Signal Advisors Wealth LLC increased its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 68.2% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 123,976 shares of the iPhone maker’s stock after purchasing an additional 50,263 shares during the period. Apple makes up 2.7% of Signal Advisors Wealth LLC’s portfolio, making the stock its 4th biggest position. Signal Advisors Wealth LLC’s holdings in Apple were worth $33,704,000 as of its most recent SEC filing.
A number of other institutional investors also recently added to or reduced their stakes in AAPL. Isthmus Partners LLC boosted its stake in Apple by 6.4% in the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker’s stock valued at $25,000 after buying an additional 5,808 shares in the last quarter. Sellwood Investment Partners LLC lifted its holdings in shares of Apple by 110.9% during the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock valued at $34,000 after acquiring an additional 71 shares during the period. ROSS JOHNSON & Associates LLC lifted its holdings in shares of Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after acquiring an additional 180 shares during the period. LSV Asset Management acquired a new stake in shares of Apple in the 4th quarter valued at $65,000. Finally, 49 Wealth Management LLC grew its holdings in shares of Apple by 15.7% in the 3rd quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker’s stock worth $76,000 after purchasing an additional 40,543 shares during the last quarter. 67.73% of the stock is owned by institutional investors and hedge funds.
More Apple News
Here are the key news stories impacting Apple this week:
- Positive Sentiment: Top investor endorsement — Billionaire Ken Griffin lists Apple among his five best stock picks, highlighting institutional conviction and potential buying support. 5 Best Stocks to Buy According to Billionaire Ken Griffin
- Positive Sentiment: Analyst backing — Bank of America reiterates a Buy and cites accelerating services growth and on‑device AI upside, supporting a premium valuation thesis and positive analyst flow. Apple: Accelerating Services Growth and On‑Device AI Upside Support Premium Valuation and Buy Rating
- Positive Sentiment: U.S. manufacturing boost — Apple expands its U.S. manufacturing program with a reported $400M investment, a politically favorable move that can reduce supply risk and support margin/PR. Apple Inc. (AAPL) expands US manufacturing program with $400M investment
- Neutral Sentiment: Positive narrative around Apple at 50 — Extensive coverage of Apple’s 50th anniversary reminds investors of the company’s long-term durability, but raises governance/succession questions that are medium‑term rather than catalytic. Apple At 50 Weighs AI Partnerships Satellite Ties And Succession
- Neutral Sentiment: AI positioning debate — Coverage highlights a strategic pivot toward opening Siri to third‑party AI assistants and other AI moves; this reduces long-term AI execution risk but timing and monetization remain uncertain. Apple’s AI Strategy Is Pivoting. Here’s Why That Could Be Great News for the Stock.
- Negative Sentiment: Satellite dependency risk — Reports that Amazon is in talks to buy Globalstar (Apple’s satellite partner for Emergency SOS/messaging) raise competitive and supply‑chain uncertainty for Apple’s satellite features. Amazon Lines Up Deal to Rival SpaceX’s Starlink: Report. Why Apple Could Be a Problem.
- Negative Sentiment: Valuation pressure — Commentary points to a rich trailing and forward P/E (high 20s–30s) that’s prompting profit‑taking and making AAPL sensitive to any slowdown in growth or disappointment on AI execution. Is Apple Stock Overvalued Or Undervalued?
- Negative Sentiment: Geopolitical / macro risk — Headlines about potential targeting of U.S. tech firms and broader Mag‑7 weakness amplify downside risk if tensions or macro selloffs persist. AAPL Stock on Watch: Iran Threatens Retaliatory Strikes Could Hit Apple Next
Insiders Place Their Bets
Analyst Ratings Changes
A number of brokerages recently issued reports on AAPL. KeyCorp reiterated a “sector weight” rating on shares of Apple in a research report on Thursday, March 12th. Stifel Nicolaus set a $330.00 price objective on shares of Apple in a research note on Monday, March 2nd. Moffett Nathanson lifted their target price on shares of Apple from $241.00 to $270.00 and gave the company a “neutral” rating in a research note on Wednesday, February 25th. The Goldman Sachs Group reissued a “buy” rating on shares of Apple in a report on Monday, March 2nd. Finally, Raymond James Financial reaffirmed a “market perform” rating on shares of Apple in a report on Friday, January 2nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued 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, the stock has a consensus rating of “Moderate Buy” and an average target price of $297.58.
Check Out Our Latest Stock Report on AAPL
Apple Stock Performance
Shares of NASDAQ AAPL opened at $255.92 on Friday. Apple Inc. has a 1-year low of $169.21 and a 1-year high of $288.62. The company has a 50-day moving average of $260.67 and a two-hundred day moving average of $263.21. The company has a market cap of $3.76 trillion, a PE ratio of 32.35, a P/E/G ratio of 2.42 and a beta of 1.11. 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 (NASDAQ:AAPL – Get Free Report) last released its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, beating 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 for the quarter, compared to analysts’ expectations of $138.25 billion. During the same period in the prior year, the firm earned $2.40 earnings per share. Apple’s revenue was up 15.7% compared to the same quarter last year. As a group, equities analysts expect that Apple Inc. will post 7.28 earnings per share for the current fiscal year.
Apple Announces Dividend
The company also recently announced 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 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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