Apple Inc. $AAPL is Kingswood Wealth Advisors LLC’s Largest Position

Kingswood Wealth Advisors LLC increased its stake in shares of Apple Inc. (NASDAQ:AAPL) by 16.4% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 253,776 shares of the iPhone maker’s stock after buying an additional 35,764 shares during the period. Apple comprises 3.9% of Kingswood Wealth Advisors LLC’s portfolio, making the stock its largest holding. Kingswood Wealth Advisors LLC’s holdings in Apple were worth $64,619,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently added to or reduced their stakes in the stock. Norges Bank purchased a new stake in Apple during the second quarter worth $38,942,255,000. Nuveen LLC acquired a new position in shares of Apple during the 1st quarter worth $17,472,482,000. PKS Advisory Services LLC boosted its position in shares of Apple by 98,917.0% in the 2nd quarter. PKS Advisory Services LLC now owns 57,956,620 shares of the iPhone maker’s stock worth $12,106,000 after buying an additional 57,898,088 shares in the last quarter. Laurel Wealth Advisors LLC boosted its position in shares of Apple by 20,464.8% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker’s stock worth $5,553,753,000 after buying an additional 26,937,401 shares in the last quarter. Finally, Northern Trust Corp grew its stake in Apple by 13.3% in the 4th quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker’s stock valued at $42,918,365,000 after acquiring an additional 20,079,472 shares during the last quarter. 67.73% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

AAPL has been the topic of several recent research reports. Citigroup reaffirmed a “buy” rating and issued a $315.00 price target (down previously from $330.00) on shares of Apple in a report on Tuesday, January 20th. DA Davidson lifted their price objective on Apple from $250.00 to $270.00 and gave the stock a “neutral” rating in a research report on Friday, October 31st. TD Cowen upped their target price on Apple from $275.00 to $325.00 and gave the company a “buy” rating in a research note on Friday, October 31st. Jefferies Financial Group set a $276.47 price target on Apple and gave the stock a “hold” rating in a research report on Monday. Finally, Morgan Stanley reissued an “overweight” rating and issued a $315.00 price target (up from $305.00) on shares of Apple in a report on Wednesday, December 17th. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $282.80.

Apple Price Performance

AAPL stock opened at $258.28 on Friday. Apple Inc. has a 52-week low of $169.21 and a 52-week high of $288.62. The stock’s fifty day simple moving average is $268.62 and its 200-day simple moving average is $251.07. The company has a quick ratio of 0.86, a current ratio of 0.89 and a debt-to-equity ratio of 1.06. The stock has a market capitalization of $3.80 trillion, a price-to-earnings ratio of 34.58, a price-to-earnings-growth ratio of 2.39 and a beta of 1.09.

Apple (NASDAQ:AAPL) last released its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, beating the consensus estimate of $2.65 by $0.19. Apple had a return on equity of 164.05% and a net margin of 26.92%.The firm had revenue of $143.76 billion during the quarter, compared to analyst estimates of $138.25 billion. Equities research analysts expect that Apple Inc. will post 7.28 EPS for the current year.

Apple Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, February 12th. Stockholders of record on Monday, February 9th will be issued a dividend of $0.26 per share. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. The ex-dividend date is Monday, February 9th. Apple’s dividend payout ratio is presently 13.92%.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Quarterly beat — Apple reported revenue of ~$143.8B and EPS $2.84, topping Street estimates and showing 16% revenue growth driven largely by iPhone strength. Reuters: Apple sales, profit beat
• Positive Sentiment: Upbeat guidance on margins — Management projected gross margins above expectations for the next quarter, reassuring investors that Apple can absorb higher memory costs through product mix and pricing. MarketWatch: Tim Cook addresses margin question
• Positive Sentiment: iPhone, China and installed base tailwinds — Record iPhone revenue (~$85B) and a big China rebound (double‑digit growth) plus an active installed base above 2.5B support services and upgrade opportunity. Benzinga: iPhone demand and installed base
• Neutral Sentiment: AI M&A signals intent — Apple bought audio‑AI startup Q.ai, strengthening its audio/voice AI capabilities, but the deal provides strategic signal more than immediate revenue upside. TechCrunch: Apple acquires Q.ai
• Neutral Sentiment: Services growth held up but was broadly in line with expectations, so the quarter’s upside was driven mainly by hardware mix rather than a surprise services acceleration. MarketBeat: Earnings and call transcript
• Negative Sentiment: Supply constraints — Apple said it couldn’t fully satisfy iPhone demand because of chip constraints, implying some near‑term upside was supply‑limited rather than demand‑capped. CNBC: Apple can’t secure enough chips
• Negative Sentiment: Rising component costs — Analysts flagged higher memory prices and cost pressure; investors remain watchful whether margin guidance can hold if input costs continue to climb. WSJ: Investors focus on higher costs
• Negative Sentiment: AI clarity still limited — Management declined to add material detail on broader AI strategy and how Gemini/partnered models will monetize at scale, leaving an open question for longer‑term growth expectations. TalkMarkets: Can Apple shake off AI struggles?

Insider Activity

In related news, insider Chris Kondo sold 3,752 shares of the business’s stock in a transaction that occurred on Friday, November 7th. The shares were sold at an average price of $271.23, for a total value of $1,017,654.96. Following the completion of the sale, the insider directly owned 15,098 shares in the company, valued at approximately $4,095,030.54. The trade was a 19.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 0.06% of the company’s stock.

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.