Tred Avon Family Wealth LLC Makes New Investment in Apple Inc. $AAPL

Tred Avon Family Wealth LLC bought a new stake in shares of Apple Inc. (NASDAQ:AAPL) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 38,180 shares of the iPhone maker’s stock, valued at approximately $9,722,000. Apple makes up approximately 3.3% of Tred Avon Family Wealth LLC’s holdings, making the stock its 4th largest holding.

Other large investors also recently made changes to their positions in the company. ROSS JOHNSON & Associates LLC boosted its holdings 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 during the period. Nexus Investment Management ULC increased its position in Apple by 333.3% during the second quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock worth $53,000 after acquiring an additional 200 shares during the period. LSV Asset Management bought a new position in Apple during the fourth quarter worth $65,000. Morgan Dempsey Capital Management LLC raised its stake in Apple by 41.0% during the 2nd quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock valued at $88,000 after purchasing an additional 125 shares during the last quarter. Finally, HFM Investment Advisors LLC bought a new stake in Apple in the 1st quarter valued at $99,000. Institutional investors own 67.73% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have weighed in on AAPL. Wall Street Zen cut shares of Apple from a “buy” rating to a “hold” rating in a research note on Sunday, November 9th. Oppenheimer reaffirmed a “market perform” rating on shares of Apple in a research note on Friday, January 30th. KGI Securities raised shares of Apple to an “outperform” rating and set a $306.00 price target on the stock in a research note on Friday, January 30th. Maxim Group raised shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 price target for the company in a report on Friday, January 30th. Finally, Bank of America upped their price target on Apple from $270.00 to $320.00 and gave the company a “buy” rating in a research note on Wednesday, October 29th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $292.13.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Strong iPhone momentum and quarter results — iPhone 17 sales and overall revenue remained robust, supporting fundamentals and cushioning the pullback. Zacks: Strong iPhone Sales
• Positive Sentiment: Legal victory removes a potential multi‑hundred‑million dollar liability — a U.S. jury rejected Optis Wireless’ 4G patent claims, reducing near-term litigation risk. Benzinga: Optis Verdict
• Positive Sentiment: Analyst support — Sanford C. Bernstein raised its price target, reflecting confidence in Apple’s growth trajectory and giving investors a bullish reference point. Bernstein PT Raise
• Neutral Sentiment: Content and services moves — Apple acquired full rights to the hit show “Severance” and added YouTube to Vision Pro, which are strategically positive for services but unlikely to move near‑term earnings materially. TechCrunch: Severance Deal
• Neutral Sentiment: Major shareholder cash flow note — Berkshire Hathaway received a large Apple dividend, underscoring Apple’s cash returns but also spotlighting Berkshire’s large position dynamics. Finbold: Berkshire Dividend
• Negative Sentiment: Siri AI upgrade delays and testing problems — reports that the Siri overhaul is running into accuracy and speed problems forced Apple to push features back, directly hitting the AI narrative investors were pricing in. CNBC: Siri Delay / Market Reaction
• Negative Sentiment: Regulatory risk from FTC letter over Apple News — the FTC chair urged review of Apple News curation amid accusations of political bias, adding regulatory/legal uncertainty and headline risk. NYT: FTC Letter
• Negative Sentiment: Fund flow and institutional trimming amid sector pressure — several funds reduced Apple exposure and broader “Magnificent Seven” weakness amplified the selloff, raising short‑term downside pressure. Barron’s: Institutional Moves

Apple Stock Down 2.3%

AAPL stock opened at $255.78 on Friday. The company has a market cap of $3.76 trillion, a price-to-earnings ratio of 32.34, a P/E/G ratio of 2.33 and a beta of 1.09. 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 twelve month low of $169.21 and a twelve month high of $288.62. The business has a 50 day moving average price of $266.62 and a two-hundred day moving average price of $255.51.

Apple (NASDAQ:AAPL) last released its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) 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 return on equity of 159.94% and a net margin of 27.04%.The business’s revenue was up 15.7% on a year-over-year basis. During the same period last year, the firm posted $2.40 earnings per share. Analysts anticipate that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Dividend Announcement

The business 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 dividend payout ratio is currently 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.