QP Wealth Management LLC Invests $6.59 Million in Apple Inc. $AAPL

QP Wealth Management LLC bought a new position in shares of Apple Inc. (NASDAQ:AAPL) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 24,237 shares of the iPhone maker’s stock, valued at approximately $6,589,000. Apple makes up about 5.8% of QP Wealth Management LLC’s investment portfolio, making the stock its 2nd largest holding.

Other large investors have also recently bought and sold shares of the company. Isthmus Partners LLC increased its holdings in shares of Apple by 6.4% in the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker’s stock valued at $25,000 after acquiring an additional 5,808 shares during the last quarter. Sellwood Investment Partners LLC lifted its stake 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 purchasing an additional 71 shares during the last quarter. ROSS JOHNSON & Associates LLC lifted its stake in Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after purchasing an additional 180 shares during the last quarter. LSV Asset Management acquired a new position in Apple in the fourth quarter valued at approximately $65,000. Finally, 49 Wealth Management LLC increased its stake in Apple by 15.7% in the third 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 last quarter. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Apple Stock Performance

Shares of AAPL opened at $251.49 on Tuesday. The company’s 50 day simple moving average is $260.81 and its 200-day simple moving average is $262.45. The firm has a market cap of $3.69 trillion, a PE ratio of 31.79, a price-to-earnings-growth ratio of 2.21 and a beta of 1.10. Apple Inc. has a 12-month low of $169.21 and a 12-month 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.

Apple (NASDAQ:AAPL) last released its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, beating the consensus estimate of $2.67 by $0.17. The firm had revenue of $143.76 billion during the quarter, compared to the consensus estimate of $138.25 billion. Apple had a net margin of 27.04% and a return on equity of 159.94%. Apple’s revenue for the quarter was up 15.7% on a year-over-year basis. During the same quarter in the prior year, the firm earned $2.40 EPS. As a group, equities analysts predict that Apple Inc. will post 7.28 EPS for the current year.

Apple Dividend Announcement

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

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: U.S. trade tribunal ruled Apple’s latest Apple Watch models do not infringe Masimo’s patents, avoiding an immediate import ban and preserving a key wearables revenue stream. Apple Watch ruling
• Positive Sentiment: WWDC set for June 8–12 with teasers for “AI advancements,” raising expectations for software and services announcements that could boost monetization (Siri/AI features, developer ecosystem). WWDC date and AI tease
• Positive Sentiment: Reports that Apple will add paid search ads to Apple Maps this summer point to an incremental services revenue stream and higher services monetization. Maps ads
• Positive Sentiment: Supply‑chain checks and analyst notes (BofA) suggest Apple is preparing a 2026 foldable iPhone — catalysts for hardware upgrade cycles and investor enthusiasm around a new form factor. Foldable iPhone supply checks
• Positive Sentiment: Morgan Stanley reaffirmed an “overweight” view and set a $315 target, and other surveys point to stronger iPhone upgrade intent (supporting revenue visibility). Analyst optimism
• Neutral Sentiment: Short‑interest data in this cycle shows effectively zero days to cover (no material short pressure), which is unlikely to move the stock materially either way. Short interest note
• Neutral Sentiment: Options/volatility chatter (iron‑condor strategies) highlights elevated implied volatility—relevant to derivatives traders but mixed for equity direction. Options strategy
• Negative Sentiment: Supply‑side cost pressure: Apple has raised some storage prices and faces higher memory costs; management choices (absorbing costs vs. passing to customers) could pressure margins. Storage price/cost pressure
• Negative Sentiment: Regulatory risk in Europe: broadcasters have urged scrutiny of big tech’s control over smart‑TV and AI features, adding a potential regulatory overhang to services and platform expansion. EU regulatory pressure

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on the stock. Jefferies Financial Group set a $330.00 price objective on shares of Apple in a report on Wednesday, March 4th. The Goldman Sachs Group restated a “buy” rating on shares of Apple in a report on Monday, March 2nd. Stifel Nicolaus set a $330.00 price target on shares of Apple in a research note on Monday, March 2nd. Wedbush reiterated an “outperform” rating and set a $350.00 price target on shares of Apple in a research note on Wednesday, March 4th. Finally, Moffett Nathanson upped their price objective on shares of Apple from $241.00 to $270.00 and gave the company a “neutral” rating in a research note on Wednesday, February 25th. One equities 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, the company currently has an average rating of “Moderate Buy” and a consensus target price 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.