Sax Wealth Advisors LLC Acquires 6,651 Shares of Apple Inc. $AAPL

Sax Wealth Advisors LLC boosted its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 6.1% during the 4th quarter, Holdings Channel reports. The firm owned 114,994 shares of the iPhone maker’s stock after buying an additional 6,651 shares during the period. Apple comprises about 1.5% of Sax Wealth Advisors LLC’s portfolio, making the stock its 14th biggest holding. Sax Wealth Advisors LLC’s holdings in Apple were worth $31,262,000 at the end of the most recent quarter.

A number of other large investors also recently added to or reduced their stakes in AAPL. Sellwood Investment Partners LLC lifted its holdings in shares of Apple by 110.9% in the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock worth $34,000 after buying an additional 71 shares in the last quarter. ROSS JOHNSON & Associates LLC grew its stake in Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after acquiring an additional 180 shares in the last quarter. LSV Asset Management bought a new stake in Apple in the 4th quarter valued at $65,000. HFM Investment Advisors LLC bought a new stake in Apple in the 1st quarter valued at $99,000. Finally, Miller Global Investments LLC purchased a new stake in Apple in the 4th quarter worth $127,000. 67.73% of the stock is owned by hedge funds and other institutional investors.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple expanded its U.S. Manufacturing Program with a $400M investment through 2030 to bolster domestic production of critical components — a move that should help supply resilience and long‑term margins. Apple Inc. (AAPL) Expands U.S. Manufacturing Program with $400M Investment
• Positive Sentiment: Wedbush reiterated an Outperform rating and flagged a potential foldable iPhone and WWDC roadmap as major upside catalysts that could reignite product cycles. Wedbush Reiterates Outperform on Apple Inc. (AAPL)
• Positive Sentiment: Analysts point to accelerating services monetization (higher‑margin recurring revenue) and Siri/AI feature tests (multi‑request Siri) as supporting revenue diversification beyond the iPhone. Apple Inc. (AAPL) Focused on Service Monetization to Accelerate Revenue Growth
• Neutral Sentiment: Apple’s 50th anniversary generated broad retrospectives on its franchise and strategy; such coverage supports brand strength but raises scrutiny on AI execution and succession planning. Apple’s 50-year journey from garage to tech titan
• Neutral Sentiment: Apple released a firmware update for AirTag 2 (3.0.45) — routine product maintenance that matters for customer trust but has limited direct impact on revenue. Apple just changed AirTag 2’s anti-stalking feature – 9to5Mac
• Neutral Sentiment: D. E. Shaw trimmed its AAPL holding — a portfolio move that may reflect rebalancing rather than fundamental conviction change. Apple Inc. (AAPL): D. E. Shaw Trims Holding
• Negative Sentiment: Iran’s IRGC publicly threatened U.S. tech firms, including Apple — geopolitical risk can pressure shares via supply‑chain, regional operations or investor risk premia. Iran threatens Nvidia, Apple and other tech giants with attack
• Negative Sentiment: A final court ruling upheld Xiao‑I Corp patents in a dispute with Apple — adverse IP decisions can lead to damages, licensing costs or operational restrictions in key markets. Xiao-I Corp. Wins Final Supreme Court Ruling Upholding Patents in Apple Dispute
• Negative Sentiment: Apple’s fitness chief is retiring amid harassment allegations — a reputational and leadership headwind for the services/wearables business. Apple’s Fitness Chief, Who Was Accused of Harassment, Is Retiring

Analysts Set New Price Targets

AAPL has been the subject of several research reports. Jefferies Financial Group set a $330.00 price objective on shares of Apple in a report on Wednesday, March 4th. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Apple in a report on Monday, March 2nd. TD Cowen reissued a “buy” rating and set a $325.00 price target on shares of Apple in a research note on Friday, January 30th. Stephens set a $315.00 price target on Apple in a report on Monday, January 26th. Finally, JPMorgan Chase & Co. lifted their price objective on Apple from $315.00 to $325.00 and gave the stock an “overweight” rating in a research note on Friday, January 30th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $297.58.

Apple Stock Up 0.7%

Shares of NASDAQ AAPL opened at $255.63 on Thursday. The firm’s 50-day moving average price is $260.36 and its 200-day moving average price is $263.13. The company has a current ratio of 0.97, a quick ratio of 0.94 and a debt-to-equity ratio of 0.87. The stock has a market capitalization of $3.75 trillion, a price-to-earnings ratio of 32.32, a P/E/G ratio of 2.41 and a beta of 1.11. Apple Inc. has a 12-month low of $169.21 and a 12-month high of $288.62.

Apple (NASDAQ:AAPL) last released its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, topping 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 company had revenue of $143.76 billion during the quarter, compared to analyst estimates of $138.25 billion. During the same quarter last year, the business posted $2.40 earnings per share. The firm’s revenue was up 15.7% on a year-over-year basis. On average, equities research analysts anticipate that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Dividend Announcement

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