Apple Inc. $AAPL Shares Acquired by Klingman & Associates LLC

Klingman & Associates LLC raised its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 4.8% in the third quarter, HoldingsChannel.com reports. The firm owned 272,103 shares of the iPhone maker’s stock after buying an additional 12,401 shares during the period. Apple comprises 3.5% of Klingman & Associates LLC’s holdings, making the stock its 7th largest position. Klingman & Associates LLC’s holdings in Apple were worth $69,286,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of the business. ROSS JOHNSON & Associates LLC increased its stake in Apple by 1,800.0% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after buying an additional 180 shares during the last quarter. LSV Asset Management bought a new position in shares of Apple in the fourth quarter valued at approximately $65,000. Nexus Investment Management ULC increased its position in shares of Apple by 333.3% during the second quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock valued at $53,000 after acquiring an additional 200 shares during the last quarter. Morgan Dempsey Capital Management LLC lifted its holdings in Apple by 41.0% during the second quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock worth $88,000 after acquiring an additional 125 shares during the period. Finally, HFM Investment Advisors LLC purchased a new position in Apple in the first quarter worth $99,000. Institutional investors and hedge funds own 67.73% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on AAPL shares. Barclays reissued an “underweight” rating and issued a $239.00 price target (up from $230.00) on shares of Apple in a report on Friday, January 30th. Phillip Securities upgraded shares of Apple from a “moderate sell” rating to a “hold” rating in a research note on Sunday, February 1st. Monness Crespi & Hardt raised their price target on shares of Apple from $300.00 to $315.00 and gave the stock a “buy” rating in a research note on Friday, January 30th. KGI Securities upgraded Apple to an “outperform” rating and set a $306.00 target price on the stock in a research note on Friday, January 30th. Finally, DZ Bank raised Apple from a “hold” rating to a “buy” rating and set a $300.00 price target on the stock in a research report on Tuesday, November 4th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $291.70.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Q1 earnings beat and record iPhone quarter — revenue of ~$143.8B and an all‑time high iPhone quarter (strong China growth) give investors a clear fundamental reason to buy. Apple Stock (AAPL) Opinions on Q1 Earnings Report
• Positive Sentiment: Apple seen as a “surprise winner” amid a $1.2T tech selloff — investors are rewarding Apple’s more measured spending and durable consumer demand, helping it outperform other AI‑heavy names. How Apple’s stock has become a surprise winner during the $1.2 trillion tech wipeout
• Positive Sentiment: Analyst bullishness and high price targets — firms including Evercore and Wedbush have reiterated Outperform/upside targets (some well above current levels), supporting positive sentiment among growth investors. Evercore ISI Stays Outperform on Apple (AAPL), Keeps $330 Target
• Positive Sentiment: EU regulatory relief — the European Commission signaled Apple Ads and Apple Maps shouldn’t be designated under the Digital Markets Act, reducing potential near‑term regulatory risk in Europe. Apple Ads and Apple Maps should not be designated under Digital Markets Act, says EU
• Neutral Sentiment: Tim Cook to lobby on immigration — Cook’s public commitment on immigration policy is positive for corporate responsibility and talent retention but has limited direct impact on near‑term revenue. Apple’s Cook vows to lobby lawmakers on immigration issue
• Neutral Sentiment: Ongoing AI debate and partnership opacity — coverage notes Apple’s measured AI approach and limited public detail on deals (e.g., Apple/Google Siri arrangement), leaving investors split on how quickly Apple can monetize AI. Alphabet won’t talk about the Google-Apple AI deal, even to investors
• Negative Sentiment: Insider selling and congressional trading activity — recent disclosures show significant insider sales (and mixed congressional activity), which some investors view as a cautionary signal on near‑term positioning. Apple Stock (AAPL) Opinions on Q1 Earnings Report (insider section)
• Negative Sentiment: Bear-case and valuation critiques — several note stretched P/E and downgrade-to‑hold views, arguing some upside is priced in and cautioning on sustainability of high growth rates. Apple Inc. (AAPL): A bear case theory

Apple Trading Down 0.2%

Shares of AAPL stock opened at $275.91 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 market capitalization of $4.05 trillion, a PE ratio of 34.88, a price-to-earnings-growth ratio of 2.47 and a beta of 1.09. The business’s fifty day moving average is $268.06 and its 200 day moving average is $253.17.

Apple (NASDAQ:AAPL) last issued its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, topping analysts’ consensus estimates of $2.67 by $0.17. The firm had revenue of $143.76 billion for the quarter, compared to analyst estimates of $138.25 billion. Apple had a net margin of 27.04% and a return on equity of 159.94%. The business’s revenue for the quarter was up 15.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.40 EPS. On average, equities research analysts anticipate that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, February 12th. Shareholders of record on Monday, February 9th will be 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 is Monday, February 9th. Apple’s dividend payout ratio (DPR) is presently 13.15%.

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.