Avantax Planning Partners Inc. Boosts Stock Holdings in Apple Inc. $AAPL

Avantax Planning Partners Inc. increased its holdings in Apple Inc. (NASDAQ:AAPL) by 7.5% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 148,149 shares of the iPhone maker’s stock after purchasing an additional 10,325 shares during the period. Apple accounts for 1.1% of Avantax Planning Partners Inc.’s investment portfolio, making the stock its 18th largest holding. Avantax Planning Partners Inc.’s holdings in Apple were worth $37,723,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. American Alpha Advisors LLC increased 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 worth $293,000 after acquiring an additional 41 shares during the last quarter. Capstone Wealth Management LLC grew its holdings in Apple by 0.5% in the 3rd quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker’s stock worth $2,174,000 after acquiring an additional 42 shares during the last quarter. Baker Boyer National Bank increased its holdings in Apple by 0.3% during the 2nd quarter. Baker Boyer National Bank now owns 18,011 shares of the iPhone maker’s stock valued at $3,695,000 after purchasing an additional 47 shares during the period. Beddow Capital Management Inc. boosted its holdings in Apple by 1.8% in the second quarter. Beddow Capital Management Inc. now owns 2,597 shares of the iPhone maker’s stock valued at $533,000 after acquiring an additional 47 shares in the last quarter. Finally, Uncommon Cents Investing LLC raised its stake in 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. Institutional investors own 67.73% of the company’s stock.

Apple Stock Performance

NASDAQ AAPL opened at $266.18 on Tuesday. The stock’s fifty day moving average is $264.84 and its two-hundred day moving average is $258.44. 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 firm has a market capitalization of $3.91 trillion, a P/E ratio of 33.65, a price-to-earnings-growth ratio of 2.36 and a beta of 1.09. Apple Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $288.62.

Apple (NASDAQ:AAPL) last announced 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 company had revenue of $143.76 billion during 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%.Apple’s revenue for the quarter was up 15.7% on a year-over-year basis. During the same period last year, the business posted $2.40 EPS. On average, research analysts anticipate that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Announces Dividend

The business also recently declared 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 currently 13.15%.

Wall Street Analyst Weigh In

Several research firms recently commented on AAPL. Monness Crespi & Hardt boosted their price objective on shares of Apple from $300.00 to $315.00 and gave the stock a “buy” rating in a research note on Friday, January 30th. Argus set a $325.00 price target on shares of Apple and gave the company a “buy” rating in a report on Friday, October 31st. Jefferies Financial Group set a $276.47 price target on shares of Apple and gave the stock a “hold” rating in a research note on Monday, January 26th. Scotiabank set a $330.00 price objective on Apple in a research report on Monday, February 2nd. Finally, Stephens set a $315.00 price objective on Apple in a research report on Monday, January 26th. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $292.13.

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Bloomberg/CNET reports that Apple may unveil at least five new products next week — including an iPhone 17E, multiple MacBooks and an M4 iPad — raising expectations for near-term revenue catalysts and upgrade demand. Apple Could Launch at Least Five New Products, Including iPhone 17E, Next Week
• Positive Sentiment: Bloomberg-driven chatter that Apple is ramping AI wearables (smart glasses, camera-enabled AirPods, pendant) has spurred investor enthusiasm — social posts say shares jumped after the disclosure as these products could be a multi-year growth vector. Apple Stock (AAPL) Opinions on AI Wearables Development
• Positive Sentiment: Apple’s refreshed AirTag (AirTag 2) is already on sale — product refreshes and promotional pricing can lift accessories revenue and ecosystem stickiness. Apple’s newest AirTags are already on sale if you’re looking to upgrade – The Verge
• Positive Sentiment: Omdia data shows Apple gained record European smartphone share in 2025 — a sign of pricing power and resilience in core hardware sales. Omdia: Apple and HONOR Claim Record Market Shares as Europe’s Smartphone Shipment Dips 1% in 2025
• Positive Sentiment: Analyst/estimate moves: at least one shop (Erste) raised FY2027 EPS forecasts recently and Street price-targets remain above the current price for many firms — supporting the valuation case. FY2027 EPS Estimates for Apple Boosted by Erste Group Bank
• Neutral Sentiment: Longer-term AI supply-chain pieces highlight demand for chips and services that Apple consumes (TSMC, ASML, et al.), but the articles focus more on suppliers than on Apple’s near-term earnings. The Supply Chain Quietly Powering the AI Boom—And 4 Ways to Play It (AAPL)
• Neutral Sentiment: Small-business/partnership update: Apple’s Roadside Assistance via satellite gained an Australian partner — positive for product feature adoption but minimal near-term revenue impact. Australian Motoring Service Adds Support for Apple’s Roadside Assistance via Satellite
• Negative Sentiment: Insider selling activity is elevated (several senior execs have sold shares in recent months), which can unnerv e some investors despite regular option-related or tax-driven sales. Apple Stock (AAPL) Opinions on AI Wearables Development
• Negative Sentiment: Regulatory/legal uncertainty: reporting on a Supreme Court tariffs ruling suggests a “confusion zone” for past tariff avoidance strategies — potential legal/regulatory risk to margins or supply chains. Apple navigated around tariffs, now it faces ‘confusion zone’ from Supreme Court ruling
• Negative Sentiment: Critical commentary notes that Apple has underperformed the broader tech sector and faces questions about the pace of its AI strategy — these narratives can pressure multiple and sentiment if echoed by large funds. Apple’s Stock Recovery Is No Recovery At All

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.