Apple Inc. $AAPL Position Lifted by Rossmore Private Capital

Rossmore Private Capital increased its position in shares of Apple Inc. (NASDAQ:AAPL) by 1.1% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 204,242 shares of the iPhone maker’s stock after acquiring an additional 2,181 shares during the quarter. Apple makes up about 5.6% of Rossmore Private Capital’s portfolio, making the stock its 3rd biggest holding. Rossmore Private Capital’s holdings in Apple were worth $52,006,000 at the end of the most recent reporting period.

Other hedge funds have also recently modified their holdings of the company. Sellwood Investment Partners LLC lifted its holdings in Apple by 110.9% in the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock valued at $34,000 after acquiring an additional 71 shares during the last quarter. ROSS JOHNSON & Associates LLC raised its position 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 during the period. Nexus Investment Management ULC lifted its stake in shares of 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 purchasing an additional 200 shares during the last quarter. LSV Asset Management purchased a new position in shares of Apple during the 4th quarter worth $65,000. Finally, Morgan Dempsey Capital Management LLC increased its position in shares of Apple by 41.0% during the 2nd quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock worth $88,000 after purchasing an additional 125 shares during the last quarter. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Analyst Ratings Changes

Several research analysts have weighed in on the stock. Evercore reaffirmed an “outperform” rating on shares of Apple in a research note on Monday, February 2nd. DZ Bank upgraded shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 price objective on the stock in a report on Tuesday, November 4th. Needham & Company LLC reaffirmed a “hold” rating on shares of Apple in a research report on Friday, January 30th. CLSA boosted their target price on Apple from $265.00 to $330.00 and gave the company an “outperform” rating in a research report on Friday, December 5th. Finally, Wall Street Zen cut Apple from a “buy” rating to a “hold” rating in a research note on Sunday, November 9th. One equities research 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 assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $292.13.

Apple Stock Performance

Shares of AAPL opened at $260.58 on Friday. Apple Inc. has a 1 year low of $169.21 and a 1 year high of $288.62. The stock has a market capitalization of $3.83 trillion, a PE ratio of 32.94, a PEG ratio of 2.36 and a beta of 1.09. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.94 and a current ratio of 0.97. The stock has a 50-day simple moving average of $265.27 and a 200-day simple moving average of $256.99.

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

Apple Announces Dividend

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

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Wedbush reaffirms an “Outperform” rating and keeps a high $350 price target, arguing the recent pullback is unwarranted and that 2026 could be a big year for Apple’s AI push. Wedbush Reaffirms Outperform
• Positive Sentiment: Reports that Apple is testing new AI-focused consumer devices and accelerating work on AI wearables add to a constructive long-term narrative that could support revenue diversification beyond iPhone. As Apple Tests AI Devices
• Positive Sentiment: Apple TV signed a distribution agreement with EverPass Media to bring live sports to bars, hotels and other commercial venues — a small but tangible expansion of distribution and monetization for streaming sports content. Apple TV Partners With EverPass Media
• Positive Sentiment: Several institutional investors and hedge funds reportedly increased Apple stakes (e.g., Woodline, Driehaus), indicating fresh buying interest from some large managers. Woodline Boosts Apple Stake
• Neutral Sentiment: Google and Apple are both adding music-focused generative-AI features to consumer apps — a sign AI is moving into mainstream services but not an immediate revenue inflection for Apple. Google Gemini, Apple Add Music-Focused Generative AI Features
• Neutral Sentiment: Meta reportedly revived a smartwatch project aimed at competing with Apple Watch. This raises competitive noise but is not yet a confirmed near-term earnings risk. Meta Looks to Take on Apple With First Smartwatch
• Neutral Sentiment: Short-interest reports in the feed appear to show anomalies (zeros/NaN) and don’t provide a clear signal about sustained new bearish positioning. No reliable short-squeeze/pressure signal visible yet.
• Negative Sentiment: West Virginia’s attorney general sued Apple alleging iCloud end-to-end encryption is being used to store/distribute child sexual abuse material — a legal and reputational risk that investors view as potentially costly and regulatory-sensitive. Apple Sued Over Allegations of CSAM on iCloud
• Negative Sentiment: Berkshire Hathaway trimmed its Apple position in the latest 13F/filing cycle — headlines framed as “Buffett dumps more Apple.” While Berkshire remains a large shareholder, the reported trimming put pressure on sentiment and likely contributed to selling. Buffett Dumps More Apple

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.