Apple Inc. $AAPL Holdings Boosted by SG Americas Securities LLC

SG Americas Securities LLC boosted its stake in shares of Apple Inc. (NASDAQ:AAPL) by 122.5% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 12,588,384 shares of the iPhone maker’s stock after buying an additional 6,931,227 shares during the period. Apple accounts for 4.4% of SG Americas Securities LLC’s investment portfolio, making the stock its 3rd largest position. SG Americas Securities LLC’s holdings in Apple were worth $3,422,278,000 as of its most recent filing with the SEC.

Several other large investors also recently added to or reduced their stakes in the stock. Reyes Financial Architecture Inc. increased its position in Apple by 0.4% during the third quarter. Reyes Financial Architecture Inc. now owns 9,898 shares of the iPhone maker’s stock worth $2,520,000 after purchasing an additional 37 shares during the last quarter. American Alpha Advisors LLC raised its stake in Apple by 3.7% during the third quarter. American Alpha Advisors LLC now owns 1,151 shares of the iPhone maker’s stock worth $293,000 after purchasing an additional 41 shares during the period. Capstone Wealth Management LLC boosted its holdings in Apple by 0.5% in the 3rd quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker’s stock valued at $2,174,000 after purchasing an additional 42 shares during the last quarter. Seven Springs Wealth Group LLC grew its stake in shares of Apple by 0.3% in the 3rd quarter. Seven Springs Wealth Group LLC now owns 15,451 shares of the iPhone maker’s stock valued at $3,934,000 after buying an additional 42 shares during the period. Finally, Avant Capital LLC grew its stake in shares of Apple by 0.9% in the 3rd quarter. Avant Capital LLC now owns 4,814 shares of the iPhone maker’s stock valued at $1,226,000 after buying an additional 43 shares during the period. 67.73% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several analysts have recently commented on the stock. Morgan Stanley reaffirmed an “overweight” rating and set a $315.00 price target on shares of Apple in a research report on Monday, March 23rd. Bank of America lowered their price objective on Apple from $325.00 to $320.00 and set a “buy” rating for the company in a research report on Monday, March 23rd. CLSA raised their target price on Apple from $265.00 to $330.00 and gave the stock an “outperform” rating in a research note on Friday, December 5th. Evercore restated an “outperform” rating on shares of Apple in a research report on Monday, March 2nd. Finally, Citigroup reaffirmed a “buy” rating and issued a $315.00 price target (down from $330.00) on shares of Apple in a research note on Tuesday, January 20th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $297.58.

Apple Stock Performance

NASDAQ:AAPL opened at $248.80 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 debt-to-equity ratio of 0.87, a quick ratio of 0.94 and a current ratio of 0.97. The company has a 50 day moving average price of $260.24 and a 200 day moving average price of $262.92. The stock has a market capitalization of $3.65 trillion, a P/E ratio of 31.45, a PEG ratio of 2.36 and a beta of 1.10.

Apple (NASDAQ:AAPL) last announced its 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. Apple had a return on equity of 159.94% and a net margin of 27.04%.The company had revenue of $143.76 billion for the quarter, compared to analyst estimates of $138.25 billion. During the same quarter in the previous year, the company earned $2.40 earnings per share. The firm’s quarterly revenue was up 15.7% compared to the same quarter last year. Equities research analysts forecast that Apple Inc. will post 7.28 EPS for the current year.

Apple Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, February 12th. Investors of record on Monday, February 9th were issued a $0.26 dividend. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. The ex-dividend date was Monday, February 9th. Apple’s payout ratio is currently 13.15%.

Apple News Summary

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

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.