2,516 Shares in Apple Inc. $AAPL Acquired by Sunesis Advisors LLC

Key Points

• Sunesis Advisors LLC opened a new position in Apple in Q3, purchasing 2,516 shares valued at roughly $641,000, and institutional investors now own about 67.73% of the company.
• Apple beat estimates with $2.84 EPS (vs. $2.67 expected) and reported $143.76 billion in revenue (up 15.7% year-over-year), while the company carries a market cap of about $3.82 trillion.
• Analyst sentiment is broadly constructive — MarketBeat shows a consensus of "Moderate Buy" with an average target of $297.58 — but opinions are mixed as bullish calls around AI-focused hardware and new lower-cost devices compete with concerns about margin pressure and short-term selling.

Sunesis Advisors LLC purchased a new position in Apple Inc. (NASDAQ:AAPL - Free Report) in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 2,516 shares of the iPhone maker's stock, valued at approximately $641,000.

Several other large investors also recently bought and sold shares of AAPL. Slagle Financial LLC raised its stake in shares of Apple by 2.3% during the third quarter. Slagle Financial LLC now owns 55,054 shares of the iPhone maker's stock valued at $14,018,000 after purchasing an additional 1,250 shares during the period. ONE Advisory Partners LLC boosted its stake in shares of Apple by 6.2% in the third quarter. ONE Advisory Partners LLC now owns 3,372 shares of the iPhone maker's stock valued at $835,000 after purchasing an additional 198 shares during the period. Gateway Wealth Partners LLC grew its holdings in Apple by 77.5% during the 3rd quarter. Gateway Wealth Partners LLC now owns 65,268 shares of the iPhone maker's stock valued at $16,619,000 after purchasing an additional 28,503 shares in the last quarter. Lantz Financial LLC increased its stake in Apple by 4.9% during the 3rd quarter. Lantz Financial LLC now owns 34,212 shares of the iPhone maker's stock worth $8,711,000 after buying an additional 1,599 shares during the period. Finally, Fielder Capital Group LLC increased its stake in Apple by 4.9% during the 3rd quarter. Fielder Capital Group LLC now owns 18,051 shares of the iPhone maker's stock worth $4,596,000 after buying an additional 836 shares during the period. Institutional investors and hedge funds own 67.73% of the company's stock.

Wall Street Analyst Weigh In

AAPL has been the subject of a number of analyst reports. Barclays upped their price objective on shares of Apple from $239.00 to $248.00 and gave the company an "underweight" rating in a research report on Tuesday. Monness Crespi & Hardt increased their price target on Apple from $300.00 to $315.00 and gave the company a "buy" rating in a report on Friday, January 30th. UBS Group restated a "neutral" rating on shares of Apple in a research note on Wednesday. DA Davidson restated a "neutral" rating and set a $270.00 price objective on shares of Apple in a report on Friday, January 30th. Finally, The Goldman Sachs Group reiterated a "buy" rating on shares of Apple in a research note on Monday. One research 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 given a Sell rating to the company's stock. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average target price of $297.58.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Wedbush reiterated a bullish view and set a street-high $350 price target, arguing Apple’s AI-focused hardware refresh (new M5 chips, AI Macs, iPhone 17e) could drive a major upgrade cycle and meaningful revenue upside. Read More.
• Positive Sentiment: Apple picked up partnerships and services expansion — notably an exclusive Apple TV streaming deal for Formula 1 in the U.S. — which helps the higher-margin Services narrative and recurring-revenue case for the stock. Read More.
• Neutral Sentiment: Apple launched the MacBook Neo ($599) and a lower-cost iPhone 17e to broaden reach into students and price-sensitive buyers; that expands the TAM but raises questions about mix and gross-margin impact. Coverage notes the product could modestly lift revenue while changing the company’s premium positioning. Read More.
• Neutral Sentiment: Broker sentiment remains constructive overall — the consensus rating is around “Moderate Buy,” and several firms nudged targets higher (examples include Barclays and Rosenblatt’s small adjustments) — offering some analyst support under the shares. Read More.
• Negative Sentiment: Market reaction has been mixed: some traders sold into the product announcements, citing concerns about margin pressure from budget devices and short-term profit-taking after the launch, which helped push the stock down. Read More.
• Negative Sentiment: Macro and thematic headwinds — a renewed risk-off tone from Middle East tensions (large oil moves) and a sector rotation driven by skepticism over AI spending — are weighing on Big Tech multiples and adding downward pressure on Apple alongside peers. Read More. and Read More.

Apple Trading Down 0.8%

NASDAQ:AAPL opened at $260.29 on Friday. The company has a market cap of $3.82 trillion, a PE ratio of 32.91, a P/E/G ratio of 2.34 and a beta of 1.10. The business's 50 day moving average is $263.88 and its two-hundred day moving average is $260.07. 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 Inc. has a 52 week low of $169.21 and a 52 week high of $288.62.

Apple (NASDAQ:AAPL - Get Free Report) last posted its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.67 by $0.17. Apple had a return on equity of 159.94% and a net margin of 27.04%.The business had revenue of $143.76 billion for the quarter, compared to analyst estimates of $138.25 billion. During the same period in the prior year, the company posted $2.40 EPS. The business's revenue was up 15.7% compared to the same quarter last year. On average, analysts predict that Apple Inc. will post 7.28 EPS 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 issued 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 of this dividend was Monday, February 9th. Apple's dividend payout ratio is 13.15%.

Apple Company 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.

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