Apple Inc. $AAPL Stake Raised by Sage Mountain Advisors LLC

Sage Mountain Advisors LLC lifted its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 11.5% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 153,043 shares of the iPhone maker’s stock after purchasing an additional 15,843 shares during the quarter. Apple comprises approximately 2.2% of Sage Mountain Advisors LLC’s investment portfolio, making the stock its 8th biggest position. Sage Mountain Advisors LLC’s holdings in Apple were worth $38,969,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. ROSS JOHNSON & Associates LLC lifted its holdings in shares of Apple by 1,800.0% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after acquiring an additional 180 shares during the last quarter. Nexus Investment Management ULC raised its position in Apple by 333.3% in the second 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 during the period. LSV Asset Management purchased a new stake in Apple in the fourth quarter valued at approximately $65,000. Morgan Dempsey Capital Management LLC lifted its stake in Apple by 41.0% during the second quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock worth $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 first quarter worth $99,000. 67.73% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several equities research analysts recently issued reports on AAPL shares. Sanford C. Bernstein boosted their price objective on Apple from $325.00 to $340.00 and gave the company an “outperform” rating in a report on Tuesday, February 10th. Oppenheimer reiterated a “market perform” rating on shares of Apple in a research note on Friday, January 30th. Jefferies Financial Group set a $276.47 price target on shares of Apple and gave the stock a “hold” rating in a research report on Monday, January 26th. The Goldman Sachs Group restated a “buy” rating and issued a $330.00 price objective on shares of Apple in a report on Friday, January 30th. Finally, DA Davidson reiterated a “neutral” rating and set a $270.00 target price on shares of Apple in a report on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Apple has an average rating of “Moderate Buy” and an average target price of $292.13.

Apple Stock Down 2.3%

Shares of Apple stock opened at $255.78 on Monday. The company has a quick ratio of 0.94, a current ratio of 0.97 and a debt-to-equity ratio of 0.87. Apple Inc. has a 52-week low of $169.21 and a 52-week high of $288.62. The company has a market capitalization of $3.76 trillion, a P/E ratio of 32.34, a P/E/G ratio of 2.28 and a beta of 1.09. The company has a 50 day moving average of $266.62 and a 200 day moving average of $256.14.

Apple (NASDAQ:AAPL) last announced its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, beating analysts’ consensus estimates of $2.67 by $0.17. The business had revenue of $143.76 billion for the quarter, compared to analyst estimates of $138.25 billion. Apple had a net margin of 27.04% and a return on equity of 159.94%. The company’s revenue was up 15.7% on a year-over-year basis. During the same period last year, the business earned $2.40 EPS. As a group, research analysts forecast that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, February 12th. Stockholders of record on Monday, February 9th were given a dividend of $0.26 per share. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. The ex-dividend date of this dividend was Monday, February 9th. Apple’s dividend payout ratio is currently 13.15%.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Strong iPhone momentum and quarter results — iPhone 17 sales and overall revenue remained robust, supporting fundamentals and cushioning the pullback. Zacks: Strong iPhone Sales
• Positive Sentiment: Legal victory removes a potential multi‑hundred‑million dollar liability — a U.S. jury rejected Optis Wireless’ 4G patent claims, reducing near-term litigation risk. Benzinga: Optis Verdict
• Positive Sentiment: Analyst support — Sanford C. Bernstein raised its price target, reflecting confidence in Apple’s growth trajectory and giving investors a bullish reference point. Bernstein PT Raise
• Neutral Sentiment: Content and services moves — Apple acquired full rights to the hit show “Severance” and added YouTube to Vision Pro, which are strategically positive for services but unlikely to move near‑term earnings materially. TechCrunch: Severance Deal
• Neutral Sentiment: Major shareholder cash flow note — Berkshire Hathaway received a large Apple dividend, underscoring Apple’s cash returns but also spotlighting Berkshire’s large position dynamics. Finbold: Berkshire Dividend
• Negative Sentiment: Siri AI upgrade delays and testing problems — reports that the Siri overhaul is running into accuracy and speed problems forced Apple to push features back, directly hitting the AI narrative investors were pricing in. CNBC: Siri Delay / Market Reaction
• Negative Sentiment: Regulatory risk from FTC letter over Apple News — the FTC chair urged review of Apple News curation amid accusations of political bias, adding regulatory/legal uncertainty and headline risk. NYT: FTC Letter
• Negative Sentiment: Fund flow and institutional trimming amid sector pressure — several funds reduced Apple exposure and broader “Magnificent Seven” weakness amplified the selloff, raising short‑term downside pressure. Barron’s: Institutional Moves

About Apple

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.