BIP Wealth LLC Acquires 15,177 Shares of Apple Inc. $AAPL

BIP Wealth LLC lifted its holdings in Apple Inc. (NASDAQ:AAPL) by 24.6% during the 3rd quarter, HoldingsChannel reports. The fund owned 76,793 shares of the iPhone maker’s stock after acquiring an additional 15,177 shares during the quarter. Apple accounts for approximately 0.7% of BIP Wealth LLC’s holdings, making the stock its 22nd largest position. BIP Wealth LLC’s holdings in Apple were worth $19,554,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also bought and sold shares of AAPL. ROSS JOHNSON & Associates LLC raised its stake 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 purchasing an additional 180 shares in the last quarter. Nexus Investment Management ULC increased its holdings in Apple by 333.3% in the 2nd quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock valued at $53,000 after buying an additional 200 shares during the period. LSV Asset Management acquired a new position in shares of Apple in the 4th quarter valued at approximately $65,000. Morgan Dempsey Capital Management LLC raised its position in shares of Apple by 41.0% in the 2nd quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock valued at $88,000 after buying an additional 125 shares in the last quarter. Finally, HFM Investment Advisors LLC bought a new stake in shares of Apple during the 1st quarter worth approximately $99,000. Institutional investors and hedge funds own 67.73% of the company’s stock.

Apple Price Performance

Apple stock opened at $264.35 on Thursday. The company has a current ratio of 0.97, a quick ratio of 0.94 and a debt-to-equity ratio of 0.87. The company has a market capitalization of $3.88 trillion, a PE ratio of 33.42, a P/E/G ratio of 2.35 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 stock has a 50-day moving average price of $265.62 and a two-hundred day moving average price of $256.97.

Apple (NASDAQ:AAPL) last released 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. Apple had a return on equity of 159.94% and a net margin of 27.04%.The company had revenue of $143.76 billion for the quarter, compared to analysts’ expectations of $138.25 billion. During the same period in the previous year, the business posted $2.40 earnings per share. The business’s quarterly revenue was up 15.7% compared to the same quarter last year. Analysts expect that Apple Inc. will post 7.28 EPS for the current year.

Apple Announces Dividend

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

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on AAPL. JPMorgan Chase & Co. lifted their price objective on shares of Apple from $315.00 to $325.00 and gave the company an “overweight” rating in a research note on Friday, January 30th. Wall Street Zen lowered Apple from a “buy” rating to a “hold” rating in a research note on Sunday, November 9th. Morgan Stanley reissued an “overweight” rating and set a $315.00 price target (up previously from $305.00) on shares of Apple in a report on Wednesday, December 17th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Apple in a research note on Monday, December 29th. Finally, Maxim Group raised Apple from a “hold” rating to a “buy” rating and set a $300.00 target price for the company in a research note on Friday, January 30th. One investment 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 issued a Sell rating to the company. According to MarketBeat.com, Apple currently has an average rating of “Moderate Buy” and an average price target of $292.13.

Key Stories Impacting Apple

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

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.