Apple Inc. $AAPL Shares Purchased by Elwood & Goetz Wealth Advisory Group LLC

Elwood & Goetz Wealth Advisory Group LLC boosted its stake in shares of Apple Inc. (NASDAQ:AAPL) by 21.0% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 19,794 shares of the iPhone maker’s stock after acquiring an additional 3,441 shares during the period. Apple comprises about 1.0% of Elwood & Goetz Wealth Advisory Group LLC’s holdings, making the stock its 16th biggest holding. Elwood & Goetz Wealth Advisory Group LLC’s holdings in Apple were worth $5,040,000 as of its most recent filing with the SEC.

Other institutional investors have also modified their holdings of the company. Orin Green Financial LLC increased its stake in shares of Apple by 2.4% during the third quarter. Orin Green Financial LLC now owns 13,536 shares of the iPhone maker’s stock worth $3,447,000 after purchasing an additional 322 shares in the last quarter. Elevate Capital Advisors LLC boosted its holdings in Apple by 5.0% in the 3rd quarter. Elevate Capital Advisors LLC now owns 14,725 shares of the iPhone maker’s stock worth $3,749,000 after buying an additional 704 shares during the last quarter. Octavia Wealth Advisors LLC increased its stake in Apple by 3.1% during the 3rd quarter. Octavia Wealth Advisors LLC now owns 188,740 shares of the iPhone maker’s stock worth $48,059,000 after buying an additional 5,673 shares in the last quarter. Sutton Place Investors LLC increased its stake in Apple by 2.0% during the 3rd quarter. Sutton Place Investors LLC now owns 18,168 shares of the iPhone maker’s stock worth $4,626,000 after buying an additional 357 shares in the last quarter. Finally, MBE Wealth Management LLC raised its holdings in shares of Apple by 2.9% during the third quarter. MBE Wealth Management LLC now owns 6,022 shares of the iPhone maker’s stock valued at $1,533,000 after acquiring an additional 171 shares during the last quarter. Institutional investors and hedge funds own 67.73% of the company’s stock.

Apple News Summary

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 Stock Performance

Apple stock opened at $278.12 on Friday. The firm has a 50 day simple moving average of $268.05 and a 200-day simple moving average of $253.90. The stock has a market cap 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. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94. Apple Inc. has a 1-year low of $169.21 and a 1-year high of $288.62.

Apple (NASDAQ:AAPL) last released its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, beating analysts’ consensus estimates of $2.67 by $0.17. The firm had revenue of $143.76 billion for the quarter, compared to analysts’ expectations of $138.25 billion. Apple had a return on equity of 159.94% and a net margin of 27.04%.The firm’s quarterly revenue was up 15.7% on a year-over-year basis. During the same period in the prior year, the firm posted $2.40 earnings per share. On average, analysts expect that Apple Inc. will post 7.28 EPS for the current year.

Apple Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, February 12th. Stockholders 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 dividend on an annualized basis and a dividend yield of 0.4%. Apple’s dividend payout ratio is currently 13.15%.

Analyst Ratings Changes

AAPL has been the topic of a number of research analyst reports. Oppenheimer reaffirmed a “market perform” rating on shares of Apple in a research note on Friday, January 30th. TD Cowen restated a “buy” rating and issued a $325.00 price objective on shares of Apple in a report on Friday, January 30th. Maxim Group raised shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 target price for the company in a report on Friday, January 30th. 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. Finally, Citigroup restated a “buy” rating and set a $315.00 price target (down from $330.00) on shares of Apple in a research report on Tuesday, January 20th. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Apple currently has an average rating of “Moderate Buy” and an average target price of $291.70.

Apple Company 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.