Core Alternative Capital Reduces Holdings in Apple Inc. $AAPL

Core Alternative Capital lessened its position in Apple Inc. (NASDAQ:AAPL) by 10.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 85,084 shares of the iPhone maker’s stock after selling 9,618 shares during the period. Apple comprises about 6.3% of Core Alternative Capital’s portfolio, making the stock its 2nd largest holding. Core Alternative Capital’s holdings in Apple were worth $21,665,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently modified their holdings of the company. Genesee Capital Advisors LLC grew its holdings in Apple by 1.5% during the third quarter. Genesee Capital Advisors LLC now owns 42,620 shares of the iPhone maker’s stock worth $10,852,000 after purchasing an additional 630 shares during the period. Little House Capital LLC boosted its stake in shares of Apple by 3.4% during the 3rd quarter. Little House Capital LLC now owns 90,548 shares of the iPhone maker’s stock worth $23,056,000 after acquiring an additional 3,007 shares during the period. VanWeelden Wealth Management LLC acquired a new position in shares of Apple during the 3rd quarter worth approximately $482,000. Hutchens & Kramer Investment Management Group LLC lifted its holdings in Apple by 1.3% during the 3rd quarter. Hutchens & Kramer Investment Management Group LLC now owns 13,117 shares of the iPhone maker’s stock valued at $3,340,000 after purchasing an additional 171 shares during the last quarter. Finally, Stablepoint Partners LLC boosted its position in Apple by 4.8% during the third quarter. Stablepoint Partners LLC now owns 75,487 shares of the iPhone maker’s stock worth $19,221,000 after purchasing an additional 3,489 shares during the period. 67.73% of the stock is owned by institutional investors.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is in talks to launch Apple Pay in India later this year — a large addressable market that could boost Services revenue and long‑term payment volume growth. Apple talks with banks to start payment service in India, Bloomberg News reports
• Positive Sentiment: Apple asked a federal judge to dismiss a proposed class-action accusing it of overstating Siri AI progress — a legal defense that, if successful, would limit potential financial and reputational fallout. Apple seeks dismissal of fraud lawsuit over Siri AI, Epic injunction
• Positive Sentiment: Netflix will stream season eight of “Drive to Survive” on Apple TV and will broadcast the Canadian F1 Grand Prix live in the U.S. — a content partnership that supports Apple TV+ engagement and Services monetization. Netflix and Apple TV join forces on F1 content
• Positive Sentiment: Tim Cook teased multiple product launches next week (new MacBooks, iPads, iPhone 17e) — potential near-term revenue catalysts and reasons for increased investor attention. Tim Cook Teases Apple Launch On Monday: Here’s What To Expect
• Neutral Sentiment: MoffettNathanson raised Apple’s price target to $270 but kept a “neutral” rating — a modest analyst repricing that signals mixed near‑term conviction despite strong fundamentals. Finviz
• Neutral Sentiment: J.P. Morgan highlights “AI companions” as a potential long-term tailwind for Apple — a bullish thematic view that supports multi‑year upside but is not an immediate earnings driver. AI Companions Could Make Apple Stock an AI Winner, Says J.P. Morgan
• Negative Sentiment: Spain’s antitrust regulator says Apple (and Amazon) were slow to comply with an order to remove anti‑competitive clauses — an active regulatory matter that could force contract or distribution changes and increase legal/compliance costs. Spain’s antitrust watchdog says Apple, Amazon took too long to refine anti-competitive contracts
• Negative Sentiment: OpenAI hired a researcher who previously led Apple’s models team — a signal that AI talent is mobile and competition for top engineers remains intense, which could slow Apple’s AI roadmap execution. OpenAI hires Meta AI researcher who previously led Apple’s models team
• Negative Sentiment: Reports that several marquee investors trimmed Apple positions (Buffett, Dalio, Griffin) add psychological selling pressure and raise questions about near‑term insider/institutional conviction. Ken Griffin, Ray Dalio, and Warren Buffett All Sold More Apple Stock. Should You?

Wall Street Analyst Weigh In

AAPL has been the subject of a number of research reports. DZ Bank upgraded shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 target price for the company in a research note on Tuesday, November 4th. Citigroup restated a “buy” rating and set a $315.00 price objective (down from $330.00) on shares of Apple in a report on Tuesday, January 20th. Oppenheimer reiterated a “market perform” rating on shares of Apple in a research note on Friday, January 30th. Argus set a $325.00 price target on Apple and gave the stock a “buy” rating in a report on Friday, October 31st. Finally, KGI Securities raised Apple to an “outperform” rating and set a $306.00 price objective on the stock in a report on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $293.41.

Apple Trading Down 0.5%

NASDAQ AAPL opened at $272.95 on Friday. The company has a market cap of $4.01 trillion, a price-to-earnings ratio of 34.51, a price-to-earnings-growth ratio of 2.45 and a beta of 1.09. Apple Inc. has a twelve month low of $169.21 and a twelve month high of $288.62. The company has a quick ratio of 0.94, a current ratio of 0.97 and a debt-to-equity ratio of 0.87. The business’s fifty day moving average is $264.85 and its 200 day moving average is $258.95.

Apple (NASDAQ:AAPL) last posted 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 during 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 business’s quarterly revenue was up 15.7% on a year-over-year basis. During the same period last year, the company earned $2.40 earnings per share. As a group, sell-side analysts expect that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Announces Dividend

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

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.