WESPAC Advisors SoCal LLC Has $19.55 Million Stock Holdings in Apple Inc. $AAPL

WESPAC Advisors SoCal LLC boosted its stake in Apple Inc. (NASDAQ:AAPL) by 5.1% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 71,895 shares of the iPhone maker’s stock after buying an additional 3,471 shares during the quarter. Apple comprises 3.9% of WESPAC Advisors SoCal LLC’s holdings, making the stock its 4th largest holding. WESPAC Advisors SoCal LLC’s holdings in Apple were worth $19,545,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of the company. First National Bank of Hutchinson boosted its position in shares of Apple by 24.6% during the fourth quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker’s stock valued at $8,845,000 after purchasing an additional 6,982 shares in the last quarter. Eagle Capital Management LLC raised its holdings in Apple by 0.5% in the fourth quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker’s stock worth $13,544,000 after purchasing an additional 272 shares in the last quarter. Brighton Jones LLC lifted its position in Apple by 14.8% during the fourth quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker’s stock valued at $134,554,000 after buying an additional 69,207 shares during the period. Revolve Wealth Partners LLC boosted its holdings in shares of Apple by 4.2% during the 4th quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker’s stock valued at $16,742,000 after buying an additional 2,695 shares in the last quarter. Finally, Highview Capital Management LLC DE boosted its holdings in shares of Apple by 2.4% during the 4th quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker’s stock valued at $12,587,000 after buying an additional 1,155 shares in the last quarter. 67.73% of the stock is owned by institutional investors.

Apple Price Performance

Shares of AAPL opened at $251.64 on Wednesday. Apple Inc. has a twelve month low of $169.21 and a twelve month high of $288.62. The company has a market capitalization of $3.69 trillion, a P/E ratio of 31.81, a price-to-earnings-growth ratio of 2.24 and a beta of 1.10. The firm has a 50 day moving average of $260.62 and a 200 day moving average of $262.53. The company has a quick ratio of 0.94, a current ratio of 0.97 and a debt-to-equity ratio of 0.87.

Apple (NASDAQ:AAPL) last released its quarterly earnings data 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 business 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%.The firm’s quarterly revenue was up 15.7% on a year-over-year basis. During the same period in the prior year, the firm posted $2.40 EPS. As a group, equities research analysts anticipate 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. Stockholders of record on Monday, February 9th were issued a dividend of $0.26 per share. This represents a $1.04 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date of this dividend was Monday, February 9th. Apple’s dividend payout ratio is presently 13.15%.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple launched “Apple Business” and confirmed it will add paid search ads to Apple Maps in the U.S. and Canada this summer — a direct services-monetization path that could boost recurring revenue and margins. Apple to bring paid ads to maps to US, Canada this summer
• Positive Sentiment: Management set WWDC for June 8 and is publicly teasing “AI advancements” (standalone Siri/Ask Siri), reinforcing Apple’s positioning in on-device and ecosystem AI — a strategic catalyst for services, devices and developer engagement. Apple sets June date for WWDC 2026, teasing “AI advancements”
• Positive Sentiment: Reports that Apple is testing a standalone Siri app and “Ask Siri” feature (iOS 27 / cross‑device) and rolling AI capabilities into new hardware (AirPods Max 2’s Apple Intelligence) support a narrative of higher engagement and potential Services upside. Apple Developing Independent Siri Application Ahead of WWDC 2025
• Positive Sentiment: Surveys and analyst notes point to strong iPhone upgrade intent for 2026 and Morgan Stanley reaffirmed an overweight stance — evidence that hardware momentum could continue to underwrite revenue and ecosystem monetization. Morgan Stanley survey shows record upgrade interest for Apple’s iPhones
• Positive Sentiment: Legal update: a U.S. trade tribunal found the latest Apple Watch models do not infringe Masimo patents — removing an immediate import ban risk and protecting wearables revenue in the U.S. while litigation continues. Apple Watch Ruling Keeps Key Revenue Stream Intact For Investors
• Neutral Sentiment: Bank of America trimmed its price target slightly (from $325 to $320) but kept a Buy stance; analysts remain split on near‑term valuation despite bullish medium‑term targets, keeping sentiment mixed. Bank of America revamps Apple price target
• Neutral Sentiment: Macro/market context: tech earnings strength (and analyst upgrades) supports a longer-term bullish case, but sector rotation and valuation debates keep AAPL rangebound near its 50/200‑day moving averages. Apple Stock Performance
• Negative Sentiment: China headwinds: CAICT data show foreign‑branded phone shipments in China (including iPhone) fell 7.7% year‑over‑year in February — a near‑term demand risk in a critical market. February shipments of foreign-branded phones in China fall 7.7% from a year ago
• Negative Sentiment: Regulatory and competitive risks persist in Europe (AI/ads scrutiny, content/platform disputes) — these could lengthen time to monetize new services and invite policy costs. EU Broadcasters Target Alphabet, Amazon, Apple Over Smart TV and AI Control

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on AAPL shares. Rosenblatt Securities increased their price target on shares of Apple from $267.00 to $268.00 and gave the stock a “neutral” rating in a research note on Thursday, March 5th. The Goldman Sachs Group restated a “buy” rating on shares of Apple in a report on Monday, March 2nd. TD Cowen reaffirmed a “buy” rating and set a $325.00 target price on shares of Apple in a research note 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. Finally, Bank of America dropped their price target on Apple from $325.00 to $320.00 and set a “buy” rating on the stock in a research report on Monday. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Apple currently has an average rating of “Moderate Buy” and an average price target of $297.58.

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.