Apple Inc. $AAPL Holdings Raised by Atlas Legacy Advisors LLC

Atlas Legacy Advisors LLC boosted its stake in shares of Apple Inc. (NASDAQ:AAPL) by 37.7% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 56,891 shares of the iPhone maker’s stock after purchasing an additional 15,585 shares during the period. Apple makes up about 2.8% of Atlas Legacy Advisors LLC’s portfolio, making the stock its 6th biggest position. Atlas Legacy Advisors LLC’s holdings in Apple were worth $14,486,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also made changes to their positions in AAPL. SAM Advisors LLC grew its holdings in shares of Apple by 2.1% during the third quarter. SAM Advisors LLC now owns 21,179 shares of the iPhone maker’s stock valued at $5,393,000 after buying an additional 440 shares during the last quarter. Leelyn Smith LLC lifted its position in Apple by 1.5% during the 3rd quarter. Leelyn Smith LLC now owns 37,060 shares of the iPhone maker’s stock worth $9,437,000 after acquiring an additional 562 shares during the period. Locust Wood Capital Advisers LLC boosted its position in Apple by 16.7% in the third quarter. Locust Wood Capital Advisers LLC now owns 564,545 shares of the iPhone maker’s stock valued at $143,750,000 after buying an additional 80,871 shares during the last quarter. Accredited Investors Inc. boosted its position in Apple by 7.4% in the third quarter. Accredited Investors Inc. now owns 244,431 shares of the iPhone maker’s stock valued at $62,239,000 after buying an additional 16,759 shares during the last quarter. Finally, Sellwood Investment Partners LLC increased its holdings in Apple by 110.9% in the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock worth $34,000 after buying an additional 71 shares during the period. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Apple Stock Performance

AAPL opened at $264.35 on Thursday. The firm’s fifty day simple moving average is $265.62 and its two-hundred day simple moving average is $256.97. Apple Inc. has a 52-week low of $169.21 and a 52-week high of $288.62. The company has a market cap of $3.88 trillion, a price-to-earnings ratio of 33.42, a PEG ratio of 2.35 and a beta of 1.09. The company has a quick ratio of 0.94, a current ratio of 0.97 and a debt-to-equity ratio of 0.87.

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

Apple Announces Dividend

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

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Reports that Apple is accelerating development of three AI wearables (smart glasses, an AI pendant and camera-equipped AirPods) are being priced as a new growth path beyond the iPhone — a potential high‑margin ecosystem extension that traders rewarded. Apple is reportedly cooking up a trio of AI wearables
• Positive Sentiment: Street bullishness remains: Wedbush and other bullish analysts reiterated high price targets (e.g., $350), and commentators argue Apple’s measured AI approach could unlock substantial value — supporting upside sentiment despite recent volatility. Dan Ives Says Apple’s AI Alone Could Be Worth $1.5 Trillion
• Positive Sentiment: Upcoming March 4 product event and strong Q1 results (record revenue / iPhone strength) give investors a near-term catalyst and sentiment support ahead of new-device reveals. Apple Gears Up For ‘Special Experience’ Event On March 4: Here’s What To Expect
• Neutral Sentiment: Macro/positioning notes — Apple’s correlation with the Nasdaq has fallen to multi‑decade lows, which can make it a relative “safe-haven” inside big tech but also means different performance drivers than pure AI plays. Apple’s AI Strategy Offers Alternative for Investors
• Neutral Sentiment: Product extensions (Apple Pay installments; car keys expanding to Toyota) are incremental service/UX positives but unlikely to move the needle alone. Apple Set to Bring Car Keys Function to Toyota Vehicles
• Negative Sentiment: Berkshire Hathaway trimmed its Apple stake in the latest 13F — continuing a multi‑quarter pattern of selling. Large‑holder trimming, even if incremental, can pressure sentiment and headline-driven flows. Berkshire & AI Hyperscalers: Buffett Holds GOOGL, Dumps AMZN
• Negative Sentiment: Investor anxiety about delayed Siri upgrades, reported regulatory scrutiny and recent insider selling have driven part of the recent pullback — these are the main negative narratives investors cite when selling into volatility. Apple’s $2.84 Earnings Beat Can’t Overcome Siri Delay Concerns

Analysts Set New Price Targets

Several analysts have recently commented on AAPL shares. DZ Bank raised shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 price objective on the stock in a report on Tuesday, November 4th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $330.00 price target on shares of Apple in a report on Friday, January 30th. Maxim Group raised Apple from a “hold” rating to a “buy” rating and set a $300.00 price target on the stock in a research report on Friday, January 30th. Melius Research set a $345.00 price objective on Apple in a report on Friday, October 31st. Finally, Robert W. Baird set a $300.00 target price on Apple in a report on Friday, October 31st. 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 stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $292.13.

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.