Simplicity Wealth LLC Has $28.24 Million Stock Position in Apple Inc. $AAPL

Simplicity Wealth LLC lessened its holdings in Apple Inc. (NASDAQ:AAPL) by 30.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 110,919 shares of the iPhone maker’s stock after selling 49,648 shares during the quarter. Apple makes up approximately 1.6% of Simplicity Wealth LLC’s holdings, making the stock its 9th biggest holding. Simplicity Wealth LLC’s holdings in Apple were worth $28,243,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. CVA Family Office LLC grew its position in shares of Apple by 0.6% in the 3rd quarter. CVA Family Office LLC now owns 55,751 shares of the iPhone maker’s stock valued at $14,196,000 after purchasing an additional 356 shares during the period. Fairway Wealth LLC lifted its holdings in Apple by 99.8% during the 3rd quarter. Fairway Wealth LLC now owns 2,308 shares of the iPhone maker’s stock valued at $588,000 after purchasing an additional 1,153 shares during the last quarter. Boston Common Asset Management LLC boosted its holdings in shares of Apple by 5.6% during the third quarter. Boston Common Asset Management LLC now owns 262,323 shares of the iPhone maker’s stock worth $66,795,000 after acquiring an additional 13,802 shares during the period. Twin Peaks Wealth Advisors LLC increased its position in Apple by 6.4% during the 3rd quarter. Twin Peaks Wealth Advisors LLC now owns 66,353 shares of the iPhone maker’s stock worth $16,895,000 after buying an additional 4,015 shares during the period. Finally, Triad Wealth Partners LLC raised its holdings in Apple by 82.6% in the 3rd quarter. Triad Wealth Partners LLC now owns 55,344 shares of the iPhone maker’s stock valued at $14,092,000 after acquiring an additional 25,042 shares in the last quarter. 67.73% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of research firms have recently commented on AAPL. TD Cowen reissued a “buy” rating and issued a $325.00 target price on shares of Apple in a report on Friday, January 30th. KGI Securities raised shares of Apple to an “outperform” rating and set a $306.00 target price on the stock in a research note on Friday, January 30th. Wells Fargo & Company set a $300.00 price objective on shares of Apple and gave the stock an “overweight” rating in a report on Friday, October 31st. Loop Capital reaffirmed a “buy” rating and set a $325.00 price objective (up previously from $315.00) on shares of Apple in a research note on Tuesday, December 2nd. Finally, Morgan Stanley reiterated an “overweight” rating and set a $315.00 target price (up from $305.00) on shares of Apple in a report on Wednesday, December 17th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Apple currently has an average rating of “Moderate Buy” and an average target price of $292.13.

Key Headlines Impacting 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.

Apple Price Performance

NASDAQ:AAPL opened at $263.88 on Wednesday. Apple Inc. has a 1 year low of $169.21 and a 1 year high of $288.62. The firm has a market capitalization of $3.87 trillion, a price-to-earnings ratio of 33.36, a PEG ratio of 2.28 and a beta of 1.09. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94. The business has a 50 day simple moving average of $265.91 and a 200-day simple moving average of $256.92.

Apple (NASDAQ:AAPL) last released its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, topping the consensus estimate 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 during the quarter, compared to analyst estimates of $138.25 billion. During the same quarter last year, the business earned $2.40 EPS. The business’s revenue was up 15.7% on a year-over-year basis. Equities analysts forecast that Apple Inc. will post 7.28 EPS for the current year.

Apple Dividend Announcement

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