Massachusetts Financial Services Co. MA Has $7.23 Billion Holdings in Apple Inc. $AAPL

Massachusetts Financial Services Co. MA grew its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 13.0% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 28,380,412 shares of the iPhone maker’s stock after purchasing an additional 3,261,336 shares during the quarter. Apple makes up approximately 2.2% of Massachusetts Financial Services Co. MA’s holdings, making the stock its 3rd biggest position. Massachusetts Financial Services Co. MA’s holdings in Apple were worth $7,226,504,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Capstone Wealth Management LLC increased its stake in shares of Apple by 0.5% in the 3rd quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker’s stock worth $2,174,000 after purchasing an additional 42 shares in the last quarter. Baker Boyer National Bank increased its position in Apple by 0.3% in the second quarter. Baker Boyer National Bank now owns 18,011 shares of the iPhone maker’s stock worth $3,695,000 after buying an additional 47 shares in the last quarter. Beddow Capital Management Inc. raised its stake in shares of Apple by 1.8% in the second quarter. Beddow Capital Management Inc. now owns 2,597 shares of the iPhone maker’s stock worth $533,000 after buying an additional 47 shares during the period. Uncommon Cents Investing LLC lifted its position in shares of Apple by 0.4% during the 3rd quarter. Uncommon Cents Investing LLC now owns 10,609 shares of the iPhone maker’s stock valued at $2,701,000 after buying an additional 47 shares in the last quarter. Finally, Vermillion Wealth Management Inc. grew its stake in shares of Apple by 0.5% during the 3rd quarter. Vermillion Wealth Management Inc. now owns 9,646 shares of the iPhone maker’s stock valued at $2,456,000 after acquiring an additional 47 shares during the period. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Analyst Ratings Changes

A number of research firms have commented on AAPL. Monness Crespi & Hardt raised their target price on shares of Apple from $300.00 to $315.00 and gave the stock a “buy” rating in a research note on Friday, January 30th. Wall Street Zen downgraded shares of Apple from a “buy” rating to a “hold” rating in a research report on Sunday, November 9th. DA Davidson restated a “neutral” rating and set a $270.00 target price on shares of Apple in a research note on Friday, January 30th. Citigroup reiterated a “buy” rating and issued a $315.00 price target (down previously from $330.00) on shares of Apple in a research note on Tuesday, January 20th. Finally, Rosenblatt Securities boosted their price objective on Apple from $250.00 to $267.00 and gave the company a “neutral” rating in a research report on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $292.13.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Strong iPhone momentum and quarter results — iPhone 17 sales and overall revenue remained robust, supporting fundamentals and cushioning the pullback. Zacks: Strong iPhone Sales
• Positive Sentiment: Legal victory removes a potential multi‑hundred‑million dollar liability — a U.S. jury rejected Optis Wireless’ 4G patent claims, reducing near-term litigation risk. Benzinga: Optis Verdict
• Positive Sentiment: Analyst support — Sanford C. Bernstein raised its price target, reflecting confidence in Apple’s growth trajectory and giving investors a bullish reference point. Bernstein PT Raise
• Neutral Sentiment: Content and services moves — Apple acquired full rights to the hit show “Severance” and added YouTube to Vision Pro, which are strategically positive for services but unlikely to move near‑term earnings materially. TechCrunch: Severance Deal
• Neutral Sentiment: Major shareholder cash flow note — Berkshire Hathaway received a large Apple dividend, underscoring Apple’s cash returns but also spotlighting Berkshire’s large position dynamics. Finbold: Berkshire Dividend
• Negative Sentiment: Siri AI upgrade delays and testing problems — reports that the Siri overhaul is running into accuracy and speed problems forced Apple to push features back, directly hitting the AI narrative investors were pricing in. CNBC: Siri Delay / Market Reaction
• Negative Sentiment: Regulatory risk from FTC letter over Apple News — the FTC chair urged review of Apple News curation amid accusations of political bias, adding regulatory/legal uncertainty and headline risk. NYT: FTC Letter
• Negative Sentiment: Fund flow and institutional trimming amid sector pressure — several funds reduced Apple exposure and broader “Magnificent Seven” weakness amplified the selloff, raising short‑term downside pressure. Barron’s: Institutional Moves

Apple Trading Down 2.3%

Shares of Apple stock opened at $255.78 on Friday. Apple Inc. has a twelve month low of $169.21 and a twelve month high of $288.62. The company has a quick ratio of 0.94, a current ratio of 0.97 and a debt-to-equity ratio of 0.87. The business has a 50-day moving average price of $266.62 and a 200-day moving average price of $255.51. The firm has a market cap of $3.76 trillion, a price-to-earnings ratio of 32.34, a PEG ratio of 2.33 and a beta of 1.09.

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

Apple Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, February 12th. Investors 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 dividend on an annualized basis and a dividend yield of 0.4%. Apple’s dividend payout ratio (DPR) is 13.15%.

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.