Apple Inc. $AAPL is Octavia Wealth Advisors LLC’s 5th Largest Position

Octavia Wealth Advisors LLC lifted its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 3.1% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 188,740 shares of the iPhone maker’s stock after purchasing an additional 5,673 shares during the period. Apple comprises approximately 4.8% of Octavia Wealth Advisors LLC’s investment portfolio, making the stock its 5th largest holding. Octavia Wealth Advisors LLC’s holdings in Apple were worth $48,059,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. ROSS JOHNSON & Associates LLC boosted its position in Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after purchasing an additional 180 shares during the period. Nexus Investment Management ULC lifted 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 worth $53,000 after acquiring an additional 200 shares in the last quarter. LSV Asset Management bought a new position in shares of Apple in the fourth quarter worth $65,000. Morgan Dempsey Capital Management LLC grew its position in shares of Apple by 41.0% in the second quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock valued at $88,000 after purchasing an additional 125 shares in the last quarter. Finally, HFM Investment Advisors LLC bought a new stake in shares of Apple during the 1st quarter valued at $99,000. Institutional investors own 67.73% of the company’s stock.

Wall Street Analysts Forecast Growth

AAPL has been the subject of a number of recent analyst reports. JPMorgan Chase & Co. lifted their target price on Apple from $315.00 to $325.00 and gave the company an “overweight” rating in a report on Friday, January 30th. TD Cowen reaffirmed a “buy” rating and set a $325.00 target price on shares of Apple in a report on Friday, January 30th. Melius Research set a $345.00 price target on shares of Apple in a report on Friday, October 31st. Wedbush reaffirmed an “outperform” rating and issued a $350.00 price target on shares of Apple in a report on Wednesday, January 28th. Finally, 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 note on Friday, January 30th. One 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 given a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $291.70.

Apple Price Performance

Shares of Apple stock opened at $278.12 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 $268.05 and a 200-day moving average of $253.90. The stock has a market capitalization of $4.08 trillion, a price-to-earnings ratio of 35.16, a price-to-earnings-growth ratio of 2.49 and a beta of 1.09.

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 announced a quarterly dividend, which will be paid on Thursday, February 12th. Investors of record on Monday, February 9th will be issued a dividend of $0.26 per share. The ex-dividend date is Monday, February 9th. This represents a $1.04 annualized dividend and a yield of 0.4%. Apple’s dividend payout ratio is currently 13.15%.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple preparing to allow third‑party voice AI/chatbots (ChatGPT, Gemini, Claude) in CarPlay — a strategic shift that could boost in‑car services, user engagement and partnerships across the AI ecosystem. Apple plans to allow external voice-controlled AI chatbots in CarPlay
• Positive Sentiment: Strong Q1 results (higher‑than‑expected revenue and EPS, large iPhone sales) continue to support investor confidence and explain why AAPL is outperforming many Big Tech peers after the AI‑led sell‑off.
• Positive Sentiment: EU says Apple Ads and Apple Maps should not be designated under the Digital Markets Act — avoids potential regulatory constraints and commercial disruption in Europe. Apple Ads and Apple Maps should not be designated under Digital Markets Act, says EU
• Positive Sentiment: Analyst support and bullish price targets remain — several firms have reiterated Outperform/Overweight calls and above‑consensus targets (median recent target ~$310), underpinning investor interest. Evercore ISI stays Outperform on Apple
• Positive Sentiment: Inclusion in new Big Tech ETF offerings and continued institutional buying signal durable demand from funds and passive vehicles. Big Tech Core: New Burney ETF Packs Apple, Nvidia, Google, Broadcom Punch
• Neutral Sentiment: Short‑interest data currently shows anomalies (reporting zeros/NaN) and offers no clear signal on bearish positioning — not market‑moving as reported.
• Neutral Sentiment: Global memory‑chip shortages raise questions about iPhone pricing vs. margin trade‑offs; could preserve margins (price increases) or dent volume if Apple raises prices — impact unclear near term. Pricier iPhones? Global memory chip crunch puts spotlight on Apple
• Negative Sentiment: Apple has scaled back its AI health‑coach initiative (project “Mulberry”), highlighting execution and monetization challenges for new paid services tied to health/wearables. That could temper parts‑of‑services growth expectations. Apple Scales Back AI Health Coach Plans
• Negative Sentiment: Ongoing insider selling is visible in regulatory filings; while routine at large cap firms, it can be interpreted negatively by some investors when concentrated.

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.