AFG Fiduciary Services Limited Partnership Acquires 4,636,438 Shares of Apple Inc. $AAPL

AFG Fiduciary Services Limited Partnership boosted its holdings in Apple Inc. (NASDAQ:AAPL) by 79,636.5% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 4,642,260 shares of the iPhone maker’s stock after purchasing an additional 4,636,438 shares during the period. Apple comprises 65.3% of AFG Fiduciary Services Limited Partnership’s portfolio, making the stock its largest position. AFG Fiduciary Services Limited Partnership’s holdings in Apple were worth $1,262,045,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Sellwood Investment Partners LLC increased its stake in shares of Apple by 110.9% in the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock worth $34,000 after buying an additional 71 shares during the last quarter. ROSS JOHNSON & Associates LLC boosted its stake in Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after acquiring an additional 180 shares during the last quarter. LSV Asset Management bought a new position in Apple during the 4th quarter valued at $65,000. HFM Investment Advisors LLC acquired a new position in Apple during the 1st quarter worth $99,000. Finally, Miller Global Investments LLC acquired a new position in Apple during the 4th quarter worth $127,000. Institutional investors and hedge funds own 67.73% of the company’s stock.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: U.S. trade tribunal ruled Apple’s latest Apple Watch models do not infringe Masimo’s patents, avoiding an immediate import ban and preserving a key wearables revenue stream. Apple Watch ruling
• Positive Sentiment: WWDC set for June 8–12 with teasers for “AI advancements,” raising expectations for software and services announcements that could boost monetization (Siri/AI features, developer ecosystem). WWDC date and AI tease
• Positive Sentiment: Reports that Apple will add paid search ads to Apple Maps this summer point to an incremental services revenue stream and higher services monetization. Maps ads
• Positive Sentiment: Supply‑chain checks and analyst notes (BofA) suggest Apple is preparing a 2026 foldable iPhone — catalysts for hardware upgrade cycles and investor enthusiasm around a new form factor. Foldable iPhone supply checks
• Positive Sentiment: Morgan Stanley reaffirmed an “overweight” view and set a $315 target, and other surveys point to stronger iPhone upgrade intent (supporting revenue visibility). Analyst optimism
• Neutral Sentiment: Short‑interest data in this cycle shows effectively zero days to cover (no material short pressure), which is unlikely to move the stock materially either way. Short interest note
• Neutral Sentiment: Options/volatility chatter (iron‑condor strategies) highlights elevated implied volatility—relevant to derivatives traders but mixed for equity direction. Options strategy
• Negative Sentiment: Supply‑side cost pressure: Apple has raised some storage prices and faces higher memory costs; management choices (absorbing costs vs. passing to customers) could pressure margins. Storage price/cost pressure
• Negative Sentiment: Regulatory risk in Europe: broadcasters have urged scrutiny of big tech’s control over smart‑TV and AI features, adding a potential regulatory overhang to services and platform expansion. EU regulatory pressure

Apple Stock Up 1.4%

Shares of Apple stock opened at $251.49 on Tuesday. The stock has a market capitalization of $3.69 trillion, a price-to-earnings ratio of 31.79, a PEG ratio of 2.21 and a beta of 1.10. Apple Inc. has a twelve month low of $169.21 and a twelve month high of $288.62. 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’s 50 day simple moving average is $260.81 and its 200-day simple moving average is $262.45.

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. Apple had a return on equity of 159.94% and a net margin of 27.04%.The business had revenue of $143.76 billion during the quarter, compared to analyst estimates of $138.25 billion. During the same quarter in the previous year, the firm posted $2.40 EPS. The business’s revenue for the quarter was up 15.7% compared to the same quarter last year. Equities research analysts forecast that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, February 12th. Investors of record on Monday, February 9th were given a $0.26 dividend. The ex-dividend date was Monday, February 9th. This represents a $1.04 annualized dividend and a yield of 0.4%. Apple’s dividend payout ratio (DPR) is currently 13.15%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on the stock. Maxim Group upgraded shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 target price on the stock in a research note on Friday, January 30th. Needham & Company LLC reissued a “hold” rating on shares of Apple in a report on Friday, January 30th. Rosenblatt Securities upped their price objective on Apple from $267.00 to $268.00 and gave the company a “neutral” rating in a research note on Thursday, March 5th. Stephens set a $315.00 target price on Apple in a report on Monday, January 26th. Finally, Morgan Stanley reiterated an “overweight” rating and issued a $315.00 target price on shares of Apple in a research report on Monday. One 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 issued a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $297.58.

Apple Company 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.