Montrusco Bolton Investments Inc. Acquires 34,961 Shares of Apple Inc. $AAPL

Montrusco Bolton Investments Inc. grew its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 3.9% in the 3rd quarter, Holdings Channel.com reports. The firm owned 933,027 shares of the iPhone maker’s stock after acquiring an additional 34,961 shares during the period. Apple makes up approximately 2.8% of Montrusco Bolton Investments Inc.’s portfolio, making the stock its 13th largest holding. Montrusco Bolton Investments Inc.’s holdings in Apple were worth $237,577,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in the stock. Isthmus Partners LLC boosted its holdings in Apple by 6.4% in the third quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker’s stock worth $25,000 after acquiring an additional 5,808 shares in the last quarter. Sellwood Investment Partners LLC boosted its stake in 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 in the last quarter. ROSS JOHNSON & Associates LLC grew its position in Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after purchasing an additional 180 shares during the last quarter. Nexus Investment Management ULC grew its position in Apple by 333.3% during the 2nd quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock valued at $53,000 after purchasing an additional 200 shares during the last quarter. Finally, LSV Asset Management bought a new stake in Apple during the 4th quarter valued at about $65,000. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Apple Price Performance

Shares of AAPL opened at $260.83 on Wednesday. The firm has a fifty day simple moving average of $263.04 and a two-hundred day simple moving average of $261.18. The firm has a market cap of $3.83 trillion, a PE ratio of 32.97, a P/E/G ratio of 2.32 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.

Apple (NASDAQ:AAPL) last released its quarterly 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. The firm 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 company’s revenue for the quarter was up 15.7% on a year-over-year basis. During the same period last year, the business posted $2.40 EPS. On average, equities analysts anticipate that Apple Inc. will post 7.28 EPS for the current year.

Apple Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, February 12th. Shareholders of record on Monday, February 9th were paid 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 currently 13.15%.

Analyst Ratings Changes

Several research analysts have recently issued reports on AAPL shares. Weiss Ratings reiterated a “buy (b-)” rating on shares of Apple in a research note on Monday, December 29th. Stifel Nicolaus set a $330.00 price objective on shares of Apple in a report on Monday, March 2nd. Wedbush reaffirmed an “outperform” rating and issued a $350.00 price objective on shares of Apple in a research report on Wednesday, March 4th. Oppenheimer reissued a “market perform” rating on shares of Apple in a report on Friday, January 30th. Finally, Morgan Stanley restated an “overweight” rating and issued a $315.00 price target (up from $305.00) on shares of Apple in a research note on Wednesday, December 17th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $297.58.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: India manufacturing surge lowers China concentration and tariff risk — Apple now makes roughly 25% of iPhones after a ~53% increase in India production last year, reducing geopolitical/tariff exposure and supporting margin resilience. Apple now makes one in four iPhones in India: report
• Positive Sentiment: Move into lower‑priced devices could grow ecosystem and unit volumes — coverage highlights Apple’s new budget‑friendly iPhone 17e and a $599 MacBook Neo as deliberate steps to expand market share while protecting services revenue. Apple’s Newest Phone and Laptop Are More Budget-Friendly. Premium Products Could Be Next
• Positive Sentiment: Analyst support remains — Citi reiterated a Buy and $315 target, citing resilient margins, expanding services and emerging AI upside, which underpins upside narratives despite cost pressures. Apple: Resilient Margins, Expanding Services, and Emerging AI Upside Support Buy Rating and $315 Target
• Neutral Sentiment: PC market dynamics could be a relative winner for Apple — analysis suggests industry weakness (memory cost shock) may hurt rivals more than Apple, potentially supporting Mac share gains. The PC Collapse Has a Winner — and It’s Not Who You Think
• Neutral Sentiment: Supplier shifts and competitor headlines — Bank of America warns Qualcomm faces loss of Apple business; this is more a negative for Qualcomm but signals Apple’s growing in‑house or alternate sourcing strategies. Qualcomm faces loss of Apple business, competitive pressures, says Bank of America
• Negative Sentiment: Siri/AI issues delaying smart‑home hardware — Reported Siri troubles have pushed back a smart home display launch, signaling execution and AI software risks for new product lines. Apple’s Siri Troubles Put Smart Home Display On Hold
• Negative Sentiment: Regulatory friction in Europe — German publishers say Apple’s revised app tracking rules don’t fix antitrust concerns and urge fines, adding potential regulatory/legal risk to its services/advertising ecosystem. German publishers reject Apple’s revised app tracking rules, urge antitrust fine
• Negative Sentiment: Memory cost headwinds — Coverage flags rising DRAM prices as a near‑term margin pressure (a possible ~140bps headwind), which could temper profit expansion even as revenue grows. Apple Stock — Why Analysts Still Like It Despite A Memory Squeeze

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.