Alliance Wealth Advisors LLC UT Has $3.03 Million Stock Position in Apple Inc. $AAPL

Alliance Wealth Advisors LLC UT boosted its holdings in Apple Inc. (NASDAQ:AAPL) by 72.7% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 11,894 shares of the iPhone maker’s stock after purchasing an additional 5,006 shares during the quarter. Alliance Wealth Advisors LLC UT’s holdings in Apple were worth $3,028,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in AAPL. American Alpha Advisors LLC lifted 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 valued at $293,000 after acquiring an additional 41 shares during the period. Capstone Wealth Management LLC grew its holdings in Apple by 0.5% in the third quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker’s stock worth $2,174,000 after purchasing an additional 42 shares during the period. Tacita Capital Inc increased its stake in Apple by 0.8% in the third quarter. Tacita Capital Inc now owns 5,718 shares of the iPhone maker’s stock valued at $1,456,000 after purchasing an additional 44 shares in the last quarter. Aspetuck Financial Management LLC raised its holdings in shares of Apple by 0.3% during the third quarter. Aspetuck Financial Management LLC now owns 17,702 shares of the iPhone maker’s stock valued at $4,507,000 after purchasing an additional 46 shares during the period. Finally, Baker Boyer National Bank raised its holdings in shares of Apple by 0.3% during the second quarter. Baker Boyer National Bank now owns 18,011 shares of the iPhone maker’s stock valued at $3,695,000 after purchasing an additional 47 shares during the period. 67.73% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several analysts have recently commented on AAPL shares. TD Cowen restated a “buy” rating and issued a $325.00 target price on shares of Apple in a research note on Friday, January 30th. Stephens set a $315.00 price target on Apple in a report on Monday, January 26th. UBS Group reissued a “neutral” rating on shares of Apple in a research note on Wednesday, March 4th. Wedbush restated an “outperform” rating and set a $350.00 price objective on shares of Apple in a report on Wednesday, March 4th. Finally, JPMorgan Chase & Co. upped their target price on Apple from $315.00 to $325.00 and gave the stock an “overweight” rating in a research report on Friday, January 30th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Apple currently has an average rating of “Moderate Buy” and a consensus price target of $297.58.

Apple News Roundup

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

Apple Trading Up 0.9%

NASDAQ AAPL opened at $259.88 on Tuesday. The company has a current ratio of 0.97, a quick ratio of 0.94 and a debt-to-equity ratio of 0.87. The business has a fifty day simple moving average of $263.28 and a 200 day simple moving average of $260.95. Apple Inc. has a 12 month low of $169.21 and a 12 month high of $288.62. The firm has a market capitalization of $3.82 trillion, a P/E ratio of 32.85, a PEG ratio of 2.30 and a beta of 1.10.

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

Apple Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, February 12th. Shareholders of record on Monday, February 9th were paid a $0.26 dividend. 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 is 13.15%.

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.