Apple Inc. $AAPL Stock Holdings Lifted by Captrust Financial Advisors

Captrust Financial Advisors grew its holdings in Apple Inc. (NASDAQ:AAPL) by 0.5% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 6,157,714 shares of the iPhone maker’s stock after purchasing an additional 31,425 shares during the quarter. Apple makes up 3.2% of Captrust Financial Advisors’ portfolio, making the stock its 3rd biggest position. Captrust Financial Advisors’ holdings in Apple were worth $1,567,939,000 as of its most recent SEC filing.

Other hedge funds have also recently modified their holdings of the company. AdviceOne Advisory Services LLC boosted its stake in shares of Apple by 2.2% during the third quarter. AdviceOne Advisory Services LLC now owns 14,010 shares of the iPhone maker’s stock valued at $3,567,000 after purchasing an additional 297 shares in the last quarter. Coldstream Capital Management Inc. increased its holdings in Apple by 6.1% during the third quarter. Coldstream Capital Management Inc. now owns 598,954 shares of the iPhone maker’s stock valued at $152,512,000 after buying an additional 34,297 shares during the period. Aspire Private Capital LLC raised its stake in Apple by 4.6% in the third quarter. Aspire Private Capital LLC now owns 32,221 shares of the iPhone maker’s stock worth $8,204,000 after buying an additional 1,416 shares in the last quarter. Aldebaran Financial Inc. lifted its holdings in Apple by 6.2% during the third quarter. Aldebaran Financial Inc. now owns 26,235 shares of the iPhone maker’s stock worth $6,680,000 after buying an additional 1,543 shares during the period. Finally, Danica Pension Livsforsikringsaktieselskab purchased a new stake in Apple during the third quarter worth $339,568,000. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Apple Stock Down 1.7%

Shares of AAPL stock opened at $249.94 on Thursday. The stock’s fifty day moving average price is $261.42 and its 200 day moving average price is $261.95. Apple Inc. has a 1-year low of $169.21 and a 1-year high of $288.62. The company has a market cap of $3.67 trillion, a price-to-earnings ratio of 31.60, a price-to-earnings-growth ratio of 2.27 and a beta of 1.10. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94.

Apple (NASDAQ:AAPL) last released 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. 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%.The firm’s revenue was up 15.7% compared to the same quarter last year. During the same period last year, the business posted $2.40 earnings per share. On average, research analysts expect that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, February 12th. Investors 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 of this dividend was Monday, February 9th. Apple’s dividend payout ratio (DPR) is presently 13.15%.

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on the company. Jefferies Financial Group set a $330.00 price target on Apple in a report on Wednesday, March 4th. Barclays upped their price objective on Apple from $239.00 to $248.00 and gave the stock an “underweight” rating in a research note on Tuesday, March 3rd. Royal Bank Of Canada set a $325.00 target price on Apple in a research note on Monday, February 2nd. Sanford C. Bernstein reiterated an “outperform” rating on shares of Apple in a report on Wednesday, March 4th. Finally, KeyCorp reissued a “sector weight” rating on shares of Apple in a research report on Thursday, March 12th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Apple presently has a consensus rating of “Moderate Buy” and an average price target of $297.58.

Key Apple News

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

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.