180 Wealth Advisors LLC lessened its holdings in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 3.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 99,903 shares of the iPhone maker’s stock after selling 3,372 shares during the period. Apple makes up 3.1% of 180 Wealth Advisors LLC’s holdings, making the stock its 3rd biggest position. 180 Wealth Advisors LLC’s holdings in Apple were worth $27,160,000 as of its most recent SEC filing.
A number of other institutional investors have also modified their holdings of the stock. Carr Financial Group Corp raised its stake in shares of Apple by 2.0% in the 4th quarter. Carr Financial Group Corp now owns 20,444 shares of the iPhone maker’s stock valued at $5,558,000 after acquiring an additional 394 shares during the period. Hardin Capital Partners LLC increased its stake in Apple by 43.3% during the fourth quarter. Hardin Capital Partners LLC now owns 5,669 shares of the iPhone maker’s stock worth $1,541,000 after purchasing an additional 1,713 shares during the period. Tactive Advisors LLC lifted its position in shares of Apple by 2.4% during the fourth quarter. Tactive Advisors LLC now owns 26,832 shares of the iPhone maker’s stock worth $7,267,000 after purchasing an additional 638 shares in the last quarter. Independence Wealth Advisors LLC acquired a new stake in shares of Apple during the fourth quarter worth about $1,888,000. Finally, Ridgeline Wealth LLC boosted its stake in shares of Apple by 4.7% in the fourth quarter. Ridgeline Wealth LLC now owns 2,082 shares of the iPhone maker’s stock valued at $566,000 after purchasing an additional 93 shares during the period. Hedge funds and other institutional investors own 67.73% of the company’s stock.
Wall Street Analyst Weigh In
AAPL has been the topic of a number of research reports. Evercore reiterated an “outperform” rating on shares of Apple in a report on Monday, March 2nd. Raymond James Financial reaffirmed a “market perform” rating on shares of Apple in a research report on Friday, January 2nd. The Goldman Sachs Group reiterated a “buy” rating on shares of Apple in a report on Monday, March 2nd. Weiss Ratings reissued a “buy (b-)” rating on shares of Apple in a research note on Monday, December 29th. Finally, Stifel Nicolaus set a $330.00 price target on Apple in a report on Monday, March 2nd. One investment 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. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $297.58.
Key Headlines Impacting Apple
Here are the key news stories impacting Apple this week:
- Positive Sentiment: Wedbush says 2026 could be a significant product year and raises upside potential (they reiterate Outperform and a $350 target), framing WWDC and AI-driven hardware as major catalysts. Apple in focus as Wedbush calls 2026 a ‘significant’ product launch year ahead of WWDC
- Positive Sentiment: Apple hired ex-Google executive Lilian Rincon as VP of product marketing for AI — a concrete senior hire to accelerate Siri/AI positioning and marketing. Apple hires ex-Google executive to head AI marketing amid push to improve Siri
- Positive Sentiment: Multiple reports say Apple will open Siri to rival AI assistants (Gemini, Claude, etc.) in iOS 27 — this pivot can broaden iPhone AI capabilities without Apple building everything in‑house. Apple Plans to Open Up Siri to Rival AI Assistants in iOS 27 Update
- Positive Sentiment: Services continue to grow (reported ~14% y/y, Apple TV and gaming aiding strength) — recurring high‑margin revenue supports earnings upside even if hardware cycles lag. Strong Streaming & Game Content Aids Apple’s Services: What’s Ahead?
- Positive Sentiment: Apple expands U.S. manufacturing program, adding Bosch, Cirrus Logic, TDK and Qnity and committing $400M — reduces supply‑chain risk and supports domestic sourcing narrative. Apple adds Bosch, Cirrus Logic, others to US manufacturing program, to invest $400 million
- Positive Sentiment: Apple is granting rare large stock bonuses to iPhone designers to curb talent departures to AI firms — a retention step to protect future product execution. Apple Drops Six Figure Bonuses To Stop iPhone Talent Exodus
- Neutral Sentiment: An analyst tweak: Erste trimmed FY2027 EPS slightly — minimal change to consensus, but worth watching for estimate revisions. Apple Inc. analyst note (Erste Group) via MarketBeat
- Neutral Sentiment: Steve Wozniak publicly criticizes AI and says he hardly uses it — a reputational/PR datapoint but unlikely to move fundamentals. Apple cofounder Steve Wozniak admits he’s ‘disappointed a lot’ by AI and hardly uses it
- Negative Sentiment: Broader tech sector weakness — Nasdaq slide, Meta legal losses and geopolitical worries are pressuring tech stocks, which is dragging AAPL despite company‑specific positives. Tech stocks suffer worst week in nearly a year, driven down by war worries, Meta legal woes
- Negative Sentiment: Reports that Apple has discontinued the Mac Pro and abandoned future updates could concern pro users and niche revenue, though impact on total revenue is limited. Apple reportedly discontinues Mac Pro, abandons plans for future updates
Apple Trading Down 1.6%
NASDAQ:AAPL opened at $248.80 on Friday. Apple Inc. has a 1 year low of $169.21 and a 1 year high of $288.62. The stock has a market cap of $3.65 trillion, a P/E ratio of 31.45, a P/E/G ratio of 2.36 and a beta of 1.10. 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 stock has a 50-day simple moving average of $260.24 and a 200-day simple moving average of $262.67.
Apple (NASDAQ:AAPL – Get Free Report) last issued its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, topping the consensus estimate of $2.67 by $0.17. Apple had a net margin of 27.04% and a return on equity of 159.94%. The business had revenue of $143.76 billion during the quarter, compared to the consensus estimate of $138.25 billion. During the same quarter in the previous year, the firm earned $2.40 EPS. The company’s revenue was up 15.7% compared to the same quarter last year. As a group, analysts anticipate that Apple Inc. will post 7.28 earnings per share for the current fiscal year.
Apple Dividend Announcement
The company also recently announced a quarterly dividend, which was paid on Thursday, February 12th. Stockholders of record on Monday, February 9th were issued a $0.26 dividend. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. The ex-dividend date of this dividend was Monday, February 9th. Apple’s payout ratio is presently 13.15%.
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.
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