United Financial Planning Group LLC Invests $1.75 Million in Apple Inc. $AAPL

United Financial Planning Group LLC purchased a new stake in Apple Inc. (NASDAQ:AAPL) in the 3rd quarter, HoldingsChannel.com reports. The firm purchased 6,865 shares of the iPhone maker’s stock, valued at approximately $1,748,000. Apple accounts for approximately 0.9% of United Financial Planning Group LLC’s holdings, making the stock its 16th biggest position.

A number of other institutional investors have also added to or reduced their stakes in the stock. Reyes Financial Architecture Inc. boosted its position in shares of Apple by 0.4% in the third quarter. Reyes Financial Architecture Inc. now owns 9,898 shares of the iPhone maker’s stock valued at $2,520,000 after acquiring an additional 37 shares during the period. American Alpha Advisors LLC boosted its holdings in Apple by 3.7% in the 3rd quarter. American Alpha Advisors LLC now owns 1,151 shares of the iPhone maker’s stock valued at $293,000 after purchasing an additional 41 shares during the period. Capstone Wealth Management LLC boosted its holdings in Apple by 0.5% in the 3rd quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker’s stock valued at $2,174,000 after purchasing an additional 42 shares during the period. Seven Springs Wealth Group LLC grew its position in shares of Apple by 0.3% during the 3rd quarter. Seven Springs Wealth Group LLC now owns 15,451 shares of the iPhone maker’s stock valued at $3,934,000 after purchasing an additional 42 shares in the last quarter. Finally, Avant Capital LLC increased its holdings in shares of Apple by 0.9% in the third quarter. Avant Capital LLC now owns 4,814 shares of the iPhone maker’s stock worth $1,226,000 after purchasing an additional 43 shares during the period. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Apple Price Performance

Shares of Apple stock opened at $250.12 on Friday. 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 Inc. has a 52-week low of $169.21 and a 52-week high of $288.62. The company has a fifty day moving average of $262.08 and a 200-day moving average of $261.30. The stock has a market capitalization of $3.67 trillion, a price-to-earnings ratio of 31.62, a price-to-earnings-growth ratio of 2.28 and a beta of 1.10.

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

Apple Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, February 12th. Shareholders of record on Monday, February 9th were paid a $0.26 dividend. 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 payout ratio is 13.15%.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple’s new low-cost devices (MacBook Neo, iPhone 17e) broaden addressable market and could win share versus cheaper Windows/Chromebooks — a strategic growth lever even if it pressures near-term margins. How Apple’s new low-cost MacBook Neo may shake up the market
• Positive Sentiment: Early Formula 1 ratings for AppleTV’s exclusive U.S. stream were strong, supporting the thesis that exclusive sports/content deals can grow Services subscriptions and engagement over time. Apple Gets Early Formula 1 Ratings Win
• Positive Sentiment: India’s plan to roll fresh smartphone manufacturing incentives could help Apple expand local production and improve margin/market access over the medium term. India plans fresh incentives for phone production
• Neutral Sentiment: Analyst views are mixed: a few firms raised targets or reiterated buys while others stay cautious/neutral; median price targets remain above the market, keeping a longer-term bullish backdrop but no unanimous near-term catalyst. Apple Stock Opinions on Tech Sector Pullback
• Negative Sentiment: Apple cut its mainland China App Store commission to 25% (and mini-app fees to 12%) after regulator talks — good for developer relations but a direct hit to Services take-rate and near-term revenue in its second‑largest market. Apple cuts China App Store commission fees after government pressure
• Negative Sentiment: Strong insider selling and social/board chatter about a tech pullback and China demand risks are weighing on sentiment — traders are highlighting technical weakness and short-term bearish views. Apple Stock Opinions on Tech Sector Pullback
• Negative Sentiment: Macro and supply‑chain risks (memory/storage cost inflation and geopolitical disruption tied to the Iran war) could raise component costs and compress device margins if Apple absorbs price moves to hold consumer prices. The Iran War Could Upend AI. Here’s How.

Analysts Set New Price Targets

Several research firms recently issued reports on AAPL. CLSA lifted their price objective on Apple from $265.00 to $330.00 and gave the company an “outperform” rating in a research note on Friday, December 5th. Royal Bank Of Canada set a $325.00 price objective on Apple in a report on Monday, February 2nd. Phillip Securities raised shares of Apple from a “moderate sell” rating to a “hold” rating in a research note on Sunday, February 1st. Stephens set a $315.00 target price on shares of Apple in a research report on Monday, January 26th. Finally, Morgan Stanley reissued an “overweight” rating and issued a $315.00 price target (up from $305.00) on shares of Apple in a research note on Wednesday, December 17th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price 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.