NWF Advisory Services Inc. Sells 6,647 Shares of Apple Inc. $AAPL

NWF Advisory Services Inc. trimmed its stake in shares of Apple Inc. (NASDAQ:AAPL) by 4.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 129,225 shares of the iPhone maker’s stock after selling 6,647 shares during the quarter. Apple makes up 3.6% of NWF Advisory Services Inc.’s portfolio, making the stock its 4th biggest position. NWF Advisory Services Inc.’s holdings in Apple were worth $32,905,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently added to or reduced their stakes in the company. Financial Futures Ltd Liability Co. raised its holdings in shares of Apple by 13.2% during the second quarter. Financial Futures Ltd Liability Co. now owns 3,552 shares of the iPhone maker’s stock worth $729,000 after purchasing an additional 415 shares during the period. Monarch Capital Management Inc. raised its stake in Apple by 4.6% during 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 lifted its holdings in Apple by 17.9% in the second 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 during the last quarter. Highland Capital Management LLC boosted its stake in Apple by 2.2% in the third quarter. Highland Capital Management LLC now owns 397,834 shares of the iPhone maker’s stock valued at $101,301,000 after acquiring an additional 8,446 shares during the period. Finally, Citizens Financial Group Inc. RI boosted its stake in Apple by 48.4% in the third quarter. Citizens Financial Group Inc. RI now owns 1,426,605 shares of the iPhone maker’s stock valued at $363,256,000 after acquiring an additional 465,393 shares during the period. 67.73% of the stock is owned by institutional investors and hedge funds.

Apple Stock Performance

AAPL stock opened at $272.14 on Wednesday. The company has a 50-day simple moving average of $264.79 and a 200 day simple moving average of $258.74. The company has a market capitalization of $4.00 trillion, a P/E ratio of 34.40, a PEG ratio of 2.37 and a beta of 1.09. The company has a quick ratio of 0.94, a current ratio of 0.97 and a debt-to-equity ratio of 0.87. Apple Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $288.62.

Apple (NASDAQ:AAPL) last released its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, beating the consensus estimate of $2.67 by $0.17. The firm had revenue of $143.76 billion for the quarter, compared to analysts’ expectations of $138.25 billion. Apple had a net margin of 27.04% and a return on equity of 159.94%. Apple’s quarterly revenue was up 15.7% on a year-over-year basis. During the same quarter last year, the company earned $2.40 EPS. Sell-side analysts predict 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. Shareholders of record on Monday, February 9th were given a $0.26 dividend. This represents a $1.04 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date was Monday, February 9th. Apple’s dividend payout ratio is 13.15%.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple will shift some Mac Mini production to a Foxconn plant in Houston and expand U.S. manufacturing capacity, supporting supply-chain resilience and political/geographic diversification. This underpins revenue predictability and reduces single‑country concentration risk. Apple to move some Mac Mini production to U.S. this year
• Positive Sentiment: Shareholders re-elected Apple’s board and approved company proposals at the 2026 annual meeting, signaling continued investor confidence in management and governance continuity. Apple Shareholders Reelect Board and Approve 2026 Proposals
• Positive Sentiment: Prominent investors/strategists are overweight Apple — Seeking Alpha highlights a large-conviction allocation and notes buybacks as an upside support mechanism, which can boost EPS and investor sentiment. Why Daily Stock Picks’ Gary Vaughan Likes Large Cap Tech (And Energy)
• Positive Sentiment: Investors are eyeing Apple’s March 4 product event (iPhone 17E, new MacBooks, etc.) as a potential revenue catalyst; successful launches historically lift sentiment ahead of earnings. Should You Buy Apple Stock Before Its New Product Launch on March 4?
• Neutral Sentiment: New crypto derivatives (tokenized perpetual futures) list Apple as an underlying, widening ways for international traders to gain 24/7 leveraged exposure — may increase trading flows but not company fundamentals. Kraken debuts tokenized stock perpetual futures for non-US traders
• Neutral Sentiment: Analyst coverage is mixed but skewed bullish on balance (multiple buy/outperform ratings and a median 6‑12 month target above current levels); that supports momentum but leaves room for dispersion. Apple Stock: Is AAPL Underperforming the Technology Sector?
• Negative Sentiment: Ongoing concerns about Apple’s slower rollout of AI features into Siri (and competition from Alphabet/others) are flagged as a meaningful growth risk if services/AI monetization lags peers. This “Siri-ous” Problem Could Be the Biggest Threat to Apple Stock
• Negative Sentiment: Geopolitical supply‑chain risk remains elevated after reporting that U.S. intelligence briefed executives on potential China‑Taiwan scenarios — any escalation would threaten Taiwan-based fabs that supply Apple chips. The Reason Tim Cook ‘Sleeps With One Eye Open’

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on AAPL. Morgan Stanley reiterated an “overweight” rating and set a $315.00 price target (up from $305.00) on shares of Apple in a research report on Wednesday, December 17th. Barclays reaffirmed an “underweight” rating and issued a $239.00 target price (up from $230.00) on shares of Apple in a research report on Friday, January 30th. Jefferies Financial Group set a $276.47 price target on shares of Apple and gave the company a “hold” rating in a report on Monday, January 26th. The Goldman Sachs Group restated a “buy” rating and set a $330.00 price target on shares of Apple in a research report on Friday, January 30th. Finally, Rosenblatt Securities lifted their price objective on shares of Apple from $250.00 to $267.00 and gave the company a “neutral” rating in a research report 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 issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Apple currently has an average rating of “Moderate Buy” and a consensus price target of $292.13.

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.