Apple Inc. $AAPL Shares Acquired by GoalVest Advisory LLC

GoalVest Advisory LLC increased its position in shares of Apple Inc. (NASDAQ:AAPL) by 24.1% in the 4th quarter, HoldingsChannel.com reports. The firm owned 13,486 shares of the iPhone maker’s stock after acquiring an additional 2,618 shares during the period. Apple accounts for 0.7% of GoalVest Advisory LLC’s holdings, making the stock its 21st biggest position. GoalVest Advisory LLC’s holdings in Apple were worth $3,666,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of AAPL. Sellwood Investment Partners LLC lifted its holdings in shares of Apple by 110.9% in the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock valued at $34,000 after purchasing an additional 71 shares in the last quarter. ROSS JOHNSON & Associates LLC grew its position in shares of 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 last quarter. LSV Asset Management purchased a new position in shares of Apple during the 4th quarter worth approximately $65,000. HFM Investment Advisors LLC purchased a new position in shares of Apple during the 1st quarter worth approximately $99,000. Finally, Miller Global Investments LLC acquired a new position in shares of Apple during the 4th quarter worth approximately $127,000. Institutional investors and hedge funds own 67.73% of the company’s stock.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: China strength: iPhone sales in China jumped ~23% in the first nine weeks of 2026, outpacing a weak local market and supporting Apple’s revenue and unit growth prospects in a key market. Apple’s China smartphone sales jump 23%
• Positive Sentiment: Product demand: Apple’s Mac had its best-ever launch week for first-time customers, signaling continued strength in Mac demand that can help hardware revenue mix. Apple Mac sees best ever launch week
• Positive Sentiment: Legal win on Apple Watch: A U.S. trade tribunal preliminarily ruled redesigned Apple Watches don’t infringe Masimo patents, fending off a renewed import ban and removing a regulatory/shutdown risk for Watch shipments. Apple Watch clears key patent challenge
• Positive Sentiment: AI/App Store monetization: Reporting suggests Apple made ~$900M from AI-related App Store activity last year and could top $1B soon — a recurring, high-margin revenue stream that supports services growth. Apple made $900M from AI
• Neutral Sentiment: CEO outreach: Tim Cook’s China visit reinforces focus on local partnerships and regulatory navigation — positive strategically but not an immediate earnings catalyst. Tim Cook’s China visit
• Neutral Sentiment: New integrations and content deals (Apple Health integrations, Apple TV sports/content deals) expand ecosystem stickiness but their near-term revenue impact is uncertain. Apple Health integrates with Perplexity Health
• Negative Sentiment: Security risk: Researchers flagged the “DarkSword” iOS exploit and related spyware/ghostblade campaigns targeting crypto wallets; Apple has issued alerts and pushed patches — security scares can dent consumer confidence and spur short-term churn or support costs. DarkSword iPhone exploit threatens wallets
• Negative Sentiment: Market sentiment and positioning: Some AI-driven price models are bearish for Q2 and there’s visible insider selling and mixed analyst positioning — these contribute to short-term selling pressure. AI sets Apple stock price for Q2 2026

Apple Trading Down 0.4%

Shares of AAPL opened at $247.99 on Monday. Apple Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $288.62. The company has a market capitalization of $3.64 trillion, a PE ratio of 31.35, a price-to-earnings-growth ratio of 2.21 and a beta of 1.10. The stock has a fifty day moving average of $260.99 and a two-hundred day moving average of $262.37. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.94 and a current ratio of 0.97.

Apple (NASDAQ:AAPL) last posted its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.67 by $0.17. The business had revenue of $143.76 billion for 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 business’s revenue was up 15.7% on a year-over-year basis. During the same quarter last year, the firm earned $2.40 earnings per share. As a group, analysts forecast that Apple Inc. will post 7.28 EPS for the current year.

Apple Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, February 12th. Shareholders of record on Monday, February 9th were paid a $0.26 dividend. This represents a $1.04 dividend on an annualized basis and a 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 Analysts Forecast Growth

A number of equities research analysts recently issued reports on AAPL shares. Oppenheimer reaffirmed a “market perform” rating on shares of Apple in a research note on Friday, January 30th. CLSA raised their price target on Apple from $265.00 to $330.00 and gave the stock an “outperform” rating in a research report on Friday, December 5th. UBS Group reissued a “neutral” rating on shares of Apple in a report on Wednesday, March 4th. Needham & Company LLC restated a “hold” rating on shares of Apple in a research report on Friday, January 30th. Finally, Barclays increased their price objective on Apple from $239.00 to $248.00 and gave the company an “underweight” rating in a research note on Tuesday, March 3rd. One research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Apple currently has a consensus rating of “Moderate Buy” and a consensus 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.