Lake Street Private Wealth LLC Grows Stock Holdings in Apple Inc. $AAPL

Lake Street Private Wealth LLC lifted its stake in Apple Inc. (NASDAQ:AAPL) by 13.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 170,167 shares of the iPhone maker’s stock after purchasing an additional 20,203 shares during the period. Apple accounts for 5.7% of Lake Street Private Wealth LLC’s portfolio, making the stock its 3rd largest position. Lake Street Private Wealth LLC’s holdings in Apple were worth $46,262,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently bought and sold shares of the stock. First National Bank of Hutchinson increased its stake in shares of Apple by 24.6% in the 4th quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker’s stock valued at $8,845,000 after buying an additional 6,982 shares during the period. Eagle Capital Management LLC lifted its stake in shares of Apple by 0.5% during the fourth quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker’s stock valued at $13,544,000 after acquiring an additional 272 shares during the period. Brighton Jones LLC lifted its stake in shares of Apple by 14.8% during the fourth quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker’s stock valued at $134,554,000 after acquiring an additional 69,207 shares during the period. Revolve Wealth Partners LLC boosted its holdings in Apple by 4.2% in the fourth quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker’s stock valued at $16,742,000 after acquiring an additional 2,695 shares during the last quarter. Finally, Highview Capital Management LLC DE boosted its holdings in Apple by 2.4% in the fourth 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 last quarter. Institutional investors own 67.73% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have weighed in on AAPL shares. Moffett Nathanson boosted their price objective on Apple from $241.00 to $270.00 and gave the stock a “neutral” rating in a report on Wednesday, February 25th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Apple in a research note on Monday, December 29th. Evercore reiterated an “outperform” rating on shares of Apple in a research report on Monday, March 2nd. TD Cowen reissued a “buy” rating and set a $325.00 price target on shares of Apple in a research note on Friday, January 30th. Finally, Phillip Securities upgraded shares of Apple from a “moderate sell” rating to a “hold” rating in a report on Sunday, February 1st. One analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $297.58.

Apple Price Performance

Apple stock opened at $252.89 on Friday. The firm has a market capitalization of $3.71 trillion, a P/E ratio of 31.97, a PEG ratio of 2.40 and a beta of 1.10. Apple Inc. has a 1 year low of $169.21 and a 1 year high of $288.62. The business has a 50-day moving average of $260.37 and a 200-day moving average of $262.40. 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 results 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 business had revenue of $143.76 billion for the quarter, compared to the consensus estimate of $138.25 billion. During the same period last year, the company posted $2.40 EPS. Apple’s revenue for the quarter was up 15.7% on a year-over-year basis. On average, equities analysts anticipate that Apple Inc. will post 7.28 EPS for the current year.

Apple Dividend Announcement

The company also recently announced 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 annualized dividend and a yield of 0.4%. The ex-dividend date of this dividend was Monday, February 9th. Apple’s dividend payout ratio is presently 13.15%.

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple expands its U.S. manufacturing program and will invest $400 million through 2030 with new partners (Bosch, Cirrus Logic, TDK, Qnity), which should improve supply‑chain resilience, political optics, and long‑term component security. Apple adds Bosch, Cirrus Logic, others to US manufacturing program, to invest $400 million
• Positive Sentiment: Apple plans to open Siri to outside AI assistants (e.g., Google’s Gemini, Anthropic’s Claude), a strategic pivot that makes the iPhone a more flexible AI hub and could accelerate services engagement and monetization. This announcement improves Apple’s competitive AI positioning. Apple plans to open Siri to rival AI services, Bloomberg News reports
• Positive Sentiment: Supplier reaction: Cirrus Logic’s stock rallied after being named to Apple’s American Manufacturing Program, signaling vendor wins and execution progress for Apple’s reshoring plan (could shorten lead times for sensors/components). Cirrus Logic Stock Breaks Out On Apple Partnership
• Neutral Sentiment: Apple rolled out UK age‑verification measures for iPhone users to comply with new government expectations — a regulatory compliance step that reduces policy risk but may affect UX and require implementation costs. Apple rolls out UK age checks for iPhone users
• Negative Sentiment: China headwinds: shipments of foreign‑branded phones in China fell in February, a macro demand signal that could pressure regional iPhone volumes if the trend persists (some analysts note Apple may be relatively insulated, but risk remains). February shipments of foreign-branded phones in China fall 7.7% from a year ago, CAICT data shows

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.