Apple Inc. $AAPL Stock Position Raised by OneDigital Investment Advisors LLC

OneDigital Investment Advisors LLC raised its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 2.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 596,489 shares of the iPhone maker’s stock after acquiring an additional 12,196 shares during the quarter. Apple makes up 1.6% of OneDigital Investment Advisors LLC’s investment portfolio, making the stock its 10th largest position. OneDigital Investment Advisors LLC’s holdings in Apple were worth $151,884,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Isthmus Partners LLC increased its stake in shares of Apple by 6.4% during the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker’s stock worth $25,000 after purchasing an additional 5,808 shares in the last quarter. Sellwood Investment Partners LLC grew its holdings in Apple by 110.9% during the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock valued at $34,000 after buying an additional 71 shares during the last quarter. ROSS JOHNSON & Associates LLC increased its position in Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after buying an additional 180 shares in the last quarter. Nexus Investment Management ULC raised its holdings in shares of Apple by 333.3% in the second quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock worth $53,000 after acquiring an additional 200 shares during the last quarter. Finally, LSV Asset Management purchased a new stake in shares of Apple in the fourth quarter valued at $65,000. Institutional investors and hedge funds own 67.73% of the company’s stock.

Wall Street Analysts Forecast Growth

AAPL has been the subject of a number of recent research reports. KGI Securities upgraded Apple to an “outperform” rating and set a $306.00 price objective for the company in a research report on Friday, January 30th. Phillip Securities raised shares of Apple from a “moderate sell” rating to a “hold” rating in a research note on Sunday, February 1st. Stifel Nicolaus set a $330.00 price objective on shares of Apple in a research report on Monday, March 2nd. UBS Group reissued a “neutral” rating on shares of Apple in a research note on Wednesday, March 4th. Finally, Barclays raised their target price on shares of Apple from $239.00 to $248.00 and gave the stock an “underweight” rating in a research report on Tuesday, March 3rd. One 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 assigned a Sell rating to the company. According to MarketBeat, Apple presently has a consensus rating of “Moderate Buy” and a consensus price target of $297.58.

Key Headlines Impacting Apple

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 Stock Up 0.9%

AAPL opened at $259.88 on Tuesday. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94. The stock has a market capitalization of $3.82 trillion, a price-to-earnings ratio of 32.85, a price-to-earnings-growth ratio of 2.30 and a beta of 1.10. The business has a 50-day moving average of $263.28 and a two-hundred day moving average of $260.95. Apple Inc. has a 12 month low of $169.21 and a 12 month high of $288.62.

Apple (NASDAQ:AAPL) last posted its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 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 company 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 posted $2.40 EPS. The company’s quarterly revenue was up 15.7% compared to the same quarter last year. On average, research analysts expect that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, February 12th. Investors of record on Monday, February 9th were given a dividend of $0.26 per share. The ex-dividend date of this dividend was Monday, February 9th. This represents a $1.04 annualized dividend and a yield of 0.4%. Apple’s dividend payout ratio is 13.15%.

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.