Advyzon Investment Management LLC Grows Stake in Apple Inc. $AAPL

Advyzon Investment Management LLC lifted its position in Apple Inc. (NASDAQ:AAPL) by 32.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 27,114 shares of the iPhone maker’s stock after purchasing an additional 6,591 shares during the quarter. Apple comprises approximately 1.2% of Advyzon Investment Management LLC’s portfolio, making the stock its 12th largest holding. Advyzon Investment Management LLC’s holdings in Apple were worth $6,904,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the business. First National Bank of Hutchinson raised its stake in Apple by 24.6% in the fourth quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker’s stock valued at $8,845,000 after purchasing an additional 6,982 shares in the last quarter. Eagle Capital Management LLC grew its stake in Apple by 0.5% in the 4th quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker’s stock worth $13,544,000 after buying an additional 272 shares in the last quarter. Brighton Jones LLC grew its stake in Apple by 14.8% in the 4th quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker’s stock worth $134,554,000 after buying an additional 69,207 shares in the last quarter. Revolve Wealth Partners LLC increased its holdings in shares of Apple by 4.2% in the 4th quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker’s stock worth $16,742,000 after buying an additional 2,695 shares during the last quarter. Finally, Highview Capital Management LLC DE raised its position in shares of Apple by 2.4% during the 4th quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker’s stock valued at $12,587,000 after buying an additional 1,155 shares in the last quarter. Institutional investors own 67.73% of the company’s stock.

Apple Trading Up 0.9%

NASDAQ:AAPL opened at $259.88 on Tuesday. The firm has a market capitalization of $3.82 trillion, a P/E ratio of 32.85, a P/E/G ratio of 2.30 and a beta of 1.10. The company has a quick ratio of 0.94, a current ratio of 0.97 and a debt-to-equity ratio of 0.87. The company has a fifty day moving average of $263.28 and a 200 day moving average of $260.95. Apple Inc. has a 52 week low of $169.21 and a 52 week high of $288.62.

Apple (NASDAQ:AAPL) last released 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 net margin of 27.04% and a return on equity of 159.94%. The firm had revenue of $143.76 billion for the quarter, compared to analysts’ expectations of $138.25 billion. During the same quarter in the previous year, the company earned $2.40 earnings per share. The company’s revenue for the quarter was up 15.7% compared to the same quarter last year. On average, research analysts predict that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Announces Dividend

The firm also recently announced 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 dividend yield of 0.4%. The ex-dividend date was Monday, February 9th. Apple’s dividend payout ratio is currently 13.15%.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: The launch of the MacBook Neo, a budget-friendly 13″ laptop starting at $599, is being viewed as a way to expand Apple’s addressable market (students/entry buyers) and could modestly boost unit sales and ecosystem adoption. Apple’s Latest Move Is a Brilliant One, and It Could Be a Game Changer for the Stock
• Positive Sentiment: Apple expanded its lower‑priced device push (including MacBook Neo and the iPhone 17e with larger base storage), a strategy Bernstein says can grow the ecosystem while protecting premium margins. Apple Expands Push Into Lower-Priced Devices
• Positive Sentiment: Broker support persists: Citi reiterated a Buy rating and $315 target citing resilient margins, expanding services and emerging AI upside — a bullish anchor for investors. Apple: Resilient Margins, Expanding Services, and Emerging AI Upside Support Buy Rating and $315 Target
• Neutral Sentiment: Shipment data show Samsung matched Apple’s smartphone production last year — competitive parity that matters for market share monitoring but not an immediate earnings shock. Samsung Caught Apple In Smartphone Sales
• Neutral Sentiment: Short‑interest data in the feed are effectively meaningless/erroneous (zeros/NaN), so there’s no clear short‑seller signal from that report.
• Negative Sentiment: Rising memory costs are a clear near‑term headwind: analysts estimate a ~140 basis‑point margin hit in 2026 as DRAM prices jump, which could pressure gross margins even as revenue grows. Apple Stock — Why Analysts Still Like It Despite A Memory Squeeze
• Negative Sentiment: Institutional and insider selling is notable: reports highlight insider sales by senior executives and continued large position reductions from major holders (coverage cites Berkshire/Buffett selling activity), which can weigh on sentiment. Warren Buffett Just Did Something He Almost Never Does — and It’s a Signal Retirees Shouldn’t Ignore Apple Stock (AAPL) Opinions on New MacBook Neo Launch

Analyst Upgrades and Downgrades

Several brokerages have issued reports on AAPL. Oppenheimer reaffirmed a “market perform” rating on shares of Apple in a research note on Friday, January 30th. CLSA boosted their target price on Apple from $265.00 to $330.00 and gave the stock an “outperform” rating in a research report on Friday, December 5th. Rosenblatt Securities increased their price target on shares of Apple from $267.00 to $268.00 and gave the company a “neutral” rating in a research report on Thursday, March 5th. TD Cowen reissued a “buy” rating and set a $325.00 price target on shares of Apple in a research note on Friday, January 30th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating on shares of Apple in a research note on Monday, March 2nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $297.58.

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.