Everhart Financial Group Inc. Acquires 9,038 Shares of Apple Inc. $AAPL

Everhart Financial Group Inc. grew its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 7.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 124,008 shares of the iPhone maker’s stock after buying an additional 9,038 shares during the quarter. Apple makes up 3.1% of Everhart Financial Group Inc.’s portfolio, making the stock its 5th largest position. Everhart Financial Group Inc.’s holdings in Apple were worth $33,713,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. QP Wealth Management LLC bought a new position in shares of Apple in the 4th quarter valued at about $6,589,000. Central Pacific Bank Trust Division raised its holdings in Apple by 11.1% during the fourth quarter. Central Pacific Bank Trust Division now owns 82,268 shares of the iPhone maker’s stock worth $22,365,000 after acquiring an additional 8,220 shares in the last quarter. Collective Family Office LLC boosted its position in Apple by 4.0% during the fourth quarter. Collective Family Office LLC now owns 12,696 shares of the iPhone maker’s stock valued at $3,452,000 after purchasing an additional 484 shares during the last quarter. Lpwm LLC boosted its position in Apple by 3.7% during the fourth quarter. Lpwm LLC now owns 3,923 shares of the iPhone maker’s stock valued at $1,067,000 after purchasing an additional 139 shares during the last quarter. Finally, Fulcrum Equity Management grew its stake in Apple by 93.9% in the fourth quarter. Fulcrum Equity Management now owns 9,168 shares of the iPhone maker’s stock valued at $2,492,000 after purchasing an additional 4,441 shares in the last quarter. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research firms have weighed in on AAPL. Needham & Company LLC reaffirmed a “hold” rating on shares of Apple in a research report on Friday, January 30th. Stifel Nicolaus set a $330.00 price objective on Apple in a report on Monday, March 2nd. TD Cowen reissued a “buy” rating and issued a $325.00 target price on shares of Apple in a research note on Friday, January 30th. Jefferies Financial Group set a $330.00 target price on shares of Apple in a report on Wednesday, March 4th. Finally, Royal Bank Of Canada set a $325.00 price target on shares of Apple in a research report on Monday, February 2nd. One research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Apple currently has an average rating of “Moderate Buy” and a consensus price target of $297.58.

Apple News Summary

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 Stock Performance

Shares of NASDAQ AAPL opened at $251.64 on Wednesday. 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 stock has a 50 day moving average of $260.62 and a 200-day moving average of $262.53. The company has a market capitalization of $3.69 trillion, a P/E ratio of 31.81, a P/E/G ratio of 2.24 and a beta of 1.10.

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

Apple Announces Dividend

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

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.