Evolution Wealth Advisors LLC Buys 888,828 Shares of Apple Inc. $AAPL

Key Points

• Evolution Wealth Advisors LLC bought an additional 888,828 Apple shares in Q4 (a 1,794.7% increase), bringing its total to 938,352 shares — about 25.7% of its portfolio and worth roughly $255.1M.
• Apple recently beat quarterly expectations with $2.84 EPS (vs. $2.67 est.) and $143.76B revenue (up 15.7% YoY), and the company has a market cap near $3.75T with a PE of 32.3.
• Analysts hold a consensus rating of Moderate Buy with a $297.58 target, citing upside from services, AI and U.S. manufacturing expansion, while noting risks from geopolitical threats, adverse IP rulings and recent leadership/headline concerns.

Evolution Wealth Advisors LLC grew its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 1,794.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 938,352 shares of the iPhone maker's stock after buying an additional 888,828 shares during the period. Apple makes up 25.7% of Evolution Wealth Advisors LLC's portfolio, making the stock its biggest position. Evolution Wealth Advisors LLC's holdings in Apple were worth $255,100,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also modified their holdings of AAPL. Client 1ST Advisory Group LLC boosted its stake in Apple by 2.1% during the 4th quarter. Client 1ST Advisory Group LLC now owns 13,253 shares of the iPhone maker's stock worth $3,603,000 after acquiring an additional 276 shares during the last quarter. Foster Group Inc. increased its stake in Apple by 0.7% in the fourth quarter. Foster Group Inc. now owns 146,545 shares of the iPhone maker's stock valued at $39,840,000 after purchasing an additional 1,073 shares in the last quarter. Uhlmann Price Securities LLC increased its stake in Apple by 3.2% in the fourth quarter. Uhlmann Price Securities LLC now owns 14,613 shares of the iPhone maker's stock valued at $3,971,000 after purchasing an additional 456 shares in the last quarter. Fjell Capital LLC raised its holdings in Apple by 31.7% in the fourth quarter. Fjell Capital LLC now owns 18,799 shares of the iPhone maker's stock worth $5,111,000 after purchasing an additional 4,525 shares during the period. Finally, Wiser Wealth Management Inc boosted its position in shares of Apple by 1.6% during the fourth quarter. Wiser Wealth Management Inc now owns 11,980 shares of the iPhone maker's stock worth $3,257,000 after purchasing an additional 186 shares in the last quarter. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on AAPL shares. Phillip Securities raised shares of Apple from a "moderate sell" rating to a "hold" rating in a report on Sunday, February 1st. Barclays raised their price objective on Apple from $239.00 to $248.00 and gave the stock an "underweight" rating in a research note on Tuesday, March 3rd. Evercore reissued an "outperform" rating on shares of Apple in a research note on Monday, March 2nd. Oppenheimer restated a "market perform" rating on shares of Apple in a report on Friday, January 30th. Finally, Royal Bank Of Canada set a $325.00 price target on Apple in a research report on Monday, February 2nd. One equities research 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. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $297.58.

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple expanded its U.S. Manufacturing Program with a $400M investment through 2030 to bolster domestic production of critical components — a move that should help supply resilience and long‑term margins. Apple Inc. (AAPL) Expands U.S. Manufacturing Program with $400M Investment
• Positive Sentiment: Wedbush reiterated an Outperform rating and flagged a potential foldable iPhone and WWDC roadmap as major upside catalysts that could reignite product cycles. Wedbush Reiterates Outperform on Apple Inc. (AAPL)
• Positive Sentiment: Analysts point to accelerating services monetization (higher‑margin recurring revenue) and Siri/AI feature tests (multi‑request Siri) as supporting revenue diversification beyond the iPhone. Apple Inc. (AAPL) Focused on Service Monetization to Accelerate Revenue Growth
• Neutral Sentiment: Apple’s 50th anniversary generated broad retrospectives on its franchise and strategy; such coverage supports brand strength but raises scrutiny on AI execution and succession planning. Apple's 50-year journey from garage to tech titan
• Neutral Sentiment: Apple released a firmware update for AirTag 2 (3.0.45) — routine product maintenance that matters for customer trust but has limited direct impact on revenue. Apple just changed AirTag 2’s anti-stalking feature - 9to5Mac
• Neutral Sentiment: D. E. Shaw trimmed its AAPL holding — a portfolio move that may reflect rebalancing rather than fundamental conviction change. Apple Inc. (AAPL): D. E. Shaw Trims Holding
• Negative Sentiment: Iran’s IRGC publicly threatened U.S. tech firms, including Apple — geopolitical risk can pressure shares via supply‑chain, regional operations or investor risk premia. Iran threatens Nvidia, Apple and other tech giants with attack
• Negative Sentiment: A final court ruling upheld Xiao‑I Corp patents in a dispute with Apple — adverse IP decisions can lead to damages, licensing costs or operational restrictions in key markets. Xiao-I Corp. Wins Final Supreme Court Ruling Upholding Patents in Apple Dispute
• Negative Sentiment: Apple’s fitness chief is retiring amid harassment allegations — a reputational and leadership headwind for the services/wearables business. Apple's Fitness Chief, Who Was Accused of Harassment, Is Retiring

Apple Price Performance

Shares of NASDAQ AAPL opened at $255.63 on Thursday. The company has a fifty day moving average price of $260.36 and a 200 day moving average price of $263.13. The firm has a market cap of $3.75 trillion, a PE ratio of 32.32, a PEG ratio of 2.41 and a beta of 1.11. 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 Inc. has a 1-year low of $169.21 and a 1-year high of $288.62.

Apple (NASDAQ:AAPL - Get Free Report) last released 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. The firm had revenue of $143.76 billion for the quarter, compared to the consensus estimate of $138.25 billion. Apple had a return on equity of 159.94% and a net margin of 27.04%.The company's revenue for the quarter was up 15.7% on a year-over-year basis. During the same quarter last year, the business posted $2.40 EPS. Research analysts predict that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, February 12th. Investors of record on Monday, February 9th were given a $0.26 dividend. 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 (DPR) is currently 13.15%.

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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