Fiducient Advisors LLC Increases Stock Position in Apple Inc. $AAPL

Fiducient Advisors LLC lifted its holdings in Apple Inc. (NASDAQ:AAPL) by 15.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 22,943 shares of the iPhone maker’s stock after purchasing an additional 3,148 shares during the quarter. Fiducient Advisors LLC’s holdings in Apple were worth $5,842,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. First National Bank of Hutchinson grew its stake in shares of Apple by 24.6% during the 4th quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker’s stock valued at $8,845,000 after purchasing an additional 6,982 shares during the period. Eagle Capital Management LLC raised its holdings in Apple by 0.5% during the fourth quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker’s stock valued at $13,544,000 after acquiring an additional 272 shares during the period. Brighton Jones LLC lifted its holdings in Apple by 14.8% in the 4th quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker’s stock worth $134,554,000 after purchasing an additional 69,207 shares in the last quarter. Revolve Wealth Partners LLC boosted its position in shares of Apple by 4.2% during the fourth quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker’s stock worth $16,742,000 after acquiring an additional 2,695 shares during the last quarter. Finally, Highview Capital Management LLC DE grew its position in shares of Apple by 2.4% during the fourth quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker’s stock valued at $12,587,000 after purchasing an additional 1,155 shares in the last quarter. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Apple Stock Performance

NASDAQ AAPL opened at $263.88 on Wednesday. Apple Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $288.62. The firm has a market capitalization of $3.87 trillion, a P/E ratio of 33.36, a PEG ratio of 2.28 and a beta of 1.09. The stock has a 50-day simple moving average of $265.91 and a two-hundred day simple moving average of $256.92. 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 (NASDAQ:AAPL) last released its quarterly earnings data 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 business 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 posted $2.40 EPS. The business’s quarterly revenue was up 15.7% compared to the same quarter last year. On average, equities analysts forecast that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Announces Dividend

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

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is accelerating development of AI‑powered wearables (smart glasses, an AI pendant and camera‑equipped AirPods) that would extend Siri into “visual intelligence,” a narrative investors view as a new hardware/services growth vector. Read More.
• Positive Sentiment: Several analysts reiterated bullish views and raised targets (Wedbush maintained an Outperform and $350 target; Dan Ives highlighted large potential AI upside), giving investors confidence that Street expectations for Apple’s AI roadmap and valuation could rise. Read More. Read More.
• Positive Sentiment: Market excitement ahead of Apple’s March 4 “special experience” event (multi‑city gatherings expected) is supporting the rally as investors anticipate new hardware and software updates that can broaden revenue streams. Read More.
• Positive Sentiment: Product and services expansions — Apple rolling out video podcasts and pushing Apple Pay installment options in stores (iOS 26) — reinforce the services monetization story and recurring revenue potential. Read More. Read More.
• Neutral Sentiment: Berkshire Hathaway trimmed its Apple stake again in Q4 (continuing recent reductions), but Apple remains one of Berkshire’s largest holdings — a mixed signal that some large investors are rebalancing rather than abandoning the name. Read More.
• Negative Sentiment: Investor concern around delayed Siri upgrades and Apple’s relatively low AI capex vs. peers has weighed on the stock in recent weeks; unresolved Siri performance and reliance on external AI models pose execution and competitive risks. Read More.
• Negative Sentiment: Sector‑wide scrutiny of AI spending and regulator noise has pressured Big Tech valuations; broader market rotations and scrutiny of AI capex could cap upside if Apple’s AI roadmap slips. Read More.

Analyst Ratings Changes

AAPL has been the topic of a number of recent research reports. JPMorgan Chase & Co. upped their price target on shares of Apple from $315.00 to $325.00 and gave the company an “overweight” rating in a research note on Friday, January 30th. Stephens set a $315.00 target price on shares of Apple in a research note on Monday, January 26th. UBS Group reiterated a “buy” rating on shares of Apple in a report on Tuesday, February 3rd. Robert W. Baird set a $300.00 target price on Apple in a report on Friday, October 31st. Finally, DZ Bank raised shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 target price for the company in a research report on Tuesday, November 4th. One 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 issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $292.13.

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.