Apple Inc. $AAPL is Westfield Capital Management Co. LP’s 4th Largest Position

Westfield Capital Management Co. LP reduced its position in shares of Apple Inc. (NASDAQ:AAPL) by 4.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,334,545 shares of the iPhone maker’s stock after selling 159,639 shares during the period. Apple accounts for about 3.6% of Westfield Capital Management Co. LP’s holdings, making the stock its 4th biggest position. Westfield Capital Management Co. LP’s holdings in Apple were worth $849,075,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in AAPL. Financial Futures Ltd Liability Co. grew its position in shares of Apple by 13.2% during the 2nd quarter. Financial Futures Ltd Liability Co. now owns 3,552 shares of the iPhone maker’s stock valued at $729,000 after acquiring an additional 415 shares during the period. Monarch Capital Management Inc. raised its holdings in Apple by 4.6% in the 2nd 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 period. 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 in the last quarter. Highland Capital Management LLC grew its holdings in Apple by 2.2% during 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 period. Finally, Citizens Financial Group Inc. RI increased its position in Apple by 48.4% in the third quarter. Citizens Financial Group Inc. RI now owns 1,426,605 shares of the iPhone maker’s stock worth $363,256,000 after buying an additional 465,393 shares in the last quarter. 67.73% of the stock is owned by institutional investors.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: India production milestone — Apple now manufactures roughly 25% of global iPhone volume (a ~53% YoY jump in India output), reducing China concentration, lowering tariff risk and improving supply‑chain optionality. That shift is being viewed as a meaningful operational tailwind. Apple’s India Production Grows As German Antitrust Risks Test Valuation
• Positive Sentiment: Expansion into lower‑priced hardware — New models (e.g., $599 MacBook Neo, broader push into lower‑priced phones/laptops) aim to grow ecosystem share and addressable market while preserving margins, which supports revenue diversification and upside potential. Apple’s Newest Phone and Laptop Are More Budget-Friendly. Premium Products Could Be Next
• Positive Sentiment: Analyst support despite cost headwinds — Several outlets note analysts remain constructive (some with high price targets) even as memory/DRAM costs create near‑term margin pressure; that helps underpin buy‑side interest. Apple Stock — Why Analysts Still Like It Despite A Memory Squeeze
• Neutral Sentiment: Supplier/industry moves — Bank of America’s bearish stance on Qualcomm (citing potential loss of Apple business) is pressuring chip suppliers; indirect for Apple — could be positive (more in‑house/alternate sourcing) or negative (component availability/costs). Qualcomm faces loss of Apple business, competitive pressures, says Bank of America
• Neutral Sentiment: Berkshire selling — Reports that Berkshire has trimmed Apple are spotlighting large shareholder rotation; this can increase volatility but does not change Apple’s fundamentals immediately. Warren Buffett Just Did Something He Almost Never Does — and It’s a Signal Retirees Shouldn’t Ignore
• Negative Sentiment: German antitrust pressure — German publishers and advertisers rejected Apple’s revised App Tracking Transparency changes and urged antitrust fines, increasing regulatory risk and potential penalties in Europe that could pressure ad‑related services and valuation multiples. German publishers reject Apple’s revised app tracking rules, urge antitrust fine
• Negative Sentiment: Product/AI delays — Reports that Siri/AI issues have delayed Apple’s smart home display suggest execution risk on new product categories and slower monetization of AI‑enabled hardware. Apple’s Siri Troubles Put Smart Home Display On Hold

Analysts Set New Price Targets

AAPL has been the topic of several recent research reports. JPMorgan Chase & Co. raised their price objective on Apple from $315.00 to $325.00 and gave the stock an “overweight” rating in a research note 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. Morgan Stanley reaffirmed an “overweight” rating and set a $315.00 price target (up from $305.00) on shares of Apple in a report on Wednesday, December 17th. Monness Crespi & Hardt increased their price objective on shares of Apple from $300.00 to $315.00 and gave the stock a “buy” rating in a research note on Friday, January 30th. Finally, Moffett Nathanson raised their price objective on shares of Apple from $241.00 to $270.00 and gave the company a “neutral” rating in a research report on Wednesday, February 25th. One analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Apple currently has a consensus rating of “Moderate Buy” and a consensus target price of $297.58.

Apple Trading Up 0.4%

Shares of AAPL opened at $260.83 on Wednesday. The firm has a market cap of $3.83 trillion, a P/E ratio of 32.97, a price-to-earnings-growth ratio of 2.32 and a beta of 1.10. 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 Inc. has a 1 year low of $169.21 and a 1 year high of $288.62. The company has a 50 day simple moving average of $263.04 and a two-hundred day simple moving average of $261.18.

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

Apple Dividend Announcement

The company also recently disclosed 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. 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 (DPR) 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.