Apple Inc. $AAPL is Avior Wealth Management LLC’s 10th Largest Position

Avior Wealth Management LLC decreased its stake in Apple Inc. (NASDAQ:AAPL) by 4.2% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 182,302 shares of the iPhone maker’s stock after selling 8,089 shares during the period. Apple accounts for about 1.5% of Avior Wealth Management LLC’s holdings, making the stock its 10th biggest position. Avior Wealth Management LLC’s holdings in Apple were worth $49,534,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Isthmus Partners LLC lifted its stake in Apple by 6.4% in the third quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker’s stock valued at $25,000 after purchasing an additional 5,808 shares during the last quarter. Sellwood Investment Partners LLC increased its position in 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 raised 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 valued at $42,000 after buying an additional 180 shares during the period. LSV Asset Management bought a new stake in shares of Apple in the fourth quarter valued at $65,000. Finally, 49 Wealth Management LLC lifted its position in shares of Apple by 15.7% during the 3rd quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker’s stock valued at $76,000 after buying an additional 40,543 shares during the last quarter. 67.73% of the stock is currently owned by hedge funds and other institutional investors.

Apple Price Performance

NASDAQ:AAPL opened at $251.49 on Tuesday. Apple Inc. has a 52-week low of $169.21 and a 52-week high of $288.62. The stock has a fifty day moving average of $260.81 and a 200 day moving average of $262.45. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.94 and a current ratio of 0.97. The firm has a market capitalization of $3.69 trillion, a price-to-earnings ratio of 31.79, a P/E/G ratio of 2.21 and a beta of 1.10.

Apple (NASDAQ:AAPL) last announced its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, topping 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 for the quarter, compared to analyst estimates of $138.25 billion. During the same period in the prior year, the company earned $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 EPS for the current fiscal year.

Apple Announces Dividend

The business 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. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. The ex-dividend date was Monday, February 9th. Apple’s dividend payout ratio is 13.15%.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on AAPL. Maxim Group upgraded Apple from a “hold” rating to a “buy” rating and set a $300.00 price target for the company in a research note on Friday, January 30th. Raymond James Financial reaffirmed a “market perform” rating on shares of Apple in a report on Friday, January 2nd. Bank of America cut their target price on shares of Apple from $325.00 to $320.00 and set a “buy” rating for the company in a research report on Monday. Weiss Ratings reiterated a “buy (b-)” rating on shares of Apple in a research note on Monday, December 29th. Finally, Barclays boosted their price target on shares of Apple from $239.00 to $248.00 and gave the company an “underweight” rating in a research report on Tuesday, March 3rd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Apple has an average rating of “Moderate Buy” and an average target price of $297.58.

Key Headlines 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 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.