F m Investments LLC Raises Stock Holdings in Apple Inc. $AAPL

Key Points

• F m Investments LLC raised its Apple stake by 3.9% in Q3 to 429,917 shares (worth $109.47 million), making Apple 4.2% of its portfolio and its third-largest holding.
• Other institutions also added shares—most notably Citizens Financial Group which increased its Apple holdings 48.4% to 1,426,605 shares (≈$363.26 million)—and overall institutional ownership stands at 67.73%.
• Apple beat quarterly expectations with EPS of $2.84 (consensus $2.67) and revenue of $143.76 billion (+15.7% YoY), and analysts maintain a consensus rating of "Moderate Buy" with an average target of $297.58.

F m Investments LLC raised its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 3.9% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 429,917 shares of the iPhone maker's stock after buying an additional 16,196 shares during the quarter. Apple comprises 4.2% of F m Investments LLC's portfolio, making the stock its 3rd biggest position. F m Investments LLC's holdings in Apple were worth $109,470,000 as of its most recent filing with the Securities and Exchange Commission.

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

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on AAPL. Citigroup reiterated a "buy" rating and issued a $315.00 price target (down from $330.00) on shares of Apple in a report on Tuesday, January 20th. Rosenblatt Securities raised their price objective on shares of Apple from $267.00 to $268.00 and gave the stock a "neutral" rating in a report on Thursday, March 5th. TD Cowen reaffirmed a "buy" rating and issued a $325.00 price objective on shares of Apple in a research report on Friday, January 30th. KeyCorp reaffirmed a "sector weight" rating on shares of Apple in a research note on Thursday. Finally, Stephens set a $315.00 target price on Apple in a report on Monday, January 26th. One analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average 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: Apple’s new low-cost devices (MacBook Neo, iPhone 17e) broaden addressable market and could win share versus cheaper Windows/Chromebooks — a strategic growth lever even if it pressures near-term margins. How Apple's new low-cost MacBook Neo may shake up the market
• Positive Sentiment: Early Formula 1 ratings for AppleTV’s exclusive U.S. stream were strong, supporting the thesis that exclusive sports/content deals can grow Services subscriptions and engagement over time. Apple Gets Early Formula 1 Ratings Win
• Positive Sentiment: India’s plan to roll fresh smartphone manufacturing incentives could help Apple expand local production and improve margin/market access over the medium term. India plans fresh incentives for phone production
• Neutral Sentiment: Analyst views are mixed: a few firms raised targets or reiterated buys while others stay cautious/neutral; median price targets remain above the market, keeping a longer-term bullish backdrop but no unanimous near-term catalyst. Apple Stock Opinions on Tech Sector Pullback
• Negative Sentiment: Apple cut its mainland China App Store commission to 25% (and mini-app fees to 12%) after regulator talks — good for developer relations but a direct hit to Services take-rate and near-term revenue in its second‑largest market. Apple cuts China App Store commission fees after government pressure
• Negative Sentiment: Strong insider selling and social/board chatter about a tech pullback and China demand risks are weighing on sentiment — traders are highlighting technical weakness and short-term bearish views. Apple Stock Opinions on Tech Sector Pullback
• Negative Sentiment: Macro and supply‑chain risks (memory/storage cost inflation and geopolitical disruption tied to the Iran war) could raise component costs and compress device margins if Apple absorbs price moves to hold consumer prices. The Iran War Could Upend AI. Here’s How.

Apple Stock Performance

Shares of AAPL stock opened at $250.12 on Friday. Apple Inc. has a 12 month low of $169.21 and a 12 month high of $288.62. The company's fifty day simple moving average is $262.08 and its 200-day simple moving average is $261.30. The firm has a market cap of $3.67 trillion, a PE ratio of 31.62, a P/E/G ratio of 2.28 and a beta of 1.10. 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 (NASDAQ:AAPL - Get Free Report) last released its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, beating 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 business had revenue of $143.76 billion during the quarter, compared to the consensus estimate of $138.25 billion. During the same quarter last year, the firm earned $2.40 earnings per share. The firm's revenue for the quarter was up 15.7% compared to the same quarter last year. Equities research analysts expect that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Dividend Announcement

The business 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. The ex-dividend date of this dividend was Monday, February 9th. This represents a $1.04 dividend on an annualized basis and a dividend yield of 0.4%. Apple's payout ratio is currently 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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