Apple Inc. $AAPL is Everpar Advisors LLC’s 3rd Largest Position

Everpar Advisors LLC grew its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 10.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 41,775 shares of the iPhone maker’s stock after buying an additional 3,925 shares during the quarter. Apple accounts for approximately 4.2% of Everpar Advisors LLC’s holdings, making the stock its 3rd biggest holding. Everpar Advisors LLC’s holdings in Apple were worth $11,357,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in AAPL. Monarch Capital Management Inc. raised 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 worth $13,740,000 after purchasing an additional 2,920 shares during the period. Riverwater Partners LLC raised its holdings in shares of Apple by 17.9% in the second quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker’s stock worth $1,109,000 after buying an additional 819 shares during the period. Highland Capital Management LLC lifted its stake in shares of Apple by 2.2% during the 3rd quarter. Highland Capital Management LLC now owns 397,834 shares of the iPhone maker’s stock worth $101,301,000 after acquiring an additional 8,446 shares during the last quarter. Citizens Financial Group Inc. RI boosted its holdings in Apple by 48.4% during the 3rd quarter. Citizens Financial Group Inc. RI now owns 1,426,605 shares of the iPhone maker’s stock valued at $363,256,000 after acquiring an additional 465,393 shares during the period. Finally, Tufton Capital Management grew its position in Apple by 4.3% in the 3rd quarter. Tufton Capital Management now owns 100,130 shares of the iPhone maker’s stock valued at $25,496,000 after acquiring an additional 4,157 shares during the last quarter. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have recently issued reports on AAPL. Loop Capital reissued a “buy” rating and set a $325.00 target price (up from $315.00) on shares of Apple in a research note on Tuesday, December 2nd. Sanford C. Bernstein restated an “outperform” rating on shares of Apple in a research note on Wednesday, March 4th. Barclays lifted their price target on shares of Apple from $239.00 to $248.00 and gave the company an “underweight” rating in a research note on Tuesday, March 3rd. Royal Bank Of Canada set a $325.00 price objective on Apple in a research note on Monday, February 2nd. Finally, Stifel Nicolaus set a $330.00 target price on Apple in a research report on Monday, March 2nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $297.58.

Apple Trading Up 0.4%

NASDAQ AAPL opened at $252.62 on Thursday. Apple Inc. has a 52 week low of $169.21 and a 52 week high of $288.62. The company has a 50 day moving average price of $260.48 and a 200 day moving average price of $262.46. The company has a quick ratio of 0.94, a current ratio of 0.97 and a debt-to-equity ratio of 0.87. The firm has a market cap of $3.71 trillion, a PE ratio of 31.94, a price-to-earnings-growth ratio of 2.39 and a beta of 1.10.

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

Apple Dividend Announcement

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

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is pushing into new ad and services revenue channels — launching the Apple Business platform (Apr. 14) and rolling out paid ads in Apple Maps (U.S./Canada this summer), which could lift Services revenue and diversify monetization. Apple to bring paid ads to maps to US, Canada this summer
• Positive Sentiment: AI and assistant upgrades remain a strategic focus — reports say Apple is testing a standalone Siri app and an “Ask Siri” AI agent, and AirPods Max 2 includes Apple Intelligence features. These moves bolster Apple’s AI narrative and ecosystem stickiness ahead of WWDC. Apple Readies Introduction of AI Agent-Like Siri
• Positive Sentiment: Major broker/analyst attention and investor interest are rising — Morgan Stanley issued an Overweight and Apple recently became the most-searched stock on Zacks, signalling renewed institutional and retail focus. Apple Surpasses Nvidia as the Most Popular Stock on Zacks.com: Time to Buy AAPL? Apple (NASDAQ:AAPL) Earns Overweight Rating from Morgan Stanley
• Neutral Sentiment: Software updates and minor product launches (iOS 26.4, AI playlists, other UI tweaks) maintain ecosystem engagement but are unlikely to move revenue materially in the near term. Apple launches iOS 26.4 with AI playlists, purchase sharing, and more – The Verge
• Neutral Sentiment: Third-party and developer activity on the App Store continues (e.g., TAP Invest added to App Store), which underscores platform health but is not a company-specific catalyst. TAP, Inc. Launches TAP Invest Mobile App on the Apple App Store
• Neutral Sentiment: WWDC scheduled for June 8 is a near-term event that typically provides software/AI roadmaps — a potential catalyst but not a guaranteed positive. Apple to host June developer conference online with AI updates
• Negative Sentiment: Regulatory-driven changes in the U.K. (age verification for many Apple services) have introduced near-term volatility and could add friction to service usage/revenue in that market. Markets showed a volatile reaction premarket to the rollout. Apple rolls out UK age checks for iPhone users Apple stock volatile premarket after rolling out UK age verification
• Negative Sentiment: China data shows shipments of foreign-branded phones (including iPhones) fell ~7.7% year-over-year in February — a reminder of near-term demand softness in Apple’s second-largest market. February shipments of foreign-branded phones in China fall 7.7% from a year ago, CAICT data shows

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.