Trek Financial LLC Buys 4,400 Shares of Apple Inc. $AAPL

Trek Financial LLC increased its stake in Apple Inc. (NASDAQ:AAPL) by 5.1% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 90,384 shares of the iPhone maker’s stock after purchasing an additional 4,400 shares during the quarter. Apple makes up 1.4% of Trek Financial LLC’s investment portfolio, making the stock its 14th largest holding. Trek Financial LLC’s holdings in Apple were worth $23,015,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Acorn Wealth Advisors LLC raised its position in shares of Apple by 32.8% in the third quarter. Acorn Wealth Advisors LLC now owns 25,371 shares of the iPhone maker’s stock valued at $6,460,000 after purchasing an additional 6,262 shares during the period. Brueske Advisory Services LLC boosted its holdings in shares of Apple by 11.4% during the 3rd quarter. Brueske Advisory Services LLC now owns 9,391 shares of the iPhone maker’s stock worth $2,391,000 after buying an additional 964 shares during the period. BWM Planning LLC grew its stake in Apple by 0.9% in the 3rd quarter. BWM Planning LLC now owns 49,092 shares of the iPhone maker’s stock valued at $12,500,000 after buying an additional 432 shares during the last quarter. Symphony Financial Ltd. Co. raised its holdings in Apple by 0.3% in the 3rd quarter. Symphony Financial Ltd. Co. now owns 94,275 shares of the iPhone maker’s stock worth $24,047,000 after acquiring an additional 249 shares during the period. Finally, GHP Investment Advisors Inc. raised its holdings in Apple by 4.3% in the 3rd quarter. GHP Investment Advisors Inc. now owns 166,914 shares of the iPhone maker’s stock worth $42,501,000 after acquiring an additional 6,810 shares during the period. Institutional investors and hedge funds own 67.73% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on AAPL shares. Argus set a $325.00 price target on shares of Apple and gave the company a “buy” rating in a report on Friday, October 31st. Raymond James Financial reissued a “market perform” rating on shares of Apple in a research report on Friday, January 2nd. Sanford C. Bernstein raised their target price on Apple from $325.00 to $340.00 and gave the company an “outperform” rating in a report on Tuesday, February 10th. Loop Capital reaffirmed a “buy” rating and issued a $325.00 price target (up from $315.00) on shares of Apple in a research report on Tuesday, December 2nd. Finally, Bank of America upped their price target on Apple from $270.00 to $320.00 and gave the stock a “buy” rating in a report on Wednesday, October 29th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $292.13.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Supreme Court ruling likely lowers Apple’s tariff burden and near-term cost exposure — the decision to strike down broad tariffs reduces the company’s past and potential future tariff bills, easing supply-chain costs and improving margins. How the Supreme Court’s decision affects Apple and its $3.3 billion tariff bill
• Positive Sentiment: AI-led market rebound benefits Apple sentiment — coverage notes Apple alongside Nvidia as part of an AI recovery that has lifted tech stocks, supporting investor enthusiasm around Apple’s expanding AI initiatives and device roadmap. This Week’s Market Wrap: AI-Led Volatility, Inflation, And Late-Cycle Risk Signals
• Positive Sentiment: Bullish analyst stance — Wedbush and other bulls urge staying invested, arguing the pullback is overdone and 2026 could be a breakout year for Apple’s AI push, supporting demand for the shares. Ignore the Panic and Keep Buying Apple Stock, According to Wedbush
• Positive Sentiment: New distribution deals expand Apple TV reach — a Reuters report on Apple TV partnering with EverPass to carry live sports into bars/hotels incrementally supports services revenue and content monetization. Apple TV partners with EverPass Media
• Neutral Sentiment: Product/AI feature developments continue — Apple and Google adding music-focused generative-AI features signals steady product evolution but not an immediate revenue inflection. Google Gemini, Apple add music-focused generative AI features
• Neutral Sentiment: Industry supply dynamics — rising DRAM/chip prices are pressuring some hardware players, but coverage flags Apple as a relative bright spot; impact on Apple margins is mixed and dependent on component pass-through. Soaring DRAM Prices Shake Hardware Stocks, but Apple and Arista Remain Bright Spots
• Negative Sentiment: High-profile legal risk — West Virginia sued Apple alleging iCloud facilitated distribution of child sexual abuse material; this raises regulatory, reputational, and potential compliance costs that investors view as a meaningful overhang. Apple Sued Over Allegations of CSAM on iCloud
• Negative Sentiment: Institutional trimming signals caution — reports that Berkshire Hathaway/Warren Buffett and other funds reduced Apple stakes have raised questions about top-holder conviction and added selling pressure. Berkshire Hathaway’s Warren Buffett Trims Massive Apple Stake
• Negative Sentiment: Downgrade/concern narratives — some analysts and commentary cite margin pressure and a perceived lack of innovation, which can lengthen any correction if earnings guidance or product cadence disappoints. Apple: Margin Pressure And Lack Of Innovation (Rating Downgrade)

Apple Trading Up 1.5%

Apple stock opened at $264.58 on Friday. The business has a 50 day moving average price of $265.00 and a two-hundred day moving average price of $257.80. 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 12 month low of $169.21 and a 12 month high of $288.62. The stock has a market cap of $3.88 trillion, a price-to-earnings ratio of 33.45, a price-to-earnings-growth ratio of 2.36 and a beta of 1.09.

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

Apple Announces Dividend

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

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.