Apple Inc. $AAPL is Valeo Financial Advisors LLC’s 6th Largest Position

Valeo Financial Advisors LLC lowered its stake in shares of Apple Inc. (NASDAQ:AAPL) by 3.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 594,738 shares of the iPhone maker’s stock after selling 19,165 shares during the period. Apple accounts for about 3.4% of Valeo Financial Advisors LLC’s investment portfolio, making the stock its 6th largest position. Valeo Financial Advisors LLC’s holdings in Apple were worth $151,438,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

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

Wall Street Analyst Weigh In

A number of research firms have weighed in on AAPL. Needham & Company LLC reaffirmed a “hold” rating on shares of Apple in a report on Friday, January 30th. DZ Bank raised shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 price target for the company in a report on Tuesday, November 4th. Morgan Stanley reiterated an “overweight” rating and issued a $315.00 target price (up from $305.00) on shares of Apple in a research report on Wednesday, December 17th. Barclays restated an “underweight” rating and set a $239.00 price target (up from $230.00) on shares of Apple in a research report on Friday, January 30th. Finally, TD Cowen reiterated a “buy” rating and issued a $325.00 price objective on shares of Apple in a report on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $293.41.

Apple Stock Performance

Shares of AAPL opened at $272.95 on Friday. Apple Inc. has a 1 year low of $169.21 and a 1 year high of $288.62. The stock has a market capitalization of $4.01 trillion, a PE ratio of 34.51, a PEG ratio of 2.45 and a beta of 1.09. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.94 and a current ratio of 0.97. The stock has a 50-day simple moving average of $264.85 and a 200-day simple moving average of $258.95.

Apple (NASDAQ:AAPL) last posted its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, beating the consensus estimate of $2.67 by $0.17. Apple had a return on equity of 159.94% and a net margin of 27.04%.The firm had revenue of $143.76 billion for the quarter, compared to analyst estimates of $138.25 billion. During the same quarter in the prior year, the company posted $2.40 earnings per share. Apple’s revenue for the quarter was up 15.7% compared to the same quarter last year. On average, analysts predict that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, February 12th. Stockholders of record on Monday, February 9th were given a dividend of $0.26 per share. 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 dividend payout ratio (DPR) is 13.15%.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Tim Cook’s teaser about a multi‑day product rollout (new iPhone, iPad and Mac updates) has lifted investor expectations for a revenue and margin catalyst tied to refreshed hardware. Short‑term momentum around the rumored launches is a primary driver of gains. Tim Cook Teases Apple Launch On Monday: Here’s What To Expect
• Positive Sentiment: Apple asked a federal judge to dismiss a proposed class action alleging it misled investors about Siri/AI progress — a legal de‑risking development that reduces near‑term litigation overhang. Apple seeks dismissal of fraud lawsuit over Siri AI, Epic injunction
• Positive Sentiment: Reports that Apple is in talks to launch Apple Pay in India signal a large market expansion opportunity (payments & services revenue) if executed, supporting longer‑term service growth expectations. Apple in talks with banks to start payment service in India, Bloomberg News reports
• Positive Sentiment: Content tie‑ups with Netflix for Formula 1 content on Apple TV broaden Apple’s services appeal and cross‑sell potential for devices and subscriptions. Netflix and Apple TV join forces on F1 content
• Neutral Sentiment: Analyst commentary is mixed: J.P. Morgan highlights AI companion opportunities for Apple (supportive), while MoffettNathanson raised Apple’s price target to $270 but maintained a neutral rating — indicating upside views are tempered by valuation/competition concerns. AI Companions Could Make Apple Stock an AI Winner, Says J.P. Morgan
• Neutral Sentiment: Shareholder governance items: investors rejected a proposal calling for a report on China manufacturing risks — a sign activists didn’t secure traction but not a material business change. Apple shareholders reject call for report on China manufacturing risks
• Negative Sentiment: Spain’s antitrust regulator said Apple was slow to change reseller contract clauses, escalating regulatory scrutiny in Europe — a potential risk to distribution terms and margins in key markets. Spain’s antitrust watchdog says Apple, Amazon took too long to refine anti-competitive contracts
• Negative Sentiment: AI talent departures: high‑profile AI hires by OpenAI of ex‑Apple researchers add to concerns about competition for AI talent and potential delays in Apple’s internal AI roadmap. OpenAI hires Meta AI researcher who previously led Apple’s models team
• Negative Sentiment: Notable institutional selling and insiders trimming AAPL stakes (reports of big names reducing positions) add a supply pressure narrative that could cap near‑term upside if sustained. Ken Griffin, Ray Dalio, and Warren Buffett All Sold More Apple Stock. Should You?

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.