Curat Global LLC Has $552,000 Holdings in Apple Inc. $AAPL

Curat Global LLC cut its holdings in Apple Inc. (NASDAQ:AAPL) by 84.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,168 shares of the iPhone maker’s stock after selling 12,000 shares during the period. Curat Global LLC’s holdings in Apple were worth $552,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of AAPL. Financial Futures Ltd Liability Co. lifted its holdings in shares of Apple by 13.2% in the 2nd quarter. Financial Futures Ltd Liability Co. now owns 3,552 shares of the iPhone maker’s stock worth $729,000 after buying an additional 415 shares during the period. Monarch Capital Management Inc. lifted its stake in Apple by 4.6% in the second quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker’s stock worth $13,740,000 after acquiring an additional 2,920 shares during the period. Riverwater Partners LLC grew its holdings in Apple by 17.9% during the 2nd quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker’s stock worth $1,109,000 after acquiring an additional 819 shares in the last quarter. Highland Capital Management LLC increased its position in Apple by 2.2% during the 3rd quarter. Highland Capital Management LLC now owns 397,834 shares of the iPhone maker’s stock valued at $101,301,000 after purchasing an additional 8,446 shares during the period. Finally, Citizens Financial Group Inc. RI raised its holdings in shares of Apple by 48.4% in the 3rd quarter. Citizens Financial Group Inc. RI now owns 1,426,605 shares of the iPhone maker’s stock valued at $363,256,000 after purchasing an additional 465,393 shares in the last quarter. 67.73% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

AAPL has been the topic of several research reports. Needham & Company LLC reissued a “hold” rating on shares of Apple in a report on Friday, January 30th. Phillip Securities upgraded Apple from a “moderate sell” rating to a “hold” rating in a report on Sunday, February 1st. KGI Securities raised Apple to an “outperform” rating and set a $306.00 price target for the company in a research report on Friday, January 30th. Argus set a $325.00 price objective on Apple and gave the stock a “buy” rating in a research note on Friday, October 31st. Finally, Jefferies Financial Group set a $276.47 target price on Apple and gave the company a “hold” rating in a research note on Monday, January 26th. One equities research 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 issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Apple presently has a consensus rating of “Moderate Buy” and a consensus price target of $292.13.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Sanford C. Bernstein raised its price target to $340 and kept an “outperform” rating — a sizable upside vs. the current stock level that supports bullish analyst momentum for AAPL.
• Positive Sentiment: Bernstein’s Mark Newman says a strong iPhone 17 cycle is driving better‑than‑expected revenue and helped the firm hike its price target. Strong iPhone 17 cycle giving better than expected revenue, says Bernstein’s Mark Newman
• Positive Sentiment: Apple’s latest quarter showed surging revenue and free-cash-flow margins, prompting some analysts and options traders to lift targets and consider bullish option strategies — a direct fundamental tailwind for valuation.
• Positive Sentiment: Media and commentators note Apple’s conservative approach to AI capex (avoiding huge data‑center spending) as a profit-preserving advantage versus hyperscalers, reinforcing margin resilience. Jim Cramer on Apple (AAPL): “Doesn’t Hurt That They’ve Avoided Spending Hundreds of Billions of Dollars on Data Centers”
• Positive Sentiment: Supply-chain checks suggest a “solid outlook” for Apple components and inventory, which supports near‑term revenue visibility. Apple in focus as GF says supply chain survey suggests ‘solid outlook’
• Neutral Sentiment: Apple and Google agreed to app‑store changes to satisfy the UK regulator — this reduces regulatory overhang in that market but is incremental to global revenue. Apple and Google agree app store changes to appease UK regulator
• Neutral Sentiment: Reported short-interest data for Feb. 10 appears to be erroneous (shows zero shares and NaN change) — not a meaningful signal for shares today.
• Neutral Sentiment: High‑profile investors (e.g., Peter Thiel’s fund) including Apple in a contrarian AI exposure list provides some institutional endorsement but is not a catalyst by itself. Thiel Bypasses Palantir and Nvidia for Meta, Tesla, Apple in Contrarian AI Play
• Negative Sentiment: Several pieces raise caution: some investors warn the Magnificent 7 (including AAPL) could underperform amid rising capex and rotation risks, which can pressure multiples. Why This Investor Thinks Magnificent 7 Stocks May Underperform This Year
• Negative Sentiment: Questions persist in the press about Apple’s AI positioning and whether it may be falling behind peers — any signs of execution gaps on AI could weigh on sentiment and multiples. Is Apple Falling Behind in Artificial Intelligence (AI)? Here’s What CEO Tim Cook Just Said.

Apple Price Performance

Shares of AAPL opened at $273.68 on Wednesday. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94. The company’s fifty day moving average price is $267.63 and its 200-day moving average price is $255.03. Apple Inc. has a 1-year low of $169.21 and a 1-year high of $288.62. The firm has a market capitalization of $4.02 trillion, a PE ratio of 34.60, a price-to-earnings-growth ratio of 2.45 and a beta of 1.09.

Apple (NASDAQ:AAPL) last posted 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 business 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 159.94% 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. On average, equities research analysts predict that Apple Inc. will post 7.28 EPS for the current year.

Apple Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, February 12th. Investors 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 of this dividend is Monday, February 9th. Apple’s dividend payout ratio (DPR) is 13.15%.

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.