Uniting Wealth Partners LLC Grows Stake in Apple Inc. $AAPL

Uniting Wealth Partners LLC increased its position in Apple Inc. (NASDAQ:AAPL) by 82.5% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 23,263 shares of the iPhone maker’s stock after acquiring an additional 10,516 shares during the period. Apple comprises about 1.4% of Uniting Wealth Partners LLC’s investment portfolio, making the stock its 16th biggest holding. Uniting Wealth Partners LLC’s holdings in Apple were worth $5,923,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of AAPL. American Alpha Advisors LLC increased its position in shares of Apple by 3.7% during the 3rd quarter. American Alpha Advisors LLC now owns 1,151 shares of the iPhone maker’s stock valued at $293,000 after purchasing an additional 41 shares during the last quarter. Capstone Wealth Management LLC boosted its holdings in shares of Apple by 0.5% in the third quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker’s stock worth $2,174,000 after buying an additional 42 shares during the last quarter. Tacita Capital Inc grew its position in Apple by 0.8% during the third quarter. Tacita Capital Inc now owns 5,718 shares of the iPhone maker’s stock valued at $1,456,000 after buying an additional 44 shares during the period. Aspetuck Financial Management LLC increased its holdings in Apple by 0.3% during the third quarter. Aspetuck Financial Management LLC now owns 17,702 shares of the iPhone maker’s stock valued at $4,507,000 after buying an additional 46 shares during the last quarter. Finally, Baker Boyer National Bank increased its holdings in Apple by 0.3% during the second quarter. Baker Boyer National Bank now owns 18,011 shares of the iPhone maker’s stock valued at $3,695,000 after buying an additional 47 shares during the last quarter. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Apple Stock Performance

Shares of NASDAQ AAPL opened at $257.46 on Friday. The stock has a market cap of $3.78 trillion, a PE ratio of 32.55, a price-to-earnings-growth ratio of 2.32 and a beta of 1.10. Apple Inc. has a 1 year low of $169.21 and a 1 year high of $288.62. The firm has a fifty day moving average price of $263.56 and a 200-day moving average price of $260.25. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94.

Apple (NASDAQ:AAPL) last released its earnings results 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 for 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%. Apple’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 EPS. Equities analysts anticipate that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, February 12th. Stockholders of record on Monday, February 9th were given 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 presently 13.15%.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Wedbush raised its street-high price target to $350, arguing Apple’s AI-capable Macs and refreshed product cycle could unlock ~33% upside — a clear bullish signal for investors. Wedbush $350 target
• Positive Sentiment: Analysts and commentators highlight Apple’s AI approach (hardware + Google Gemini partnership) as a profitability-focused alternative to the capex-heavy AI race — narrative supports margins and services monetization. AAPL Not Running AI Race Paying Off? iPhone & Google Gemini Add Tech Muscle
• Positive Sentiment: Apple’s exclusive U.S. Formula 1 streaming deal for Apple TV expands services revenue and engagement — a structural positive for recurring revenue and ecosystem stickiness. Formula 1 and Apple’s big gamble
• Positive Sentiment: The MacBook Neo ($599) and entry-level iPhone broaden addressable market (students and price-sensitive buyers), which could modestly increase unit volumes and services attach over time. Apple Slashes Entry Price With MacBook Neo
• Neutral Sentiment: Smaller analyst moves: Rosenblatt nudged its PT slightly and Barclays revised targets in recent notes — these are incremental but keep the debate active on upside scope. Rosenblatt/Benzinga note
• Neutral Sentiment: Apple remains a staple in dividend-growth ETFs (e.g., DGRO), reinforcing long-term passive demand even amid short-term volatility. DGRO / Market context
• Negative Sentiment: Some outlets reported an immediate share pullback after the budget-product announcements (concerns about margin dilution and the market’s rotation away from expensive Big Tech/AI spenders). That knee-jerk selling contributed to intraday weakness. Apple stock slid after MacBook Neo
• Negative Sentiment: Wider market pressure on AI-capex-heavy names and headlines about “Big Tech” valuation compression mean Apple can be caught up in sector moves even as company-specific fundamentals remain strong. Big Tech valuation rotation
• Neutral Sentiment: Short-interest data in some feeds showed a spike but the reports contain inconsistent values (0 shares / NaN) — treat that as likely reporting noise rather than evidence of a large coordinated short. (No reliable source link available in the feed.)

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on the stock. Oppenheimer reiterated a “market perform” rating on shares of Apple in a research note on Friday, January 30th. KGI Securities upgraded Apple to an “outperform” rating and set a $306.00 price objective for the company in a research note on Friday, January 30th. Evercore reaffirmed an “outperform” rating on shares of Apple in a report on Monday. CLSA lifted their target price on Apple from $265.00 to $330.00 and gave the company an “outperform” rating in a research report on Friday, December 5th. Finally, Rosenblatt Securities upped their price target on Apple from $267.00 to $268.00 and gave the stock a “neutral” rating in a research report on Thursday. One analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Apple presently has an average rating of “Moderate Buy” and an average price target of $297.58.

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.