Apple Inc. $AAPL Stock Holdings Lifted by Coastal Bridge Advisors LLC

Coastal Bridge Advisors LLC lifted its stake in shares of Apple Inc. (NASDAQ:AAPL) by 3.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 219,978 shares of the iPhone maker’s stock after purchasing an additional 8,258 shares during the quarter. Apple comprises approximately 4.2% of Coastal Bridge Advisors LLC’s portfolio, making the stock its biggest position. Coastal Bridge Advisors LLC’s holdings in Apple were worth $56,013,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Sellwood Investment Partners LLC increased its stake in shares of Apple by 110.9% during the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock worth $34,000 after acquiring an additional 71 shares during the period. ROSS JOHNSON & Associates LLC lifted 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 boosted its holdings in 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 in the last quarter. LSV Asset Management acquired a new position in Apple during the 4th quarter worth approximately $65,000. Finally, Morgan Dempsey Capital Management LLC raised its stake 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 buying an additional 125 shares in the last quarter. 67.73% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Apple

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 recent analyst reports. Jefferies Financial Group set a $276.47 price objective on Apple and gave the stock a “hold” rating in a report on Monday, January 26th. Barclays restated an “underweight” rating and set a $239.00 target price (up from $230.00) on shares of Apple in a research report on Friday, January 30th. Moffett Nathanson increased their price target on shares of Apple from $241.00 to $270.00 and gave the company a “neutral” rating in a report on Wednesday. Rosenblatt Securities boosted their price objective on shares of Apple from $250.00 to $267.00 and gave the stock a “neutral” rating in a report on Friday, January 30th. Finally, Phillip Securities upgraded shares of Apple from a “moderate sell” rating to a “hold” rating in a research report on Sunday, February 1st. One research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Apple currently has a consensus rating of “Moderate Buy” and a consensus price target of $293.41.

Apple Stock Performance

NASDAQ:AAPL opened at $264.18 on Friday. 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 company has a market capitalization of $3.88 trillion, a P/E ratio of 33.40, a price-to-earnings-growth ratio of 2.43 and a beta of 1.09. The firm has a 50-day moving average price of $264.66 and a two-hundred day moving average price of $259.20. Apple Inc. has a twelve month low of $169.21 and a twelve month high of $288.62.

Apple (NASDAQ:AAPL) last released its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS 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 business had revenue of $143.76 billion for the quarter, compared to analyst estimates of $138.25 billion. During the same period in the prior year, the business earned $2.40 earnings per share. The company’s quarterly revenue was up 15.7% on a year-over-year basis. As a group, research analysts expect that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Dividend Announcement

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

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.