Apple Inc. $AAPL Position Increased by Trek Financial LLC

Trek Financial LLC raised its stake in Apple Inc. (NASDAQ:AAPL) by 5.1% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 90,384 shares of the iPhone maker’s stock after buying an additional 4,400 shares during the period. Apple makes up about 1.4% of Trek Financial LLC’s investment portfolio, making the stock its 14th largest holding. Trek Financial LLC’s holdings in Apple were worth $23,015,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently modified their holdings of the company. Norges Bank purchased a new position in Apple in the 2nd quarter worth about $38,942,255,000. Nuveen LLC acquired a new position in shares of Apple in the first quarter worth about $17,472,482,000. PKS Advisory Services LLC increased its position in shares of Apple by 98,917.0% in the second quarter. PKS Advisory Services LLC now owns 57,956,620 shares of the iPhone maker’s stock worth $12,106,000 after acquiring an additional 57,898,088 shares in the last quarter. Laurel Wealth Advisors LLC increased its position in shares of Apple by 20,464.8% in the second quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker’s stock worth $5,553,753,000 after acquiring an additional 26,937,401 shares in the last quarter. Finally, Northern Trust Corp raised its holdings in shares of Apple by 13.3% during the fourth 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 period. Institutional investors and hedge funds own 67.73% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have weighed in on the stock. Wedbush reiterated an “outperform” rating and set a $350.00 price objective on shares of Apple in a research report on Tuesday, February 17th. Raymond James Financial reaffirmed a “market perform” rating on shares of Apple in a research report on Friday, January 2nd. Loop Capital reiterated a “buy” rating and set a $325.00 price target (up previously from $315.00) on shares of Apple in a report on Tuesday, December 2nd. Oppenheimer reissued a “market perform” rating on shares of Apple in a research report on Friday, January 30th. Finally, Evercore restated an “outperform” rating on shares of Apple in a research report on Monday, February 2nd. One analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $292.13.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Supreme Court ruling likely lowers Apple’s tariff burden and near-term cost exposure — the decision to strike down broad tariffs reduces the company’s past and potential future tariff bills, easing supply-chain costs and improving margins. How the Supreme Court’s decision affects Apple and its $3.3 billion tariff bill
• Positive Sentiment: AI-led market rebound benefits Apple sentiment — coverage notes Apple alongside Nvidia as part of an AI recovery that has lifted tech stocks, supporting investor enthusiasm around Apple’s expanding AI initiatives and device roadmap. This Week’s Market Wrap: AI-Led Volatility, Inflation, And Late-Cycle Risk Signals
• Positive Sentiment: Bullish analyst stance — Wedbush and other bulls urge staying invested, arguing the pullback is overdone and 2026 could be a breakout year for Apple’s AI push, supporting demand for the shares. Ignore the Panic and Keep Buying Apple Stock, According to Wedbush
• Positive Sentiment: New distribution deals expand Apple TV reach — a Reuters report on Apple TV partnering with EverPass to carry live sports into bars/hotels incrementally supports services revenue and content monetization. Apple TV partners with EverPass Media
• Neutral Sentiment: Product/AI feature developments continue — Apple and Google adding music-focused generative-AI features signals steady product evolution but not an immediate revenue inflection. Google Gemini, Apple add music-focused generative AI features
• Neutral Sentiment: Industry supply dynamics — rising DRAM/chip prices are pressuring some hardware players, but coverage flags Apple as a relative bright spot; impact on Apple margins is mixed and dependent on component pass-through. Soaring DRAM Prices Shake Hardware Stocks, but Apple and Arista Remain Bright Spots
• Negative Sentiment: High-profile legal risk — West Virginia sued Apple alleging iCloud facilitated distribution of child sexual abuse material; this raises regulatory, reputational, and potential compliance costs that investors view as a meaningful overhang. Apple Sued Over Allegations of CSAM on iCloud
• Negative Sentiment: Institutional trimming signals caution — reports that Berkshire Hathaway/Warren Buffett and other funds reduced Apple stakes have raised questions about top-holder conviction and added selling pressure. Berkshire Hathaway’s Warren Buffett Trims Massive Apple Stake
• Negative Sentiment: Downgrade/concern narratives — some analysts and commentary cite margin pressure and a perceived lack of innovation, which can lengthen any correction if earnings guidance or product cadence disappoints. Apple: Margin Pressure And Lack Of Innovation (Rating Downgrade)

Apple Stock Performance

Shares of AAPL stock opened at $264.58 on Friday. Apple Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $288.62. The stock’s 50-day moving average is $265.00 and its two-hundred day moving average is $257.80. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94. The firm has a market cap of $3.88 trillion, a P/E ratio of 33.45, a PEG ratio of 2.36 and a beta of 1.09.

Apple (NASDAQ:AAPL) last announced its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, beating 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 business had revenue of $143.76 billion during the quarter, compared to analyst estimates of $138.25 billion. During the same period in the previous year, the company earned $2.40 EPS. The firm’s revenue was up 15.7% on a year-over-year basis. Analysts predict that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, February 12th. Shareholders of record on Monday, February 9th were given 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 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.