Modera Wealth Management LLC Sells 27,751 Shares of Apple Inc. $AAPL

Modera Wealth Management LLC lessened its holdings in Apple Inc. (NASDAQ:AAPL) by 3.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 833,809 shares of the iPhone maker’s stock after selling 27,751 shares during the quarter. Apple accounts for approximately 2.5% of Modera Wealth Management LLC’s holdings, making the stock its 7th biggest holding. Modera Wealth Management LLC’s holdings in Apple were worth $212,313,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Brueske Advisory Services LLC increased its stake in Apple by 11.4% in the third quarter. Brueske Advisory Services LLC now owns 9,391 shares of the iPhone maker’s stock valued at $2,391,000 after acquiring an additional 964 shares during the period. BWM Planning LLC boosted its holdings in Apple by 0.9% during the third quarter. BWM Planning LLC now owns 49,092 shares of the iPhone maker’s stock valued at $12,500,000 after purchasing an additional 432 shares in the last quarter. Symphony Financial Ltd. Co. grew its stake in shares of Apple by 0.3% in the 3rd quarter. Symphony Financial Ltd. Co. now owns 94,275 shares of the iPhone maker’s stock valued at $24,047,000 after purchasing an additional 249 shares during the period. GHP Investment Advisors Inc. raised its holdings in shares of Apple by 4.3% in the 3rd quarter. GHP Investment Advisors Inc. now owns 166,914 shares of the iPhone maker’s stock worth $42,501,000 after buying an additional 6,810 shares in the last quarter. Finally, Y Intercept Hong Kong Ltd bought a new position in shares of Apple during the 3rd quarter worth approximately $43,135,000. 67.73% of the stock is owned by institutional investors.

Apple Trading Up 1.5%

Shares of NASDAQ AAPL opened at $264.58 on Friday. Apple Inc. has a 1-year low of $169.21 and a 1-year 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 company has a 50-day moving average of $265.00 and a two-hundred day moving average of $257.80. The company has a market cap of $3.88 trillion, a PE ratio of 33.45, a P/E/G ratio of 2.36 and a beta of 1.09.

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

Apple Dividend Announcement

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

Analyst Ratings Changes

A number of brokerages have weighed in on AAPL. Wall Street Zen cut Apple from a “buy” rating to a “hold” rating in a research report on Sunday, November 9th. Loop Capital reaffirmed a “buy” rating and issued a $325.00 target price (up previously from $315.00) on shares of Apple in a report on Tuesday, December 2nd. Royal Bank Of Canada set a $325.00 target price on shares of Apple in a research report on Monday, February 2nd. CLSA boosted their price target on shares of Apple from $265.00 to $330.00 and gave the company an “outperform” rating in a research report on Friday, December 5th. Finally, Barclays reaffirmed an “underweight” rating and set a $239.00 price objective (up from $230.00) on shares of Apple in a research note on Friday, January 30th. One equities 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. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $292.13.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Supreme Court ruling likely lowers Apple’s tariff burden and near-term cost exposure — the decision to strike down broad tariffs reduces the company’s past and potential future tariff bills, easing supply-chain costs and improving margins. How the Supreme Court’s decision affects Apple and its $3.3 billion tariff bill
• Positive Sentiment: AI-led market rebound benefits Apple sentiment — coverage notes Apple alongside Nvidia as part of an AI recovery that has lifted tech stocks, supporting investor enthusiasm around Apple’s expanding AI initiatives and device roadmap. This Week’s Market Wrap: AI-Led Volatility, Inflation, And Late-Cycle Risk Signals
• Positive Sentiment: Bullish analyst stance — Wedbush and other bulls urge staying invested, arguing the pullback is overdone and 2026 could be a breakout year for Apple’s AI push, supporting demand for the shares. Ignore the Panic and Keep Buying Apple Stock, According to Wedbush
• Positive Sentiment: New distribution deals expand Apple TV reach — a Reuters report on Apple TV partnering with EverPass to carry live sports into bars/hotels incrementally supports services revenue and content monetization. Apple TV partners with EverPass Media
• Neutral Sentiment: Product/AI feature developments continue — Apple and Google adding music-focused generative-AI features signals steady product evolution but not an immediate revenue inflection. Google Gemini, Apple add music-focused generative AI features
• Neutral Sentiment: Industry supply dynamics — rising DRAM/chip prices are pressuring some hardware players, but coverage flags Apple as a relative bright spot; impact on Apple margins is mixed and dependent on component pass-through. Soaring DRAM Prices Shake Hardware Stocks, but Apple and Arista Remain Bright Spots
• Negative Sentiment: High-profile legal risk — West Virginia sued Apple alleging iCloud facilitated distribution of child sexual abuse material; this raises regulatory, reputational, and potential compliance costs that investors view as a meaningful overhang. Apple Sued Over Allegations of CSAM on iCloud
• Negative Sentiment: Institutional trimming signals caution — reports that Berkshire Hathaway/Warren Buffett and other funds reduced Apple stakes have raised questions about top-holder conviction and added selling pressure. Berkshire Hathaway’s Warren Buffett Trims Massive Apple Stake
• Negative Sentiment: Downgrade/concern narratives — some analysts and commentary cite margin pressure and a perceived lack of innovation, which can lengthen any correction if earnings guidance or product cadence disappoints. Apple: Margin Pressure And Lack Of Innovation (Rating Downgrade)

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.