11,713 Shares in Apple Inc. $AAPL Acquired by Portus Wealth Advisors LLC

Portus Wealth Advisors LLC purchased a new stake in shares of Apple Inc. (NASDAQ:AAPL) during the third quarter, Holdings Channel.com reports. The firm purchased 11,713 shares of the iPhone maker’s stock, valued at approximately $2,982,000. Apple accounts for approximately 3.0% of Portus Wealth Advisors LLC’s investment portfolio, making the stock its 7th biggest holding.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Sellwood Investment Partners LLC increased its position in shares of Apple by 110.9% in the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock valued at $34,000 after acquiring an additional 71 shares during the period. ROSS JOHNSON & Associates LLC lifted its position in Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after acquiring an additional 180 shares during the period. LSV Asset Management acquired a new stake in Apple during the 4th quarter worth about $65,000. HFM Investment Advisors LLC purchased a new stake in Apple during the 1st quarter valued at about $99,000. Finally, Collier Financial acquired a new position in shares of Apple in the third quarter valued at about $149,000. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Apple Stock Performance

Shares of NASDAQ AAPL opened at $249.94 on Thursday. The company has a market capitalization of $3.67 trillion, a PE ratio of 31.60, a price-to-earnings-growth ratio of 2.27 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 company’s fifty day moving average price is $261.42 and its 200 day moving average price is $261.95. Apple Inc. has a 1 year low of $169.21 and a 1 year high of $288.62.

Apple (NASDAQ:AAPL) last released its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, beating analysts’ consensus estimates of $2.67 by $0.17. The company had revenue of $143.76 billion during the quarter, compared to analysts’ expectations of $138.25 billion. Apple had a net margin of 27.04% and a return on equity of 159.94%. The firm’s revenue for the quarter was up 15.7% on a year-over-year basis. During the same quarter in the previous year, the company earned $2.40 earnings per share. On average, research analysts predict that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, February 12th. Investors of record on Monday, February 9th were paid 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 payout ratio is currently 13.15%.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Tim Cook’s trip to China and Apple cutting App Store commission in mainland China to 25% reduces regulatory friction and should help restore relations with large developers/partners in the world’s biggest iPhone market; that eases geopolitical/regulatory risk even if it modestly trims revenue per transaction. Apple (AAPL) Stock Rises as Tim Cook Tours China Amid App Store Fee Reduction to 25%
• Positive Sentiment: New product refreshes — AirPods Max 2 and a refreshed MacBook lineup with M5 chips — support near-term revenue and margin upside in wearables and Macs; Evercore reaffirming Outperform on Mac refreshes adds bullish analyst support. Apple Expands Wearables Portfolio With New AirPods Max Apple Launches New MacBook Lineup with M5 Chips
• Positive Sentiment: Strategic M&A and partnerships — MotionVFX acquisition to deepen Final Cut Pro/creator offerings and a first-ever Beats × Nike hardware tie-up — help Services and accessory ecosystems, supporting higher‑margin, recurring revenue paths. Apple’s MotionVFX Deal Deepens Creator Studio And Services Ecosystem Nike partners with Apple’s Beats
• Positive Sentiment: Supply-chain signals: stronger demand at suppliers for AI/data-center components (e.g., Jabil’s better results) imply healthier component flows for Apple’s future device/AI plans. That supports execution and product cadence. Jabil Quietly Manufactures an Accelerating Stock Price Rally
• Neutral Sentiment: Analyst and fair‑value chatter: some outlets nudge fair value targets modestly higher on AI and new products but stress rising component costs and uneven regional demand — mixed inputs that leave consensus estimates largely intact for now. How The Apple (AAPL) Investment Narrative Is Shifting
• Neutral Sentiment: Data point on short interest appears to be a reporting anomaly (zero/NaN entries) and offers no clear signal about bearish positioning; treat with caution until clean data is available.
• Negative Sentiment: Reports of talent departures and internal leadership scrutiny raise execution concerns for AI and product initiatives; investor worry about management continuity has increased speculation (some prediction‑market headlines). Apple’s talent exodus concerns
• Negative Sentiment: Analyses that flag the Magnificent Seven’s stretched valuations and moderating growth reduce the sector’s multiple support — a sector‑level headwind for AAPL despite company fundamentals. Mag 7 Or ‘Lag 7?’ A Quant Review
• Negative Sentiment: Product risk headlines — e.g., critical iPhone 18 coverage and public criticism about long app‑review times — can weigh on near‑term sentiment and developer relations. Apple just got a brutal iPhone 18 warning Elon Musk Has One Word for This Apple Problem

Wall Street Analysts Forecast Growth

AAPL has been the subject of several research analyst reports. Raymond James Financial restated a “market perform” rating on shares of Apple in a research note on Friday, January 2nd. Rosenblatt Securities upped their target price on Apple from $267.00 to $268.00 and gave the company a “neutral” rating in a research report on Thursday, March 5th. Wedbush reiterated an “outperform” rating and issued a $350.00 price target on shares of Apple in a report on Wednesday, March 4th. KGI Securities raised shares of Apple to an “outperform” rating and set a $306.00 price target for the company in a research report on Friday, January 30th. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of Apple in a research note on Monday, December 29th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Apple presently has a consensus rating of “Moderate Buy” and an average target price of $297.58.

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.