Apple Inc. $AAPL Holdings Boosted by Overbrook Management Corp

Overbrook Management Corp increased its holdings in Apple Inc. (NASDAQ:AAPL) by 57.4% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 104,648 shares of the iPhone maker’s stock after buying an additional 38,174 shares during the period. Apple comprises approximately 4.9% of Overbrook Management Corp’s investment portfolio, making the stock its 8th biggest holding. Overbrook Management Corp’s holdings in Apple were worth $28,449,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Isthmus Partners LLC lifted its stake in shares of Apple by 6.4% during the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker’s stock worth $25,000 after purchasing an additional 5,808 shares during the last quarter. Sellwood Investment Partners LLC grew its stake in 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 during the last quarter. ROSS JOHNSON & Associates LLC grew its stake in 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 bought a new position in Apple in the fourth quarter worth about $65,000. Finally, 49 Wealth Management LLC raised its holdings in Apple by 15.7% in the third quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker’s stock worth $76,000 after purchasing an additional 40,543 shares in the last quarter. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Wedbush says 2026 could be a significant product year and raises upside potential (they reiterate Outperform and a $350 target), framing WWDC and AI-driven hardware as major catalysts. Apple in focus as Wedbush calls 2026 a ‘significant’ product launch year ahead of WWDC
• Positive Sentiment: Apple hired ex-Google executive Lilian Rincon as VP of product marketing for AI — a concrete senior hire to accelerate Siri/AI positioning and marketing. Apple hires ex-Google executive to head AI marketing amid push to improve Siri
• Positive Sentiment: Multiple reports say Apple will open Siri to rival AI assistants (Gemini, Claude, etc.) in iOS 27 — this pivot can broaden iPhone AI capabilities without Apple building everything in‑house. Apple Plans to Open Up Siri to Rival AI Assistants in iOS 27 Update
• Positive Sentiment: Services continue to grow (reported ~14% y/y, Apple TV and gaming aiding strength) — recurring high‑margin revenue supports earnings upside even if hardware cycles lag. Strong Streaming & Game Content Aids Apple’s Services: What’s Ahead?
• Positive Sentiment: Apple expands U.S. manufacturing program, adding Bosch, Cirrus Logic, TDK and Qnity and committing $400M — reduces supply‑chain risk and supports domestic sourcing narrative. Apple adds Bosch, Cirrus Logic, others to US manufacturing program, to invest $400 million
• Positive Sentiment: Apple is granting rare large stock bonuses to iPhone designers to curb talent departures to AI firms — a retention step to protect future product execution. Apple Drops Six Figure Bonuses To Stop iPhone Talent Exodus
• Neutral Sentiment: An analyst tweak: Erste trimmed FY2027 EPS slightly — minimal change to consensus, but worth watching for estimate revisions. Apple Inc. analyst note (Erste Group) via MarketBeat
• Neutral Sentiment: Steve Wozniak publicly criticizes AI and says he hardly uses it — a reputational/PR datapoint but unlikely to move fundamentals. Apple cofounder Steve Wozniak admits he’s ‘disappointed a lot’ by AI and hardly uses it
• Negative Sentiment: Broader tech sector weakness — Nasdaq slide, Meta legal losses and geopolitical worries are pressuring tech stocks, which is dragging AAPL despite company‑specific positives. Tech stocks suffer worst week in nearly a year, driven down by war worries, Meta legal woes
• Negative Sentiment: Reports that Apple has discontinued the Mac Pro and abandoned future updates could concern pro users and niche revenue, though impact on total revenue is limited. Apple reportedly discontinues Mac Pro, abandons plans for future updates

Analysts Set New Price Targets

A number of research firms have recently weighed in on AAPL. Rosenblatt Securities raised their price target on shares of Apple from $267.00 to $268.00 and gave the company a “neutral” rating in a report on Thursday, March 5th. Needham & Company LLC reissued a “hold” rating on shares of Apple in a research report on Friday, January 30th. Moffett Nathanson raised their target price on shares of Apple from $241.00 to $270.00 and gave the company a “neutral” rating in a research note on Wednesday, February 25th. DA Davidson reaffirmed a “neutral” rating and issued a $270.00 price target on shares of Apple in a report on Friday, January 30th. Finally, Loop Capital reaffirmed a “buy” rating and set a $325.00 price target (up from $315.00) on shares of Apple in a research report on Tuesday, December 2nd. One research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $297.58.

Apple Price Performance

AAPL stock opened at $248.80 on Monday. The stock has a market capitalization of $3.65 trillion, a PE ratio of 31.45, a price-to-earnings-growth ratio of 2.36 and a beta of 1.10. Apple Inc. has a 52 week low of $169.21 and a 52 week high of $288.62. The company has a quick ratio of 0.94, a current ratio of 0.97 and a debt-to-equity ratio of 0.87. The firm has a 50 day moving average of $260.24 and a 200 day moving average of $262.92.

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

Apple Dividend Announcement

The company also recently announced 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 is presently 13.15%.

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.