Dynasty Wealth Management LLC Has $20.52 Million Stake in Apple Inc. $AAPL

Dynasty Wealth Management LLC increased its stake in shares of Apple Inc. (NASDAQ:AAPL) by 397.6% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 80,566 shares of the iPhone maker’s stock after acquiring an additional 64,374 shares during the period. Dynasty Wealth Management LLC’s holdings in Apple were worth $20,515,000 as of its most recent filing with the SEC.

Several other large investors have also recently bought and sold shares of the stock. Financial Futures Ltd Liability Co. boosted its position in Apple by 13.2% during the second quarter. Financial Futures Ltd Liability Co. now owns 3,552 shares of the iPhone maker’s stock worth $729,000 after purchasing an additional 415 shares during the period. Monarch Capital Management Inc. boosted its stake in Apple by 4.6% during the second quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker’s stock valued at $13,740,000 after buying an additional 2,920 shares during the period. Riverwater Partners LLC grew its holdings in shares of Apple by 17.9% during the second quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker’s stock worth $1,109,000 after purchasing an additional 819 shares in the last quarter. Highland Capital Management LLC grew its stake in Apple by 2.2% in the 3rd quarter. Highland Capital Management LLC now owns 397,834 shares of the iPhone maker’s stock worth $101,301,000 after buying an additional 8,446 shares in the last quarter. Finally, Citizens Financial Group Inc. RI increased its stake in Apple by 48.4% in the third quarter. Citizens Financial Group Inc. RI now owns 1,426,605 shares of the iPhone maker’s stock valued at $363,256,000 after acquiring an additional 465,393 shares during the last quarter. 67.73% of the stock is owned by institutional investors and hedge funds.

Apple News Roundup

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

Apple Stock Down 2.3%

Shares of Apple stock opened at $255.78 on Monday. The stock has a market capitalization of $3.76 trillion, a PE ratio of 32.34, a price-to-earnings-growth ratio of 2.28 and a beta of 1.09. Apple Inc. has a 52-week low of $169.21 and a 52-week high of $288.62. 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 company has a 50-day simple moving average of $266.62 and a two-hundred day simple moving average of $256.14.

Apple (NASDAQ:AAPL) last posted its earnings results 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 business had revenue of $143.76 billion during the quarter, compared to analyst estimates of $138.25 billion. During the same quarter last year, the company earned $2.40 EPS. The company’s quarterly revenue was up 15.7% compared to the same quarter last year. On average, analysts anticipate that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Dividend Announcement

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

Analyst Upgrades and Downgrades

Several research analysts have commented on AAPL shares. CLSA lifted their price target on shares of Apple from $265.00 to $330.00 and gave the stock an “outperform” rating in a research note on Friday, December 5th. Barclays reaffirmed an “underweight” rating and issued a $239.00 price target (up previously from $230.00) on shares of Apple in a research note on Friday, January 30th. Wall Street Zen downgraded Apple from a “buy” rating to a “hold” rating in a report on Sunday, November 9th. Wells Fargo & Company set a $300.00 target price on Apple and gave the stock an “overweight” rating in a research report on Friday, October 31st. 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 research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $292.13.

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.