Apple Inc. $AAPL is Simplicity Wealth LLC’s 9th Largest Position

Simplicity Wealth LLC decreased its position in shares of Apple Inc. (NASDAQ:AAPL) by 30.9% during the third quarter, Holdings Channel.com reports. The institutional investor owned 110,919 shares of the iPhone maker’s stock after selling 49,648 shares during the quarter. Apple makes up approximately 1.6% of Simplicity Wealth LLC’s portfolio, making the stock its 9th biggest position. Simplicity Wealth LLC’s holdings in Apple were worth $28,243,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently made changes to their positions in the company. Norges Bank bought a new stake in Apple during the second quarter valued at about $38,942,255,000. Nuveen LLC acquired a new stake in Apple during the 1st quarter worth about $17,472,482,000. PKS Advisory Services LLC boosted its position in Apple by 98,917.0% in the second quarter. PKS Advisory Services LLC now owns 57,956,620 shares of the iPhone maker’s stock valued at $12,106,000 after buying an additional 57,898,088 shares during the last quarter. Laurel Wealth Advisors LLC raised its holdings in shares of Apple by 20,464.8% during the second 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 last quarter. Finally, Northern Trust Corp lifted its holdings in Apple by 13.3% in the fourth quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker’s stock valued at $42,918,365,000 after acquiring an additional 20,079,472 shares during the period. 67.73% of the stock is currently owned by institutional investors.

Apple Price Performance

Shares of NASDAQ:AAPL opened at $263.88 on Wednesday. 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. The firm has a market capitalization of $3.87 trillion, a P/E ratio of 33.36, a P/E/G ratio of 2.28 and a beta of 1.09. The company’s fifty day moving average price is $265.91 and its 200 day moving average price is $256.92.

Apple (NASDAQ:AAPL) last released its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.67 by $0.17. The firm had revenue of $143.76 billion for the quarter, compared to the consensus estimate of $138.25 billion. Apple had a return on equity of 159.94% and a net margin of 27.04%.The firm’s quarterly revenue was up 15.7% compared to the same quarter last year. During the same quarter last year, the business posted $2.40 EPS. As a group, sell-side analysts predict that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Announces Dividend

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

Analysts Set New Price Targets

AAPL has been the topic of several research analyst reports. Stephens set a $315.00 price objective on Apple in a report on Monday, January 26th. Sanford C. Bernstein boosted their price target on shares of Apple from $325.00 to $340.00 and gave the company an “outperform” rating in a research report on Tuesday, February 10th. Wells Fargo & Company set a $300.00 price target on Apple and gave the company an “overweight” rating in a research note on Friday, October 31st. Royal Bank Of Canada set a $325.00 target price on shares of Apple in a report on Monday, February 2nd. Finally, Raymond James Financial reissued a “market perform” rating on shares of Apple in a research note on Friday, January 2nd. One research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Apple currently has a consensus rating of “Moderate Buy” and a consensus target price of $292.13.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is accelerating development of AI‑powered wearables (smart glasses, an AI pendant and camera‑equipped AirPods) that would extend Siri into “visual intelligence,” a narrative investors view as a new hardware/services growth vector. Read More.
• Positive Sentiment: Several analysts reiterated bullish views and raised targets (Wedbush maintained an Outperform and $350 target; Dan Ives highlighted large potential AI upside), giving investors confidence that Street expectations for Apple’s AI roadmap and valuation could rise. Read More. Read More.
• Positive Sentiment: Market excitement ahead of Apple’s March 4 “special experience” event (multi‑city gatherings expected) is supporting the rally as investors anticipate new hardware and software updates that can broaden revenue streams. Read More.
• Positive Sentiment: Product and services expansions — Apple rolling out video podcasts and pushing Apple Pay installment options in stores (iOS 26) — reinforce the services monetization story and recurring revenue potential. Read More. Read More.
• Neutral Sentiment: Berkshire Hathaway trimmed its Apple stake again in Q4 (continuing recent reductions), but Apple remains one of Berkshire’s largest holdings — a mixed signal that some large investors are rebalancing rather than abandoning the name. Read More.
• Negative Sentiment: Investor concern around delayed Siri upgrades and Apple’s relatively low AI capex vs. peers has weighed on the stock in recent weeks; unresolved Siri performance and reliance on external AI models pose execution and competitive risks. Read More.
• Negative Sentiment: Sector‑wide scrutiny of AI spending and regulator noise has pressured Big Tech valuations; broader market rotations and scrutiny of AI capex could cap upside if Apple’s AI roadmap slips. Read More.

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.