EdgeRock Capital LLC Has $6.87 Million Holdings in Apple Inc. $AAPL

EdgeRock Capital LLC decreased its holdings in Apple Inc. (NASDAQ:AAPL) by 15.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 26,971 shares of the iPhone maker’s stock after selling 4,794 shares during the quarter. Apple makes up 1.9% of EdgeRock Capital LLC’s investment portfolio, making the stock its 17th biggest holding. EdgeRock Capital LLC’s holdings in Apple were worth $6,868,000 as of its most recent SEC filing.

Several other large investors have also bought and sold shares of AAPL. Norges Bank acquired a new stake in shares of Apple during the second quarter worth $38,942,255,000. Nuveen LLC bought a new stake in Apple during the first quarter valued at $17,472,482,000. PKS Advisory Services LLC grew its holdings in Apple by 98,917.0% during the 2nd quarter. PKS Advisory Services LLC now owns 57,956,620 shares of the iPhone maker’s stock worth $12,106,000 after acquiring an additional 57,898,088 shares during the period. Laurel Wealth Advisors LLC raised its position in shares of Apple by 20,464.8% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker’s stock worth $5,553,753,000 after acquiring an additional 26,937,401 shares in the last quarter. Finally, Northern Trust Corp lifted its stake in shares of Apple by 13.3% in the 4th quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker’s stock valued at $42,918,365,000 after purchasing an additional 20,079,472 shares during the period. 67.73% of the stock is owned by institutional investors.

Key Headlines 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)

Analyst Ratings Changes

Several research firms recently commented on AAPL. Scotiabank set a $330.00 target price on Apple in a research note on Monday, February 2nd. Needham & Company LLC restated a “hold” rating on shares of Apple in a report on Friday, January 30th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Apple in a research note on Monday, February 2nd. JPMorgan Chase & Co. boosted their target price on shares of Apple from $315.00 to $325.00 and gave the company an “overweight” rating in a research report on Friday, January 30th. Finally, TD Cowen restated a “buy” rating and issued a $325.00 price target on shares of Apple in a report on Friday, January 30th. One 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 given a Sell rating to the company. Based on data from MarketBeat.com, Apple currently has a consensus rating of “Moderate Buy” and an average target price of $291.70.

Apple Price Performance

Shares of NASDAQ AAPL opened at $274.62 on Tuesday. Apple Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $288.62. The stock has a market cap of $4.03 trillion, a price-to-earnings ratio of 34.72, 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. The firm’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 quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, topping analysts’ consensus estimates of $2.67 by $0.17. Apple had a return on equity of 159.94% and a net margin of 27.04%.The firm had revenue of $143.76 billion during the quarter, compared to analyst estimates of $138.25 billion. During the same period in the previous year, the company posted $2.40 EPS. The company’s revenue for the quarter was up 15.7% on a year-over-year basis. As a group, research analysts anticipate that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Announces Dividend

The business also recently declared 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. This represents a $1.04 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date of this dividend is Monday, February 9th. Apple’s dividend payout ratio is presently 13.15%.

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.