Personal CFO Solutions LLC Reduces Stake in Apple Inc. $AAPL

Personal CFO Solutions LLC trimmed its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 2.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 106,418 shares of the iPhone maker’s stock after selling 3,037 shares during the quarter. Apple makes up approximately 4.8% of Personal CFO Solutions LLC’s investment portfolio, making the stock its 2nd biggest holding. Personal CFO Solutions LLC’s holdings in Apple were worth $27,097,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of the business. Vanguard Group Inc. raised its position in shares of Apple by 1.1% in the 2nd quarter. Vanguard Group Inc. now owns 1,415,932,804 shares of the iPhone maker’s stock worth $290,506,933,000 after acquiring an additional 15,141,995 shares in the last quarter. State Street Corp lifted its stake in shares of Apple by 0.9% during the 2nd quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker’s stock worth $123,358,461,000 after purchasing an additional 5,224,229 shares during the last quarter. Geode Capital Management LLC boosted its position in Apple by 1.4% during the second quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker’s stock valued at $72,506,336,000 after purchasing an additional 4,942,638 shares in the last quarter. Norges Bank purchased a new position in Apple in the second quarter valued at about $38,942,255,000. Finally, Northern Trust Corp grew its stake in Apple by 13.3% in the fourth quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker’s stock valued at $42,918,365,000 after purchasing an additional 20,079,472 shares during the last quarter. Institutional investors own 67.73% of the company’s stock.

Analyst Ratings Changes

Several analysts have commented on AAPL shares. TD Cowen reissued a “buy” rating and set a $325.00 price target on shares of Apple in a research report on Friday, January 30th. Phillip Securities raised shares of Apple from a “moderate sell” rating to a “hold” rating in a research report on Sunday, February 1st. Citigroup reiterated a “buy” rating and set a $315.00 price objective (down from $330.00) on shares of Apple in a report on Tuesday, January 20th. Moffett Nathanson boosted their target price on Apple from $241.00 to $270.00 and gave the stock a “neutral” rating in a research note on Wednesday, February 25th. Finally, Rosenblatt Securities boosted their target price on Apple from $267.00 to $268.00 and gave the stock a “neutral” rating in a research note on Thursday. One 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 given a Sell rating to the stock. According to data from MarketBeat, Apple presently has a consensus rating of “Moderate Buy” and an average target price of $297.58.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Wedbush raised its street-high price target to $350, arguing Apple’s AI-capable Macs and refreshed product cycle could unlock ~33% upside — a clear bullish signal for investors. Wedbush $350 target
• Positive Sentiment: Analysts and commentators highlight Apple’s AI approach (hardware + Google Gemini partnership) as a profitability-focused alternative to the capex-heavy AI race — narrative supports margins and services monetization. AAPL Not Running AI Race Paying Off? iPhone & Google Gemini Add Tech Muscle
• Positive Sentiment: Apple’s exclusive U.S. Formula 1 streaming deal for Apple TV expands services revenue and engagement — a structural positive for recurring revenue and ecosystem stickiness. Formula 1 and Apple’s big gamble
• Positive Sentiment: The MacBook Neo ($599) and entry-level iPhone broaden addressable market (students and price-sensitive buyers), which could modestly increase unit volumes and services attach over time. Apple Slashes Entry Price With MacBook Neo
• Neutral Sentiment: Smaller analyst moves: Rosenblatt nudged its PT slightly and Barclays revised targets in recent notes — these are incremental but keep the debate active on upside scope. Rosenblatt/Benzinga note
• Neutral Sentiment: Apple remains a staple in dividend-growth ETFs (e.g., DGRO), reinforcing long-term passive demand even amid short-term volatility. DGRO / Market context
• Negative Sentiment: Some outlets reported an immediate share pullback after the budget-product announcements (concerns about margin dilution and the market’s rotation away from expensive Big Tech/AI spenders). That knee-jerk selling contributed to intraday weakness. Apple stock slid after MacBook Neo
• Negative Sentiment: Wider market pressure on AI-capex-heavy names and headlines about “Big Tech” valuation compression mean Apple can be caught up in sector moves even as company-specific fundamentals remain strong. Big Tech valuation rotation
• Neutral Sentiment: Short-interest data in some feeds showed a spike but the reports contain inconsistent values (0 shares / NaN) — treat that as likely reporting noise rather than evidence of a large coordinated short. (No reliable source link available in the feed.)

Apple Price Performance

Shares of NASDAQ AAPL opened at $257.46 on Monday. 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 Inc. has a 52 week low of $169.21 and a 52 week high of $288.62. The business’s 50 day moving average price is $263.56 and its 200 day moving average price is $260.70. The firm has a market cap of $3.78 trillion, a P/E ratio of 32.55, a P/E/G ratio of 2.30 and a beta of 1.10.

Apple (NASDAQ:AAPL) last released its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, beating the consensus estimate of $2.67 by $0.17. The business had revenue of $143.76 billion for the quarter, compared to the consensus estimate of $138.25 billion. Apple had a net margin of 27.04% and a return on equity of 159.94%. The business’s revenue for the quarter was up 15.7% on a year-over-year basis. During the same period in the prior year, the firm earned $2.40 EPS. On average, sell-side analysts expect that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, February 12th. Shareholders of record on Monday, February 9th were issued a $0.26 dividend. This represents a $1.04 annualized dividend and a yield of 0.4%. The ex-dividend date of this dividend was Monday, February 9th. Apple’s dividend payout ratio is presently 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.