Apple Inc. $AAPL Shares Bought by Hantz Financial Services Inc.

Key Points

• Hantz Financial Services raised its Apple stake by 8.4% in Q3 to 332,708 shares (about $84.72 million), making Apple roughly 1.3% of its portfolio and its 18th-largest holding.
• Apple beat quarterly expectations, reporting $2.84 EPS vs. $2.67 expected and $143.76 billion in revenue (up 15.7% YoY); the stock carries a $3.85 trillion market cap and a consensus analyst rating of "Moderate Buy" with an average target of $297.56.
• New product and margin dynamics: Apple launched the low-cost MacBook Neo and M5 chips—supporting an AI/hardware upgrade thesis—but higher Mac prices, component cost pressures and supply risks have produced mixed market reaction and potential near-term margin headwinds.

Hantz Financial Services Inc. lifted its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 8.4% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 332,708 shares of the iPhone maker's stock after acquiring an additional 25,920 shares during the period. Apple accounts for approximately 1.3% of Hantz Financial Services Inc.'s portfolio, making the stock its 18th biggest holding. Hantz Financial Services Inc.'s holdings in Apple were worth $84,717,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. Financial Futures Ltd Liability Co. raised its holdings in Apple by 13.2% in the second quarter. Financial Futures Ltd Liability Co. now owns 3,552 shares of the iPhone maker's stock valued at $729,000 after acquiring an additional 415 shares in the last quarter. Monarch Capital Management Inc. grew its stake in Apple by 4.6% in the second quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker's stock worth $13,740,000 after purchasing an additional 2,920 shares in the last quarter. Riverwater Partners LLC increased its holdings in Apple by 17.9% in the second quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker's stock valued at $1,109,000 after buying an additional 819 shares during the last quarter. Highland Capital Management LLC increased its holdings in Apple by 2.2% in the third quarter. Highland Capital Management LLC now owns 397,834 shares of the iPhone maker's stock valued at $101,301,000 after buying an additional 8,446 shares during the last quarter. Finally, Citizens Financial Group Inc. RI raised its stake in Apple by 48.4% during the third quarter. Citizens Financial Group Inc. RI now owns 1,426,605 shares of the iPhone maker's stock valued at $363,256,000 after buying an additional 465,393 shares in the last quarter. 67.73% of the stock is currently owned by hedge funds and other institutional investors.

Apple Price Performance

Shares of NASDAQ:AAPL opened at $262.52 on Thursday. The stock has a market cap of $3.85 trillion, a price-to-earnings ratio of 33.19, a PEG ratio of 2.35 and a beta of 1.10. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94. Apple Inc. has a 12 month low of $169.21 and a 12 month high of $288.62. The stock's 50 day moving average price is $264.14 and its 200 day moving average price is $260.06.

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, beating analysts' consensus estimates of $2.67 by $0.17. The firm had revenue of $143.76 billion during the quarter, compared to analyst estimates of $138.25 billion. Apple had a return on equity of 159.94% and a net margin of 27.04%.The firm's quarterly revenue was up 15.7% on a year-over-year basis. During the same period last year, the company posted $2.40 EPS. Equities research analysts anticipate that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Announces Dividend

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

Analysts Set New Price Targets

Several research firms recently issued reports on AAPL. Stephens set a $315.00 price target on Apple in a research report on Monday, January 26th. Phillip Securities upgraded shares of Apple from a "moderate sell" rating to a "hold" rating in a research note on Sunday, February 1st. TD Cowen reissued a "buy" rating and issued a $325.00 target price on shares of Apple in a report on Friday, January 30th. Raymond James Financial reaffirmed a "market perform" rating on shares of Apple in a report on Friday, January 2nd. Finally, Barclays increased their price target on Apple from $239.00 to $248.00 and gave the stock an "underweight" rating in a research report on Tuesday. One analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $297.56.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: New addressable market: Apple launched the low‑cost MacBook Neo starting at $599 ($499 student), a clear push into education and budget PC segments that could drive volume and new users for the ecosystem. Apple debuts $599 MacBook Neo to challenge Chromebooks, Windows PCs
• Positive Sentiment: AI and upgrade cycle upside: Apple rolled out M5 chips, new displays and device updates that support an AI/hardware upgrade thesis; some Wall Street firms maintain bullish targets and Buy ratings reflecting multi‑quarter upside. Wedbush maintains $350 Apple target as product blitz reinforces AI hardware push
• Neutral Sentiment: Mixed pricing strategy: Apple paired the Neo with higher base prices for M5 MacBook Air/Pro models — a potential boost to ASPs but an uncertain demand trade‑off in a price‑sensitive market. Apple raises MacBook prices across the board as M5 chips, new displays signal AI-first strategy
• Negative Sentiment: Near‑term market reaction: Despite the announcements, shares slipped as investors digested potential margin pressure from the mix of low‑priced models and costlier M5 upgrades; some outlets reported analyst target revisions and short‑term selling. Analyst revises Apple stock price target as new MacBook Neo announced
• Negative Sentiment: Supply/cost risks: A global memory‑chip shortage and higher component costs have forced Apple to raise some Mac prices and could squeeze margins or constrain supply for higher‑end models. Apple Uses Low Prices to Attack Rivals During Memory-Chip Crunch

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.

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