Apple Inc. $AAPL Shares Purchased by GEM Asset Management LLC

GEM Asset Management LLC boosted its stake in Apple Inc. (NASDAQ:AAPL) by 32.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 20,974 shares of the iPhone maker’s stock after buying an additional 5,114 shares during the quarter. Apple makes up approximately 2.4% of GEM Asset Management LLC’s portfolio, making the stock its 11th largest holding. GEM Asset Management LLC’s holdings in Apple were worth $5,460,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of AAPL. Norges Bank acquired a new stake in shares of Apple in the second quarter worth approximately $38,942,255,000. Nuveen LLC acquired a new position in Apple in the 1st quarter valued at $17,472,482,000. PKS Advisory Services LLC raised its stake in Apple by 98,917.0% in the 2nd quarter. PKS Advisory Services LLC now owns 57,956,620 shares of the iPhone maker’s stock valued at $12,106,000 after purchasing an additional 57,898,088 shares during the last quarter. Laurel Wealth Advisors LLC lifted its holdings in Apple by 20,464.8% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker’s stock valued at $5,553,753,000 after purchasing an additional 26,937,401 shares in the last quarter. Finally, Northern Trust Corp lifted its holdings in Apple by 13.3% in the 4th quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker’s stock valued at $42,918,365,000 after purchasing an additional 20,079,472 shares in the last quarter. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Apple Stock Performance

Shares of Apple stock opened at $248.80 on Monday. The firm has a market cap 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. The company has a quick ratio of 0.94, a current ratio of 0.97 and a debt-to-equity ratio of 0.87. Apple Inc. has a 52 week low of $169.21 and a 52 week high of $288.62. The business’s fifty day simple moving average is $260.24 and its 200-day simple moving average is $262.92.

Apple (NASDAQ:AAPL) last issued its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.67 by $0.17. The firm 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 was up 15.7% on a year-over-year basis. During the same period in the previous year, the firm earned $2.40 EPS. Equities analysts forecast that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, February 12th. Stockholders 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 dividend payout ratio is currently 13.15%.

More Apple News

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

Analyst Ratings Changes

A number of research firms have recently issued reports on AAPL. KeyCorp reaffirmed a “sector weight” rating on shares of Apple in a report on Thursday, March 12th. Moffett Nathanson raised their price target on shares of Apple from $241.00 to $270.00 and gave the stock a “neutral” rating in a research note on Wednesday, February 25th. JPMorgan Chase & Co. boosted their price target on shares of Apple from $315.00 to $325.00 and gave the stock an “overweight” rating in a research report on Friday, January 30th. Royal Bank Of Canada set a $325.00 price objective on shares of Apple in a research note on Monday, February 2nd. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Apple in a report on Monday, December 29th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target 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.