Apple Inc. $AAPL Shares Acquired by Americana Partners LLC

Americana Partners LLC boosted its holdings in Apple Inc. (NASDAQ:AAPL) by 12.5% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 456,621 shares of the iPhone maker’s stock after acquiring an additional 50,558 shares during the quarter. Apple accounts for 3.5% of Americana Partners LLC’s portfolio, making the stock its 2nd largest position. Americana Partners LLC’s holdings in Apple were worth $116,269,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in AAPL. American Alpha Advisors LLC raised its holdings in Apple by 3.7% during the third quarter. American Alpha Advisors LLC now owns 1,151 shares of the iPhone maker’s stock worth $293,000 after purchasing an additional 41 shares in the last quarter. Capstone Wealth Management LLC increased its position in shares of Apple by 0.5% during the 3rd quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker’s stock valued at $2,174,000 after purchasing an additional 42 shares during the period. Baker Boyer National Bank raised its stake in shares of Apple by 0.3% in the 2nd quarter. Baker Boyer National Bank now owns 18,011 shares of the iPhone maker’s stock worth $3,695,000 after buying an additional 47 shares in the last quarter. Beddow Capital Management Inc. raised its stake in shares of Apple by 1.8% in the 2nd quarter. Beddow Capital Management Inc. now owns 2,597 shares of the iPhone maker’s stock worth $533,000 after buying an additional 47 shares in the last quarter. Finally, Uncommon Cents Investing LLC lifted its holdings in shares of Apple by 0.4% in the third quarter. Uncommon Cents Investing LLC now owns 10,609 shares of the iPhone maker’s stock valued at $2,701,000 after buying an additional 47 shares during the period. Institutional investors own 67.73% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have recently commented on the company. Phillip Securities upgraded Apple from a “moderate sell” rating to a “hold” rating in a research report on Sunday, February 1st. Raymond James Financial reaffirmed a “market perform” rating on shares of Apple in a research note on Friday, January 2nd. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Apple in a research report on Monday, December 29th. Needham & Company LLC reissued a “hold” rating on shares of Apple in a research report on Friday, January 30th. Finally, Citigroup restated a “buy” rating and issued a $315.00 price objective (down from $330.00) on shares of Apple in a research note on Tuesday, January 20th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Apple currently has a consensus rating of “Moderate Buy” and an average price target of $292.13.

Apple Stock Down 2.3%

NASDAQ AAPL opened at $255.78 on Monday. The stock’s 50 day simple moving average is $266.62 and its 200 day simple moving average is $256.14. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94. Apple Inc. has a one year low of $169.21 and a one year high of $288.62. The firm has a market cap of $3.76 trillion, a PE ratio of 32.34, a price-to-earnings-growth ratio of 2.28 and a beta of 1.09.

Apple (NASDAQ:AAPL) last issued 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 net margin of 27.04% and a return on equity of 159.94%. The firm had revenue of $143.76 billion for the quarter, compared to analyst estimates of $138.25 billion. During the same quarter in the prior year, the firm earned $2.40 EPS. The company’s revenue was up 15.7% on a year-over-year basis. As a group, sell-side analysts forecast that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, February 12th. Shareholders of record on Monday, February 9th were issued a dividend of $0.26 per share. This represents a $1.04 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date of this dividend was Monday, February 9th. Apple’s payout ratio is currently 13.15%.

Key Stories Impacting Apple

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 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.