Apple Inc. $AAPL Position Boosted by Circle Wealth Management LLC

Circle Wealth Management LLC boosted its position in Apple Inc. (NASDAQ:AAPL) by 9.8% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 6,637,298 shares of the iPhone maker’s stock after acquiring an additional 592,404 shares during the period. Apple comprises approximately 32.9% of Circle Wealth Management LLC’s holdings, making the stock its biggest holding. Circle Wealth Management LLC’s holdings in Apple were worth $1,690,055,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of AAPL. Norges Bank acquired a new stake in Apple in the 2nd quarter worth about $38,942,255,000. Nuveen LLC acquired a new position in shares of Apple during the 1st quarter valued at about $17,472,482,000. PKS Advisory Services LLC increased its stake in shares of Apple by 98,917.0% during the 2nd quarter. PKS Advisory Services LLC now owns 57,956,620 shares of the iPhone maker’s stock valued at $12,106,000 after acquiring an additional 57,898,088 shares during the last quarter. Laurel Wealth Advisors LLC lifted its holdings in shares of Apple by 20,464.8% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker’s stock worth $5,553,753,000 after acquiring an additional 26,937,401 shares during the period. Finally, Northern Trust Corp lifted its holdings in shares of Apple by 13.3% during the 4th quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker’s stock worth $42,918,365,000 after acquiring an additional 20,079,472 shares during the period. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Key Apple News

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 Price Performance

AAPL opened at $250.12 on Monday. The company has a quick ratio of 0.94, a current ratio of 0.97 and a debt-to-equity ratio of 0.87. Apple Inc. has a 52-week low of $169.21 and a 52-week high of $288.62. The company has a 50 day moving average of $262.08 and a two-hundred day moving average of $261.74. The company has a market cap of $3.67 trillion, a P/E ratio of 31.62, a P/E/G ratio of 2.23 and a beta of 1.10.

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, topping the consensus estimate of $2.67 by $0.17. The company had revenue of $143.76 billion during the quarter, compared to analyst estimates of $138.25 billion. Apple had a net margin of 27.04% and a return on equity of 159.94%. The business’s quarterly revenue was up 15.7% compared to the same quarter last year. During the same quarter in the prior year, the business earned $2.40 earnings per share. On average, analysts expect that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, February 12th. Investors of record on Monday, February 9th were issued a $0.26 dividend. 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 currently 13.15%.

Wall Street Analyst Weigh In

AAPL has been the subject of a number of recent analyst reports. The Goldman Sachs Group restated a “buy” rating on shares of Apple in a report on Monday, March 2nd. Scotiabank set a $330.00 price target on shares of Apple in a research note on Monday, February 2nd. KGI Securities raised shares of Apple to an “outperform” rating and set a $306.00 price objective for the company in a research note on Friday, January 30th. Weiss Ratings restated a “buy (b-)” rating on shares of Apple in a report on Monday, December 29th. Finally, Phillip Securities raised Apple from a “moderate sell” rating to a “hold” rating in a research report on Sunday, February 1st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $297.58.

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.