Quantum Financial Advisors LLC Buys 35,646 Shares of Apple Inc. $AAPL

Quantum Financial Advisors LLC raised its stake in Apple Inc. (NASDAQ:AAPL) by 43.1% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 118,439 shares of the iPhone maker’s stock after acquiring an additional 35,646 shares during the period. Apple comprises about 3.2% of Quantum Financial Advisors LLC’s investment portfolio, making the stock its 6th largest position. Quantum Financial Advisors LLC’s holdings in Apple were worth $32,199,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in AAPL. Sellwood Investment Partners LLC boosted 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 valued at $34,000 after purchasing an additional 71 shares during the last quarter. ROSS JOHNSON & Associates LLC lifted its holdings in Apple by 1,800.0% in the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after buying an additional 180 shares during the period. LSV Asset Management acquired a new position in Apple in the fourth quarter valued at $65,000. HFM Investment Advisors LLC bought a new stake in Apple during the first quarter valued at $99,000. Finally, Miller Global Investments LLC bought a new stake in Apple during the fourth quarter valued at $127,000. Institutional investors and hedge funds own 67.73% of the company’s stock.

Apple Trading Down 0.9%

NASDAQ AAPL opened at $246.63 on Tuesday. The company has a market cap of $3.62 trillion, a price-to-earnings ratio of 31.18, a P/E/G ratio of 2.36 and a beta of 1.10. Apple Inc. has a 52 week low of $169.21 and a 52 week high of $288.62. The business has a 50 day moving average price of $260.06 and a 200-day moving average price of $263.04. 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 issued its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.67 by $0.17. Apple had a return on equity of 159.94% and a net margin of 27.04%.The company had revenue of $143.76 billion for the quarter, compared to analysts’ expectations of $138.25 billion. During the same period last year, the business earned $2.40 EPS. Apple’s quarterly revenue was up 15.7% compared to the same quarter last year. As a group, equities analysts expect that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Announces Dividend

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

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: iPhone demand in China remains robust, with Apple taking share as some Android rivals face pricing and inventory pressure — a direct revenue/cycle tailwind for AAPL. iPhone Demand Holds Strong in China
• Positive Sentiment: Wedbush and other outlets see WWDC/June events as potential catalysts; Wedbush reiterated Outperform ratings that support the view of near-term upside if new software/hardware impress. Wedbush: This June Will Be a Huge Month for Apple
• Positive Sentiment: Apple is staffing up for AI and plans a more capable Siri/standalone app and App Store–centric AI approach — moves that could bolster services revenue and device differentiation over time. Hiring of Google’s Lilian Rincon to lead AI marketing signals commitment. Apple Recruits Google Shopping Exec to Lead AI Marketing
• Neutral Sentiment: Apple’s 50th-anniversary events and retrospective coverage boost brand momentum and PR but are unlikely to move fundamentals immediately. Apple Celebrates 50 Years
• Neutral Sentiment: Options and derivatives flows show traders positioning for a near-term inflection — volatility is elevated and could amplify moves in either direction. Apple Stock at a Crossroads: Options Traders
• Negative Sentiment: Tech sector weakness/market-wide selloff is pressuring AAPL along with peers — broader risk-off is the dominant near-term driver of today’s decline. Sector Update: Tech Stocks Fall
• Negative Sentiment: A UK fine was levied on an Apple subsidiary for breaching Russian sanctions — a modest financial hit but a reminder of geographies/regulatory risk. Apple subsidiary fined for breaching Russian sanctions
• Negative Sentiment: Negative takes and forecasts (including pieces predicting Apple underperformance vs. other mega-caps) are contributing to headline risk and investor caution. Prediction: Apple Will Be the Worst “Magnificent Seven” Stock

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on AAPL. CLSA lifted their price objective on Apple from $265.00 to $330.00 and gave the stock an “outperform” rating in a research report on Friday, December 5th. Stephens set a $315.00 target price on Apple in a report on Monday, January 26th. Scotiabank set a $330.00 price target on Apple in a report on Monday, February 2nd. Oppenheimer reaffirmed a “market perform” rating on shares of Apple in a research report on Friday, January 30th. Finally, JPMorgan Chase & Co. boosted their target price on shares of Apple from $315.00 to $325.00 and gave the company an “overweight” rating in a research report on Friday, January 30th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have issued 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 a consensus price target of $297.58.

Apple 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.