Capital Wealth Planning LLC Boosts Stock Position in Apple Inc. $AAPL

Capital Wealth Planning LLC grew its holdings in Apple Inc. (NASDAQ:AAPL) by 26.8% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,216,757 shares of the iPhone maker’s stock after acquiring an additional 679,414 shares during the quarter. Apple accounts for about 5.8% of Capital Wealth Planning LLC’s investment portfolio, making the stock its largest holding. Capital Wealth Planning LLC’s holdings in Apple were worth $819,083,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of AAPL. Isthmus Partners LLC raised its holdings in 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 buying an additional 5,808 shares during the period. Sellwood Investment Partners LLC lifted its stake in Apple by 110.9% in the third 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 in the last quarter. ROSS JOHNSON & Associates LLC boosted its holdings in shares of Apple by 1,800.0% in the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after buying an additional 180 shares during the period. Nexus Investment Management ULC boosted 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 valued at $53,000 after buying an additional 200 shares during the period. Finally, LSV Asset Management bought a new stake in shares of Apple during the fourth quarter worth $65,000. Institutional investors and hedge funds own 67.73% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages recently commented on AAPL. CLSA raised their price objective on shares of Apple from $265.00 to $330.00 and gave the stock an “outperform” rating in a report on Friday, December 5th. The Goldman Sachs Group reiterated a “buy” rating on shares of Apple in a report on Monday, March 2nd. Raymond James Financial reissued a “market perform” rating on shares of Apple in a research note on Friday, January 2nd. Sanford C. Bernstein restated an “outperform” rating on shares of Apple in a report on Wednesday, March 4th. Finally, Stephens set a $315.00 price objective on Apple in a research report on Monday, January 26th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock 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: Apple’s new low-cost devices (MacBook Neo, iPhone 17e) broaden addressable market and could win share versus cheaper Windows/Chromebooks — a strategic growth lever even if it pressures near-term margins. How Apple’s new low-cost MacBook Neo may shake up the market
• Positive Sentiment: Early Formula 1 ratings for AppleTV’s exclusive U.S. stream were strong, supporting the thesis that exclusive sports/content deals can grow Services subscriptions and engagement over time. Apple Gets Early Formula 1 Ratings Win
• Positive Sentiment: India’s plan to roll fresh smartphone manufacturing incentives could help Apple expand local production and improve margin/market access over the medium term. India plans fresh incentives for phone production
• Neutral Sentiment: Analyst views are mixed: a few firms raised targets or reiterated buys while others stay cautious/neutral; median price targets remain above the market, keeping a longer-term bullish backdrop but no unanimous near-term catalyst. Apple Stock Opinions on Tech Sector Pullback
• Negative Sentiment: Apple cut its mainland China App Store commission to 25% (and mini-app fees to 12%) after regulator talks — good for developer relations but a direct hit to Services take-rate and near-term revenue in its second‑largest market. Apple cuts China App Store commission fees after government pressure
• Negative Sentiment: Strong insider selling and social/board chatter about a tech pullback and China demand risks are weighing on sentiment — traders are highlighting technical weakness and short-term bearish views. Apple Stock Opinions on Tech Sector Pullback
• Negative Sentiment: Macro and supply‑chain risks (memory/storage cost inflation and geopolitical disruption tied to the Iran war) could raise component costs and compress device margins if Apple absorbs price moves to hold consumer prices. The Iran War Could Upend AI. Here’s How.

Apple Stock Down 2.2%

Shares of AAPL stock opened at $250.12 on Friday. 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 Inc. has a 1 year low of $169.21 and a 1 year high of $288.62. The firm’s fifty day moving average price is $262.08 and its two-hundred day moving average price is $261.30. The firm has a market capitalization of $3.67 trillion, a P/E ratio of 31.62, a PEG ratio of 2.28 and a beta of 1.10.

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

Apple Announces Dividend

The business 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 annualized dividend and a yield of 0.4%. The ex-dividend date was Monday, February 9th. Apple’s dividend payout ratio is presently 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.