Apple Inc. $AAPL Shares Bought by Atlas Legacy Advisors LLC

Atlas Legacy Advisors LLC grew its holdings in Apple Inc. (NASDAQ:AAPL) by 37.7% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 56,891 shares of the iPhone maker’s stock after purchasing an additional 15,585 shares during the quarter. Apple comprises approximately 2.8% of Atlas Legacy Advisors LLC’s portfolio, making the stock its 6th largest holding. Atlas Legacy Advisors LLC’s holdings in Apple were worth $14,486,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Sellwood Investment Partners LLC increased its holdings in shares of Apple by 110.9% during the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock worth $34,000 after buying an additional 71 shares during the last quarter. ROSS JOHNSON & Associates LLC lifted its holdings in Apple by 1,800.0% in the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after acquiring an additional 180 shares during the last quarter. Nexus Investment Management ULC grew 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 worth $53,000 after acquiring an additional 200 shares during the period. LSV Asset Management acquired a new stake in Apple during the fourth quarter worth $65,000. Finally, Morgan Dempsey Capital Management LLC raised its position in Apple by 41.0% in the second quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock valued at $88,000 after purchasing an additional 125 shares during the period. 67.73% of the stock is currently owned by hedge funds and other institutional investors.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Reports that Apple is accelerating development of three AI wearables (smart glasses, an AI pendant and camera-equipped AirPods) are being priced as a new growth path beyond the iPhone — a potential high‑margin ecosystem extension that traders rewarded. Apple is reportedly cooking up a trio of AI wearables
• Positive Sentiment: Street bullishness remains: Wedbush and other bullish analysts reiterated high price targets (e.g., $350), and commentators argue Apple’s measured AI approach could unlock substantial value — supporting upside sentiment despite recent volatility. Dan Ives Says Apple’s AI Alone Could Be Worth $1.5 Trillion
• Positive Sentiment: Upcoming March 4 product event and strong Q1 results (record revenue / iPhone strength) give investors a near-term catalyst and sentiment support ahead of new-device reveals. Apple Gears Up For ‘Special Experience’ Event On March 4: Here’s What To Expect
• Neutral Sentiment: Macro/positioning notes — Apple’s correlation with the Nasdaq has fallen to multi‑decade lows, which can make it a relative “safe-haven” inside big tech but also means different performance drivers than pure AI plays. Apple’s AI Strategy Offers Alternative for Investors
• Neutral Sentiment: Product extensions (Apple Pay installments; car keys expanding to Toyota) are incremental service/UX positives but unlikely to move the needle alone. Apple Set to Bring Car Keys Function to Toyota Vehicles
• Negative Sentiment: Berkshire Hathaway trimmed its Apple stake in the latest 13F — continuing a multi‑quarter pattern of selling. Large‑holder trimming, even if incremental, can pressure sentiment and headline-driven flows. Berkshire & AI Hyperscalers: Buffett Holds GOOGL, Dumps AMZN
• Negative Sentiment: Investor anxiety about delayed Siri upgrades, reported regulatory scrutiny and recent insider selling have driven part of the recent pullback — these are the main negative narratives investors cite when selling into volatility. Apple’s $2.84 Earnings Beat Can’t Overcome Siri Delay Concerns

Analyst Ratings Changes

A number of equities analysts have recently weighed in on AAPL shares. DZ Bank upgraded Apple from a “hold” rating to a “buy” rating and set a $300.00 price target for the company in a report on Tuesday, November 4th. Stephens set a $315.00 price target on shares of Apple in a research report on Monday, January 26th. Barclays restated an “underweight” rating and issued a $239.00 price objective (up from $230.00) on shares of Apple in a report on Friday, January 30th. Oppenheimer reiterated a “market perform” rating on shares of Apple in a report on Friday, January 30th. Finally, UBS Group restated a “buy” rating on shares of Apple in a research note on Tuesday, February 3rd. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $292.13.

Apple Stock Up 0.2%

Shares of NASDAQ AAPL opened at $264.35 on Thursday. The stock has a market cap of $3.88 trillion, a P/E ratio of 33.42, a PEG ratio of 2.35 and a beta of 1.09. The business’s fifty day simple moving average is $265.62 and its 200-day simple moving average is $256.97. Apple Inc. has a 12-month low of $169.21 and a 12-month high of $288.62. The company has a current ratio of 0.97, a quick ratio of 0.94 and a debt-to-equity ratio of 0.87.

Apple (NASDAQ:AAPL) last issued its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, topping the consensus estimate of $2.67 by $0.17. The company 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%.Apple’s revenue was up 15.7% on a year-over-year basis. During the same quarter in the prior year, the business earned $2.40 EPS. As a group, equities analysts predict that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Announces Dividend

The company also recently disclosed 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 was Monday, February 9th. Apple’s dividend payout ratio (DPR) is presently 13.15%.

Apple 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.