Avantax Planning Partners Inc. Has $37.72 Million Position in Apple Inc. $AAPL

Avantax Planning Partners Inc. lifted its position in Apple Inc. (NASDAQ:AAPL) by 7.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 148,149 shares of the iPhone maker’s stock after acquiring an additional 10,325 shares during the period. Apple makes up approximately 1.1% of Avantax Planning Partners Inc.’s holdings, making the stock its 18th biggest holding. Avantax Planning Partners Inc.’s holdings in Apple were worth $37,723,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of the company. Vanguard Group Inc. boosted its holdings in Apple by 1.1% during the second quarter. Vanguard Group Inc. now owns 1,415,932,804 shares of the iPhone maker’s stock worth $290,506,933,000 after purchasing an additional 15,141,995 shares during the last quarter. State Street Corp boosted its stake in shares of Apple by 0.9% during the 2nd quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker’s stock worth $123,358,461,000 after buying an additional 5,224,229 shares during the last quarter. Geode Capital Management LLC grew its holdings in shares of Apple by 1.4% in the 2nd quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker’s stock valued at $72,506,336,000 after acquiring an additional 4,942,638 shares in the last quarter. Norges Bank acquired a new stake in shares of Apple in the second quarter valued at about $38,942,255,000. Finally, Northern Trust Corp raised its holdings in Apple by 13.3% during the fourth quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker’s stock worth $42,918,365,000 after acquiring an additional 20,079,472 shares in the last quarter. Institutional investors and hedge funds own 67.73% of the company’s stock.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Bloomberg/CNET reports that Apple may unveil at least five new products next week — including an iPhone 17E, multiple MacBooks and an M4 iPad — raising expectations for near-term revenue catalysts and upgrade demand. Apple Could Launch at Least Five New Products, Including iPhone 17E, Next Week
• Positive Sentiment: Bloomberg-driven chatter that Apple is ramping AI wearables (smart glasses, camera-enabled AirPods, pendant) has spurred investor enthusiasm — social posts say shares jumped after the disclosure as these products could be a multi-year growth vector. Apple Stock (AAPL) Opinions on AI Wearables Development
• Positive Sentiment: Apple’s refreshed AirTag (AirTag 2) is already on sale — product refreshes and promotional pricing can lift accessories revenue and ecosystem stickiness. Apple’s newest AirTags are already on sale if you’re looking to upgrade – The Verge
• Positive Sentiment: Omdia data shows Apple gained record European smartphone share in 2025 — a sign of pricing power and resilience in core hardware sales. Omdia: Apple and HONOR Claim Record Market Shares as Europe’s Smartphone Shipment Dips 1% in 2025
• Positive Sentiment: Analyst/estimate moves: at least one shop (Erste) raised FY2027 EPS forecasts recently and Street price-targets remain above the current price for many firms — supporting the valuation case. FY2027 EPS Estimates for Apple Boosted by Erste Group Bank
• Neutral Sentiment: Longer-term AI supply-chain pieces highlight demand for chips and services that Apple consumes (TSMC, ASML, et al.), but the articles focus more on suppliers than on Apple’s near-term earnings. The Supply Chain Quietly Powering the AI Boom—And 4 Ways to Play It (AAPL)
• Neutral Sentiment: Small-business/partnership update: Apple’s Roadside Assistance via satellite gained an Australian partner — positive for product feature adoption but minimal near-term revenue impact. Australian Motoring Service Adds Support for Apple’s Roadside Assistance via Satellite
• Negative Sentiment: Insider selling activity is elevated (several senior execs have sold shares in recent months), which can unnerv e some investors despite regular option-related or tax-driven sales. Apple Stock (AAPL) Opinions on AI Wearables Development
• Negative Sentiment: Regulatory/legal uncertainty: reporting on a Supreme Court tariffs ruling suggests a “confusion zone” for past tariff avoidance strategies — potential legal/regulatory risk to margins or supply chains. Apple navigated around tariffs, now it faces ‘confusion zone’ from Supreme Court ruling
• Negative Sentiment: Critical commentary notes that Apple has underperformed the broader tech sector and faces questions about the pace of its AI strategy — these narratives can pressure multiple and sentiment if echoed by large funds. Apple’s Stock Recovery Is No Recovery At All

Analysts Set New Price Targets

Several equities analysts have commented on the stock. Rosenblatt Securities upped their price objective on shares of Apple from $250.00 to $267.00 and gave the company a “neutral” rating in a report on Friday, January 30th. UBS Group reiterated a “buy” rating on shares of Apple in a research report on Tuesday, February 3rd. Barclays reiterated an “underweight” rating and set a $239.00 target price (up from $230.00) on shares of Apple in a research report on Friday, January 30th. CLSA increased their target price on shares of Apple from $265.00 to $330.00 and gave the company an “outperform” rating in a research report on Friday, December 5th. Finally, Morgan Stanley reaffirmed an “overweight” rating and set a $315.00 price objective (up previously from $305.00) on shares of Apple in a research report on Wednesday, December 17th. One 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’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $292.13.

Apple Stock Performance

Shares of AAPL opened at $266.18 on Tuesday. The stock has a 50 day moving average of $264.84 and a 200 day moving average of $258.44. The company has a market capitalization of $3.91 trillion, a price-to-earnings ratio of 33.65, 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 earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.67 by $0.17. The firm had revenue of $143.76 billion during the quarter, compared to analyst estimates of $138.25 billion. Apple had a return on equity of 159.94% and a net margin of 27.04%.The business’s revenue was up 15.7% compared to the same quarter last year. During the same period last year, the firm posted $2.40 EPS. As a group, sell-side analysts forecast that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Dividend Announcement

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