Oppenheimer Asset Management Inc. Grows Position in Apple Inc. $AAPL

Oppenheimer Asset Management Inc. raised its stake in Apple Inc. (NASDAQ:AAPL) by 9.0% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 362,318 shares of the iPhone maker’s stock after acquiring an additional 29,912 shares during the quarter. Apple makes up 1.0% of Oppenheimer Asset Management Inc.’s portfolio, making the stock its 12th biggest holding. Oppenheimer Asset Management Inc.’s holdings in Apple were worth $92,257,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also made changes to their positions in AAPL. Vanguard Group Inc. lifted its stake in shares of Apple by 1.1% during the second quarter. Vanguard Group Inc. now owns 1,415,932,804 shares of the iPhone maker’s stock valued at $290,506,933,000 after buying an additional 15,141,995 shares during the period. State Street Corp raised its holdings in Apple by 0.9% in the 2nd quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker’s stock valued at $123,358,461,000 after acquiring an additional 5,224,229 shares during the last quarter. Geode Capital Management LLC raised its holdings in Apple by 1.4% in the 2nd quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker’s stock valued at $72,506,336,000 after acquiring an additional 4,942,638 shares during the last quarter. Norges Bank purchased a new position in shares of Apple during the 2nd quarter worth $38,942,255,000. Finally, Northern Trust Corp boosted 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 worth $42,918,365,000 after purchasing an additional 20,079,472 shares during the last quarter. Institutional investors and hedge funds own 67.73% of the company’s stock.

Apple Price Performance

Apple stock opened at $260.29 on Friday. Apple Inc. has a 52-week low of $169.21 and a 52-week high of $288.62. The firm has a fifty day moving average of $263.88 and a 200-day moving average of $260.07. The firm has a market capitalization of $3.82 trillion, a P/E ratio of 32.91, a PEG ratio of 2.34 and a beta of 1.10. 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 announced its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, topping analysts’ consensus estimates of $2.67 by $0.17. Apple had a net margin of 27.04% and a return on equity of 159.94%. The firm had revenue of $143.76 billion during the quarter, compared to analysts’ expectations of $138.25 billion. During the same period in the prior year, the company earned $2.40 EPS. The firm’s revenue was up 15.7% on a year-over-year basis. As a group, analysts predict that Apple Inc. will post 7.28 EPS for the current year.

Apple Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, February 12th. Stockholders of record on Monday, February 9th were paid a $0.26 dividend. The ex-dividend date was Monday, February 9th. This represents a $1.04 dividend on an annualized basis and a dividend yield of 0.4%. Apple’s dividend payout ratio (DPR) is 13.15%.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Product blitz strengthens long-term revenue/AI thesis — Apple unveiled the low?cost MacBook Neo ($599), iPhone 17e and AI-focused Macs, which analysts say could kickstart an AI-driven upgrade cycle and broaden Apple’s addressable market (students/price?sensitive buyers). This supports bullish price targets and the idea of a hardware-led revenue catalyst. Apple debuts $599 MacBook Neo to challenge Chromebooks, Windows PCs
• Positive Sentiment: Bullish analyst support — Wedbush and other brokers reiterated high targets (e.g., $350) and framed the new lineup as validation of Apple’s AI hardware strategy, giving investors confidence in multi?quarter upside if an upgrade cycle materializes. Apple’s AI Hardware Blitz Could Send The Stock 33% Higher
• Positive Sentiment: Addressable?market lift from low?price models — Analysts (e.g., Gene Munster) argue the MacBook Neo and iPhone 17e could incrementally boost revenues and help Apple gain share in education/entry segments. Apple’s $599 MacBook Neo May Boost Revenue By 0.5%
• Neutral Sentiment: Mixed analyst moves — some firms nudged targets or maintained ratings (Rosenblatt raised to $268, Barclays updated targets), producing no clear consensus; investors must decide whether upgrades justify current valuation multiples. Benzinga (analyst updates)
• Neutral Sentiment: Short?interest/market data noise — published short?interest figures in the feed are clearly faulty (zeros/NaN), so they’re not a reliable driver of today’s move.
• Negative Sentiment: Market?wide volatility & geopolitical risk — broader tech weakness tied to Iran tensions and risk?off flows is pressuring high?beta mega caps, contributing to Apple’s pullback despite product news. Magnificent 7 Stock Report: Apple Leads, NVIDIA Fades, Microsoft Crashes
• Negative Sentiment: Concerns about low?end push and technicals — some commentary frames the cheap?product strategy as a sign of weaker demand or margin pressure, and technical analysts flagged bearish crossovers that could spur further selling if confirmed. Apple stock flashes ‘worst bearish cross’

Analyst Ratings Changes

Several equities analysts recently commented on the company. Sanford C. Bernstein reiterated an “outperform” rating on shares of Apple in a research note on Wednesday. Monness Crespi & Hardt lifted their price target on Apple from $300.00 to $315.00 and gave the company a “buy” rating in a report on Friday, January 30th. Jefferies Financial Group set a $330.00 price objective on shares of Apple in a report on Wednesday. Scotiabank set a $330.00 target price on shares of Apple in a research report on Monday, February 2nd. Finally, Moffett Nathanson upped their price target on shares of Apple from $241.00 to $270.00 and gave the stock a “neutral” rating in a research report on Wednesday, February 25th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus 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.