Apple Inc. $AAPL Holdings Raised by QTR Family Wealth LLC

QTR Family Wealth LLC raised its stake in Apple Inc. (NASDAQ:AAPL) by 10.6% during the third quarter, Holdings Channel.com reports. The firm owned 33,283 shares of the iPhone maker’s stock after purchasing an additional 3,178 shares during the quarter. Apple accounts for about 4.0% of QTR Family Wealth LLC’s portfolio, making the stock its 2nd largest position. QTR Family Wealth LLC’s holdings in Apple were worth $8,475,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Vanguard Group Inc. increased its position in shares of Apple by 1.1% in the 2nd quarter. Vanguard Group Inc. now owns 1,415,932,804 shares of the iPhone maker’s stock valued at $290,506,933,000 after purchasing an additional 15,141,995 shares during the last quarter. State Street Corp grew its stake in shares of Apple by 0.9% during the second quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker’s stock worth $123,358,461,000 after purchasing an additional 5,224,229 shares in the last quarter. Geode Capital Management LLC increased its holdings in Apple by 1.4% in the second quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker’s stock valued at $72,506,336,000 after buying an additional 4,942,638 shares during the last quarter. Norges Bank acquired a new stake in Apple in the second quarter valued at $38,942,255,000. Finally, Northern Trust Corp raised its stake in Apple by 13.3% in the fourth quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker’s stock valued at $42,918,365,000 after buying an additional 20,079,472 shares in the last quarter. 67.73% of the stock is owned by institutional investors and hedge funds.

Apple Stock Performance

Shares of Apple stock opened at $255.78 on Monday. The firm’s fifty day simple moving average is $266.62 and its 200-day simple moving average is $256.14. Apple Inc. has a 12 month low of $169.21 and a 12 month high of $288.62. The stock has a market capitalization of $3.76 trillion, a price-to-earnings ratio of 32.34, a PEG ratio of 2.28 and a beta of 1.09. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94.

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

Apple Dividend Announcement

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

Apple News Roundup

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

Analyst Upgrades and Downgrades

A number of research firms have recently commented on AAPL. CLSA increased their price objective on Apple from $265.00 to $330.00 and gave the company an “outperform” rating in a report on Friday, December 5th. Wall Street Zen downgraded Apple from a “buy” rating to a “hold” rating in a report on Sunday, November 9th. Sanford C. Bernstein raised their price objective on shares of Apple from $325.00 to $340.00 and gave the stock an “outperform” rating in a report on Tuesday, February 10th. Monness Crespi & Hardt boosted their price objective on shares of Apple from $300.00 to $315.00 and gave the stock a “buy” rating in a research report on Friday, January 30th. Finally, Scotiabank set a $330.00 target price on shares of Apple in a research report on Monday, February 2nd. 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 MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $292.13.

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.