Oppenheimer Asset Management Inc. Raises Stock Holdings in Apple Inc. $AAPL

Oppenheimer Asset Management Inc. lifted its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 9.0% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 362,318 shares of the iPhone maker’s stock after acquiring an additional 29,912 shares during the period. Apple accounts for about 1.0% of Oppenheimer Asset Management Inc.’s holdings, making the stock its 12th biggest position. Oppenheimer Asset Management Inc.’s holdings in Apple were worth $92,257,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Vanguard Group Inc. grew its holdings 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 worth $290,506,933,000 after buying an additional 15,141,995 shares during the last quarter. State Street Corp lifted its position in Apple by 0.9% during the 2nd quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker’s stock worth $123,358,461,000 after acquiring an additional 5,224,229 shares during the period. Geode Capital Management LLC increased its holdings in shares of Apple by 1.4% in the second quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker’s stock valued at $72,506,336,000 after purchasing an additional 4,942,638 shares during the period. Norges Bank acquired a new position in shares of Apple in the second quarter valued at approximately $38,942,255,000. Finally, Northern Trust Corp raised its stake 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. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on the stock. The Goldman Sachs Group reissued a “buy” rating on shares of Apple in a research note on Monday. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Apple in a report on Monday, December 29th. JPMorgan Chase & Co. boosted their price target on shares of Apple from $315.00 to $325.00 and gave the stock an “overweight” rating in a research note on Friday, January 30th. Scotiabank set a $330.00 price objective on shares of Apple in a research report on Monday, February 2nd. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of Apple in a research report on Wednesday. One research 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 stock. According to data from MarketBeat, Apple has an average rating of “Moderate Buy” and an average target price of $297.58.

Apple Price Performance

Shares of NASDAQ:AAPL opened at $260.29 on Friday. The firm has a market capitalization of $3.82 trillion, a price-to-earnings ratio of 32.91, a price-to-earnings-growth ratio of 2.34 and a beta of 1.10. 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 business’s 50 day simple moving average is $263.88 and its 200-day simple moving average is $260.07. Apple Inc. has a 12 month low of $169.21 and a 12 month high of $288.62.

Apple (NASDAQ:AAPL) last issued its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.67 by $0.17. The firm had revenue of $143.76 billion during the quarter, compared to analysts’ expectations of $138.25 billion. Apple had a return on equity of 159.94% and a net margin of 27.04%.Apple’s revenue was up 15.7% on a year-over-year basis. During the same period in the previous year, the firm posted $2.40 earnings per share. As a group, equities analysts forecast that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, February 12th. Investors of record on Monday, February 9th were given a $0.26 dividend. The ex-dividend date was Monday, February 9th. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. Apple’s payout ratio is currently 13.15%.

Apple News Summary

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’

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.