Apple Inc. $AAPL Shares Purchased by Kingswood Wealth Advisors LLC

Kingswood Wealth Advisors LLC increased its holdings in Apple Inc. (NASDAQ:AAPL) by 16.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 253,776 shares of the iPhone maker’s stock after buying an additional 35,764 shares during the quarter. Apple comprises approximately 3.9% of Kingswood Wealth Advisors LLC’s investment portfolio, making the stock its largest holding. Kingswood Wealth Advisors LLC’s holdings in Apple were worth $64,619,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Financial Futures Ltd Liability Co. lifted its position in shares of Apple by 13.2% during the 2nd quarter. Financial Futures Ltd Liability Co. now owns 3,552 shares of the iPhone maker’s stock worth $729,000 after purchasing an additional 415 shares during the last quarter. Monarch Capital Management Inc. increased its holdings in Apple by 4.6% in the second quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker’s stock valued at $13,740,000 after buying an additional 2,920 shares during the last quarter. American National Bank & Trust raised its stake in Apple by 2.4% in the second quarter. American National Bank & Trust now owns 195,482 shares of the iPhone maker’s stock valued at $40,107,000 after buying an additional 4,543 shares in the last quarter. Riverwater Partners LLC raised its stake in Apple by 17.9% in the second quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker’s stock valued at $1,109,000 after buying an additional 819 shares in the last quarter. Finally, Highland Capital Management LLC lifted its holdings in Apple by 2.2% during the 3rd quarter. Highland Capital Management LLC now owns 397,834 shares of the iPhone maker’s stock worth $101,301,000 after buying an additional 8,446 shares during the last quarter. 67.73% of the stock is currently owned by institutional investors and hedge funds.

More Apple News

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?

Analyst Ratings Changes

A number of research analysts have recently commented on the company. Argus set a $325.00 price objective on Apple and gave the company a “buy” rating in a report on Friday, October 31st. DZ Bank upgraded shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 price target on the stock in a research note on Tuesday, November 4th. Monness Crespi & Hardt boosted their price objective on shares of Apple from $270.00 to $300.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. Citigroup restated a “buy” rating and issued a $315.00 target price (down previously from $330.00) on shares of Apple in a report on Tuesday, January 20th. Finally, Morgan Stanley reiterated an “overweight” rating and set a $315.00 price target (up from $305.00) on shares of Apple in a research note on Wednesday, December 17th. One research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $282.80.

Apple Trading Up 0.7%

NASDAQ:AAPL opened at $258.28 on Friday. Apple Inc. has a 12-month low of $169.21 and a 12-month high of $288.62. The company has a current ratio of 0.89, a quick ratio of 0.86 and a debt-to-equity ratio of 1.06. The stock’s 50 day simple moving average is $268.62 and its 200-day simple moving average is $251.07. The firm has a market cap of $3.80 trillion, a P/E ratio of 34.58, a PEG ratio of 2.39 and a beta of 1.09.

Apple (NASDAQ:AAPL) last posted 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 $2.65 by $0.19. The firm had revenue of $143.76 billion for the quarter, compared to analyst estimates of $138.25 billion. Apple had a net margin of 26.92% and a return on equity of 164.05%. Equities analysts anticipate that Apple Inc. will post 7.28 EPS for the current year.

Apple Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, February 12th. Investors of record on Monday, February 9th will be given a $0.26 dividend. The ex-dividend date is Monday, February 9th. This represents a $1.04 dividend on an annualized basis and a yield of 0.4%. Apple’s dividend payout ratio (DPR) is presently 13.92%.

Insiders Place Their Bets

In other Apple news, insider Chris Kondo sold 3,752 shares of the business’s stock in a transaction that occurred on Friday, November 7th. The stock was sold at an average price of $271.23, for a total transaction of $1,017,654.96. Following the transaction, the insider owned 15,098 shares in the company, valued at approximately $4,095,030.54. The trade was a 19.90% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Corporate insiders own 0.06% of the company’s stock.

Apple Company 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.