Gotham Asset Management LLC Has $363.86 Million Stake in Apple Inc. $AAPL

Gotham Asset Management LLC lifted its holdings in Apple Inc. (NASDAQ:AAPL) by 60.5% during the 3rd quarter, HoldingsChannel reports. The fund owned 1,428,976 shares of the iPhone maker’s stock after acquiring an additional 538,746 shares during the quarter. Apple accounts for approximately 1.6% of Gotham Asset Management LLC’s holdings, making the stock its 4th largest position. Gotham Asset Management LLC’s holdings in Apple were worth $363,860,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also bought and sold shares of the business. Isthmus Partners LLC raised its position in shares of Apple by 6.4% in the third quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker’s stock valued at $25,000 after buying an additional 5,808 shares in the last quarter. Sellwood Investment Partners LLC boosted its stake in shares of Apple by 110.9% in the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock valued at $34,000 after buying an additional 71 shares during the period. ROSS JOHNSON & Associates LLC grew its position in Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after buying an additional 180 shares in the last quarter. LSV Asset Management bought a new position in Apple during the 4th quarter worth $65,000. Finally, 49 Wealth Management LLC increased its stake in Apple by 15.7% during the 3rd quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker’s stock worth $76,000 after acquiring an additional 40,543 shares during the period. Institutional investors and hedge funds own 67.73% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on AAPL. CLSA upped their target price on Apple from $265.00 to $330.00 and gave the company an “outperform” rating in a research report on Friday, December 5th. Barclays raised their price target on Apple from $239.00 to $248.00 and gave the stock an “underweight” rating in a research report on Tuesday, March 3rd. JPMorgan Chase & Co. boosted their price target on Apple from $315.00 to $325.00 and gave the company an “overweight” rating in a research note on Friday, January 30th. Rosenblatt Securities upped their price objective on shares of Apple from $267.00 to $268.00 and gave the stock a “neutral” rating in a research report on Thursday, March 5th. Finally, Scotiabank set a $330.00 price objective on shares of Apple in a research note on Monday, February 2nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Apple has an average rating of “Moderate Buy” and an average target price of $297.58.

Apple Price Performance

Apple stock opened at $252.82 on Tuesday. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.94 and a current ratio of 0.97. Apple Inc. has a 52 week low of $169.21 and a 52 week high of $288.62. The stock has a market capitalization of $3.71 trillion, a P/E ratio of 31.96, a price-to-earnings-growth ratio of 2.23 and a beta of 1.10. The stock has a fifty day moving average of $261.79 and a 200-day moving average of $261.88.

Apple (NASDAQ:AAPL) last released its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share 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 for the quarter, compared to analyst estimates of $138.25 billion. During the same period last year, the firm posted $2.40 earnings per share. Apple’s revenue was up 15.7% compared to the same quarter last year. On average, sell-side analysts expect that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Announces Dividend

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

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple acquired MotionVFX, a maker of Final Cut Pro plugins and motion-graphics tools — a strategic tuck-in to bolster Final Cut Pro/creator ecosystem and subscription stickiness. Article Title
• Positive Sentiment: Apple unveiled the second-generation AirPods Max (H2 chip, improved ANC, Live Translation) at $549 — a premium product refresh that supports accessory revenue and services integration. Preorders and ASPs could help near-term revenue. Article Title
• Positive Sentiment: Reports suggest Apple is using aggressive pricing on some new hardware (e.g., $599 MacBook Neo, iPhone 17e) to gain share — this could pressure rivals while expanding ecosystem reach and driving volume. Article Title
• Neutral Sentiment: Analyst note: Robert W. Baird reiterated a bullish stance, highlighting Apple’s durable ecosystem and services growth — supportive for long-term earnings but not an immediate catalyst. Article Title
• Neutral Sentiment: Comparisons to Amazon and broader AI/tech narratives are circulating — useful context for relative valuation debates but not a direct Apple-specific driver. Article Title
• Neutral Sentiment: Nvidia’s GTC and chip/AI momentum continue to dominate headlines; indirect implications for Apple include component demand and competitive AI feature expectations. Article Title
• Negative Sentiment: Apple is sliding relative to peers in March and is down from recent highs — momentum and sector rotation (Nvidia leadership) are weighing on sentiment. Article Title
• Negative Sentiment: Apple postponed its smart home display release — a product delay that could defer revenue and push back ecosystem expansion timelines. Article Title
• Neutral Sentiment: Short-interest data reported today appears anomalous/garbled (zeros/NaN); read-through on investor positioning is unclear — treat short-interest headline with caution.

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.