Apple Inc. $AAPL Shares Acquired by Caerus Investment Advisors LLC

Caerus Investment Advisors LLC lifted its position in shares of Apple Inc. (NASDAQ:AAPL) by 38.9% during the 3rd quarter, HoldingsChannel reports. The fund owned 21,870 shares of the iPhone maker’s stock after purchasing an additional 6,120 shares during the period. Apple accounts for 2.3% of Caerus Investment Advisors LLC’s portfolio, making the stock its 9th biggest position. Caerus Investment Advisors LLC’s holdings in Apple were worth $5,569,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently modified their holdings of the company. First National Bank of Hutchinson grew its holdings in Apple by 24.6% in the fourth quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker’s stock valued at $8,845,000 after purchasing an additional 6,982 shares during the period. Eagle Capital Management LLC raised its stake in shares of Apple by 0.5% during the 4th quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker’s stock worth $13,544,000 after buying an additional 272 shares during the period. Brighton Jones LLC lifted its position in shares of Apple by 14.8% during the 4th quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker’s stock valued at $134,554,000 after buying an additional 69,207 shares in the last quarter. Revolve Wealth Partners LLC lifted its position in shares of Apple by 4.2% during the 4th quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker’s stock valued at $16,742,000 after buying an additional 2,695 shares in the last quarter. Finally, Highview Capital Management LLC DE grew its stake in Apple by 2.4% in the 4th quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker’s stock valued at $12,587,000 after acquiring an additional 1,155 shares during the period. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Apple Trading Down 1.7%

Shares of AAPL opened at $249.94 on Thursday. Apple Inc. has a 52-week low of $169.21 and a 52-week high of $288.62. The stock has a market cap of $3.67 trillion, a PE ratio of 31.60, a price-to-earnings-growth ratio of 2.27 and a beta of 1.10. The firm’s fifty day moving average is $261.42 and its two-hundred day moving average is $261.95. The company has a quick ratio of 0.94, a current ratio of 0.97 and a debt-to-equity ratio of 0.87.

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

Apple Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, February 12th. Shareholders of record on Monday, February 9th were issued 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 dividend payout ratio is presently 13.15%.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Tim Cook’s trip to China and Apple cutting App Store commission in mainland China to 25% reduces regulatory friction and should help restore relations with large developers/partners in the world’s biggest iPhone market; that eases geopolitical/regulatory risk even if it modestly trims revenue per transaction. Apple (AAPL) Stock Rises as Tim Cook Tours China Amid App Store Fee Reduction to 25%
• Positive Sentiment: New product refreshes — AirPods Max 2 and a refreshed MacBook lineup with M5 chips — support near-term revenue and margin upside in wearables and Macs; Evercore reaffirming Outperform on Mac refreshes adds bullish analyst support. Apple Expands Wearables Portfolio With New AirPods Max Apple Launches New MacBook Lineup with M5 Chips
• Positive Sentiment: Strategic M&A and partnerships — MotionVFX acquisition to deepen Final Cut Pro/creator offerings and a first-ever Beats × Nike hardware tie-up — help Services and accessory ecosystems, supporting higher‑margin, recurring revenue paths. Apple’s MotionVFX Deal Deepens Creator Studio And Services Ecosystem Nike partners with Apple’s Beats
• Positive Sentiment: Supply-chain signals: stronger demand at suppliers for AI/data-center components (e.g., Jabil’s better results) imply healthier component flows for Apple’s future device/AI plans. That supports execution and product cadence. Jabil Quietly Manufactures an Accelerating Stock Price Rally
• Neutral Sentiment: Analyst and fair‑value chatter: some outlets nudge fair value targets modestly higher on AI and new products but stress rising component costs and uneven regional demand — mixed inputs that leave consensus estimates largely intact for now. How The Apple (AAPL) Investment Narrative Is Shifting
• Neutral Sentiment: Data point on short interest appears to be a reporting anomaly (zero/NaN entries) and offers no clear signal about bearish positioning; treat with caution until clean data is available.
• Negative Sentiment: Reports of talent departures and internal leadership scrutiny raise execution concerns for AI and product initiatives; investor worry about management continuity has increased speculation (some prediction‑market headlines). Apple’s talent exodus concerns
• Negative Sentiment: Analyses that flag the Magnificent Seven’s stretched valuations and moderating growth reduce the sector’s multiple support — a sector‑level headwind for AAPL despite company fundamentals. Mag 7 Or ‘Lag 7?’ A Quant Review
• Negative Sentiment: Product risk headlines — e.g., critical iPhone 18 coverage and public criticism about long app‑review times — can weigh on near‑term sentiment and developer relations. Apple just got a brutal iPhone 18 warning Elon Musk Has One Word for This Apple Problem

Analyst Upgrades and Downgrades

AAPL has been the subject of a number of research analyst reports. Citigroup restated a “buy” rating and set a $315.00 price objective (down from $330.00) on shares of Apple in a research report on Tuesday, January 20th. Jefferies Financial Group set a $330.00 target price on shares of Apple in a research report on Wednesday, March 4th. TD Cowen reissued a “buy” rating and set a $325.00 target price on shares of Apple in a research note on Friday, January 30th. Wedbush restated an “outperform” rating and set a $350.00 price target on shares of Apple in a research report on Wednesday, March 4th. Finally, Maxim Group raised shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 price target on the stock in a research note on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Apple currently has an average rating of “Moderate Buy” and an average target price of $297.58.

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.