Apple Inc. $AAPL Position Boosted by National Wealth Management Group LLC

National Wealth Management Group LLC lifted its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 49.5% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 20,602 shares of the iPhone maker’s stock after acquiring an additional 6,821 shares during the quarter. Apple makes up 2.0% of National Wealth Management Group LLC’s portfolio, making the stock its 9th biggest position. National Wealth Management Group LLC’s holdings in Apple were worth $5,246,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in the stock. American Alpha Advisors LLC increased its position in shares of Apple by 3.7% during the third quarter. American Alpha Advisors LLC now owns 1,151 shares of the iPhone maker’s stock valued at $293,000 after buying an additional 41 shares during the period. Capstone Wealth Management LLC boosted its position in Apple by 0.5% during the 3rd quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker’s stock valued at $2,174,000 after acquiring an additional 42 shares in the last quarter. Baker Boyer National Bank grew its holdings in shares of Apple by 0.3% during the 2nd 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 during the period. Beddow Capital Management Inc. raised its position in shares of Apple by 1.8% in the 2nd quarter. Beddow Capital Management Inc. now owns 2,597 shares of the iPhone maker’s stock worth $533,000 after acquiring an additional 47 shares in the last quarter. Finally, Uncommon Cents Investing LLC raised its position in shares of Apple by 0.4% in the 3rd quarter. Uncommon Cents Investing LLC now owns 10,609 shares of the iPhone maker’s stock worth $2,701,000 after acquiring an additional 47 shares in the last quarter. Institutional investors own 67.73% of the company’s stock.

Apple Stock Up 2.2%

NASDAQ:AAPL opened at $272.14 on Wednesday. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.94 and a current ratio of 0.97. The firm has a market cap of $4.00 trillion, a P/E ratio of 34.40, a P/E/G ratio of 2.37 and a beta of 1.09. Apple Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $288.62. The firm has a 50-day simple moving average of $264.79 and a two-hundred day simple moving average of $258.74.

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

Apple Dividend Announcement

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

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on AAPL shares. Royal Bank Of Canada set a $325.00 price target on Apple in a research note on Monday, February 2nd. Citigroup reaffirmed a “buy” rating and issued a $315.00 target price (down from $330.00) on shares of Apple in a research report on Tuesday, January 20th. Morgan Stanley reiterated an “overweight” rating and issued a $315.00 price target (up from $305.00) on shares of Apple in a research note on Wednesday, December 17th. Stephens set a $315.00 price objective on shares of Apple in a research note on Monday, January 26th. Finally, Rosenblatt Securities raised their target price on shares of Apple from $250.00 to $267.00 and gave the company a “neutral” rating in a research note on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $292.13.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple will shift some Mac Mini production to a Foxconn plant in Houston and expand U.S. manufacturing capacity, supporting supply-chain resilience and political/geographic diversification. This underpins revenue predictability and reduces single‑country concentration risk. Apple to move some Mac Mini production to U.S. this year
• Positive Sentiment: Shareholders re-elected Apple’s board and approved company proposals at the 2026 annual meeting, signaling continued investor confidence in management and governance continuity. Apple Shareholders Reelect Board and Approve 2026 Proposals
• Positive Sentiment: Prominent investors/strategists are overweight Apple — Seeking Alpha highlights a large-conviction allocation and notes buybacks as an upside support mechanism, which can boost EPS and investor sentiment. Why Daily Stock Picks’ Gary Vaughan Likes Large Cap Tech (And Energy)
• Positive Sentiment: Investors are eyeing Apple’s March 4 product event (iPhone 17E, new MacBooks, etc.) as a potential revenue catalyst; successful launches historically lift sentiment ahead of earnings. Should You Buy Apple Stock Before Its New Product Launch on March 4?
• Neutral Sentiment: New crypto derivatives (tokenized perpetual futures) list Apple as an underlying, widening ways for international traders to gain 24/7 leveraged exposure — may increase trading flows but not company fundamentals. Kraken debuts tokenized stock perpetual futures for non-US traders
• Neutral Sentiment: Analyst coverage is mixed but skewed bullish on balance (multiple buy/outperform ratings and a median 6‑12 month target above current levels); that supports momentum but leaves room for dispersion. Apple Stock: Is AAPL Underperforming the Technology Sector?
• Negative Sentiment: Ongoing concerns about Apple’s slower rollout of AI features into Siri (and competition from Alphabet/others) are flagged as a meaningful growth risk if services/AI monetization lags peers. This “Siri-ous” Problem Could Be the Biggest Threat to Apple Stock
• Negative Sentiment: Geopolitical supply‑chain risk remains elevated after reporting that U.S. intelligence briefed executives on potential China‑Taiwan scenarios — any escalation would threaten Taiwan-based fabs that supply Apple chips. The Reason Tim Cook ‘Sleeps With One Eye Open’

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.