Apple Inc. $AAPL Shares Purchased by Fiduciary Wealth Partners LLC

Fiduciary Wealth Partners LLC raised its stake in Apple Inc. (NASDAQ:AAPL) by 145.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 26,968 shares of the iPhone maker’s stock after purchasing an additional 15,964 shares during the quarter. Apple comprises about 2.9% of Fiduciary Wealth Partners LLC’s investment portfolio, making the stock its 6th biggest position. Fiduciary Wealth Partners LLC’s holdings in Apple were worth $6,867,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also modified their holdings of the stock. ROSS JOHNSON & Associates LLC boosted its position 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. Nexus Investment Management ULC grew its stake in Apple by 333.3% during the 2nd quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock valued at $53,000 after purchasing an additional 200 shares in the last quarter. LSV Asset Management purchased a new stake in Apple during the 4th quarter worth approximately $65,000. Morgan Dempsey Capital Management LLC raised its position in shares of Apple by 41.0% in the 2nd 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 purchased a new position in shares of Apple during the 1st quarter valued at approximately $99,000. Institutional investors and hedge funds own 67.73% of the company’s stock.

Apple Trading Down 1.3%

Shares of NASDAQ AAPL opened at $274.62 on Tuesday. Apple Inc. has a 12-month low of $169.21 and a 12-month high of $288.62. The company has a market cap of $4.03 trillion, a price-to-earnings ratio of 34.72, a price-to-earnings-growth ratio of 2.49 and a beta of 1.09. The company has a current ratio of 0.97, a quick ratio of 0.94 and a debt-to-equity ratio of 0.87. The stock’s 50 day simple moving average is $267.88 and its 200 day simple moving average is $254.61.

Apple (NASDAQ:AAPL) last issued its 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. The firm had revenue of $143.76 billion for the quarter, compared to analyst estimates of $138.25 billion. Apple had a return on equity of 159.94% 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 last year, the company earned $2.40 earnings per share. Equities research analysts expect that Apple Inc. will post 7.28 EPS for the current year.

Apple Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, February 12th. Investors of record on Monday, February 9th will be given a $0.26 dividend. 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 (DPR) is currently 13.15%.

Wall Street Analyst Weigh In

A number of analysts recently issued reports on AAPL shares. DA Davidson restated a “neutral” rating and issued a $270.00 price target on shares of Apple in a research note on Friday, January 30th. Loop Capital reissued a “buy” rating and set a $325.00 price objective (up from $315.00) on shares of Apple in a report on Tuesday, December 2nd. Stephens set a $315.00 target price on shares of Apple in a research note on Monday, January 26th. Phillip Securities raised shares of Apple from a “moderate sell” rating to a “hold” rating in a research report on Sunday, February 1st. Finally, Wells Fargo & Company set a $300.00 price objective on Apple and gave the company an “overweight” rating in a report on Friday, October 31st. One investment 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 assigned a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $291.70.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Quarterly FCF, revenue and margins jumped, lifting AAPL target values and prompting bullish options strategies (short near-term OTM puts or long-dated ITM calls) as investors position for continued cash-flow strength. Apple’s FCF Margins Surge and Its Target Value Rises – What’s the Best AAPL Stock Play?
• Positive Sentiment: New-product cycle expected soon (iPhone 17e, updated iPads and refreshed Macs) — supports revenue visibility from hardware refreshes and accessory/services attach. Apple to Debut iPhone 17e, New iPads, Fresh Macs
• Positive Sentiment: Apple will allow third‑party AI chatbots in CarPlay, widening its ecosystem and potentially creating new services/monetization channels. Apple to Allow Third-Party AI Chatbots in CarPlay
• Positive Sentiment: High-profile investors (Peter Thiel’s fund) include Apple in contrarian AI exposure, signaling institutional conviction that Apple can play a role in the AI cycle. Thiel Bypasses Palantir and Nvidia for Meta, Tesla, Apple in Contrarian AI Play
• Neutral Sentiment: CEO Tim Cook has pushed back on the idea Apple is falling behind in AI, highlighting progress on Apple’s AI platform — still leaves investors parsing timing and competitive edge vs. pure-play AI leaders. Is Apple Falling Behind in Artificial Intelligence (AI)? Here’s What CEO Tim Cook Just Said.
• Neutral Sentiment: Market commentators expect continued volatility and a stock‑picker environment; that can favor active option strategies around large-cap names like Apple. Coons: Volatility Going Nowhere, GOOGL, AAPL & CRWD Next AI Winners
• Negative Sentiment: Despite the fundamentals, Apple is lagging today as money rotates into perceived AI/semiconductor winners (e.g., Nvidia), weighing on AAPL’s near‑term performance. Stock Market Today: Dow Gains As Nvidia Jumps; Apple Lags, Energy Stock Tests Entry (Live Coverage)

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.