EdgeRock Capital LLC Sells 4,794 Shares of Apple Inc. $AAPL

EdgeRock Capital LLC lessened its stake in shares of Apple Inc. (NASDAQ:AAPL) by 15.1% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 26,971 shares of the iPhone maker’s stock after selling 4,794 shares during the quarter. Apple comprises about 1.9% of EdgeRock Capital LLC’s portfolio, making the stock its 17th largest holding. EdgeRock Capital LLC’s holdings in Apple were worth $6,868,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also bought and sold shares of AAPL. ROSS JOHNSON & Associates LLC boosted its position in shares of Apple by 1,800.0% in the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after acquiring an additional 180 shares during the period. Nexus Investment Management ULC raised its stake in Apple by 333.3% in the 2nd quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock worth $53,000 after purchasing an additional 200 shares in the last quarter. LSV Asset Management bought a new stake in Apple in the 4th quarter valued at about $65,000. Morgan Dempsey Capital Management LLC boosted its holdings in Apple by 41.0% in the 2nd quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock valued at $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 1st quarter worth approximately $99,000. Institutional investors and hedge funds own 67.73% of the company’s stock.

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Quarterly FCF, revenue and margins jumped, lifting AAPL target values and prompting bullish options strategies (short near-term OTM puts or long-dated ITM calls) as investors position for continued cash-flow strength. Apple’s FCF Margins Surge and Its Target Value Rises – What’s the Best AAPL Stock Play?
• Positive Sentiment: New-product cycle expected soon (iPhone 17e, updated iPads and refreshed Macs) — supports revenue visibility from hardware refreshes and accessory/services attach. Apple to Debut iPhone 17e, New iPads, Fresh Macs
• Positive Sentiment: Apple will allow third‑party AI chatbots in CarPlay, widening its ecosystem and potentially creating new services/monetization channels. Apple to Allow Third-Party AI Chatbots in CarPlay
• Positive Sentiment: High-profile investors (Peter Thiel’s fund) include Apple in contrarian AI exposure, signaling institutional conviction that Apple can play a role in the AI cycle. Thiel Bypasses Palantir and Nvidia for Meta, Tesla, Apple in Contrarian AI Play
• Neutral Sentiment: CEO Tim Cook has pushed back on the idea Apple is falling behind in AI, highlighting progress on Apple’s AI platform — still leaves investors parsing timing and competitive edge vs. pure-play AI leaders. Is Apple Falling Behind in Artificial Intelligence (AI)? Here’s What CEO Tim Cook Just Said.
• Neutral Sentiment: Market commentators expect continued volatility and a stock‑picker environment; that can favor active option strategies around large-cap names like Apple. Coons: Volatility Going Nowhere, GOOGL, AAPL & CRWD Next AI Winners
• Negative Sentiment: Despite the fundamentals, Apple is lagging today as money rotates into perceived AI/semiconductor winners (e.g., Nvidia), weighing on AAPL’s near‑term performance. Stock Market Today: Dow Gains As Nvidia Jumps; Apple Lags, Energy Stock Tests Entry (Live Coverage)

Apple Stock Performance

Shares of Apple stock opened at $274.62 on Tuesday. The company’s 50 day moving average price is $267.88 and its two-hundred day moving average price is $254.61. The firm has a market capitalization of $4.03 trillion, a P/E ratio of 34.72, a P/E/G ratio of 2.49 and a beta of 1.09. Apple Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $288.62. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94.

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

Apple Dividend Announcement

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 issued a dividend of $0.26 per share. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. The ex-dividend date is Monday, February 9th. Apple’s payout ratio is 13.15%.

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on AAPL shares. Oppenheimer reiterated a “market perform” rating on shares of Apple in a research note on Friday, January 30th. Maxim Group raised Apple from a “hold” rating to a “buy” rating and set a $300.00 price objective for the company in a report on Friday, January 30th. Wall Street Zen lowered Apple from a “buy” rating to a “hold” rating in a report on Sunday, November 9th. TD Cowen restated a “buy” rating and issued a $325.00 price target on shares of Apple in a research report on Friday, January 30th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and set a $330.00 price objective on shares of Apple in a research report on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Apple currently has a consensus rating of “Moderate Buy” and a consensus price target of $291.70.

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.