Apple Inc. $AAPL Stock Holdings Lifted by Union Bancaire Privee UBP SA

Union Bancaire Privee UBP SA grew its stake in Apple Inc. (NASDAQ:AAPL) by 77.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,158,690 shares of the iPhone maker’s stock after purchasing an additional 506,260 shares during the period. Apple makes up approximately 4.6% of Union Bancaire Privee UBP SA’s portfolio, making the stock its 5th biggest holding. Union Bancaire Privee UBP SA’s holdings in Apple were worth $310,849,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the stock. Sellwood Investment Partners LLC lifted its stake in shares of Apple by 110.9% in the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock worth $34,000 after acquiring an additional 71 shares during the period. ROSS JOHNSON & Associates LLC increased its stake in shares of 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 acquiring an additional 180 shares during the period. LSV Asset Management acquired a new position in shares of Apple during the fourth quarter worth about $65,000. HFM Investment Advisors LLC purchased a new position in Apple during the first quarter worth about $99,000. Finally, Collier Financial acquired a new stake in Apple in the third quarter valued at about $149,000. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Apple Price Performance

AAPL stock opened at $247.99 on Friday. The firm has a 50 day moving average of $260.99 and a 200-day moving average of $262.20. The company has a market cap of $3.64 trillion, a price-to-earnings ratio of 31.35, a PEG ratio of 2.21 and a beta of 1.10. The company has a current ratio of 0.97, a quick ratio of 0.94 and a debt-to-equity ratio of 0.87. Apple Inc. has a 12-month low of $169.21 and a 12-month high of $288.62.

Apple (NASDAQ:AAPL) last released 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. The business had revenue of $143.76 billion for 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%.The company’s revenue was up 15.7% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $2.40 EPS. As a group, equities analysts expect that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Dividend Announcement

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

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: China strength: iPhone sales in China jumped ~23% in the first nine weeks of 2026, outpacing a weak local market and supporting Apple’s revenue and unit growth prospects in a key market. Apple’s China smartphone sales jump 23%
• Positive Sentiment: Product demand: Apple’s Mac had its best-ever launch week for first-time customers, signaling continued strength in Mac demand that can help hardware revenue mix. Apple Mac sees best ever launch week
• Positive Sentiment: Legal win on Apple Watch: A U.S. trade tribunal preliminarily ruled redesigned Apple Watches don’t infringe Masimo patents, fending off a renewed import ban and removing a regulatory/shutdown risk for Watch shipments. Apple Watch clears key patent challenge
• Positive Sentiment: AI/App Store monetization: Reporting suggests Apple made ~$900M from AI-related App Store activity last year and could top $1B soon — a recurring, high-margin revenue stream that supports services growth. Apple made $900M from AI
• Neutral Sentiment: CEO outreach: Tim Cook’s China visit reinforces focus on local partnerships and regulatory navigation — positive strategically but not an immediate earnings catalyst. Tim Cook’s China visit
• Neutral Sentiment: New integrations and content deals (Apple Health integrations, Apple TV sports/content deals) expand ecosystem stickiness but their near-term revenue impact is uncertain. Apple Health integrates with Perplexity Health
• Negative Sentiment: Security risk: Researchers flagged the “DarkSword” iOS exploit and related spyware/ghostblade campaigns targeting crypto wallets; Apple has issued alerts and pushed patches — security scares can dent consumer confidence and spur short-term churn or support costs. DarkSword iPhone exploit threatens wallets
• Negative Sentiment: Market sentiment and positioning: Some AI-driven price models are bearish for Q2 and there’s visible insider selling and mixed analyst positioning — these contribute to short-term selling pressure. AI sets Apple stock price for Q2 2026

Analysts Set New Price Targets

A number of equities research analysts have weighed in on AAPL shares. Oppenheimer reaffirmed a “market perform” rating on shares of Apple in a report on Friday, January 30th. JPMorgan Chase & Co. increased their target price on Apple from $315.00 to $325.00 and gave the stock an “overweight” rating in a research note on Friday, January 30th. Maxim Group raised Apple from a “hold” rating to a “buy” rating and set a $300.00 price target for the company in a report on Friday, January 30th. KGI Securities upgraded Apple to an “outperform” rating and set a $306.00 price target on the stock in a research note on Friday, January 30th. Finally, Phillip Securities raised Apple from a “moderate sell” rating to a “hold” rating in a report on Sunday, February 1st. One research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock presently 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.