Apple Inc. $AAPL is Hamilton Wealth LLC's 3rd Largest Position

Key Points

• Hamilton Wealth LLC raised its Apple stake 2.0% to 116,601 shares (about $29.69M), making the stock roughly 6.2% of its portfolio and its third-largest holding.
• Apple recently beat quarterly estimates (EPS $2.84 vs. $2.67; revenue $143.76B, up 15.7% YoY) and has a MarketBeat consensus of "Moderate Buy" with an average price target of $297.58.

Hamilton Wealth LLC raised its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 2.0% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 116,601 shares of the iPhone maker's stock after purchasing an additional 2,331 shares during the quarter. Apple accounts for approximately 6.2% of Hamilton Wealth LLC's portfolio, making the stock its 3rd largest position. Hamilton Wealth LLC's holdings in Apple were worth $29,690,000 at the end of the most recent reporting period.

A number of other large investors also recently added to or reduced their stakes in the company. Reyes Financial Architecture Inc. raised its holdings in shares of Apple by 0.4% in the 3rd quarter. Reyes Financial Architecture Inc. now owns 9,898 shares of the iPhone maker's stock valued at $2,520,000 after buying an additional 37 shares during the period. American Alpha Advisors LLC boosted its holdings in Apple by 3.7% during the 3rd quarter. American Alpha Advisors LLC now owns 1,151 shares of the iPhone maker's stock valued at $293,000 after acquiring an additional 41 shares during the period. Capstone Wealth Management LLC grew its position in Apple by 0.5% in the 3rd quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker's stock valued at $2,174,000 after acquiring an additional 42 shares in the last quarter. Seven Springs Wealth Group LLC grew its position in Apple by 0.3% in the 3rd quarter. Seven Springs Wealth Group LLC now owns 15,451 shares of the iPhone maker's stock valued at $3,934,000 after acquiring an additional 42 shares in the last quarter. Finally, Avant Capital LLC increased its stake in Apple by 0.9% during the third quarter. Avant Capital LLC now owns 4,814 shares of the iPhone maker's stock worth $1,226,000 after purchasing an additional 43 shares during the period. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several analysts have recently issued reports on the stock. UBS Group reissued a "neutral" rating on shares of Apple in a research report on Wednesday, March 4th. Oppenheimer restated a "market perform" rating on shares of Apple in a report on Friday, January 30th. Weiss Ratings reiterated a "buy (b-)" rating on shares of Apple in a report on Monday, December 29th. CLSA raised their price target on shares of Apple from $265.00 to $330.00 and gave the company an "outperform" rating in a research report on Friday, December 5th. Finally, Raymond James Financial reissued a "market perform" rating on shares of Apple in a research report on Friday, January 2nd. One research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Apple has a consensus 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: Apple acquired MotionVFX, a maker of Final Cut Pro plugins and motion-graphics tools — a strategic tuck-in to bolster Final Cut Pro/creator ecosystem and subscription stickiness. Article Title
• Positive Sentiment: Apple unveiled the second-generation AirPods Max (H2 chip, improved ANC, Live Translation) at $549 — a premium product refresh that supports accessory revenue and services integration. Preorders and ASPs could help near-term revenue. Article Title
• Positive Sentiment: Reports suggest Apple is using aggressive pricing on some new hardware (e.g., $599 MacBook Neo, iPhone 17e) to gain share — this could pressure rivals while expanding ecosystem reach and driving volume. Article Title
• Neutral Sentiment: Analyst note: Robert W. Baird reiterated a bullish stance, highlighting Apple’s durable ecosystem and services growth — supportive for long-term earnings but not an immediate catalyst. Article Title
• Neutral Sentiment: Comparisons to Amazon and broader AI/tech narratives are circulating — useful context for relative valuation debates but not a direct Apple-specific driver. Article Title
• Neutral Sentiment: Nvidia’s GTC and chip/AI momentum continue to dominate headlines; indirect implications for Apple include component demand and competitive AI feature expectations. Article Title
• Negative Sentiment: Apple is sliding relative to peers in March and is down from recent highs — momentum and sector rotation (Nvidia leadership) are weighing on sentiment. Article Title
• Negative Sentiment: Apple postponed its smart home display release — a product delay that could defer revenue and push back ecosystem expansion timelines. Article Title
• Neutral Sentiment: Short-interest data reported today appears anomalous/garbled (zeros/NaN); read-through on investor positioning is unclear — treat short-interest headline with caution.

Apple Stock Up 1.1%

AAPL stock opened at $252.82 on Tuesday. The company's 50 day moving average price is $261.79 and its 200 day moving average price is $261.88. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.94 and a current ratio of 0.97. Apple Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $288.62. The firm has a market capitalization of $3.71 trillion, a price-to-earnings ratio of 31.96, a PEG ratio of 2.23 and a beta of 1.10.

Apple (NASDAQ:AAPL - Get Free Report) last issued 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. Apple had a net margin of 27.04% and a return on equity of 159.94%. The company had revenue of $143.76 billion during the quarter, compared to the consensus estimate of $138.25 billion. During the same quarter in the previous year, the firm earned $2.40 earnings per share. The firm's quarterly revenue was up 15.7% on a year-over-year basis. On average, equities research analysts anticipate that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, February 12th. Stockholders of record on Monday, February 9th were issued a $0.26 dividend. 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 dividend payout ratio (DPR) is presently 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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