full rights to the hit show “Severance” and added YouTube to Vision Pro, which are strategically positive for services but unlikely to move near‑term earnings materially. TechCrunch: Severance Deal
• Neutral Sentiment: Major shareholder cash flow note — Berkshire Hathaway received a large Apple dividend, underscoring Apple’s cash returns but also spotlighting Berkshire’s large position dynamics. Finbold: Berkshire Dividend
• Negative Sentiment: Siri AI upgrade delays and testing problems — reports that the Siri overhaul is running into accuracy and speed problems forced Apple to push features back, directly hitting the AI narrative investors were pricing in. CNBC: Siri Delay / Market Reaction
• Negative Sentiment: Regulatory risk from FTC letter over Apple News — the FTC chair urged review of Apple News curation amid accusations of political bias, adding regulatory/legal uncertainty and headline risk. NYT: FTC Letter
• Negative Sentiment: Fund flow and institutional trimming amid sector pressure — several funds reduced Apple exposure and broader “Magnificent Seven” weakness amplified the selloff, raising short‑term downside pressure. Barron’s: Institutional Moves

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.