Apple Inc. $AAPL Holdings Reduced by CSM Advisors LLC

CSM Advisors LLC lowered its position in Apple Inc. (NASDAQ:AAPL) by 21.9% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 141,263 shares of the iPhone maker’s stock after selling 39,692 shares during the quarter. Apple comprises approximately 1.0% of CSM Advisors LLC’s investment portfolio, making the stock its 21st biggest holding. CSM Advisors LLC’s holdings in Apple were worth $35,969,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Vanguard Group Inc. boosted its position in Apple by 1.1% during 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 during the period. State Street Corp grew its stake in shares of Apple by 0.9% in the second 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 in the last quarter. Geode Capital Management LLC increased its holdings in shares of 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 during the period. Norges Bank bought a new stake in shares of Apple during the second quarter valued at about $38,942,255,000. Finally, Northern Trust Corp raised its stake in shares of Apple by 13.3% during 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 in the last quarter. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of equities analysts recently issued reports on AAPL shares. Raymond James Financial reiterated a “market perform” rating on shares of Apple in a research report on Friday, January 2nd. Stifel Nicolaus set a $330.00 price target on shares of Apple in a research report on Monday, March 2nd. Citigroup reaffirmed a “buy” rating and issued a $315.00 price target (down from $330.00) on shares of Apple in a research note on Tuesday, January 20th. JPMorgan Chase & Co. increased their price objective on shares of Apple from $315.00 to $325.00 and gave the company an “overweight” rating in a report on Friday, January 30th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Apple in a research note on Monday, December 29th. One 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 company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $297.58.

Apple Price Performance

Shares of NASDAQ:AAPL opened at $250.12 on Monday. The company’s fifty day moving average is $262.08 and its two-hundred day moving average is $261.74. The company has a market cap of $3.67 trillion, a P/E ratio of 31.62, a price-to-earnings-growth ratio of 2.23 and a beta of 1.10. Apple Inc. has a 12-month low of $169.21 and a 12-month high of $288.62. 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 (NASDAQ:AAPL) last issued its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, topping 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 business had revenue of $143.76 billion during the quarter, compared to analysts’ expectations of $138.25 billion. During the same quarter last year, the firm posted $2.40 earnings per share. Apple’s revenue was up 15.7% compared to the same quarter last year. Equities analysts expect that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, February 12th. Shareholders 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 yield of 0.4%. Apple’s dividend payout ratio (DPR) is presently 13.15%.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple’s new low-cost devices (MacBook Neo, iPhone 17e) broaden addressable market and could win share versus cheaper Windows/Chromebooks — a strategic growth lever even if it pressures near-term margins. How Apple’s new low-cost MacBook Neo may shake up the market
• Positive Sentiment: Early Formula 1 ratings for AppleTV’s exclusive U.S. stream were strong, supporting the thesis that exclusive sports/content deals can grow Services subscriptions and engagement over time. Apple Gets Early Formula 1 Ratings Win
• Positive Sentiment: India’s plan to roll fresh smartphone manufacturing incentives could help Apple expand local production and improve margin/market access over the medium term. India plans fresh incentives for phone production
• Neutral Sentiment: Analyst views are mixed: a few firms raised targets or reiterated buys while others stay cautious/neutral; median price targets remain above the market, keeping a longer-term bullish backdrop but no unanimous near-term catalyst. Apple Stock Opinions on Tech Sector Pullback
• Negative Sentiment: Apple cut its mainland China App Store commission to 25% (and mini-app fees to 12%) after regulator talks — good for developer relations but a direct hit to Services take-rate and near-term revenue in its second‑largest market. Apple cuts China App Store commission fees after government pressure
• Negative Sentiment: Strong insider selling and social/board chatter about a tech pullback and China demand risks are weighing on sentiment — traders are highlighting technical weakness and short-term bearish views. Apple Stock Opinions on Tech Sector Pullback
• Negative Sentiment: Macro and supply‑chain risks (memory/storage cost inflation and geopolitical disruption tied to the Iran war) could raise component costs and compress device margins if Apple absorbs price moves to hold consumer prices. The Iran War Could Upend AI. Here’s How.

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.