Apple Inc. $AAPL is SG Americas Securities LLC’s 3rd Largest Position

SG Americas Securities LLC lifted its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 122.5% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 12,588,384 shares of the iPhone maker’s stock after acquiring an additional 6,931,227 shares during the period. Apple makes up approximately 4.4% of SG Americas Securities LLC’s investment portfolio, making the stock its 3rd largest holding. SG Americas Securities LLC owned 0.09% of Apple worth $3,422,278,000 as of its most recent SEC filing.

Other hedge funds have also recently modified their holdings of the company. First National Bank of Hutchinson boosted its holdings in shares of Apple by 24.6% in the 4th quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker’s stock valued at $8,845,000 after acquiring an additional 6,982 shares during the last quarter. Eagle Capital Management LLC increased its stake in shares of Apple by 0.5% in the fourth quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker’s stock worth $13,544,000 after acquiring an additional 272 shares during the period. Brighton Jones LLC raised its holdings in shares of Apple by 14.8% during the fourth quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker’s stock worth $134,554,000 after purchasing an additional 69,207 shares during the last quarter. Revolve Wealth Partners LLC lifted its position in Apple by 4.2% during the fourth quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker’s stock valued at $16,742,000 after purchasing an additional 2,695 shares during the period. Finally, Highview Capital Management LLC DE lifted its position in Apple by 2.4% during the fourth quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker’s stock valued at $12,587,000 after purchasing an additional 1,155 shares during the period. Institutional investors and hedge funds own 67.73% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have weighed in on the company. TD Cowen reaffirmed a “buy” rating and set a $325.00 price target on shares of Apple in a research report on Friday, January 30th. Moffett Nathanson upped their target price on Apple from $241.00 to $270.00 and gave the stock a “neutral” rating in a research note on Wednesday, February 25th. Jefferies Financial Group set a $330.00 target price on Apple in a report on Wednesday, March 4th. Loop Capital reiterated a “buy” rating and set a $325.00 price target (up from $315.00) on shares of Apple in a research report on Tuesday, December 2nd. Finally, Raymond James Financial restated a “market perform” rating on shares of Apple in a research note on Friday, January 2nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have issued 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 currently has an average rating of “Moderate Buy” and an average price target of $297.58.

Apple Price Performance

Shares of AAPL opened at $248.80 on Monday. The stock has a 50 day moving average price of $260.24 and a 200 day moving average price of $262.92. Apple Inc. has a one year low of $169.21 and a one year high of $288.62. 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 market capitalization of $3.65 trillion, a price-to-earnings ratio of 31.45, a PEG ratio of 2.36 and a beta of 1.10.

Apple (NASDAQ:AAPL) last announced its quarterly earnings data 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 company had revenue of $143.76 billion for the quarter, compared to analyst estimates of $138.25 billion. During the same quarter last year, the firm posted $2.40 EPS. The firm’s revenue for the quarter was up 15.7% on a year-over-year basis. Equities research analysts forecast that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Announces Dividend

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 $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 dividend payout ratio (DPR) is currently 13.15%.

Trending Headlines about 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

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.