Apple Inc. $AAPL is Mutual Advisors LLC’s 3rd Largest Position

Mutual Advisors LLC increased its holdings in Apple Inc. (NASDAQ:AAPL) by 5.1% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 640,733 shares of the iPhone maker’s stock after buying an additional 30,807 shares during the quarter. Apple accounts for about 3.7% of Mutual Advisors LLC’s investment portfolio, making the stock its 3rd largest position. Mutual Advisors LLC’s holdings in Apple were worth $166,321,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the business. Sellwood Investment Partners LLC raised its holdings in Apple by 110.9% in the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock worth $34,000 after purchasing an additional 71 shares during the period. ROSS JOHNSON & Associates LLC increased its position in Apple by 1,800.0% in the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after buying an additional 180 shares in the last quarter. Nexus Investment Management ULC raised its stake in shares of Apple by 333.3% in the second quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock worth $53,000 after buying an additional 200 shares during the period. LSV Asset Management purchased a new position in shares of Apple during the 4th quarter valued at about $65,000. Finally, Morgan Dempsey Capital Management LLC grew its stake in shares of Apple by 41.0% during the 2nd quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock valued at $88,000 after acquiring an additional 125 shares during the period. 67.73% of the stock is currently owned by institutional investors.

Apple Stock Down 0.4%

Shares of AAPL opened at $263.75 on Wednesday. The business’s 50 day simple moving average is $264.36 and its 200-day simple moving average is $260.05. Apple Inc. has a 1 year low of $169.21 and a 1 year high of $288.62. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94. The stock has a market capitalization of $3.87 trillion, a price-to-earnings ratio of 33.34, a price-to-earnings-growth ratio of 2.36 and a beta of 1.10.

Apple (NASDAQ:AAPL) last released its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 quarter in the prior year, the firm earned $2.40 earnings per share. Apple’s revenue was up 15.7% on a year-over-year basis. As a group, equities analysts expect that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, February 12th. Investors of record on Monday, February 9th were issued a $0.26 dividend. The ex-dividend date of this dividend was Monday, February 9th. This represents a $1.04 dividend on an annualized basis and a dividend yield of 0.4%. Apple’s dividend payout ratio (DPR) is presently 13.15%.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: New MacBook Air/Pro lineup with M5 chips and revamped Studio Displays reinforces Apple’s device‑level AI strategy and supports higher ASPs and services attachment. Apple launches new generation of MacBook laptops
• Positive Sentiment: Apple introduced a lower‑cost iPhone 17e (starting $599) and upgraded iPad Air, which should help defend share in price‑sensitive markets and broaden upgrade cycles. Apple launches iPhone 17e
• Positive Sentiment: Bank of America keeps a Buy rating and $325 price target, citing sustained services momentum and device‑level AI upside — a bullish analyst endorsement for medium‑term upside. BofA maintains Buy on Apple
• Neutral Sentiment: Short‑interest data showed a reported large increase but the published figures read as 0 shares/NaN (days‑to‑cover 0.0) — likely a reporting glitch, so no clear bearish signal from short sellers at this time.
• Neutral Sentiment: Barclays raised its price target modestly (from $239 to $248) but kept an “underweight” rating — a mixed signal (higher PT but continued cautious stance). Barclays raises PT but stays underweight
• Negative Sentiment: Apple increased MacBook prices (Air up ~$100; Pro up more, some models +$400) as memory‑chip shortages and rising component costs push up ASPs — this can boost near‑term revenue but risks dampening unit demand and margin visibility. Apple raises MacBook prices amid chip shortage
• Negative Sentiment: Warren Buffett/Berkshire materially trimmed its Apple stake (reports say a ~75% sale in his final filings), a high‑profile shareholder reduction that can amplify near‑term selling pressure and sentiment risk. How Berkshire Hathaway performed during Buffett’s final quarter

Wall Street Analyst Weigh In

A number of research firms have commented on AAPL. DZ Bank upgraded shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 target price on the stock in a research note on Tuesday, November 4th. Rosenblatt Securities raised their price objective on shares of Apple from $250.00 to $267.00 and gave the company a “neutral” rating in a research report on Friday, January 30th. Royal Bank Of Canada set a $325.00 target price on shares of Apple in a report on Monday, February 2nd. DA Davidson reiterated a “neutral” rating and issued a $270.00 price target on shares of Apple in a research note on Friday, January 30th. Finally, Morgan Stanley restated an “overweight” rating and issued a $315.00 price objective (up from $305.00) on shares of Apple in a research report on Wednesday, December 17th. 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 assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $296.07.

Apple Company 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.