Apple Inc. $AAPL Shares Sold by AGH Wealth Advisors LLC

AGH Wealth Advisors LLC cut its holdings in Apple Inc. (NASDAQ:AAPL) by 9.3% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 21,280 shares of the iPhone maker’s stock after selling 2,188 shares during the period. Apple makes up 4.0% of AGH Wealth Advisors LLC’s investment portfolio, making the stock its 8th biggest holding. AGH Wealth Advisors LLC’s holdings in Apple were worth $5,419,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the stock. American Alpha Advisors LLC lifted its stake in shares of Apple by 3.7% in the third quarter. American Alpha Advisors LLC now owns 1,151 shares of the iPhone maker’s stock worth $293,000 after buying an additional 41 shares during the last quarter. Capstone Wealth Management LLC raised its holdings in Apple by 0.5% in the 3rd quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker’s stock worth $2,174,000 after acquiring an additional 42 shares during the period. Baker Boyer National Bank lifted its position in Apple by 0.3% during the 2nd quarter. Baker Boyer National Bank now owns 18,011 shares of the iPhone maker’s stock worth $3,695,000 after acquiring an additional 47 shares during the last quarter. Beddow Capital Management Inc. boosted its holdings in Apple by 1.8% during the second quarter. Beddow Capital Management Inc. now owns 2,597 shares of the iPhone maker’s stock valued at $533,000 after acquiring an additional 47 shares during the period. Finally, Uncommon Cents Investing LLC boosted its holdings in Apple by 0.4% during the third quarter. Uncommon Cents Investing LLC now owns 10,609 shares of the iPhone maker’s stock valued at $2,701,000 after acquiring an additional 47 shares during the period. 67.73% of the stock is currently owned by institutional investors.

Apple Price Performance

NASDAQ:AAPL opened at $274.18 on Thursday. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.94 and a current ratio of 0.97. The company has a 50-day moving average of $264.84 and a 200-day moving average of $258.85. Apple Inc. has a 52 week low of $169.21 and a 52 week high of $288.62. The company has a market capitalization of $4.03 trillion, a price-to-earnings ratio of 34.66, a PEG ratio of 2.43 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 (EPS) for the quarter, topping the consensus estimate of $2.67 by $0.17. The firm had revenue of $143.76 billion during 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 company’s quarterly revenue was up 15.7% compared to the same quarter last year. During the same quarter in the prior year, the business posted $2.40 earnings per share. As a group, equities research analysts anticipate that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, February 12th. Investors of record on Monday, February 9th were given 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 was Monday, February 9th. Apple’s dividend payout ratio (DPR) is 13.15%.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple will move part of Mac Mini production to a Foxconn facility in Houston and expand U.S. AI-server assembly — a visible step in its $600B domestic-manufacturing push that should shore up supply-chain resilience, reduce geopolitical concentration risk, and support long-term margin and revenue stability. Apple Plans to Manufacture Mac Mini in Houston
• Positive Sentiment: Reporting shows Apple investing to rebuild parts of the U.S. chip supply chain — a strategic move that could reduce supplier concentration in Asia and support device and AI-server roadmaps over time. Inside Apple’s Push to Build an All-American Chip
• Neutral Sentiment: MoffettNathanson raised Apple’s price target to $270 but kept a “neutral” rating — a modest endorsement that suggests limited near-term upside from their view. Moffett Nathanson Price Target Change
• Neutral Sentiment: Proxy and governance: shareholders re‑elected Apple’s board and approved 2026 proposals at the annual meeting — removes a near‑term governance overhang but contains no new strategic shift. Apple Shareholders Reelect Board
• Neutral Sentiment: Crypto/derivatives venues rolled out tokenized perpetuals that reference Apple shares — increases round‑the‑clock speculative access but doesn’t change fundamentals. Kraken Debuts Tokenized Stock Perpetual Futures
• Negative Sentiment: Spain’s competition regulator said Apple (and Amazon) were slow to remove contract clauses deemed anti‑competitive — a fresh regulatory headache in Europe that could lead to fines, remedies or margin pressure in the region. Spain Antitrust Ruling on Apple and Amazon
• Negative Sentiment: U.K. authorities ordered Apple to create an access mechanism to encrypted data; U.S. lawmakers requested briefings — ongoing legal/regulatory friction around privacy and law‑enforcement access raises compliance and reputational risks. US Lawmakers Want UK Briefing on Backdoor Order to Apple
• Negative Sentiment: High‑profile investors and hedge funds have trimmed or sold Apple stakes (reported sales by marquee names), which can weigh on sentiment and add selling pressure even if company fundamentals remain solid. Major Investors Trim Apple Stakes

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on the company. Loop Capital reissued a “buy” rating and set a $325.00 price objective (up from $315.00) on shares of Apple in a research report on Tuesday, December 2nd. Sanford C. Bernstein lifted their price target on Apple from $325.00 to $340.00 and gave the stock an “outperform” rating in a research report on Tuesday, February 10th. TD Cowen reiterated a “buy” rating and set a $325.00 price target on shares of Apple in a report on Friday, January 30th. UBS Group restated a “buy” rating on shares of Apple in a research note on Tuesday, February 3rd. Finally, Scotiabank set a $330.00 target price on shares of Apple in a research report on Monday, February 2nd. One investment 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’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $293.41.

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.