Trivest Advisors Ltd Purchases New Stake in Apple Inc. $AAPL

Key Points

• Trivest Advisors Ltd bought a new position of 66,000 shares of Apple in Q3 worth about $16.806 million, equal to ~0.5% of its portfolio and the firm's 22nd largest holding.
• Apple reported a strong quarter with EPS of $2.84 (beat by $0.17) and revenue of $143.76 billion, up 15.7% year‑over‑year and yielding a 27.04% net margin.
• Apple has a market cap of $3.82 trillion and a P/E of 32.85, recently paid a quarterly dividend of $0.26 (0.4% yield), and carries a MarketBeat consensus of "Moderate Buy" with a $297.58 price target.

Trivest Advisors Ltd bought a new position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 66,000 shares of the iPhone maker's stock, valued at approximately $16,806,000. Apple accounts for approximately 0.5% of Trivest Advisors Ltd's investment portfolio, making the stock its 22nd largest holding.

Several other hedge funds have also made changes to their positions in AAPL. Sellwood Investment Partners LLC lifted its stake 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 buying an additional 71 shares during the last quarter. ROSS JOHNSON & Associates LLC increased its stake in shares of Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock valued at $42,000 after acquiring an additional 180 shares during the period. Nexus Investment Management ULC raised its stake in shares of Apple by 333.3% in the 2nd quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker's stock worth $53,000 after buying an additional 200 shares in the last quarter. LSV Asset Management bought a new stake in Apple in the fourth quarter worth about $65,000. Finally, Morgan Dempsey Capital Management LLC lifted its stake in Apple by 41.0% during the second quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker's stock valued at $88,000 after purchasing an additional 125 shares during the last quarter. Institutional investors own 67.73% of the company's stock.

Apple Price Performance

Apple stock opened at $259.88 on Tuesday. The company has a market capitalization of $3.82 trillion, a PE ratio of 32.85, a price-to-earnings-growth ratio of 2.30 and a beta of 1.10. The business has a 50 day simple moving average of $263.28 and a 200 day simple moving average of $260.95. Apple Inc. has a one year low of $169.21 and a one year high of $288.62. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94.

Apple (NASDAQ:AAPL - Get Free Report) last posted its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, topping the consensus estimate of $2.67 by $0.17. Apple had a net margin of 27.04% and a return on equity of 159.94%. The company had revenue of $143.76 billion during the quarter, compared to analyst estimates of $138.25 billion. During the same quarter last year, the business posted $2.40 earnings per share. The company's revenue was up 15.7% on a year-over-year basis. On average, sell-side 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. Shareholders of record on Monday, February 9th were paid 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%.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on AAPL. Barclays increased their price target on Apple from $239.00 to $248.00 and gave the company an "underweight" rating in a research report on Tuesday, March 3rd. Rosenblatt Securities upped their price target on shares of Apple from $267.00 to $268.00 and gave the stock a "neutral" rating in a research note on Thursday, March 5th. Weiss Ratings restated a "buy (b-)" rating on shares of Apple in a report on Monday, December 29th. Scotiabank set a $330.00 price target on Apple in a research report on Monday, February 2nd. Finally, Wedbush reaffirmed an "outperform" rating and set a $350.00 price objective on shares of Apple in a report on Wednesday, March 4th. 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 issued a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus 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: The launch of the MacBook Neo, a budget-friendly 13" laptop starting at $599, is being viewed as a way to expand Apple's addressable market (students/entry buyers) and could modestly boost unit sales and ecosystem adoption. Apple's Latest Move Is a Brilliant One, and It Could Be a Game Changer for the Stock
• Positive Sentiment: Apple expanded its lower‑priced device push (including MacBook Neo and the iPhone 17e with larger base storage), a strategy Bernstein says can grow the ecosystem while protecting premium margins. Apple Expands Push Into Lower-Priced Devices
• Positive Sentiment: Broker support persists: Citi reiterated a Buy rating and $315 target citing resilient margins, expanding services and emerging AI upside — a bullish anchor for investors. Apple: Resilient Margins, Expanding Services, and Emerging AI Upside Support Buy Rating and $315 Target
• Neutral Sentiment: Shipment data show Samsung matched Apple’s smartphone production last year — competitive parity that matters for market share monitoring but not an immediate earnings shock. Samsung Caught Apple In Smartphone Sales
• Neutral Sentiment: Short‑interest data in the feed are effectively meaningless/erroneous (zeros/NaN), so there’s no clear short‑seller signal from that report.
• Negative Sentiment: Rising memory costs are a clear near‑term headwind: analysts estimate a ~140 basis‑point margin hit in 2026 as DRAM prices jump, which could pressure gross margins even as revenue grows. Apple Stock — Why Analysts Still Like It Despite A Memory Squeeze
• Negative Sentiment: Institutional and insider selling is notable: reports highlight insider sales by senior executives and continued large position reductions from major holders (coverage cites Berkshire/Buffett selling activity), which can weigh on sentiment. Warren Buffett Just Did Something He Almost Never Does — and It’s a Signal Retirees Shouldn't Ignore Apple Stock (AAPL) Opinions on New MacBook Neo Launch

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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