Gilbert & Cook Inc. Has $4.46 Million Holdings in Apple Inc. $AAPL

Gilbert & Cook Inc. decreased its position in Apple Inc. (NASDAQ:AAPL) by 11.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 16,412 shares of the iPhone maker’s stock after selling 2,083 shares during the quarter. Apple comprises approximately 0.6% of Gilbert & Cook Inc.’s investment portfolio, making the stock its 17th biggest position. Gilbert & Cook Inc.’s holdings in Apple were worth $4,462,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Isthmus Partners LLC increased its position in Apple by 6.4% during the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker’s stock worth $25,000 after buying an additional 5,808 shares during the period. Sellwood Investment Partners LLC increased its position in Apple by 110.9% during the third 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 raised its stake in Apple by 1,800.0% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after purchasing an additional 180 shares in the last quarter. LSV Asset Management acquired a new stake in Apple in the 4th quarter worth about $65,000. Finally, 49 Wealth Management LLC boosted its holdings in Apple by 15.7% in the 3rd quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker’s stock valued at $76,000 after purchasing an additional 40,543 shares during the period. Institutional investors own 67.73% of the company’s stock.

Analyst Ratings Changes

A number of brokerages recently issued reports on AAPL. Royal Bank Of Canada set a $325.00 price target on Apple in a research report on Monday, February 2nd. Monness Crespi & Hardt upped their target price on Apple from $300.00 to $315.00 and gave the company a “buy” rating in a research report on Friday, January 30th. Needham & Company LLC reissued a “hold” rating on shares of Apple in a report on Friday, January 30th. Rosenblatt Securities raised their price target on Apple from $267.00 to $268.00 and gave the stock a “neutral” rating in a research report on Thursday, March 5th. Finally, Evercore reaffirmed an “outperform” rating on shares of Apple in a research note on Monday, March 2nd. 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’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $297.58.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple announced an “Apple Business” platform and plans to introduce paid ads in Maps (U.S. & Canada) this summer — a direct services monetization play that could lift Services revenue and margins. Apple to bring paid ads to maps to US, Canada this summer
• Positive Sentiment: Apple is testing a standalone Siri app and an “Ask Siri” feature as part of a broader AI push; WWDC (June 8–12) is expected to showcase further AI advancements — potential differentiation in consumer AI services. Apple Plans a Standalone Siri App
• Positive Sentiment: Hardware momentum: surveys and checks point to strong iPhone upgrade intent and supply-chain signals for a potential foldable iPhone in 2026 — product catalysts that support sales upside. Apple preparing first foldable iPhone for 2026 launch
• Neutral Sentiment: Analyst activity is mixed but constructive: Morgan Stanley reaffirmed “overweight” with a ~$315 target while Bank of America trimmed its target slightly to $320 — signals of continued analyst support but also near-term caution. Analyst note
• Neutral Sentiment: Reported spikes in short interest appear to be data/noise (records showing 0 shares and NaN changes) — not a clear short-squeeze signal at this time.
• Negative Sentiment: Regulatory/industry scrutiny is rising: EU broadcasters are pressing regulators over smart-TV and AI control, and broader policy scrutiny could complicate content/AI strategies and ad business expansion in some regions. EU Broadcasters Target Apple Over Smart TV and AI Control
• Negative Sentiment: Wider tech concerns — heavy AI spending and valuation pressure — remain a headwind for sentiment and could weigh on multiples even as revenue grows. The Great Rotation: Fade Dying Tech Stars

Apple Stock Performance

NASDAQ:AAPL opened at $251.64 on Wednesday. The stock’s 50-day moving average is $260.62 and its 200-day moving average is $262.53. Apple Inc. has a 1-year low of $169.21 and a 1-year high of $288.62. The company has a current ratio of 0.97, a quick ratio of 0.94 and a debt-to-equity ratio of 0.87. The stock has a market cap of $3.69 trillion, a P/E ratio of 31.81, a price-to-earnings-growth ratio of 2.24 and a beta of 1.10.

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, beating 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 business had revenue of $143.76 billion during the quarter, compared to analyst estimates of $138.25 billion. During the same quarter last year, the business earned $2.40 EPS. The firm’s quarterly revenue was up 15.7% on a year-over-year basis. Equities research analysts anticipate that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, February 12th. Stockholders of record on Monday, February 9th were issued a dividend of $0.26 per share. 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 payout ratio is 13.15%.

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.