Apple Inc. $AAPL is Paragon Private Wealth Management LLC’s 2nd Largest Position

Paragon Private Wealth Management LLC raised its position in Apple Inc. (NASDAQ:AAPL) by 22.1% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 56,820 shares of the iPhone maker’s stock after acquiring an additional 10,276 shares during the quarter. Apple comprises approximately 4.7% of Paragon Private Wealth Management LLC’s holdings, making the stock its 2nd largest position. Paragon Private Wealth Management LLC’s holdings in Apple were worth $14,468,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Norges Bank acquired a new position in shares of Apple in the second quarter worth $38,942,255,000. Nuveen LLC acquired a new position in Apple during the 1st quarter worth $17,472,482,000. PKS Advisory Services LLC grew its stake in Apple by 98,917.0% during the 2nd quarter. PKS Advisory Services LLC now owns 57,956,620 shares of the iPhone maker’s stock worth $12,106,000 after purchasing an additional 57,898,088 shares in the last quarter. Laurel Wealth Advisors LLC raised its position in Apple by 20,464.8% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker’s stock valued at $5,553,753,000 after purchasing an additional 26,937,401 shares in the last quarter. Finally, Northern Trust Corp boosted its stake in shares of Apple by 13.3% in the 4th 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 during the period. Hedge funds and other 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 will move part of Mac Mini production to a Foxconn facility in Houston and expand U.S. AI-server assembly — a visible step in its $600B domestic-manufacturing push that should shore up supply-chain resilience, reduce geopolitical concentration risk, and support long-term margin and revenue stability. Apple Plans to Manufacture Mac Mini in Houston
• Positive Sentiment: Reporting shows Apple investing to rebuild parts of the U.S. chip supply chain — a strategic move that could reduce supplier concentration in Asia and support device and AI-server roadmaps over time. Inside Apple’s Push to Build an All-American Chip
• Neutral Sentiment: MoffettNathanson raised Apple’s price target to $270 but kept a “neutral” rating — a modest endorsement that suggests limited near-term upside from their view. Moffett Nathanson Price Target Change
• Neutral Sentiment: Proxy and governance: shareholders re‑elected Apple’s board and approved 2026 proposals at the annual meeting — removes a near‑term governance overhang but contains no new strategic shift. Apple Shareholders Reelect Board
• Neutral Sentiment: Crypto/derivatives venues rolled out tokenized perpetuals that reference Apple shares — increases round‑the‑clock speculative access but doesn’t change fundamentals. Kraken Debuts Tokenized Stock Perpetual Futures
• Negative Sentiment: Spain’s competition regulator said Apple (and Amazon) were slow to remove contract clauses deemed anti‑competitive — a fresh regulatory headache in Europe that could lead to fines, remedies or margin pressure in the region. Spain Antitrust Ruling on Apple and Amazon
• Negative Sentiment: U.K. authorities ordered Apple to create an access mechanism to encrypted data; U.S. lawmakers requested briefings — ongoing legal/regulatory friction around privacy and law‑enforcement access raises compliance and reputational risks. US Lawmakers Want UK Briefing on Backdoor Order to Apple
• Negative Sentiment: High‑profile investors and hedge funds have trimmed or sold Apple stakes (reported sales by marquee names), which can weigh on sentiment and add selling pressure even if company fundamentals remain solid. Major Investors Trim Apple Stakes

Apple Price Performance

Shares of NASDAQ AAPL opened at $274.18 on Thursday. The stock has a market cap of $4.03 trillion, a P/E ratio of 34.66, a P/E/G ratio of 2.43 and a beta of 1.09. Apple Inc. has a twelve month low of $169.21 and a twelve month high of $288.62. The stock has a 50 day moving average of $264.84 and a two-hundred day moving average of $258.85. The company has a current ratio of 0.97, a quick ratio of 0.94 and a debt-to-equity ratio of 0.87.

Apple (NASDAQ:AAPL) last announced 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 net margin of 27.04% and a return on equity of 159.94%. The business had revenue of $143.76 billion for the quarter, compared to analysts’ expectations of $138.25 billion. During the same period in the previous year, the company posted $2.40 EPS. The company’s quarterly revenue was up 15.7% on a year-over-year basis. On average, research analysts forecast that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Announces Dividend

The firm 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. 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%.

Analysts Set New Price Targets

AAPL has been the subject of a number of analyst reports. Maxim Group raised Apple from a “hold” rating to a “buy” rating and set a $300.00 price objective for the company in a research report on Friday, January 30th. Robert W. Baird set a $300.00 price target on shares of Apple in a report on Friday, October 31st. Jefferies Financial Group set a $276.47 price objective on shares of Apple and gave the company a “hold” rating in a research report on Monday, January 26th. Needham & Company LLC reaffirmed a “hold” rating on shares of Apple in a research report on Friday, January 30th. Finally, Wall Street Zen lowered Apple from a “buy” rating to a “hold” rating in a report on Sunday, November 9th. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $293.41.

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.