Apple Inc. $AAPL Position Lowered by Gerber LLC

Gerber LLC reduced its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 37.2% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 21,825 shares of the iPhone maker’s stock after selling 12,932 shares during the period. Apple comprises 3.5% of Gerber LLC’s portfolio, making the stock its 9th largest holding. Gerber LLC’s holdings in Apple were worth $5,557,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the business. Retirement Planning Group LLC NY grew its position in shares of Apple by 11.0% during the 3rd quarter. Retirement Planning Group LLC NY now owns 11,369 shares of the iPhone maker’s stock valued at $2,895,000 after acquiring an additional 1,127 shares during the period. Beacon Financial Planning Inc. raised its holdings in Apple by 1.4% in the 3rd quarter. Beacon Financial Planning Inc. now owns 5,724 shares of the iPhone maker’s stock worth $1,458,000 after purchasing an additional 81 shares during the period. BCS Private Wealth Management Inc. lifted its position in Apple by 12.8% during the third quarter. BCS Private Wealth Management Inc. now owns 26,964 shares of the iPhone maker’s stock valued at $6,866,000 after purchasing an additional 3,053 shares in the last quarter. Fonville Wealth Management LLC grew its holdings in Apple by 0.9% during the third quarter. Fonville Wealth Management LLC now owns 29,989 shares of the iPhone maker’s stock valued at $7,636,000 after purchasing an additional 255 shares during the period. Finally, Elwood & Goetz Wealth Advisory Group LLC increased its position in Apple by 21.0% in the third quarter. Elwood & Goetz Wealth Advisory Group LLC now owns 19,794 shares of the iPhone maker’s stock worth $5,040,000 after buying an additional 3,441 shares in the last quarter. 67.73% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of brokerages recently issued reports on AAPL. Wall Street Zen downgraded Apple from a “buy” rating to a “hold” rating in a research note on Sunday, November 9th. Phillip Securities raised shares of Apple from a “moderate sell” rating to a “hold” rating in a research note on Sunday, February 1st. Maxim Group upgraded shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 price objective on the stock in a research report on Friday, January 30th. UBS Group reaffirmed a “buy” rating on shares of Apple in a report on Tuesday, February 3rd. Finally, CLSA raised their price target on Apple from $265.00 to $330.00 and gave the company an “outperform” rating in a report on Friday, December 5th. One analyst has rated the stock with a Strong Buy rating, twenty-three 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.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $291.70.

Key Stories Impacting Apple

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.

Apple Stock Performance

Shares of NASDAQ AAPL opened at $278.12 on Monday. The company has a market capitalization of $4.08 trillion, a PE ratio of 35.16, a price-to-earnings-growth ratio of 2.49 and a beta of 1.09. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.94 and a current ratio of 0.97. The company’s fifty day moving average price is $268.05 and its 200 day moving average price is $254.18. 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, beating analysts’ consensus estimates of $2.67 by $0.17. The business 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 revenue was up 15.7% compared to the same quarter last year. During the same period in the previous year, the business earned $2.40 earnings per share. On average, research analysts predict that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, February 12th. Investors of record on Monday, February 9th will be given a $0.26 dividend. This represents a $1.04 annualized dividend and a yield of 0.4%. The ex-dividend date is Monday, February 9th. Apple’s payout ratio is 13.15%.

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.