Lebenthal Global Advisors LLC Has $12.46 Million Stock Position in Apple Inc. $AAPL

Lebenthal Global Advisors LLC lifted its stake in Apple Inc. (NASDAQ:AAPL) by 7.1% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 48,946 shares of the iPhone maker’s stock after buying an additional 3,227 shares during the period. Apple comprises approximately 2.2% of Lebenthal Global Advisors LLC’s holdings, making the stock its 13th largest holding. Lebenthal Global Advisors LLC’s holdings in Apple were worth $12,463,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. Sellwood Investment Partners LLC grew its holdings 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 purchasing an additional 71 shares during the last quarter. ROSS JOHNSON & Associates LLC boosted its position 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 in the last quarter. Nexus Investment Management ULC grew its stake in Apple by 333.3% during the second quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock worth $53,000 after buying an additional 200 shares during the last quarter. LSV Asset Management acquired a new stake in shares of Apple during the fourth quarter worth approximately $65,000. Finally, Morgan Dempsey Capital Management LLC raised its stake in shares of Apple by 41.0% in the second quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock valued at $88,000 after acquiring an additional 125 shares during the last quarter. Institutional investors own 67.73% of the company’s stock.

Apple Stock Performance

Apple stock opened at $263.75 on Wednesday. The company has a market cap of $3.87 trillion, a PE ratio of 33.34, a PEG ratio of 2.36 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 1 year low of $169.21 and a 1 year high of $288.62. The company’s 50-day moving average is $264.36 and its two-hundred day moving average is $260.05.

Apple (NASDAQ:AAPL) last posted 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. 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 the consensus estimate of $138.25 billion. During the same period in the previous year, the firm posted $2.40 earnings per share. Apple’s revenue for the quarter was up 15.7% compared to the same quarter last year. Equities analysts anticipate that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Dividend Announcement

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

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: New MacBook Air/Pro lineup with M5 chips and revamped Studio Displays reinforces Apple’s device‑level AI strategy and supports higher ASPs and services attachment. Apple launches new generation of MacBook laptops
• Positive Sentiment: Apple introduced a lower‑cost iPhone 17e (starting $599) and upgraded iPad Air, which should help defend share in price‑sensitive markets and broaden upgrade cycles. Apple launches iPhone 17e
• Positive Sentiment: Bank of America keeps a Buy rating and $325 price target, citing sustained services momentum and device‑level AI upside — a bullish analyst endorsement for medium‑term upside. BofA maintains Buy on Apple
• Neutral Sentiment: Short‑interest data showed a reported large increase but the published figures read as 0 shares/NaN (days‑to‑cover 0.0) — likely a reporting glitch, so no clear bearish signal from short sellers at this time.
• Neutral Sentiment: Barclays raised its price target modestly (from $239 to $248) but kept an “underweight” rating — a mixed signal (higher PT but continued cautious stance). Barclays raises PT but stays underweight
• Negative Sentiment: Apple increased MacBook prices (Air up ~$100; Pro up more, some models +$400) as memory‑chip shortages and rising component costs push up ASPs — this can boost near‑term revenue but risks dampening unit demand and margin visibility. Apple raises MacBook prices amid chip shortage
• Negative Sentiment: Warren Buffett/Berkshire materially trimmed its Apple stake (reports say a ~75% sale in his final filings), a high‑profile shareholder reduction that can amplify near‑term selling pressure and sentiment risk. How Berkshire Hathaway performed during Buffett’s final quarter

Analyst Upgrades and Downgrades

AAPL has been the topic of a number of research analyst reports. Scotiabank set a $330.00 price target on Apple in a research report on Monday, February 2nd. Royal Bank Of Canada set a $325.00 price objective on Apple in a research note on Monday, February 2nd. Morgan Stanley restated an “overweight” rating and issued a $315.00 target price (up from $305.00) on shares of Apple in a research note on Wednesday, December 17th. Loop Capital reaffirmed a “buy” rating and issued a $325.00 price target (up from $315.00) on shares of Apple in a report on Tuesday, December 2nd. Finally, Raymond James Financial reissued a “market perform” rating on shares of Apple in a report on Friday, January 2nd. One analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $296.07.

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.