Holcombe Financial Inc. Has $22.61 Million Stock Position in Apple Inc. $AAPL

Holcombe Financial Inc. decreased its position in shares of Apple Inc. (NASDAQ:AAPL) by 2.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 88,774 shares of the iPhone maker’s stock after selling 2,026 shares during the period. Apple comprises 15.8% of Holcombe Financial Inc.’s holdings, making the stock its 2nd largest holding. Holcombe Financial Inc.’s holdings in Apple were worth $22,605,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in AAPL. Plan Group Financial LLC lifted its stake in Apple by 54.8% during the third quarter. Plan Group Financial LLC now owns 25,662 shares of the iPhone maker’s stock worth $6,534,000 after purchasing an additional 9,089 shares during the last quarter. Hoxton Planning & Management LLC raised its holdings in shares of Apple by 0.3% during the 3rd quarter. Hoxton Planning & Management LLC now owns 26,928 shares of the iPhone maker’s stock worth $6,857,000 after buying an additional 74 shares in the last quarter. Donor Advised Charitable Giving Inc. lifted its position in shares of Apple by 1.2% during the 3rd quarter. Donor Advised Charitable Giving Inc. now owns 7,763 shares of the iPhone maker’s stock worth $1,977,000 after buying an additional 92 shares during the last quarter. Kera Capital Partners Inc. boosted its stake in Apple by 13.0% in the third quarter. Kera Capital Partners Inc. now owns 17,775 shares of the iPhone maker’s stock valued at $4,526,000 after buying an additional 2,048 shares in the last quarter. Finally, Mountain Hill Investment Partners Corp. grew its position in Apple by 67.4% in the third quarter. Mountain Hill Investment Partners Corp. now owns 1,073 shares of the iPhone maker’s stock valued at $273,000 after acquiring an additional 432 shares during the last quarter. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Apple Stock Up 0.8%

Shares of AAPL opened at $278.12 on Friday. The stock’s 50-day moving average price is $268.05 and its two-hundred day moving average price is $253.62. Apple Inc. has a 12 month low of $169.21 and a 12 month high of $288.62. The company has a market capitalization of $4.08 trillion, a PE ratio of 35.16, a PEG ratio of 2.47 and a beta of 1.09. The company has a current ratio of 0.97, a quick ratio of 0.94 and a debt-to-equity ratio of 0.87.

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

Apple Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, February 12th. Shareholders of record on Monday, February 9th will be issued a dividend of $0.26 per share. The ex-dividend date is Monday, February 9th. This represents a $1.04 annualized dividend and a yield of 0.4%. Apple’s dividend payout ratio (DPR) is presently 13.15%.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple preparing to allow third‑party voice AI/chatbots (ChatGPT, Gemini, Claude) in CarPlay — a strategic shift that could boost in‑car services, user engagement and partnerships across the AI ecosystem. Apple plans to allow external voice-controlled AI chatbots in CarPlay
• Positive Sentiment: Strong Q1 results (higher‑than‑expected revenue and EPS, large iPhone sales) continue to support investor confidence and explain why AAPL is outperforming many Big Tech peers after the AI‑led sell‑off.
• Positive Sentiment: EU says Apple Ads and Apple Maps should not be designated under the Digital Markets Act — avoids potential regulatory constraints and commercial disruption in Europe. Apple Ads and Apple Maps should not be designated under Digital Markets Act, says EU
• Positive Sentiment: Analyst support and bullish price targets remain — several firms have reiterated Outperform/Overweight calls and above‑consensus targets (median recent target ~$310), underpinning investor interest. Evercore ISI stays Outperform on Apple
• Positive Sentiment: Inclusion in new Big Tech ETF offerings and continued institutional buying signal durable demand from funds and passive vehicles. Big Tech Core: New Burney ETF Packs Apple, Nvidia, Google, Broadcom Punch
• Neutral Sentiment: Short‑interest data currently shows anomalies (reporting zeros/NaN) and offers no clear signal on bearish positioning — not market‑moving as reported.
• Neutral Sentiment: Global memory‑chip shortages raise questions about iPhone pricing vs. margin trade‑offs; could preserve margins (price increases) or dent volume if Apple raises prices — impact unclear near term. Pricier iPhones? Global memory chip crunch puts spotlight on Apple
• Negative Sentiment: Apple has scaled back its AI health‑coach initiative (project “Mulberry”), highlighting execution and monetization challenges for new paid services tied to health/wearables. That could temper parts‑of‑services growth expectations. Apple Scales Back AI Health Coach Plans
• Negative Sentiment: Ongoing insider selling is visible in regulatory filings; while routine at large cap firms, it can be interpreted negatively by some investors when concentrated.

Analyst Upgrades and Downgrades

A number of research firms have recently commented on AAPL. Bank of America increased their target price on shares of Apple from $270.00 to $320.00 and gave the stock a “buy” rating in a report on Wednesday, October 29th. Wedbush restated an “outperform” rating and issued a $350.00 target price on shares of Apple in a research report on Wednesday, January 28th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Apple in a report on Monday, December 29th. Phillip Securities upgraded Apple from a “moderate sell” rating to a “hold” rating in a research note on Sunday, February 1st. Finally, DZ Bank upgraded Apple from a “hold” rating to a “buy” rating and set a $300.00 price objective on the stock in a research report on Tuesday, November 4th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $291.70.

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.