Apple Inc. $AAPL Stock Holdings Lifted by Joel Isaacson & Co. LLC

Joel Isaacson & Co. LLC grew its stake in Apple Inc. (NASDAQ:AAPL) by 3.9% during the third quarter, HoldingsChannel reports. The firm owned 435,529 shares of the iPhone maker’s stock after purchasing an additional 16,397 shares during the quarter. Apple comprises approximately 4.0% of Joel Isaacson & Co. LLC’s portfolio, making the stock its 8th biggest holding. Joel Isaacson & Co. LLC’s holdings in Apple were worth $110,899,000 at the end of the most recent quarter.

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

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on the company. Weiss Ratings restated a “buy (b-)” rating on shares of Apple in a research note on Monday, December 29th. The Goldman Sachs Group restated a “buy” rating and set a $330.00 target price on shares of Apple in a research report on Friday, January 30th. Barclays reiterated an “underweight” rating and issued a $239.00 price target (up previously from $230.00) on shares of Apple in a report on Friday, January 30th. Citigroup reissued a “buy” rating and set a $315.00 price objective (down previously from $330.00) on shares of Apple in a report on Tuesday, January 20th. Finally, Royal Bank Of Canada set a $325.00 target price on shares of Apple in a report on Monday, February 2nd. 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 issued a Sell rating to the company. Based on data from MarketBeat.com, Apple presently has an average rating of “Moderate Buy” and a consensus target price of $292.13.

Apple Stock Down 2.3%

Shares of NASDAQ AAPL opened at $255.78 on Tuesday. The firm’s 50-day moving average is $266.17 and its two-hundred day moving average is $256.48. The company 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 12-month low of $169.21 and a 12-month high of $288.62. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94.

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

Apple Dividend Announcement

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

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is rolling out an integrated video-podcast experience (audio ↔ video switching) and lining up distribution partners (Acast), expanding services revenue and competing with YouTube/Spotify — a clear product/service catalyst. Apple takes on YouTube and Spotify with a new video podcast push
• Positive Sentiment: Apple has invited media to a March 4 product launch, giving investors a near-term event (new devices) that could drive upgrades and sentiment if hardware surprises meet expectations. Apple Preps for March 4 Product Launch
• Positive Sentiment: Institutional buying: Soros Fund Management and Adventist Health System Sunbelt reportedly increased Apple stakes, signaling confidence from some large investors. Soros Fund Management boosts Apple stake with 66,503 shares
• Neutral Sentiment: Apple shares are trading below average analyst price targets after a recent pullback — this highlights potential upside if fundamentals hold, but also shows a gap between analysts and market pricing. Apple (AAPL) Trading 10% Below Analyst Targets After This Week’s 8% Drop
• Neutral Sentiment: Short-interest data reported for mid-February appears anomalous/zeroed out — not a clear signal of growing bearish positioning based on the available report. (Data note; interpret cautiously.)
• Negative Sentiment: Market concern about Apple’s Siri/AI timeline intensified after reports described a delayed Siri AI upgrade as a “shocker,” raising fears about Apple falling behind rivals in generative-AI voice assistants — a driver of today’s negative sentiment. Apple’s Siri shocker is flashing a warning AAPL bulls can’t ignore
• Negative Sentiment: Analyst and media commentary framed the recent pullback as a “falling knife” after the Siri delay, amplifying short-term selling pressure and cautious positioning among traders. Apple Stock Forecast — Should You Catch this Falling Knife?
• Negative Sentiment: Portfolio moves and hedge-fund activity: Maverick Capital trimmed Apple, and reports of high-profile insider/office sales (e.g., Pelosi trades reported by media) are adding to near-term selling narrative. Maverick Capital Cuts Apple Position as Lee Ainslie Trims

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.