Orion Capital Management LLC Decreases Stake in Apple Inc. $AAPL

Orion Capital Management LLC cut its stake in shares of Apple Inc. (NASDAQ:AAPL) by 6.1% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 46,157 shares of the iPhone maker’s stock after selling 2,984 shares during the quarter. Apple accounts for about 4.1% of Orion Capital Management LLC’s holdings, making the stock its 5th biggest holding. Orion Capital Management LLC’s holdings in Apple were worth $11,753,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Dash Acquisitions Inc. boosted its position in shares of Apple by 25.1% during the 3rd quarter. Dash Acquisitions Inc. now owns 24,863 shares of the iPhone maker’s stock valued at $6,706,000 after acquiring an additional 4,983 shares during the last quarter. Deseret Mutual Benefit Administrators lifted its position in Apple by 2.2% during the third quarter. Deseret Mutual Benefit Administrators now owns 21,994 shares of the iPhone maker’s stock valued at $5,600,000 after purchasing an additional 465 shares during the period. Birch Financial Group LLC boosted its stake in shares of Apple by 11.1% during the 3rd quarter. Birch Financial Group LLC now owns 28,061 shares of the iPhone maker’s stock worth $7,145,000 after acquiring an additional 2,805 shares in the last quarter. Emergent Wealth Advisors LLC increased its stake in shares of Apple by 4.3% during the third quarter. Emergent Wealth Advisors LLC now owns 4,191 shares of the iPhone maker’s stock worth $1,067,000 after purchasing an additional 173 shares in the last quarter. Finally, UG Investment Advisers Ltd. purchased a new position in shares of Apple in the third quarter worth about $4,449,000. Institutional investors own 67.73% of the company’s stock.

Insider Activity

In related news, insider Chris Kondo sold 3,752 shares of the business’s stock in a transaction that occurred on Friday, November 7th. The stock was sold at an average price of $271.23, for a total value of $1,017,654.96. Following the completion of the sale, the insider owned 15,098 shares of the company’s stock, valued at approximately $4,095,030.54. The trade was a 19.90% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. 0.06% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

AAPL has been the topic of several recent analyst reports. Oppenheimer reaffirmed a “market perform” rating on shares of Apple in a research note on Friday. Maxim Group upgraded Apple from a “hold” rating to a “buy” rating and set a $300.00 target price on the stock in a research note on Friday. UBS Group reissued a “neutral” rating on shares of Apple in a research note on Tuesday, January 6th. Sanford C. Bernstein set a $325.00 price target on Apple in a report on Monday, November 3rd. Finally, Morgan Stanley reissued an “overweight” rating and issued a $315.00 price objective (up previously from $305.00) on shares of Apple in a research report on Wednesday, December 17th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $289.23.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Record quarter driven by iPhone 17 and China — Apple beat revenue and EPS expectations, reported record iPhone sales and gave strong March-quarter revenue/margin guidance, supporting bullish near-term fundamentals. Apple sales, profit beat
• Positive Sentiment: Analyst upgrades/price-target increases — Several firms raised targets and reiterated buy ratings after the beat (including TD Cowen, JPMorgan, Monness Crespi & Hardt), which supports upside sentiment among institutional investors. Analyst notes
• Neutral Sentiment: AI strategy remains ambiguous — Apple announced partnerships (e.g., Google Gemini) and made AI-related M&A (Q.ai), but offered limited execution details; these moves signal intent but leave monetization and competitive positioning unclear. AI details unclear
• Neutral Sentiment: Potential supply-chain diversification — Reports that Apple is exploring U.S. foundry partners (e.g., Intel) could ease long-term sourcing risk but are early-stage and not an immediate fix for 2026 capacity issues. Intel foundry reports
• Negative Sentiment: Rising memory-chip costs and shortages — Apple warned memory prices are beginning to bite; suppliers like Samsung and SK Hynix are prioritizing AI chips, tightening supply and pressuring gross margins if costs stay elevated. Memory cost warning
• Negative Sentiment: iPhone production constraints — Multiple reports say TSMC/other chip shortages are limiting Apple’s ability to meet iPhone demand, forcing Apple to prioritize premium models and potentially capping unit growth despite strong demand. TSMC supply short
• Negative Sentiment: Talent and execution questions in AI — Reports of AI researcher departures and commentary that the Google partnership could limit Apple’s AI upside have soured investor enthusiasm for Apple’s AI prospects. AI researcher departures

Apple Stock Up 0.5%

Shares of Apple stock opened at $259.48 on Friday. The business’s fifty day moving average price is $268.38 and its two-hundred day moving average price is $251.42. The company has a debt-to-equity ratio of 1.06, a current ratio of 0.89 and a quick ratio of 0.86. The company has a market capitalization of $3.81 trillion, a P/E ratio of 32.80, a PEG ratio of 2.40 and a beta of 1.09. Apple Inc. has a 1-year low of $169.21 and a 1-year high of $288.62.

Apple (NASDAQ:AAPL) last posted its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, topping analysts’ consensus estimates of $2.67 by $0.17. The company had revenue of $143.76 billion for the quarter, compared to the consensus estimate of $138.25 billion. Apple had a return on equity of 171.22% and a net margin of 27.04%.The company’s quarterly revenue was up 15.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.40 EPS. As a group, research analysts forecast that Apple Inc. will post 7.28 EPS for the current year.

Apple Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, February 12th. Stockholders of record on Monday, February 9th will be issued a $0.26 dividend. The ex-dividend date is 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 is currently 13.92%.

Apple 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.