Intrua Financial LLC Has $17.50 Million Holdings in Apple Inc. $AAPL

Intrua Financial LLC boosted its stake in Apple Inc. (NASDAQ:AAPL) by 12.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 68,718 shares of the iPhone maker’s stock after acquiring an additional 7,509 shares during the period. Apple accounts for 1.9% of Intrua Financial LLC’s investment portfolio, making the stock its 10th largest holding. Intrua Financial LLC’s holdings in Apple were worth $17,498,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently added to or reduced their stakes in the company. ROSS JOHNSON & Associates LLC grew its holdings in Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after acquiring an additional 180 shares during the period. Nexus Investment Management ULC grew its stake in Apple by 333.3% during the second quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock worth $53,000 after purchasing an additional 200 shares during the period. LSV Asset Management bought a new stake in Apple in the fourth quarter worth approximately $65,000. Morgan Dempsey Capital Management LLC lifted its stake in Apple by 41.0% in the second quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock valued at $88,000 after buying an additional 125 shares during the period. Finally, HFM Investment Advisors LLC bought a new position in shares of Apple during the 1st quarter worth approximately $99,000. Institutional investors own 67.73% of the company’s stock.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Strong iPhone momentum and quarter results — iPhone 17 sales and overall revenue remained robust, supporting fundamentals and cushioning the pullback. Zacks: Strong iPhone Sales
• Positive Sentiment: Legal victory removes a potential multi‑hundred‑million dollar liability — a U.S. jury rejected Optis Wireless’ 4G patent claims, reducing near-term litigation risk. Benzinga: Optis Verdict
• Positive Sentiment: Analyst support — Sanford C. Bernstein raised its price target, reflecting confidence in Apple’s growth trajectory and giving investors a bullish reference point. Bernstein PT Raise
• Neutral Sentiment: Content and services moves — Apple acquired full rights to the hit show “Severance” and added YouTube to Vision Pro, which are strategically positive for services but unlikely to move near‑term earnings materially. TechCrunch: Severance Deal
• Neutral Sentiment: Major shareholder cash flow note — Berkshire Hathaway received a large Apple dividend, underscoring Apple’s cash returns but also spotlighting Berkshire’s large position dynamics. Finbold: Berkshire Dividend
• Negative Sentiment: Siri AI upgrade delays and testing problems — reports that the Siri overhaul is running into accuracy and speed problems forced Apple to push features back, directly hitting the AI narrative investors were pricing in. CNBC: Siri Delay / Market Reaction
• Negative Sentiment: Regulatory risk from FTC letter over Apple News — the FTC chair urged review of Apple News curation amid accusations of political bias, adding regulatory/legal uncertainty and headline risk. NYT: FTC Letter
• Negative Sentiment: Fund flow and institutional trimming amid sector pressure — several funds reduced Apple exposure and broader “Magnificent Seven” weakness amplified the selloff, raising short‑term downside pressure. Barron’s: Institutional Moves

Apple Stock Performance

Shares of AAPL opened at $255.78 on Friday. The firm has a market capitalization of $3.76 trillion, a P/E ratio of 32.34, a P/E/G ratio of 2.33 and a beta of 1.09. Apple Inc. has a 52 week low of $169.21 and a 52 week high of $288.62. The stock has a 50 day moving average price of $266.62 and a two-hundred day moving average price of $255.51. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.94 and a current ratio of 0.97.

Apple (NASDAQ:AAPL) last announced its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.67 by $0.17. The company had revenue of $143.76 billion for the quarter, compared to analysts’ expectations of $138.25 billion. Apple had a return on equity of 159.94% and a net margin of 27.04%.Apple’s quarterly revenue was up 15.7% on a year-over-year basis. During the same quarter in the previous year, the firm earned $2.40 earnings per share. Equities analysts forecast 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. The ex-dividend date was Monday, February 9th. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. Apple’s dividend payout ratio is currently 13.15%.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on the stock. Loop Capital reiterated a “buy” rating and set a $325.00 target price (up previously from $315.00) on shares of Apple in a research report on Tuesday, December 2nd. Morgan Stanley reiterated an “overweight” rating and set a $315.00 price objective (up previously from $305.00) on shares of Apple in a report on Wednesday, December 17th. Rosenblatt Securities raised their target price on Apple from $250.00 to $267.00 and gave the company a “neutral” rating in a research note on Friday, January 30th. Oppenheimer reaffirmed a “market perform” rating on shares of Apple in a research note on Friday, January 30th. Finally, TD Cowen reissued a “buy” rating and issued a $325.00 price objective on shares of Apple in a research note on Friday, January 30th. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Apple has a consensus rating of “Moderate Buy” and an average price target of $292.13.

Apple 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.