8,222 Shares in Apple Inc. $AAPL Acquired by Holos Integrated Wealth LLC

Holos Integrated Wealth LLC bought a new position in shares of Apple Inc. (NASDAQ:AAPL) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 8,222 shares of the iPhone maker’s stock, valued at approximately $2,228,000. Apple accounts for 1.2% of Holos Integrated Wealth LLC’s investment portfolio, making the stock its 22nd biggest position.

A number of other institutional investors also recently modified their holdings of the company. Sellwood Investment Partners LLC boosted its holdings in Apple by 110.9% during the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock valued at $34,000 after acquiring an additional 71 shares during the period. ROSS JOHNSON & Associates LLC increased its stake 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 worth $42,000 after purchasing an additional 180 shares during the period. LSV Asset Management bought a new position in shares of Apple in the fourth quarter worth about $65,000. HFM Investment Advisors LLC acquired a new position in shares of Apple during the 1st quarter worth about $99,000. Finally, Miller Global Investments LLC acquired a new position in shares of Apple during the 4th quarter worth about $127,000. Institutional investors own 67.73% of the company’s stock.

Apple Price Performance

Shares of AAPL stock opened at $247.99 on Monday. The stock has a 50 day moving average of $260.99 and a two-hundred day moving average of $262.37. 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 12 month low of $169.21 and a 12 month high of $288.62. The company has a market capitalization of $3.64 trillion, a P/E ratio of 31.35, a P/E/G ratio of 2.21 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, beating analysts’ consensus estimates of $2.67 by $0.17. The business had revenue of $143.76 billion for the quarter, compared to analysts’ expectations of $138.25 billion. Apple had a return on equity of 159.94% and a net margin of 27.04%.Apple’s quarterly revenue was up 15.7% on a year-over-year basis. During the same period in the previous year, the business posted $2.40 earnings per share. As a group, equities analysts expect that Apple Inc. will post 7.28 EPS for the current year.

Apple Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, February 12th. Shareholders 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 of this dividend was Monday, February 9th. Apple’s payout ratio is 13.15%.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: China strength: iPhone sales in China jumped ~23% in the first nine weeks of 2026, outpacing a weak local market and supporting Apple’s revenue and unit growth prospects in a key market. Apple’s China smartphone sales jump 23%
• Positive Sentiment: Product demand: Apple’s Mac had its best-ever launch week for first-time customers, signaling continued strength in Mac demand that can help hardware revenue mix. Apple Mac sees best ever launch week
• Positive Sentiment: Legal win on Apple Watch: A U.S. trade tribunal preliminarily ruled redesigned Apple Watches don’t infringe Masimo patents, fending off a renewed import ban and removing a regulatory/shutdown risk for Watch shipments. Apple Watch clears key patent challenge
• Positive Sentiment: AI/App Store monetization: Reporting suggests Apple made ~$900M from AI-related App Store activity last year and could top $1B soon — a recurring, high-margin revenue stream that supports services growth. Apple made $900M from AI
• Neutral Sentiment: CEO outreach: Tim Cook’s China visit reinforces focus on local partnerships and regulatory navigation — positive strategically but not an immediate earnings catalyst. Tim Cook’s China visit
• Neutral Sentiment: New integrations and content deals (Apple Health integrations, Apple TV sports/content deals) expand ecosystem stickiness but their near-term revenue impact is uncertain. Apple Health integrates with Perplexity Health
• Negative Sentiment: Security risk: Researchers flagged the “DarkSword” iOS exploit and related spyware/ghostblade campaigns targeting crypto wallets; Apple has issued alerts and pushed patches — security scares can dent consumer confidence and spur short-term churn or support costs. DarkSword iPhone exploit threatens wallets
• Negative Sentiment: Market sentiment and positioning: Some AI-driven price models are bearish for Q2 and there’s visible insider selling and mixed analyst positioning — these contribute to short-term selling pressure. AI sets Apple stock price for Q2 2026

Analyst Ratings Changes

A number of analysts have issued reports on the company. Barclays raised their target price on Apple from $239.00 to $248.00 and gave the company an “underweight” rating in a report on Tuesday, March 3rd. DA Davidson reiterated a “neutral” rating and set a $270.00 price target on shares of Apple in a report on Friday, January 30th. Rosenblatt Securities increased their price objective on Apple from $267.00 to $268.00 and gave the company a “neutral” rating in a research report on Thursday, March 5th. Citigroup restated a “buy” rating and issued a $315.00 price objective (down from $330.00) on shares of Apple in a research note on Tuesday, January 20th. Finally, KGI Securities raised shares of Apple to an “outperform” rating and set a $306.00 target price on the stock in a research report on Friday, January 30th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Apple currently has a consensus rating of “Moderate Buy” and an average target price of $297.58.

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.