AAFMAA Wealth Management & Trust LLC Acquires 2,398 Shares of Apple Inc. $AAPL

AAFMAA Wealth Management & Trust LLC lifted its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 14.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 19,438 shares of the iPhone maker’s stock after purchasing an additional 2,398 shares during the period. Apple accounts for 2.1% of AAFMAA Wealth Management & Trust LLC’s holdings, making the stock its 11th biggest holding. AAFMAA Wealth Management & Trust LLC’s holdings in Apple were worth $5,284,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Monarch Capital Management Inc. lifted its position in Apple by 4.6% in the 2nd quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker’s stock valued at $13,740,000 after acquiring an additional 2,920 shares in the last quarter. Riverwater Partners LLC increased its holdings in Apple by 17.9% during the 2nd quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker’s stock worth $1,109,000 after purchasing an additional 819 shares in the last quarter. Highland Capital Management LLC raised its stake in shares of Apple by 2.2% in the third quarter. Highland Capital Management LLC now owns 397,834 shares of the iPhone maker’s stock worth $101,301,000 after purchasing an additional 8,446 shares during the last quarter. Citizens Financial Group Inc. RI raised its stake in shares of Apple by 48.4% in the third quarter. Citizens Financial Group Inc. RI now owns 1,426,605 shares of the iPhone maker’s stock worth $363,256,000 after purchasing an additional 465,393 shares during the last quarter. Finally, Tufton Capital Management lifted its holdings in shares of Apple by 4.3% in the third quarter. Tufton Capital Management now owns 100,130 shares of the iPhone maker’s stock valued at $25,496,000 after purchasing an additional 4,157 shares in the last quarter. Institutional investors own 67.73% of the company’s stock.

Apple Trading Up 0.1%

Shares of AAPL stock opened at $251.64 on Wednesday. The stock has a market capitalization of $3.69 trillion, a price-to-earnings ratio of 31.81, a PEG ratio of 2.24 and a beta of 1.10. The company’s fifty day simple moving average is $260.62 and its two-hundred day simple moving average is $262.53. Apple Inc. has a 1 year low of $169.21 and a 1 year high of $288.62. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94.

Apple (NASDAQ:AAPL) last posted its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS 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 firm had revenue of $143.76 billion during the quarter, compared to analyst estimates of $138.25 billion. During the same period last year, the company earned $2.40 earnings per share. The business’s revenue for the quarter was up 15.7% on a year-over-year basis. As a group, analysts anticipate that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Announces Dividend

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

Analysts Set New Price Targets

A number of equities analysts have issued reports on the stock. Rosenblatt Securities lifted their price objective on shares of Apple from $267.00 to $268.00 and gave the stock a “neutral” rating in a report on Thursday, March 5th. Evercore reiterated an “outperform” rating on shares of Apple in a report on Monday, March 2nd. Jefferies Financial Group set a $330.00 price target on shares of Apple in a research report on Wednesday, March 4th. Oppenheimer restated a “market perform” rating on shares of Apple in a report on Friday, January 30th. Finally, DA Davidson reaffirmed a “neutral” rating and issued a $270.00 price objective on shares of Apple in a research report on Friday, January 30th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Apple currently has a consensus rating of “Moderate Buy” and a consensus target price of $297.58.

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple announced an “Apple Business” platform and plans to introduce paid ads in Maps (U.S. & Canada) this summer — a direct services monetization play that could lift Services revenue and margins. Apple to bring paid ads to maps to US, Canada this summer
• Positive Sentiment: Apple is testing a standalone Siri app and an “Ask Siri” feature as part of a broader AI push; WWDC (June 8–12) is expected to showcase further AI advancements — potential differentiation in consumer AI services. Apple Plans a Standalone Siri App
• Positive Sentiment: Hardware momentum: surveys and checks point to strong iPhone upgrade intent and supply-chain signals for a potential foldable iPhone in 2026 — product catalysts that support sales upside. Apple preparing first foldable iPhone for 2026 launch
• Neutral Sentiment: Analyst activity is mixed but constructive: Morgan Stanley reaffirmed “overweight” with a ~$315 target while Bank of America trimmed its target slightly to $320 — signals of continued analyst support but also near-term caution. Analyst note
• Neutral Sentiment: Reported spikes in short interest appear to be data/noise (records showing 0 shares and NaN changes) — not a clear short-squeeze signal at this time.
• Negative Sentiment: Regulatory/industry scrutiny is rising: EU broadcasters are pressing regulators over smart-TV and AI control, and broader policy scrutiny could complicate content/AI strategies and ad business expansion in some regions. EU Broadcasters Target Apple Over Smart TV and AI Control
• Negative Sentiment: Wider tech concerns — heavy AI spending and valuation pressure — remain a headwind for sentiment and could weigh on multiples even as revenue grows. The Great Rotation: Fade Dying Tech Stars

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.