Apple Inc. $AAPL Stock Position Boosted by Cyndeo Wealth Partners LLC

Cyndeo Wealth Partners LLC boosted its position in Apple Inc. (NASDAQ:AAPL) by 2.8% in the fourth quarter, HoldingsChannel.com reports. The firm owned 209,696 shares of the iPhone maker’s stock after acquiring an additional 5,674 shares during the period. Apple accounts for approximately 3.1% of Cyndeo Wealth Partners LLC’s investment portfolio, making the stock its 3rd biggest holding. Cyndeo Wealth Partners LLC’s holdings in Apple were worth $57,008,000 as of its most recent filing with the SEC.

A number of other institutional investors have also modified their holdings of AAPL. Panoramic Capital Partners LLC grew its position in shares of Apple by 6.9% in the 4th quarter. Panoramic Capital Partners LLC now owns 20,849 shares of the iPhone maker’s stock worth $5,668,000 after buying an additional 1,339 shares during the last quarter. Henrickson Nauta Wealth Advisors Inc. lifted its position in Apple by 57.8% during the fourth quarter. Henrickson Nauta Wealth Advisors Inc. now owns 7,805 shares of the iPhone maker’s stock valued at $2,048,000 after acquiring an additional 2,860 shares during the last quarter. Everpar Advisors LLC lifted its position in Apple by 10.4% during the fourth quarter. Everpar Advisors LLC now owns 41,775 shares of the iPhone maker’s stock valued at $11,357,000 after acquiring an additional 3,925 shares during the last quarter. Orgel Wealth Management LLC boosted its stake in Apple by 9.1% in the fourth quarter. Orgel Wealth Management LLC now owns 7,893 shares of the iPhone maker’s stock valued at $2,146,000 after acquiring an additional 661 shares in the last quarter. Finally, Bannerman Wealth Management Group LLC grew its holdings in Apple by 13.6% in the fourth quarter. Bannerman Wealth Management Group LLC now owns 2,463 shares of the iPhone maker’s stock worth $670,000 after purchasing an additional 294 shares during the last quarter. 67.73% of the stock is currently owned by institutional investors.

Apple Stock Performance

NASDAQ AAPL 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. The stock has a 50-day simple moving average of $260.37 and a two-hundred day simple moving average of $262.40. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.94 and a current ratio of 0.97. Apple Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $288.62.

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

Apple Announces Dividend

The company 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. This represents a $1.04 annualized dividend and a yield of 0.4%. The ex-dividend date was Monday, February 9th. Apple’s dividend payout ratio (DPR) is currently 13.15%.

Analysts Set New Price Targets

Several brokerages have recently commented on AAPL. Rosenblatt Securities increased their price objective on Apple from $267.00 to $268.00 and gave the company a “neutral” rating in a report on Thursday, March 5th. Loop Capital restated a “buy” rating and set a $325.00 target price (up from $315.00) on shares of Apple in a research note on Tuesday, December 2nd. CLSA increased their price target on Apple from $265.00 to $330.00 and gave the company an “outperform” rating in a research note on Friday, December 5th. Raymond James Financial reissued a “market perform” rating on shares of Apple in a report on Friday, January 2nd. Finally, JPMorgan Chase & Co. boosted their price target on Apple from $315.00 to $325.00 and gave the stock an “overweight” rating in a research note on Friday, January 30th. One equities 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. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $297.58.

Apple News Roundup

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.