Apple Inc. $AAPL Stock Holdings Increased by Joel Isaacson & Co. LLC

Joel Isaacson & Co. LLC increased its stake in Apple Inc. (NASDAQ:AAPL) by 3.9% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 435,529 shares of the iPhone maker’s stock after acquiring an additional 16,397 shares during the period. Apple makes up about 4.0% of Joel Isaacson & Co. LLC’s holdings, making the stock its 8th largest holding. Joel Isaacson & Co. LLC’s holdings in Apple were worth $110,899,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Impact Investors Inc increased its holdings in Apple by 5.2% during the 3rd quarter. Impact Investors Inc now owns 8,413 shares of the iPhone maker’s stock worth $2,142,000 after purchasing an additional 415 shares during the period. Waldron Private Wealth LLC boosted its stake in shares of Apple by 2.8% in the 3rd quarter. Waldron Private Wealth LLC now owns 115,765 shares of the iPhone maker’s stock valued at $29,477,000 after buying an additional 3,100 shares during the period. Silver Coast Investments LLC grew its position in shares of Apple by 1.5% during the third quarter. Silver Coast Investments LLC now owns 3,808 shares of the iPhone maker’s stock worth $970,000 after buying an additional 58 shares in the last quarter. Lanham O Dell & Company Inc. increased its stake in shares of Apple by 6.4% during the third quarter. Lanham O Dell & Company Inc. now owns 4,700 shares of the iPhone maker’s stock worth $1,197,000 after buying an additional 283 shares during the period. Finally, Demars Financial Group LLC increased its stake in shares of Apple by 1.5% during the third quarter. Demars Financial Group LLC now owns 25,389 shares of the iPhone maker’s stock worth $6,465,000 after buying an additional 387 shares during the period. 67.73% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of brokerages recently issued reports on AAPL. Rosenblatt Securities lifted their price target on shares of Apple from $250.00 to $267.00 and gave the stock a “neutral” rating in a research note on Friday, January 30th. Raymond James Financial restated a “market perform” rating on shares of Apple in a report on Friday, January 2nd. Scotiabank set a $330.00 target price on shares of Apple in a research note on Monday, February 2nd. Maxim Group upgraded Apple from a “hold” rating to a “buy” rating and set a $300.00 price target on the stock in a research note on Friday, January 30th. Finally, Barclays reaffirmed an “underweight” rating and set a $239.00 price target (up from $230.00) on shares of Apple in a report on Friday, January 30th. One 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 assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $292.13.

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is rolling out an integrated video-podcast experience (audio ↔ video switching) and lining up distribution partners (Acast), expanding services revenue and competing with YouTube/Spotify — a clear product/service catalyst. Apple takes on YouTube and Spotify with a new video podcast push
• Positive Sentiment: Apple has invited media to a March 4 product launch, giving investors a near-term event (new devices) that could drive upgrades and sentiment if hardware surprises meet expectations. Apple Preps for March 4 Product Launch
• Positive Sentiment: Institutional buying: Soros Fund Management and Adventist Health System Sunbelt reportedly increased Apple stakes, signaling confidence from some large investors. Soros Fund Management boosts Apple stake with 66,503 shares
• Neutral Sentiment: Apple shares are trading below average analyst price targets after a recent pullback — this highlights potential upside if fundamentals hold, but also shows a gap between analysts and market pricing. Apple (AAPL) Trading 10% Below Analyst Targets After This Week’s 8% Drop
• Neutral Sentiment: Short-interest data reported for mid-February appears anomalous/zeroed out — not a clear signal of growing bearish positioning based on the available report. (Data note; interpret cautiously.)
• Negative Sentiment: Market concern about Apple’s Siri/AI timeline intensified after reports described a delayed Siri AI upgrade as a “shocker,” raising fears about Apple falling behind rivals in generative-AI voice assistants — a driver of today’s negative sentiment. Apple’s Siri shocker is flashing a warning AAPL bulls can’t ignore
• Negative Sentiment: Analyst and media commentary framed the recent pullback as a “falling knife” after the Siri delay, amplifying short-term selling pressure and cautious positioning among traders. Apple Stock Forecast — Should You Catch this Falling Knife?
• Negative Sentiment: Portfolio moves and hedge-fund activity: Maverick Capital trimmed Apple, and reports of high-profile insider/office sales (e.g., Pelosi trades reported by media) are adding to near-term selling narrative. Maverick Capital Cuts Apple Position as Lee Ainslie Trims

Apple Stock Down 2.3%

Apple stock opened at $255.78 on Tuesday. The company has a market capitalization of $3.76 trillion, a P/E ratio of 32.34, a PEG ratio of 2.28 and a beta of 1.09. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.94 and a current ratio of 0.97. Apple Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $288.62. The stock has a 50-day simple moving average of $266.17 and a 200-day simple moving average of $256.48.

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

Apple Announces Dividend

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

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.