Everpar Advisors LLC Purchases 3,925 Shares of Apple Inc. $AAPL

Everpar Advisors LLC boosted its position in shares of Apple Inc. (NASDAQ:AAPL) by 10.4% in the fourth quarter, HoldingsChannel.com reports. The fund owned 41,775 shares of the iPhone maker’s stock after acquiring an additional 3,925 shares during the quarter. Apple comprises about 4.2% of Everpar Advisors LLC’s portfolio, making the stock its 3rd largest holding. Everpar Advisors LLC’s holdings in Apple were worth $11,357,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Orgel Wealth Management LLC raised its stake in shares of Apple by 9.1% in the fourth quarter. Orgel Wealth Management LLC now owns 7,893 shares of the iPhone maker’s stock worth $2,146,000 after purchasing an additional 661 shares during the last quarter. Bannerman Wealth Management Group LLC raised its position in Apple by 13.6% during the 4th quarter. Bannerman Wealth Management Group LLC now owns 2,463 shares of the iPhone maker’s stock worth $670,000 after buying an additional 294 shares during the last quarter. American Asset Management Inc. lifted its stake in Apple by 18.8% during the 4th quarter. American Asset Management Inc. now owns 3,352 shares of the iPhone maker’s stock valued at $911,000 after acquiring an additional 530 shares during the period. Lynch & Associates IN boosted its holdings in shares of Apple by 4.6% in the 4th quarter. Lynch & Associates IN now owns 49,510 shares of the iPhone maker’s stock valued at $13,460,000 after acquiring an additional 2,179 shares during the last quarter. Finally, Wilsey Asset Management Inc. increased its stake in shares of Apple by 73.0% in the fourth quarter. Wilsey Asset Management Inc. now owns 1,896 shares of the iPhone maker’s stock worth $515,000 after acquiring an additional 800 shares during the period. 67.73% of the stock is owned by institutional investors and hedge funds.

Apple Price Performance

NASDAQ:AAPL opened at $252.62 on Thursday. The firm has a market cap of $3.71 trillion, a P/E ratio of 31.94, a price-to-earnings-growth ratio of 2.39 and a beta of 1.10. The stock has a 50 day moving average of $260.48 and a two-hundred day moving average of $262.46. 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 issued its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, topping the consensus estimate of $2.67 by $0.17. The firm 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 for the quarter was up 15.7% on a year-over-year basis. During the same period in the previous year, the business earned $2.40 earnings per share. On average, analysts expect that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, February 12th. Investors of record on Monday, February 9th were given a dividend of $0.26 per share. 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 payout ratio is presently 13.15%.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is pushing into new ad and services revenue channels — launching the Apple Business platform (Apr. 14) and rolling out paid ads in Apple Maps (U.S./Canada this summer), which could lift Services revenue and diversify monetization. Apple to bring paid ads to maps to US, Canada this summer
• Positive Sentiment: AI and assistant upgrades remain a strategic focus — reports say Apple is testing a standalone Siri app and an “Ask Siri” AI agent, and AirPods Max 2 includes Apple Intelligence features. These moves bolster Apple’s AI narrative and ecosystem stickiness ahead of WWDC. Apple Readies Introduction of AI Agent-Like Siri
• Positive Sentiment: Major broker/analyst attention and investor interest are rising — Morgan Stanley issued an Overweight and Apple recently became the most-searched stock on Zacks, signalling renewed institutional and retail focus. Apple Surpasses Nvidia as the Most Popular Stock on Zacks.com: Time to Buy AAPL? Apple (NASDAQ:AAPL) Earns Overweight Rating from Morgan Stanley
• Neutral Sentiment: Software updates and minor product launches (iOS 26.4, AI playlists, other UI tweaks) maintain ecosystem engagement but are unlikely to move revenue materially in the near term. Apple launches iOS 26.4 with AI playlists, purchase sharing, and more – The Verge
• Neutral Sentiment: Third-party and developer activity on the App Store continues (e.g., TAP Invest added to App Store), which underscores platform health but is not a company-specific catalyst. TAP, Inc. Launches TAP Invest Mobile App on the Apple App Store
• Neutral Sentiment: WWDC scheduled for June 8 is a near-term event that typically provides software/AI roadmaps — a potential catalyst but not a guaranteed positive. Apple to host June developer conference online with AI updates
• Negative Sentiment: Regulatory-driven changes in the U.K. (age verification for many Apple services) have introduced near-term volatility and could add friction to service usage/revenue in that market. Markets showed a volatile reaction premarket to the rollout. Apple rolls out UK age checks for iPhone users Apple stock volatile premarket after rolling out UK age verification
• Negative Sentiment: China data shows shipments of foreign-branded phones (including iPhones) fell ~7.7% year-over-year in February — a reminder of near-term demand softness in Apple’s second-largest market. February shipments of foreign-branded phones in China fall 7.7% from a year ago, CAICT data shows

Analyst Upgrades and Downgrades

Several research firms have commented on AAPL. Stifel Nicolaus set a $330.00 price target on shares of Apple in a report on Monday, March 2nd. JPMorgan Chase & Co. raised their target price on Apple from $315.00 to $325.00 and gave the stock an “overweight” rating in a report on Friday, January 30th. Maxim Group raised Apple from a “hold” rating to a “buy” rating and set a $300.00 price target for the company in a report on Friday, January 30th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Apple in a research note on Wednesday, March 4th. Finally, Stephens set a $315.00 target price on shares of Apple in a research note on Monday, January 26th. One 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 company. Based on data from MarketBeat.com, Apple presently has an average rating of “Moderate Buy” and an average target price of $297.58.

About Apple

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.