Sunbeam Capital Management LLC Has $9.36 Million Position in Apple Inc. $AAPL

Sunbeam Capital Management LLC grew its stake in Apple Inc. (NASDAQ:AAPL) by 44.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 36,763 shares of the iPhone maker’s stock after acquiring an additional 11,380 shares during the period. Apple accounts for about 5.8% of Sunbeam Capital Management LLC’s investment portfolio, making the stock its 4th biggest position. Sunbeam Capital Management LLC’s holdings in Apple were worth $9,361,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently made changes to their positions in AAPL. ROSS JOHNSON & Associates LLC boosted its position in shares of Apple by 1,800.0% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after purchasing an additional 180 shares during the last quarter. LSV Asset Management acquired a new stake in shares of Apple during the fourth quarter worth about $65,000. Nexus Investment Management ULC boosted its holdings in shares of Apple by 333.3% in the second quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock valued at $53,000 after buying an additional 200 shares during the period. Morgan Dempsey Capital Management LLC boosted its stake in Apple by 41.0% in the 2nd quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock worth $88,000 after purchasing an additional 125 shares during the period. Finally, HFM Investment Advisors LLC acquired a new position in shares of Apple during the first quarter worth about $99,000. Institutional investors own 67.73% of the company’s stock.

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.

Analysts Set New Price Targets

Several brokerages have recently weighed in on AAPL. Monness Crespi & Hardt raised their price target on shares of Apple from $300.00 to $315.00 and gave the stock a “buy” rating in a research note on Friday, January 30th. DA Davidson reiterated a “neutral” rating and set a $270.00 price target on shares of Apple in a report on Friday, January 30th. Citigroup reiterated a “buy” rating and issued a $315.00 price objective (down from $330.00) on shares of Apple in a report on Tuesday, January 20th. Oppenheimer restated a “market perform” rating on shares of Apple in a report on Friday, January 30th. Finally, Barclays reissued an “underweight” rating and issued a $239.00 target price (up previously from $230.00) on shares of Apple in a research report on Friday, January 30th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Apple has a consensus rating of “Moderate Buy” and a consensus target price of $291.70.

Apple Stock Up 0.8%

AAPL stock opened at $278.12 on Monday. The firm has a 50-day moving average price of $268.05 and a 200-day moving average price of $254.18. Apple Inc. has a 12 month low of $169.21 and a 12 month high of $288.62. 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 stock has a market capitalization of $4.08 trillion, a P/E ratio of 35.16, a price-to-earnings-growth ratio of 2.49 and a beta of 1.09.

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

Apple Announces Dividend

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

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.