Apple Inc. $AAPL Shares Acquired by Capital Investment Advisors LLC

Capital Investment Advisors LLC lifted its position in Apple Inc. (NASDAQ:AAPL) by 1.8% during the 3rd quarter, Holdings Channel.com reports. The fund owned 469,545 shares of the iPhone maker’s stock after acquiring an additional 8,335 shares during the period. Apple accounts for 2.0% of Capital Investment Advisors LLC’s investment portfolio, making the stock its 5th biggest holding. Capital Investment Advisors LLC’s holdings in Apple were worth $119,560,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. First National Bank of Hutchinson lifted its stake in Apple by 24.6% during the 4th quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker’s stock valued at $8,845,000 after acquiring an additional 6,982 shares during the period. Eagle Capital Management LLC raised its holdings in shares of Apple by 0.5% during 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 during 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 purchasing an additional 69,207 shares during the period. Revolve Wealth Partners LLC boosted its holdings in Apple by 4.2% in the fourth quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker’s stock valued at $16,742,000 after purchasing an additional 2,695 shares during the last quarter. Finally, Highview Capital Management LLC DE grew its position in Apple by 2.4% during the 4th quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker’s stock worth $12,587,000 after purchasing an additional 1,155 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 $259.48 on Friday. The stock has a market capitalization of $3.81 trillion, a P/E ratio of 32.80, a PEG ratio of 2.40 and a beta of 1.09. The business has a 50 day simple moving average of $268.38 and a two-hundred day simple moving average of $251.42. Apple Inc. has a 12 month low of $169.21 and a 12 month high of $288.62. The company has a debt-to-equity ratio of 1.06, a current ratio of 0.89 and a quick ratio of 0.86.

Apple (NASDAQ:AAPL) last issued its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, topping the consensus estimate of $2.67 by $0.17. The firm had revenue of $143.76 billion during the quarter, compared to analysts’ expectations of $138.25 billion. Apple had a return on equity of 171.22% and a net margin of 27.04%.The firm’s revenue for the quarter was up 15.7% on a year-over-year basis. During the same period in the previous year, the business earned $2.40 earnings per share. As a group, analysts predict that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, February 12th. Stockholders of record on Monday, February 9th will be given 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 is Monday, February 9th. Apple’s dividend payout ratio is 13.92%.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Record quarter driven by iPhone 17 and China — Apple beat revenue and EPS expectations, reported record iPhone sales and gave strong March-quarter revenue/margin guidance, supporting bullish near-term fundamentals. Apple sales, profit beat
• Positive Sentiment: Analyst upgrades/price-target increases — Several firms raised targets and reiterated buy ratings after the beat (including TD Cowen, JPMorgan, Monness Crespi & Hardt), which supports upside sentiment among institutional investors. Analyst notes
• Neutral Sentiment: AI strategy remains ambiguous — Apple announced partnerships (e.g., Google Gemini) and made AI-related M&A (Q.ai), but offered limited execution details; these moves signal intent but leave monetization and competitive positioning unclear. AI details unclear
• Neutral Sentiment: Potential supply-chain diversification — Reports that Apple is exploring U.S. foundry partners (e.g., Intel) could ease long-term sourcing risk but are early-stage and not an immediate fix for 2026 capacity issues. Intel foundry reports
• Negative Sentiment: Rising memory-chip costs and shortages — Apple warned memory prices are beginning to bite; suppliers like Samsung and SK Hynix are prioritizing AI chips, tightening supply and pressuring gross margins if costs stay elevated. Memory cost warning
• Negative Sentiment: iPhone production constraints — Multiple reports say TSMC/other chip shortages are limiting Apple’s ability to meet iPhone demand, forcing Apple to prioritize premium models and potentially capping unit growth despite strong demand. TSMC supply short
• Negative Sentiment: Talent and execution questions in AI — Reports of AI researcher departures and commentary that the Google partnership could limit Apple’s AI upside have soured investor enthusiasm for Apple’s AI prospects. AI researcher departures

Wall Street Analyst Weigh In

AAPL has been the subject of several analyst reports. Oppenheimer reissued a “market perform” rating on shares of Apple in a report on Friday. Loop Capital reiterated a “buy” rating and set a $325.00 price target (up from $315.00) on shares of Apple in a research report on Tuesday, December 2nd. The Goldman Sachs Group reaffirmed a “buy” rating and set a $330.00 price objective on shares of Apple in a research note on Friday. Wells Fargo & Company set a $300.00 target price on shares of Apple and gave the company an “overweight” rating in a research note on Friday, October 31st. Finally, Morgan Stanley reissued an “overweight” rating and set a $315.00 price target (up from $305.00) on shares of Apple in a report on Wednesday, December 17th. One analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Apple has an average rating of “Moderate Buy” and a consensus price target of $289.23.

Insider Buying and Selling at Apple

In other news, insider Chris Kondo sold 3,752 shares of the firm’s stock in a transaction dated Friday, November 7th. The shares were sold at an average price of $271.23, for a total value of $1,017,654.96. Following the transaction, the insider directly owned 15,098 shares of the company’s stock, valued at approximately $4,095,030.54. This trade represents a 19.90% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Corporate insiders own 0.06% of the company’s stock.

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.