Park Avenue Securities LLC Raises Holdings in Apple Inc. $AAPL

Park Avenue Securities LLC increased its holdings in Apple Inc. (NASDAQ:AAPL) by 0.4% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 554,177 shares of the iPhone maker’s stock after buying an additional 2,021 shares during the period. Apple comprises approximately 1.3% of Park Avenue Securities LLC’s investment portfolio, making the stock its 12th biggest holding. Park Avenue Securities LLC’s holdings in Apple were worth $150,659,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Sellwood Investment Partners LLC lifted its position 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 valued at $34,000 after buying an additional 71 shares during the last quarter. ROSS JOHNSON & Associates LLC boosted its holdings in shares of Apple by 1,800.0% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after buying an additional 180 shares in the last quarter. LSV Asset Management purchased a new position in shares of Apple in the 4th quarter worth approximately $65,000. HFM Investment Advisors LLC purchased a new position in shares of Apple in the 1st quarter worth approximately $99,000. Finally, Miller Global Investments LLC bought a new position in shares of Apple during the 4th quarter worth approximately $127,000. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts recently commented on the stock. Evercore reissued an “outperform” rating on shares of Apple in a research report on Monday, March 2nd. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Apple in a research report on Monday, March 2nd. KGI Securities upgraded Apple to an “outperform” rating and set a $306.00 price objective for the company in a report on Friday, January 30th. Barclays raised their price objective on Apple from $239.00 to $248.00 and gave the stock an “underweight” rating in a research report on Tuesday, March 3rd. Finally, Rosenblatt Securities boosted their target price on Apple from $267.00 to $268.00 and gave the stock a “neutral” rating in a research note on Thursday, March 5th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $297.58.

Apple Trading Down 0.4%

NASDAQ AAPL opened at $247.99 on Monday. The company has a fifty day simple moving average of $260.99 and a two-hundred day simple moving average of $262.37. The stock has a market cap of $3.64 trillion, a P/E ratio of 31.35, a P/E/G ratio of 2.21 and a beta of 1.10. Apple Inc. has a 12-month low of $169.21 and a 12-month high of $288.62. The company has a current ratio of 0.97, a quick ratio of 0.94 and a debt-to-equity ratio of 0.87.

Apple (NASDAQ:AAPL) last announced its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, beating analysts’ consensus estimates of $2.67 by $0.17. Apple had a net margin of 27.04% and a return on equity of 159.94%. The firm had revenue of $143.76 billion for the quarter, compared to analyst estimates of $138.25 billion. During the same period in the previous year, the company earned $2.40 earnings per share. The business’s quarterly revenue was up 15.7% compared to the same quarter last year. On average, analysts forecast that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, February 12th. Shareholders of record on Monday, February 9th were given a dividend of $0.26 per share. 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: 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 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.