9,539 Shares in Apple Inc. $AAPL Purchased by NerdWallet Wealth Partners LLC

NerdWallet Wealth Partners LLC acquired a new stake in Apple Inc. (NASDAQ:AAPL) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 9,539 shares of the iPhone maker’s stock, valued at approximately $2,593,000. Apple comprises approximately 1.2% of NerdWallet Wealth Partners LLC’s portfolio, making the stock its 12th largest position.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in AAPL. First National Bank of Hutchinson increased its stake in shares of Apple by 24.6% during the 4th quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker’s stock worth $8,845,000 after purchasing an additional 6,982 shares in the last quarter. Eagle Capital Management LLC lifted its stake in Apple by 0.5% in the 4th quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker’s stock valued at $13,544,000 after buying an additional 272 shares in the last quarter. Brighton Jones LLC grew its holdings in Apple by 14.8% during the 4th quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker’s stock valued at $134,554,000 after buying an additional 69,207 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in Apple by 4.2% during the 4th quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker’s stock valued at $16,742,000 after buying an additional 2,695 shares during the last quarter. Finally, Highview Capital Management LLC DE increased its position in Apple by 2.4% during the fourth quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker’s stock worth $12,587,000 after buying an additional 1,155 shares in the last quarter. Institutional investors and hedge funds own 67.73% of the company’s stock.

Apple Price Performance

Shares of NASDAQ:AAPL opened at $255.92 on Friday. The company has a market cap of $3.76 trillion, a P/E ratio of 32.35, a P/E/G ratio of 2.42 and a beta of 1.11. The business has a fifty day simple moving average of $260.51 and a 200-day simple moving average of $263.08. Apple Inc. has a 52 week low of $169.21 and a 52 week high of $288.62. 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 (NASDAQ:AAPL) last released its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share 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 firm had revenue of $143.76 billion for the quarter, compared to the consensus estimate of $138.25 billion. During the same period in the prior year, the business posted $2.40 earnings per share. The firm’s revenue for the quarter was up 15.7% compared to the same quarter last year. Equities research analysts forecast that Apple Inc. will post 7.28 EPS for the current year.

Apple Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, February 12th. Stockholders of record on Monday, February 9th were 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 was Monday, February 9th. Apple’s dividend payout ratio is presently 13.15%.

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple announced a $400M expansion to its U.S. manufacturing program through 2030, aimed at onshoring critical components and strengthening supply-chain resilience — a potential boost to margins and political goodwill. Apple Inc. (AAPL) expands US manufacturing program with $400M investment
• Positive Sentiment: Bank of America/BofA coverage kept a Buy rating and a $320 price target, citing accelerating services growth and on?device AI upside — a supportive analyst note for the stock’s premium multiple. Apple: Accelerating Services Growth and On?Device AI Upside Support Premium Valuation and Buy Rating
• Positive Sentiment: Coverage highlights a strategic pivot in Apple’s AI approach that could be constructive long term — the market is parsing whether the move accelerates monetization of on?device AI and services revenue. Apple’s AI Strategy Is Pivoting. Here’s Why That Could Be Great News for the Stock.
• Neutral Sentiment: New trading products (prediction markets) are now offering contracts tied to Apple share prices via Pyth price feeds — more retail/derivative activity but no direct company impact. Polymarket expands into equities and commodities with Pyth price feeds
• Neutral Sentiment: 50th?anniversary coverage and product rumors (e.g., iPhone design leaks, archive stories) are keeping investor sentiment alive but are background noise versus hard financial drivers. Apple’s 50-year journey from garage to tech titan
• Negative Sentiment: Reports that Amazon is in talks to acquire Globalstar (Apple’s satellite supplier for Emergency SOS/messaging) raise execution and competitive risks for Apple’s satellite features if supplier control shifts. That creates uncertainty around a small but strategic connectivity capability. Amazon Lines Up Deal to Rival SpaceX’s Starlink: Report. Why Apple Could Be a Problem.
• Negative Sentiment: Geopolitical headlines — Iran’s IRGC has named U.S. tech firms including Apple as potential targets — add short?term operational and sentiment risk, which can weigh on shares in risk-off episodes. Iran threatens Nvidia, Apple and other tech giants with attack
• Negative Sentiment: Valuation and positioning worries persist: commentators flag AAPL’s premium P/E and the Magnificent Seven’s underperformance this year; large funds (e.g., a D.E. Shaw trim) have reduced exposure — pressure points for the stock during market rotations. Is Apple Stock Overvalued Or Undervalued? Apple Inc. (AAPL): D. E. Shaw Trims Holding

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on AAPL. Barclays boosted their price target on Apple from $239.00 to $248.00 and gave the stock an “underweight” rating in a report on Tuesday, March 3rd. Jefferies Financial Group set a $330.00 price objective on Apple in a research report on Wednesday, March 4th. Stifel Nicolaus set a $330.00 target price on shares of Apple in a research note on Monday, March 2nd. Moffett Nathanson upped their target price on shares of Apple from $241.00 to $270.00 and gave the company a “neutral” rating in a report on Wednesday, February 25th. Finally, Phillip Securities raised shares of Apple from a “moderate sell” rating to a “hold” rating in a research note on Sunday, February 1st. One analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $297.58.

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.