Baker Tilly Wealth Management LLC Has $7.69 Million Stock Holdings in Apple Inc. $AAPL

Key Points

• Baker Tilly Wealth Management LLC raised its Apple stake by 9.0% to 28,275 shares, worth about $7.69 million, making AAPL its 10th-largest holding (≈1.9% of the firm's portfolio).
• Apple beat quarterly expectations with EPS of $2.84 vs. $2.67 and revenue of $143.76 billion (up 15.7% y/y), showing strong margins and a market cap near $3.65 trillion; analysts project about 7.28 EPS for the year.
• Wall Street sentiment is broadly positive — MarketBeat lists a consensus rating of Moderate Buy with a $297.58 target while firms like Wedbush raise targets (to $350) amid AI hires, services growth and U.S. manufacturing investments, though broader tech weakness poses downside risk.

Baker Tilly Wealth Management LLC raised its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 9.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 28,275 shares of the iPhone maker's stock after buying an additional 2,337 shares during the quarter. Apple accounts for approximately 1.9% of Baker Tilly Wealth Management LLC's holdings, making the stock its 10th biggest holding. Baker Tilly Wealth Management LLC's holdings in Apple were worth $7,687,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Isthmus Partners LLC raised its position 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 purchasing an additional 5,808 shares in the last quarter. Sellwood Investment Partners LLC grew its position in Apple by 110.9% in the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock valued at $34,000 after acquiring an additional 71 shares during the period. ROSS JOHNSON & Associates LLC raised 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 acquiring an additional 180 shares in the last quarter. LSV Asset Management acquired a new position in Apple during the fourth quarter worth $65,000. Finally, 49 Wealth Management LLC lifted its holdings in shares of Apple by 15.7% during the third quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker's stock valued at $76,000 after acquiring an additional 40,543 shares during the period. 67.73% of the stock is owned by institutional investors.

Apple Price Performance

AAPL opened at $248.80 on Friday. The company has a fifty day simple moving average of $260.24 and a 200 day simple moving average of $262.67. The company has a quick ratio of 0.94, a current ratio of 0.97 and a debt-to-equity ratio of 0.87. The stock has a market cap of $3.65 trillion, a P/E ratio of 31.45, a P/E/G ratio of 2.36 and a beta of 1.10. Apple Inc. has a 12 month low of $169.21 and a 12 month high of $288.62.

Apple (NASDAQ:AAPL - Get Free Report) last posted its 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. Apple had a return on equity of 159.94% and a net margin of 27.04%.The firm had revenue of $143.76 billion during the quarter, compared to analysts' expectations of $138.25 billion. During the same period in the previous year, the firm earned $2.40 earnings per share. The company's revenue was up 15.7% on a year-over-year basis. On average, research analysts expect 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. Investors 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 yield of 0.4%. The ex-dividend date of this dividend was Monday, February 9th. Apple's dividend payout ratio is presently 13.15%.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Wedbush says 2026 could be a significant product year and raises upside potential (they reiterate Outperform and a $350 target), framing WWDC and AI-driven hardware as major catalysts. Apple in focus as Wedbush calls 2026 a 'significant' product launch year ahead of WWDC
• Positive Sentiment: Apple hired ex-Google executive Lilian Rincon as VP of product marketing for AI — a concrete senior hire to accelerate Siri/AI positioning and marketing. Apple hires ex-Google executive to head AI marketing amid push to improve Siri
• Positive Sentiment: Multiple reports say Apple will open Siri to rival AI assistants (Gemini, Claude, etc.) in iOS 27 — this pivot can broaden iPhone AI capabilities without Apple building everything in‑house. Apple Plans to Open Up Siri to Rival AI Assistants in iOS 27 Update
• Positive Sentiment: Services continue to grow (reported ~14% y/y, Apple TV and gaming aiding strength) — recurring high‑margin revenue supports earnings upside even if hardware cycles lag. Strong Streaming & Game Content Aids Apple's Services: What's Ahead?
• Positive Sentiment: Apple expands U.S. manufacturing program, adding Bosch, Cirrus Logic, TDK and Qnity and committing $400M — reduces supply‑chain risk and supports domestic sourcing narrative. Apple adds Bosch, Cirrus Logic, others to US manufacturing program, to invest $400 million
• Positive Sentiment: Apple is granting rare large stock bonuses to iPhone designers to curb talent departures to AI firms — a retention step to protect future product execution. Apple Drops Six Figure Bonuses To Stop iPhone Talent Exodus
• Neutral Sentiment: An analyst tweak: Erste trimmed FY2027 EPS slightly — minimal change to consensus, but worth watching for estimate revisions. Apple Inc. analyst note (Erste Group) via MarketBeat
• Neutral Sentiment: Steve Wozniak publicly criticizes AI and says he hardly uses it — a reputational/PR datapoint but unlikely to move fundamentals. Apple cofounder Steve Wozniak admits he’s ‘disappointed a lot’ by AI and hardly uses it
• Negative Sentiment: Broader tech sector weakness — Nasdaq slide, Meta legal losses and geopolitical worries are pressuring tech stocks, which is dragging AAPL despite company‑specific positives. Tech stocks suffer worst week in nearly a year, driven down by war worries, Meta legal woes
• Negative Sentiment: Reports that Apple has discontinued the Mac Pro and abandoned future updates could concern pro users and niche revenue, though impact on total revenue is limited. Apple reportedly discontinues Mac Pro, abandons plans for future updates

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on the stock. Wedbush reissued an "outperform" rating and set a $350.00 price target on shares of Apple in a report on Friday. Weiss Ratings reaffirmed a "buy (b-)" rating on shares of Apple in a report on Monday, December 29th. Maxim Group upgraded Apple from a "hold" rating to a "buy" rating and set a $300.00 price objective for the company in a research report on Friday, January 30th. Sanford C. Bernstein reissued an "outperform" rating on shares of Apple in a research note on Wednesday, March 4th. Finally, Monness Crespi & Hardt increased their target price on Apple from $300.00 to $315.00 and gave the stock a "buy" rating in a report on Friday, January 30th. One investment 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 given a Sell rating to the company. According to MarketBeat, Apple presently has a consensus rating of "Moderate Buy" and a consensus price target of $297.58.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.