Apple Inc. $AAPL Holdings Boosted by Delta Financial Advisors LLC

Delta Financial Advisors LLC lifted its stake in shares of Apple Inc. (NASDAQ:AAPL) by 19.4% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 77,250 shares of the iPhone maker’s stock after purchasing an additional 12,561 shares during the period. Apple comprises 5.6% of Delta Financial Advisors LLC’s investment portfolio, making the stock its 2nd biggest position. Delta Financial Advisors LLC’s holdings in Apple were worth $19,670,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of AAPL. American Alpha Advisors LLC raised its stake in Apple by 3.7% in the 3rd quarter. American Alpha Advisors LLC now owns 1,151 shares of the iPhone maker’s stock valued at $293,000 after purchasing an additional 41 shares during the last quarter. Capstone Wealth Management LLC grew its holdings in shares of Apple by 0.5% during the third quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker’s stock worth $2,174,000 after buying an additional 42 shares in the last quarter. Baker Boyer National Bank raised its position in shares of Apple by 0.3% in the second quarter. Baker Boyer National Bank now owns 18,011 shares of the iPhone maker’s stock valued at $3,695,000 after buying an additional 47 shares during the last quarter. Beddow Capital Management Inc. lifted its stake in shares of Apple by 1.8% in the second quarter. Beddow Capital Management Inc. now owns 2,597 shares of the iPhone maker’s stock worth $533,000 after buying an additional 47 shares in the last quarter. Finally, Uncommon Cents Investing LLC lifted its stake in shares of Apple by 0.4% in the third quarter. Uncommon Cents Investing LLC now owns 10,609 shares of the iPhone maker’s stock worth $2,701,000 after buying an additional 47 shares in the last quarter. 67.73% of the stock is owned by hedge funds and other institutional investors.

Apple Stock Performance

NASDAQ AAPL opened at $264.58 on Friday. The stock has a fifty day simple moving average of $265.00 and a 200-day simple moving average of $257.42. 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 stock has a market cap of $3.88 trillion, a PE ratio of 33.45, a P/E/G ratio of 2.32 and a beta of 1.09. Apple Inc. has a twelve month low of $169.21 and a twelve month high of $288.62.

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

Apple Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, February 12th. Investors of record on Monday, February 9th were issued 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 (DPR) is 13.15%.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Supreme Court ruling likely lowers Apple’s tariff burden and near-term cost exposure — the decision to strike down broad tariffs reduces the company’s past and potential future tariff bills, easing supply-chain costs and improving margins. How the Supreme Court’s decision affects Apple and its $3.3 billion tariff bill
• Positive Sentiment: AI-led market rebound benefits Apple sentiment — coverage notes Apple alongside Nvidia as part of an AI recovery that has lifted tech stocks, supporting investor enthusiasm around Apple’s expanding AI initiatives and device roadmap. This Week’s Market Wrap: AI-Led Volatility, Inflation, And Late-Cycle Risk Signals
• Positive Sentiment: Bullish analyst stance — Wedbush and other bulls urge staying invested, arguing the pullback is overdone and 2026 could be a breakout year for Apple’s AI push, supporting demand for the shares. Ignore the Panic and Keep Buying Apple Stock, According to Wedbush
• Positive Sentiment: New distribution deals expand Apple TV reach — a Reuters report on Apple TV partnering with EverPass to carry live sports into bars/hotels incrementally supports services revenue and content monetization. Apple TV partners with EverPass Media
• Neutral Sentiment: Product/AI feature developments continue — Apple and Google adding music-focused generative-AI features signals steady product evolution but not an immediate revenue inflection. Google Gemini, Apple add music-focused generative AI features
• Neutral Sentiment: Industry supply dynamics — rising DRAM/chip prices are pressuring some hardware players, but coverage flags Apple as a relative bright spot; impact on Apple margins is mixed and dependent on component pass-through. Soaring DRAM Prices Shake Hardware Stocks, but Apple and Arista Remain Bright Spots
• Negative Sentiment: High-profile legal risk — West Virginia sued Apple alleging iCloud facilitated distribution of child sexual abuse material; this raises regulatory, reputational, and potential compliance costs that investors view as a meaningful overhang. Apple Sued Over Allegations of CSAM on iCloud
• Negative Sentiment: Institutional trimming signals caution — reports that Berkshire Hathaway/Warren Buffett and other funds reduced Apple stakes have raised questions about top-holder conviction and added selling pressure. Berkshire Hathaway’s Warren Buffett Trims Massive Apple Stake
• Negative Sentiment: Downgrade/concern narratives — some analysts and commentary cite margin pressure and a perceived lack of innovation, which can lengthen any correction if earnings guidance or product cadence disappoints. Apple: Margin Pressure And Lack Of Innovation (Rating Downgrade)

Analyst Ratings Changes

A number of research firms have commented on AAPL. Citigroup reiterated a “buy” rating and issued a $315.00 price objective (down previously from $330.00) on shares of Apple in a report on Tuesday, January 20th. Phillip Securities raised Apple from a “moderate sell” rating to a “hold” rating in a report on Sunday, February 1st. Stephens set a $315.00 price objective on Apple in a research note on Monday, January 26th. UBS Group restated a “buy” rating on shares of Apple in a report on Tuesday, February 3rd. Finally, Melius Research set a $345.00 price target on shares of Apple in a research report on Friday, October 31st. One 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 data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $292.13.

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.