Envestnet Portfolio Solutions Inc. Has $194.66 Million Holdings in Apple Inc. $AAPL

Envestnet Portfolio Solutions Inc. decreased its stake in shares of Apple Inc. (NASDAQ:AAPL) by 1.8% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 764,465 shares of the iPhone maker’s stock after selling 13,973 shares during the quarter. Envestnet Portfolio Solutions Inc.’s holdings in Apple were worth $194,656,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds also recently modified their holdings of the company. American Alpha Advisors LLC boosted its position in shares of Apple by 3.7% during the 3rd 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 raised its stake in Apple by 0.5% during the 3rd quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker’s stock worth $2,174,000 after buying an additional 42 shares during the period. Baker Boyer National Bank boosted its holdings in Apple by 0.3% in the second quarter. Baker Boyer National Bank now owns 18,011 shares of the iPhone maker’s stock worth $3,695,000 after acquiring an additional 47 shares in the last quarter. Beddow Capital Management Inc. grew its stake in Apple by 1.8% in the second quarter. Beddow Capital Management Inc. now owns 2,597 shares of the iPhone maker’s stock valued at $533,000 after acquiring an additional 47 shares during the period. Finally, Uncommon Cents Investing LLC grew its stake in 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 acquiring an additional 47 shares during the period. Institutional investors own 67.73% of the company’s stock.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Wedbush reaffirms an “Outperform” rating and keeps a high $350 price target, arguing the recent pullback is unwarranted and that 2026 could be a big year for Apple’s AI push. Wedbush Reaffirms Outperform
• Positive Sentiment: Reports that Apple is testing new AI-focused consumer devices and accelerating work on AI wearables add to a constructive long-term narrative that could support revenue diversification beyond iPhone. As Apple Tests AI Devices
• Positive Sentiment: Apple TV signed a distribution agreement with EverPass Media to bring live sports to bars, hotels and other commercial venues — a small but tangible expansion of distribution and monetization for streaming sports content. Apple TV Partners With EverPass Media
• Positive Sentiment: Several institutional investors and hedge funds reportedly increased Apple stakes (e.g., Woodline, Driehaus), indicating fresh buying interest from some large managers. Woodline Boosts Apple Stake
• Neutral Sentiment: Google and Apple are both adding music-focused generative-AI features to consumer apps — a sign AI is moving into mainstream services but not an immediate revenue inflection for Apple. Google Gemini, Apple Add Music-Focused Generative AI Features
• Neutral Sentiment: Meta reportedly revived a smartwatch project aimed at competing with Apple Watch. This raises competitive noise but is not yet a confirmed near-term earnings risk. Meta Looks to Take on Apple With First Smartwatch
• Neutral Sentiment: Short-interest reports in the feed appear to show anomalies (zeros/NaN) and don’t provide a clear signal about sustained new bearish positioning. No reliable short-squeeze/pressure signal visible yet.
• Negative Sentiment: West Virginia’s attorney general sued Apple alleging iCloud end-to-end encryption is being used to store/distribute child sexual abuse material — a legal and reputational risk that investors view as potentially costly and regulatory-sensitive. Apple Sued Over Allegations of CSAM on iCloud
• Negative Sentiment: Berkshire Hathaway trimmed its Apple position in the latest 13F/filing cycle — headlines framed as “Buffett dumps more Apple.” While Berkshire remains a large shareholder, the reported trimming put pressure on sentiment and likely contributed to selling. Buffett Dumps More Apple

Wall Street Analysts Forecast Growth

AAPL has been the subject of several research reports. Scotiabank set a $330.00 price target on shares of Apple in a research report on Monday, February 2nd. Oppenheimer reaffirmed a “market perform” rating on shares of Apple in a research note on Friday, January 30th. Morgan Stanley reissued an “overweight” rating and set a $315.00 target price (up from $305.00) on shares of Apple in a research report on Wednesday, December 17th. Robert W. Baird set a $300.00 target price on shares of Apple in a report on Friday, October 31st. Finally, DA Davidson reiterated a “neutral” rating and set a $270.00 price target on shares of Apple in a research note on Friday, January 30th. One investment 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 assigned a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $292.13.

Apple Stock Performance

Shares of AAPL opened at $260.58 on Friday. The stock has a 50 day moving average of $265.27 and a 200 day moving average of $256.99. The company has a market capitalization of $3.83 trillion, a price-to-earnings ratio of 32.94, a PEG ratio of 2.36 and a beta of 1.09. Apple Inc. has a 12 month low of $169.21 and a 12 month high of $288.62. The company has a current ratio of 0.97, a quick ratio of 0.94 and a debt-to-equity ratio of 0.87.

Apple (NASDAQ:AAPL) last announced its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.67 by $0.17. Apple had a return on equity of 159.94% and a net margin of 27.04%.The firm had revenue of $143.76 billion during the quarter, compared to the consensus estimate of $138.25 billion. During the same quarter in the prior year, the company earned $2.40 EPS. The business’s revenue for the quarter 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 year.

Apple Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, February 12th. Investors 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 was Monday, February 9th. Apple’s dividend payout ratio (DPR) is 13.15%.

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.