Lazari Capital Management Inc. Has $40.59 Million Position in Apple Inc. $AAPL

Lazari Capital Management Inc. lowered its stake in shares of Apple Inc. (NASDAQ:AAPL) by 3.7% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 159,399 shares of the iPhone maker’s stock after selling 6,184 shares during the period. Apple makes up 13.7% of Lazari Capital Management Inc.’s portfolio, making the stock its biggest position. Lazari Capital Management Inc.’s holdings in Apple were worth $40,588,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently modified their holdings of AAPL. Capstone Wealth Management LLC raised its holdings in Apple by 0.5% during the 3rd quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker’s stock worth $2,174,000 after buying an additional 42 shares during the period. Baker Boyer National Bank increased its position in shares of Apple by 0.3% during the second quarter. Baker Boyer National Bank now owns 18,011 shares of the iPhone maker’s stock worth $3,695,000 after acquiring an additional 47 shares in the last quarter. Beddow Capital Management Inc. raised its holdings in shares of Apple by 1.8% during the second quarter. Beddow Capital Management Inc. now owns 2,597 shares of the iPhone maker’s stock worth $533,000 after acquiring an additional 47 shares during the period. Uncommon Cents Investing LLC lifted its position in Apple by 0.4% in the 3rd quarter. Uncommon Cents Investing LLC now owns 10,609 shares of the iPhone maker’s stock valued at $2,701,000 after acquiring an additional 47 shares in the last quarter. Finally, Vermillion Wealth Management Inc. boosted its stake in Apple by 0.5% in the 3rd quarter. Vermillion Wealth Management Inc. now owns 9,646 shares of the iPhone maker’s stock worth $2,456,000 after purchasing an additional 47 shares during the period. 67.73% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several analysts have issued reports on AAPL shares. Weiss Ratings reissued a “buy (b-)” rating on shares of Apple in a research note on Monday, December 29th. Monness Crespi & Hardt lifted their target price on Apple from $300.00 to $315.00 and gave the company a “buy” rating in a research report on Friday, January 30th. The Goldman Sachs Group restated a “buy” rating and issued a $330.00 target price on shares of Apple in a research note on Friday, January 30th. JPMorgan Chase & Co. raised their price target on shares of Apple from $315.00 to $325.00 and gave the stock an “overweight” rating in a research note on Friday, January 30th. Finally, Argus set a $325.00 price objective on shares of Apple and gave the stock a “buy” rating in a research report on Friday, October 31st. One analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $291.70.

Apple Trading Up 0.8%

Apple stock opened at $278.12 on Friday. The stock 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 capitalization of $4.08 trillion, a P/E ratio of 35.16, a PEG ratio of 2.49 and a beta of 1.09. 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.

Apple (NASDAQ:AAPL) last released its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.67 by $0.17. The company had revenue of $143.76 billion during 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 business’s revenue was up 15.7% on a year-over-year basis. During the same period last year, the firm posted $2.40 earnings per share. Analysts expect that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Announces Dividend

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

Trending Headlines about Apple

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 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.