Trifecta Capital Advisors LLC Has $29.60 Million Stake in Apple Inc. $AAPL

Trifecta Capital Advisors LLC trimmed its holdings in Apple Inc. (NASDAQ:AAPL) by 9.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 116,261 shares of the iPhone maker’s stock after selling 11,623 shares during the period. Apple accounts for about 4.5% of Trifecta Capital Advisors LLC’s portfolio, making the stock its 4th biggest holding. Trifecta Capital Advisors LLC’s holdings in Apple were worth $29,604,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Cahill Financial Advisors Inc. lifted its holdings in Apple by 3.0% during the 3rd quarter. Cahill Financial Advisors Inc. now owns 83,532 shares of the iPhone maker’s stock valued at $21,270,000 after purchasing an additional 2,438 shares during the last quarter. Banyan Capital Management Inc. raised its position in shares of Apple by 6.5% in the third quarter. Banyan Capital Management Inc. now owns 44,547 shares of the iPhone maker’s stock valued at $11,343,000 after purchasing an additional 2,712 shares during the period. Impact Partnership Wealth LLC grew its stake in Apple by 2.9% in the 3rd quarter. Impact Partnership Wealth LLC now owns 48,605 shares of the iPhone maker’s stock valued at $12,376,000 after buying an additional 1,368 shares during the last quarter. Schiavi & Co LLC grew its stake in Apple by 41.2% in the 3rd quarter. Schiavi & Co LLC now owns 2,322 shares of the iPhone maker’s stock valued at $591,000 after buying an additional 678 shares during the last quarter. Finally, Alpha Cubed Investments LLC raised its holdings in Apple by 4.9% in the 3rd quarter. Alpha Cubed Investments LLC now owns 703,416 shares of the iPhone maker’s stock valued at $179,111,000 after acquiring an additional 32,966 shares during the period. 67.73% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on the company. Wedbush restated an “outperform” rating and set a $350.00 price objective on shares of Apple in a report on Tuesday, February 17th. Maxim Group raised Apple from a “hold” rating to a “buy” rating and set a $300.00 price objective on the stock in a report on Friday, January 30th. Monness Crespi & Hardt increased their price objective on Apple from $300.00 to $315.00 and gave the stock a “buy” rating in a research report on Friday, January 30th. Morgan Stanley reissued an “overweight” rating and set a $315.00 target price (up from $305.00) on shares of Apple in a report on Wednesday, December 17th. Finally, KGI Securities upgraded shares of Apple to an “outperform” rating and set a $306.00 price target on the stock in a research note on Friday, January 30th. One investment 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 given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $293.41.

Apple Stock Down 3.2%

AAPL stock opened at $264.18 on Monday. The stock has a market capitalization of $3.88 trillion, a P/E ratio of 33.40, a price-to-earnings-growth ratio of 2.36 and a beta of 1.10. The company has a current ratio of 0.97, a quick ratio of 0.94 and a debt-to-equity ratio of 0.87. The firm has a 50-day moving average price of $264.66 and a 200-day moving average price of $259.59. Apple Inc. has a 12 month low of $169.21 and a 12 month high of $288.62.

Apple (NASDAQ:AAPL) last posted 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. Apple had a net margin of 27.04% and a return on equity of 159.94%. The firm had revenue of $143.76 billion for the quarter, compared to analysts’ expectations of $138.25 billion. During the same quarter in the previous year, the firm posted $2.40 earnings per share. The company’s revenue was up 15.7% on a year-over-year basis. As a group, equities research analysts anticipate that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, February 12th. Shareholders of record on Monday, February 9th were issued a dividend of $0.26 per share. This represents a $1.04 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date of this dividend was Monday, February 9th. Apple’s payout ratio is presently 13.15%.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is staging a “product week” with multiple announcements expected (AI-enabled wearables, low‑cost MacBook, new iPads, possible foldable iPhone and entry iPhone 17E). New hardware and AI features could drive device upgrades, services usage and longer‑term revenue upside. Apple Plans Week of Product Announcements
• Positive Sentiment: Reports highlight Apple accelerating AI wearables (smart glasses, camera AirPods, AI pendant). Successful launches would broaden addressable market and reinforce Apple’s services/recurring revenue mix. Apple’s AI Wearables And Product Week Could Reshape Long Term Growth
• Positive Sentiment: The WSJ piece on Apple bringing more chip production in‑house (a “chip homecoming”) underscores Apple’s push for greater silicon control and supply resilience — a potential margin and product-differentiation tailwind. Apple’s Chip Homecoming
• Neutral Sentiment: Analyst commentary and price targets remain mixed but generally positive: recent analyst moves (e.g., some target upgrades) and QuiverQuant discussion emphasize AI positioning and a median 6‑month target above current levels — supportive but not unanimous. Apple Stock Opinions on Low-Cost MacBook and AI Developments
• Neutral Sentiment: Anthropic’s Claude climbing Apple App Store charts highlights increased AI app demand on iOS — good for App Store traffic and potential services revenue, but indirect and short‑term. Anthropic’s Claude Tops Apple App Store Charts
• Negative Sentiment: Major institutional selling surfaced in 13F filings: Berkshire/Holdings moves show large reductions (reports say ~75% reduction from a major holder), and UBS AM disclosed removing a very large Apple position — headline selling from big holders can pressure near‑term price and investor sentiment. Warren Buffett Went Out With a Bang by Selling 75% of His Apple Stake
• Negative Sentiment: Reported insider selling activity (multiple senior execs with recent sales) and heavy institutional rebalancing are being flagged by traders as a reason for caution even as fundamentals remain strong. Insider & Institutional Activity

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.