Riversedge Advisors LLC Has $25.63 Million Stock Holdings in Apple Inc. $AAPL

Key Points

• Riversedge Advisors increased its stake in Apple by 2.2% to 94,290 shares, valued at $25.63 million at quarter-end, making AAPL roughly 4.2% of the firm's portfolio and its ninth-largest holding.
• Analyst consensus on AAPL is a "Moderate Buy" with a consensus price target of $297.58 (coverage: 1 Strong Buy, 22 Buy, 12 Hold, 1 Sell), with recent targets ranging up to $330.
• Apple recently beat quarterly estimates (EPS $2.84 vs. $2.67; revenue $143.76B), pays a $0.26 quarterly dividend, and is pursuing services and AI initiatives (paid ads in Maps, standalone Siri) plus hardware catalysts (possible foldable iPhone) while facing rising regulatory scrutiny.

Riversedge Advisors LLC grew its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 2.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 94,290 shares of the iPhone maker's stock after buying an additional 2,060 shares during the quarter. Apple accounts for approximately 4.2% of Riversedge Advisors LLC's holdings, making the stock its 9th largest position. Riversedge Advisors LLC's holdings in Apple were worth $25,634,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Isthmus Partners LLC grew its stake in shares of Apple by 6.4% during the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker's stock valued at $25,000 after purchasing an additional 5,808 shares during the period. Sellwood Investment Partners LLC lifted its stake in shares of Apple by 110.9% in the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock worth $34,000 after purchasing an additional 71 shares during the period. ROSS JOHNSON & Associates LLC lifted its stake in shares of Apple by 1,800.0% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock worth $42,000 after purchasing an additional 180 shares during the period. LSV Asset Management purchased a new position in shares of Apple in the fourth quarter worth approximately $65,000. Finally, 49 Wealth Management LLC boosted its holdings in shares of Apple by 15.7% in the third quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker's stock worth $76,000 after buying an additional 40,543 shares during the last quarter. 67.73% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of analysts have commented on AAPL shares. Evercore reaffirmed an "outperform" rating on shares of Apple in a report on Monday, March 2nd. DA Davidson reiterated a "neutral" rating and set a $270.00 price target on shares of Apple in a research note on Friday, January 30th. CLSA boosted their price objective 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. Stephens set a $315.00 target price on Apple in a report on Monday, January 26th. Finally, Maxim Group upgraded Apple from a "hold" rating to a "buy" rating and set a $300.00 target price on the stock in a research report on Friday, January 30th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus price target of $297.58.

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple announced an "Apple Business" platform and plans to introduce paid ads in Maps (U.S. & Canada) this summer — a direct services monetization play that could lift Services revenue and margins. Apple to bring paid ads to maps to US, Canada this summer
• Positive Sentiment: Apple is testing a standalone Siri app and an "Ask Siri" feature as part of a broader AI push; WWDC (June 8–12) is expected to showcase further AI advancements — potential differentiation in consumer AI services. Apple Plans a Standalone Siri App
• Positive Sentiment: Hardware momentum: surveys and checks point to strong iPhone upgrade intent and supply-chain signals for a potential foldable iPhone in 2026 — product catalysts that support sales upside. Apple preparing first foldable iPhone for 2026 launch
• Neutral Sentiment: Analyst activity is mixed but constructive: Morgan Stanley reaffirmed "overweight" with a ~$315 target while Bank of America trimmed its target slightly to $320 — signals of continued analyst support but also near-term caution. Analyst note
• Neutral Sentiment: Reported spikes in short interest appear to be data/noise (records showing 0 shares and NaN changes) — not a clear short-squeeze signal at this time.
• Negative Sentiment: Regulatory/industry scrutiny is rising: EU broadcasters are pressing regulators over smart-TV and AI control, and broader policy scrutiny could complicate content/AI strategies and ad business expansion in some regions. EU Broadcasters Target Apple Over Smart TV and AI Control
• Negative Sentiment: Wider tech concerns — heavy AI spending and valuation pressure — remain a headwind for sentiment and could weigh on multiples even as revenue grows. The Great Rotation: Fade Dying Tech Stars

Apple Stock Performance

NASDAQ:AAPL opened at $251.64 on Wednesday. The stock has a 50-day moving average price of $260.62 and a 200 day moving average price of $262.53. The stock has a market capitalization of $3.69 trillion, a P/E ratio of 31.81, a P/E/G ratio of 2.24 and a beta of 1.10. Apple Inc. has a 12-month low of $169.21 and a 12-month high of $288.62. 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 (NASDAQ:AAPL - Get Free Report) last posted its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, topping 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 company had revenue of $143.76 billion for the quarter, compared to analysts' expectations of $138.25 billion. During the same period in the previous year, the firm earned $2.40 EPS. The firm's revenue was up 15.7% compared to the same quarter last year. Equities research analysts forecast that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Announces Dividend

The business also recently announced 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 annualized dividend and a dividend yield of 0.4%. The ex-dividend date of this dividend was Monday, February 9th. Apple's payout ratio is 13.15%.

About Apple

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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