Apple Inc. $AAPL Stake Increased by Private Capital Advisors Inc.

Private Capital Advisors Inc. increased its stake in Apple Inc. (NASDAQ:AAPL) by 6.9% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 294,218 shares of the iPhone maker’s stock after acquiring an additional 18,932 shares during the period. Apple comprises approximately 8.3% of Private Capital Advisors Inc.’s portfolio, making the stock its 2nd largest position. Private Capital Advisors Inc.’s holdings in Apple were worth $74,917,000 as of its most recent filing with the SEC.

A number of other institutional investors have also added to or reduced their stakes in the company. Isthmus Partners LLC raised its stake in shares of Apple by 6.4% during the third quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker’s stock worth $25,000 after acquiring an additional 5,808 shares in the last quarter. Sellwood Investment Partners LLC grew its holdings in shares of Apple by 110.9% during the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock valued at $34,000 after purchasing an additional 71 shares during the last quarter. ROSS JOHNSON & Associates LLC grew its holdings in shares of Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after purchasing an additional 180 shares during the last quarter. Nexus Investment Management ULC raised its position in Apple by 333.3% in the 2nd 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. Finally, LSV Asset Management bought a new stake in Apple in the fourth quarter worth $65,000. Institutional investors own 67.73% of the company’s stock.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple has accelerated its supply‑chain diversification: India now accounts for about 25% of iPhone output after a ~53% production increase, reducing China/tariff risk and improving supply resilience. Apple’s India Production Grows As German Antitrust Risks Test Valuation
• Positive Sentiment: New, lower‑priced hardware is expanding TAM: analysts expect Apple to ship ~4–5M MacBook Neo units this year and the $599 MacBook Neo aims at the entry PC market — a potential growth lever for Mac revenue and share. Apple likely to ship 4-5M MacBook Neos this year, expand tech giant’s brand: analysts
• Positive Sentiment: Product and platform momentum: new M5 Pro/Max Macs and strong reviews for high‑end MacBook Pros support the premium ecosystem and help defend margins in creative/pro markets. Testing Apple’s 2026 16-inch MacBook Pro, M5 Max, and its new “performance” cores – Ars Technica
• Neutral Sentiment: Bull case cites rising free cash‑flow expectations that support long‑term valuation; these are constructive but already priced into a high market cap and premium multiple. Apple: Rising Free Cash Flow Expectations Strengthen The Bull Case
• Negative Sentiment: UBS reiterated a Hold and flagged a sharp decline in iPhone shipments in China — a near‑term demand concern that pressures growth expectations and could weigh on revenue guidance. UBS Maintains a Hold Rating on Apple (AAPL) As Shipmments Drop in China
• Negative Sentiment: Regulatory/legal risk: German publishers say recent ATT revisions don’t fix competition issues and are urging antitrust fines — a potential headwind for App Store rules and services revenue. German publishers reject Apple’s revised app tracking rules, urge antitrust fine
• Negative Sentiment: Product execution risk: reports that Siri problems have delayed Apple’s smart home display point to AI/voice assistant challenges that could slow expansion into new hardware categories. Apple’s Siri Troubles Put Smart Home Display On Hold

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on the company. Loop Capital reissued a “buy” rating and issued a $325.00 target price (up from $315.00) on shares of Apple in a research note on Tuesday, December 2nd. Barclays lifted their price target on Apple from $239.00 to $248.00 and gave the stock an “underweight” rating in a research note on Tuesday, March 3rd. Scotiabank set a $330.00 price objective on Apple in a research report on Monday, February 2nd. Sanford C. Bernstein reissued an “outperform” rating on shares of Apple in a research note on Wednesday, March 4th. Finally, TD Cowen reaffirmed a “buy” rating and issued a $325.00 target price on shares of Apple in a research note on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Apple presently has a consensus rating of “Moderate Buy” and an average price target of $297.58.

Apple Stock Down 0.0%

AAPL stock opened at $260.81 on Thursday. Apple Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $288.62. The company has a market capitalization of $3.83 trillion, a price-to-earnings ratio of 32.97, a price-to-earnings-growth ratio of 2.33 and a beta of 1.10. The business’s 50 day moving average price is $262.82 and its two-hundred day moving average price is $261.18. 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 released its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS 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 during the quarter, compared to analysts’ expectations of $138.25 billion. During the same quarter last year, the business posted $2.40 EPS. The firm’s revenue for the quarter was up 15.7% compared to the same quarter last year. As a group, 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. Investors of record on Monday, February 9th were given a dividend of $0.26 per share. This represents a $1.04 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date of this dividend was Monday, February 9th. Apple’s dividend payout ratio (DPR) is 13.15%.

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.