AE Wealth Management LLC Has $511.84 Million Stake in Apple Inc. $AAPL

AE Wealth Management LLC lifted its stake in shares of Apple Inc. (NASDAQ:AAPL) by 11.4% in the 3rd quarter, HoldingsChannel reports. The firm owned 2,010,129 shares of the iPhone maker’s stock after buying an additional 206,188 shares during the quarter. Apple accounts for 3.3% of AE Wealth Management LLC’s portfolio, making the stock its 2nd biggest position. AE Wealth Management LLC’s holdings in Apple were worth $511,840,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of AAPL. Financial Futures Ltd Liability Co. grew its holdings in shares of Apple by 13.2% during the second quarter. Financial Futures Ltd Liability Co. now owns 3,552 shares of the iPhone maker’s stock worth $729,000 after purchasing an additional 415 shares in the last quarter. Monarch Capital Management Inc. lifted its position in Apple by 4.6% during the second quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker’s stock valued at $13,740,000 after purchasing an additional 2,920 shares during the last quarter. Riverwater Partners LLC increased its holdings in shares of Apple by 17.9% in the 2nd quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker’s stock worth $1,109,000 after buying an additional 819 shares during the last quarter. Highland Capital Management LLC increased its holdings in shares of Apple by 2.2% in the 3rd quarter. Highland Capital Management LLC now owns 397,834 shares of the iPhone maker’s stock worth $101,301,000 after buying an additional 8,446 shares during the last quarter. Finally, Citizens Financial Group Inc. RI lifted its holdings in shares of Apple by 48.4% during the 3rd quarter. Citizens Financial Group Inc. RI now owns 1,426,605 shares of the iPhone maker’s stock worth $363,256,000 after acquiring an additional 465,393 shares during the last quarter. Institutional investors own 67.73% of the company’s stock.

Apple Stock Down 3.2%

AAPL opened at $264.18 on Friday. The stock has a market cap of $3.88 trillion, a price-to-earnings ratio of 33.40, a price-to-earnings-growth ratio of 2.43 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 firm’s fifty day moving average is $264.66 and its 200 day moving average is $259.20. Apple Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $288.62.

Apple (NASDAQ:AAPL) last posted its quarterly 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 return on equity of 159.94% and a net margin of 27.04%.The business had revenue of $143.76 billion for the quarter, compared to analysts’ expectations of $138.25 billion. During the same period last year, the firm earned $2.40 earnings per share. The business’s quarterly revenue was up 15.7% on a year-over-year basis. On average, sell-side analysts forecast that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, February 12th. Investors of record on Monday, February 9th were issued a $0.26 dividend. The ex-dividend date of this dividend 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%.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Tim Cook teased a series of product launches next week (new iPhone, iPad, MacBook announcements), which typically lifts demand expectations and short‑term investor sentiment. Tim Cook Teases Apple Launch On Monday
• Positive Sentiment: Apple and Netflix agreed to co‑broadcast the Canadian Formula 1 Grand Prix on Apple TV and Netflix, a partnership that can boost Apple TV viewership and services engagement. Apple and Netflix team up to air Formula 1 Canadian Grand Prix
• Positive Sentiment: Bloomberg/Reuters report Apple is in talks to launch Apple Pay in India — a multi‑hundred‑million‑user market that could materially grow services revenues over time. Apple talks with banks to start payment service in India
• Positive Sentiment: Apple moved to dismiss a proposed class action alleging it misled investors on Siri’s AI progress — if successful, this reduces a legal overhang. Apple seeks dismissal of fraud lawsuit over Siri AI
• Positive Sentiment: J.P. Morgan highlighted Apple’s potential to benefit from AI “companions” and Apple Intelligence initiatives, reinforcing the view that Apple can monetize AI through devices and services. AI Companions Could Make Apple Stock an AI Winner
• Neutral Sentiment: Short‑interest data in recent filings appears anomalous/zero (likely reporting error), so it provides no clear directional signal.
• Neutral Sentiment: Heightened retail/institutional search and ETF coverage mention Apple as a core holding (Zacks, Vanguard ETF pieces), reflecting continued investor attention but not immediate directional impact. Investors Heavily Search Apple Inc. (AAPL)
• Neutral Sentiment: Advisors and funds continue to rebalance allocations (mentions of trades to balance Nvidia/Apple exposure), indicating portfolio flows but not a clear buy/sell signal. Advisor added to bond position to balance Nvidia and Apple holdings
• Negative Sentiment: OpenAI hired a high‑profile researcher who previously led Apple’s models team, underscoring talent competition in AI that could challenge Apple’s pace of AI product development. OpenAI hires Meta AI researcher who previously led Apple’s models team
• Negative Sentiment: Macro/market pressure: coverage on Magnificent Seven profit-taking and elevated Nasdaq stress gauges suggests sectorwide selling/volatility, which depresses large-cap tech stocks including AAPL. Stocks Are Set for a February Slide. Can the Magnificent 7 Spark a March Rebound?

Analyst Ratings Changes

AAPL has been the topic of a number of research analyst reports. Barclays reissued an “underweight” rating and issued a $239.00 target price (up from $230.00) on shares of Apple in a research note on Friday, January 30th. UBS Group reaffirmed a “buy” rating on shares of Apple in a research note on Tuesday, February 3rd. Melius Research set a $345.00 price target on Apple in a research report on Friday, October 31st. KGI Securities upgraded shares of Apple to an “outperform” rating and set a $306.00 price objective for the company in a report on Friday, January 30th. Finally, Maxim Group raised shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 target price on the stock in a research report on Friday, January 30th. One 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 issued a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $293.41.

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.