Triglav Investments D.O.O. Has $90.06 Million Holdings in Apple Inc. $AAPL

Key Points

• Triglav Investments D.O.O. increased its stake in Apple by 10.7% in Q3 to 353,707 shares valued at $90.063 million, making Apple 5.9% of its portfolio and its third-largest holding.
• Apple beat quarterly expectations, reporting $2.84 EPS vs. $2.67 expected and revenue of $143.76 billion (up 15.7% YoY), with analysts forecasting $7.28 EPS for the current year.
• Apple's recent AI-focused product push — including a low-cost $599 MacBook Neo — has prompted several analyst price-target increases and bullish commentary, while MarketBeat's consensus remains a Moderate Buy with an average target of $297.56.

Triglav Investments D.O.O. grew its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 10.7% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 353,707 shares of the iPhone maker's stock after acquiring an additional 34,306 shares during the quarter. Apple accounts for 5.9% of Triglav Investments D.O.O.'s portfolio, making the stock its 3rd largest holding. Triglav Investments D.O.O.'s holdings in Apple were worth $90,063,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of AAPL. Sellwood Investment Partners LLC increased its holdings in Apple by 110.9% in the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock valued at $34,000 after buying an additional 71 shares during the period. ROSS JOHNSON & Associates LLC lifted 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 purchasing an additional 180 shares during the period. Nexus Investment Management ULC boosted its holdings in Apple by 333.3% during the second quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker's stock valued at $53,000 after purchasing an additional 200 shares in the last quarter. LSV Asset Management bought a new stake in shares of Apple in the 4th quarter valued at approximately $65,000. Finally, Morgan Dempsey Capital Management LLC lifted its position in shares of Apple by 41.0% during the 2nd quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker's stock worth $88,000 after buying an additional 125 shares during the period. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Apple Stock Down 0.5%

Shares of NASDAQ AAPL opened at $262.52 on Thursday. The firm has a 50 day moving average price of $264.14 and a 200 day moving average price of $260.06. The stock has a market cap of $3.85 trillion, a P/E ratio of 33.19, a P/E/G ratio of 2.35 and a beta of 1.10. Apple Inc. has a 52-week low of $169.21 and a 52-week high of $288.62. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.94 and a current ratio of 0.97.

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, 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 business had revenue of $143.76 billion during the quarter, compared to analysts' expectations of $138.25 billion. During the same period in the prior year, the business earned $2.40 EPS. Apple's revenue for the quarter was up 15.7% compared to the same quarter last year. Analysts expect that Apple Inc. will post 7.28 EPS for the current year.

Apple Dividend Announcement

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

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple's multi-day product blitz emphasizes AI across iPhones, iPads and new Macs — a strategy that could drive an AI-led upgrade cycle and lift long-term revenue and services monetization. Apple's Brand-New Products Represent an Aggressive AI Push
• Positive Sentiment: Apple launched the low-cost MacBook Neo (starts at $599) to gain share in education and price‑sensitive segments — expands addressable market and could seed future ecosystem spending. Apple debuts $599 MacBook Neo to challenge Chromebooks, Windows PCs
• Positive Sentiment: Wedbush reiterated an Outperform rating and $350 target after the product announcements — a bullish sell‑side view that implies meaningful upside if Apple executes on AI hardware. Wedbush maintains $350 Apple target as product blitz reinforces AI hardware push
• Positive Sentiment: Bernstein reiterated a Buy and $340 target, citing an AI-driven upgrade cycle and new form factors as favorable risk/reward — another supportive analyst view. Apple: AI-Driven Upgrade Cycle and Emerging Form Factors Create Favorable Risk‑Reward at $340 Target Price
• Neutral Sentiment: Apple TV expanding to Roku increases distribution for streaming/subscriptions — positive for ecosystem but modest near-term revenue impact. Apple TV Hits Roku Premium Subscriptions
• Neutral Sentiment: Reports on Apple Watch battery drain and replacement timing are consumer‑facing but unlikely to move fundamentals materially. Apple Watch Battery Draining Fast: When Do You Need a Battery Replacement?
• Negative Sentiment: Barclays raised its price target to $248 but kept an Underweight rating — the note signals limited near‑term upside from current levels and likely contributed to selling pressure. Barclays Increases Apple NASDAQ: AAPL Price Target to $248.00
• Negative Sentiment: Apple also raised prices on higher-end MacBook Air/Pro models as M5 chips roll out; coupled with a global memory‑chip shortage, investors worry about demand elasticity and margin impact. Apple raises MacBook prices across the board as M5 chips, new displays signal AI-first strategy

Analyst Ratings Changes

A number of research analysts have issued reports on AAPL shares. Evercore reissued an "outperform" rating on shares of Apple in a report on Monday. Sanford C. Bernstein restated an "outperform" rating on shares of Apple in a research report on Wednesday. Monness Crespi & Hardt raised their price objective on shares of Apple from $300.00 to $315.00 and gave the stock a "buy" rating in a report on Friday, January 30th. Royal Bank Of Canada set a $325.00 target price on shares of Apple in a research note on Monday, February 2nd. Finally, Morgan Stanley restated an "overweight" rating and set a $315.00 price target (up from $305.00) on shares of Apple in a research report on Wednesday, December 17th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average target price of $297.56.

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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