Outlook Wealth Advisors LLC Reduces Stock Holdings in Apple Inc. $AAPL

Outlook Wealth Advisors LLC lowered its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 8.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 21,263 shares of the iPhone maker’s stock after selling 1,932 shares during the period. Apple comprises 1.3% of Outlook Wealth Advisors LLC’s portfolio, making the stock its 13th largest holding. Outlook Wealth Advisors LLC’s holdings in Apple were worth $5,414,000 as of its most recent SEC filing.

Other institutional investors also recently made changes to their positions in the company. Norges Bank bought a new stake in shares of Apple during the second quarter valued at approximately $38,942,255,000. Nuveen LLC acquired a new position in Apple in the first quarter worth approximately $17,472,482,000. PKS Advisory Services LLC raised its position in shares of Apple by 98,917.0% during the second quarter. PKS Advisory Services LLC now owns 57,956,620 shares of the iPhone maker’s stock worth $12,106,000 after purchasing an additional 57,898,088 shares during the period. 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 valued at $5,553,753,000 after acquiring an additional 26,937,401 shares during the period. Finally, Northern Trust Corp lifted its holdings in shares of 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 purchasing an additional 20,079,472 shares in the last quarter. 67.73% of the stock is owned by institutional investors and hedge funds.

Apple Stock Performance

Shares of AAPL opened at $264.35 on Thursday. The stock’s 50-day simple moving average is $265.62 and its 200 day simple moving average is $256.97. The stock has a market capitalization of $3.88 trillion, a price-to-earnings ratio of 33.42, a price-to-earnings-growth ratio of 2.35 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.

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

Apple Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, February 12th. Investors of record on Monday, February 9th were issued 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 was Monday, February 9th. Apple’s dividend payout ratio is currently 13.15%.

Key Apple News

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

Several brokerages recently commented on AAPL. Rosenblatt Securities raised their target price on Apple from $250.00 to $267.00 and gave the stock a “neutral” rating in a research report on Friday, January 30th. UBS Group reaffirmed a “buy” rating on shares of Apple in a research note on Tuesday, February 3rd. KGI Securities raised Apple to an “outperform” rating and set a $306.00 target price on the stock in a report on Friday, January 30th. Scotiabank set a $330.00 price target on Apple in a report on Monday, February 2nd. Finally, JPMorgan Chase & Co. raised their target price on Apple from $315.00 to $325.00 and gave the company an “overweight” rating in a research note on Friday, January 30th. 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 assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average 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.