Larson Financial Group LLC Increases Stake in Apple Inc. $AAPL

Larson Financial Group LLC raised its position in Apple Inc. (NASDAQ:AAPL) by 14.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 428,800 shares of the iPhone maker’s stock after acquiring an additional 54,775 shares during the quarter. Apple makes up 3.8% of Larson Financial Group LLC’s investment portfolio, making the stock its 3rd largest position. Larson Financial Group LLC’s holdings in Apple were worth $109,185,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently modified their holdings of AAPL. Integrated Wealth Concepts LLC boosted its holdings in shares of Apple by 3.6% during the third quarter. Integrated Wealth Concepts LLC now owns 963,471 shares of the iPhone maker’s stock worth $245,329,000 after purchasing an additional 33,200 shares during the period. Ionic Capital Management LLC purchased a new position in Apple during the 3rd quarter valued at about $903,000. Junto Capital Management LP purchased a new position in Apple during the 3rd quarter valued at about $47,716,000. KKM Financial LLC raised its position in Apple by 5.9% during the 3rd quarter. KKM Financial LLC now owns 45,820 shares of the iPhone maker’s stock valued at $11,667,000 after purchasing an additional 2,565 shares during the last quarter. Finally, Hamilton Wealth LLC raised its position in Apple by 2.0% during the 3rd quarter. Hamilton Wealth LLC now owns 116,601 shares of the iPhone maker’s stock valued at $29,690,000 after purchasing an additional 2,331 shares during the last quarter. 67.73% of the stock is owned by institutional investors.

Analyst Ratings Changes

AAPL has been the topic of a number of recent analyst reports. Needham & Company LLC reiterated a “hold” rating on shares of Apple in a research report on Friday, January 30th. Moffett Nathanson upped their target price on Apple from $241.00 to $270.00 and gave the company a “neutral” rating in a report on Wednesday, February 25th. DA Davidson reaffirmed a “neutral” rating and issued a $270.00 price target on shares of Apple in a research note on Friday, January 30th. Stifel Nicolaus set a $330.00 price target on shares of Apple in a report on Monday, March 2nd. Finally, Jefferies Financial Group set a $330.00 price objective on shares of Apple in a research report on Wednesday, March 4th. One 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 assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $297.58.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple acquired MotionVFX, a maker of Final Cut Pro plugins and motion-graphics tools — a strategic tuck-in to bolster Final Cut Pro/creator ecosystem and subscription stickiness. Article Title
• Positive Sentiment: Apple unveiled the second-generation AirPods Max (H2 chip, improved ANC, Live Translation) at $549 — a premium product refresh that supports accessory revenue and services integration. Preorders and ASPs could help near-term revenue. Article Title
• Positive Sentiment: Reports suggest Apple is using aggressive pricing on some new hardware (e.g., $599 MacBook Neo, iPhone 17e) to gain share — this could pressure rivals while expanding ecosystem reach and driving volume. Article Title
• Neutral Sentiment: Analyst note: Robert W. Baird reiterated a bullish stance, highlighting Apple’s durable ecosystem and services growth — supportive for long-term earnings but not an immediate catalyst. Article Title
• Neutral Sentiment: Comparisons to Amazon and broader AI/tech narratives are circulating — useful context for relative valuation debates but not a direct Apple-specific driver. Article Title
• Neutral Sentiment: Nvidia’s GTC and chip/AI momentum continue to dominate headlines; indirect implications for Apple include component demand and competitive AI feature expectations. Article Title
• Negative Sentiment: Apple is sliding relative to peers in March and is down from recent highs — momentum and sector rotation (Nvidia leadership) are weighing on sentiment. Article Title
• Negative Sentiment: Apple postponed its smart home display release — a product delay that could defer revenue and push back ecosystem expansion timelines. Article Title
• Neutral Sentiment: Short-interest data reported today appears anomalous/garbled (zeros/NaN); read-through on investor positioning is unclear — treat short-interest headline with caution.

Apple Stock Up 1.1%

Shares of NASDAQ:AAPL opened at $252.82 on Tuesday. The firm has a market capitalization of $3.71 trillion, a P/E ratio of 31.96, a P/E/G ratio of 2.23 and a beta of 1.10. 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 stock has a 50 day moving average price of $261.79 and a 200-day moving average price of $261.88. Apple Inc. has a 52-week low of $169.21 and a 52-week high of $288.62.

Apple (NASDAQ:AAPL) last released its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, beating 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%.The firm’s revenue was up 15.7% on a year-over-year basis. During the same period in the previous year, the company posted $2.40 earnings per share. As a group, equities research analysts anticipate that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Announces Dividend

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

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.