GKV Capital Management Co. Inc. Increases Stock Position in Apple Inc. $AAPL

GKV Capital Management Co. Inc. increased its holdings in Apple Inc. (NASDAQ:AAPL) by 78.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 30,564 shares of the iPhone maker’s stock after buying an additional 13,405 shares during the period. Apple accounts for 3.1% of GKV Capital Management Co. Inc.’s holdings, making the stock its 7th largest position. GKV Capital Management Co. Inc.’s holdings in Apple were worth $7,783,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. American Alpha Advisors LLC increased its position in shares of Apple by 3.7% in 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 grew its stake in Apple by 0.5% during the third quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker’s stock worth $2,174,000 after buying an additional 42 shares in the last quarter. Baker Boyer National Bank grew its stake in Apple by 0.3% during the second quarter. Baker Boyer National Bank now owns 18,011 shares of the iPhone maker’s stock worth $3,695,000 after buying an additional 47 shares in the last quarter. Beddow Capital Management Inc. increased its holdings in Apple by 1.8% in the 2nd quarter. Beddow Capital Management Inc. now owns 2,597 shares of the iPhone maker’s stock valued at $533,000 after buying an additional 47 shares during the period. Finally, Uncommon Cents Investing LLC raised its position in shares of Apple by 0.4% in the 3rd quarter. Uncommon Cents Investing LLC now owns 10,609 shares of the iPhone maker’s stock valued at $2,701,000 after buying an additional 47 shares in the last quarter. Institutional investors and hedge funds own 67.73% of the company’s stock.

Apple Trading Down 2.3%

Shares of AAPL stock opened at $255.78 on Monday. Apple Inc. has a twelve month low of $169.21 and a twelve month high of $288.62. The stock’s fifty day simple moving average is $266.62 and its 200 day simple moving average is $256.14. 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 market capitalization of $3.76 trillion, a P/E ratio of 32.34, a P/E/G ratio of 2.28 and a beta of 1.09.

Apple (NASDAQ:AAPL) last posted its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, beating the consensus estimate of $2.67 by $0.17. Apple had a return on equity of 159.94% and a net margin of 27.04%.The firm had revenue of $143.76 billion during the quarter, compared to the consensus estimate of $138.25 billion. During the same period last year, the company earned $2.40 earnings per share. The business’s quarterly revenue was up 15.7% on a year-over-year basis. As a group, sell-side analysts predict that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Dividend Announcement

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

Analyst Upgrades and Downgrades

Several analysts recently issued reports on AAPL shares. Maxim Group upgraded shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 price target on the stock in a research report on Friday, January 30th. Wall Street Zen downgraded Apple from a “buy” rating to a “hold” rating in a report on Sunday, November 9th. KGI Securities raised Apple to an “outperform” rating and set a $306.00 price target for the company in a report on Friday, January 30th. Phillip Securities upgraded Apple from a “moderate sell” rating to a “hold” rating in a research report on Sunday, February 1st. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and issued a $330.00 price objective on shares of Apple in a research note on Friday, January 30th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $292.13.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Strong iPhone momentum and quarter results — iPhone 17 sales and overall revenue remained robust, supporting fundamentals and cushioning the pullback. Zacks: Strong iPhone Sales
• Positive Sentiment: Legal victory removes a potential multi‑hundred‑million dollar liability — a U.S. jury rejected Optis Wireless’ 4G patent claims, reducing near-term litigation risk. Benzinga: Optis Verdict
• Positive Sentiment: Analyst support — Sanford C. Bernstein raised its price target, reflecting confidence in Apple’s growth trajectory and giving investors a bullish reference point. Bernstein PT Raise
• Neutral Sentiment: Content and services moves — Apple acquired full rights to the hit show “Severance” and added YouTube to Vision Pro, which are strategically positive for services but unlikely to move near‑term earnings materially. TechCrunch: Severance Deal
• Neutral Sentiment: Major shareholder cash flow note — Berkshire Hathaway received a large Apple dividend, underscoring Apple’s cash returns but also spotlighting Berkshire’s large position dynamics. Finbold: Berkshire Dividend
• Negative Sentiment: Siri AI upgrade delays and testing problems — reports that the Siri overhaul is running into accuracy and speed problems forced Apple to push features back, directly hitting the AI narrative investors were pricing in. CNBC: Siri Delay / Market Reaction
• Negative Sentiment: Regulatory risk from FTC letter over Apple News — the FTC chair urged review of Apple News curation amid accusations of political bias, adding regulatory/legal uncertainty and headline risk. NYT: FTC Letter
• Negative Sentiment: Fund flow and institutional trimming amid sector pressure — several funds reduced Apple exposure and broader “Magnificent Seven” weakness amplified the selloff, raising short‑term downside pressure. Barron’s: Institutional Moves

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.