Apple Inc. $AAPL Shares Sold by Breakwater Capital Group

Breakwater Capital Group trimmed its position in Apple Inc. (NASDAQ:AAPL) by 2.8% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 85,246 shares of the iPhone maker’s stock after selling 2,488 shares during the period. Apple comprises about 3.2% of Breakwater Capital Group’s portfolio, making the stock its 3rd largest holding. Breakwater Capital Group’s holdings in Apple were worth $21,706,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in the company. Norges Bank acquired a new position in shares of Apple during the 2nd quarter worth approximately $38,942,255,000. Nuveen LLC purchased a new position in Apple during the first quarter worth approximately $17,472,482,000. PKS Advisory Services LLC boosted its stake in Apple by 98,917.0% during the second quarter. PKS Advisory Services LLC now owns 57,956,620 shares of the iPhone maker’s stock worth $12,106,000 after buying an additional 57,898,088 shares during the last quarter. Laurel Wealth Advisors LLC boosted its stake in Apple by 20,464.8% during the second quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker’s stock worth $5,553,753,000 after buying an additional 26,937,401 shares during the last quarter. Finally, Northern Trust Corp grew its holdings in Apple by 13.3% in the 4th quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker’s stock valued at $42,918,365,000 after buying an additional 20,079,472 shares in the last quarter. Institutional investors and hedge funds own 67.73% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms recently issued reports on AAPL. Stifel Nicolaus set a $330.00 price objective on shares of Apple in a research report on Monday. Evercore restated an “outperform” rating on shares of Apple in a report on Monday. Royal Bank Of Canada set a $325.00 price objective on Apple in a report on Monday, February 2nd. CLSA increased their price objective on Apple from $265.00 to $330.00 and gave the stock an “outperform” rating in a research report on Friday, December 5th. Finally, Maxim Group raised Apple from a “hold” rating to a “buy” rating and set a $300.00 target price for the company in a research note on Friday, January 30th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $297.58.

Apple Trading Down 0.8%

NASDAQ AAPL opened at $260.29 on Friday. Apple Inc. has a 52 week low of $169.21 and a 52 week high of $288.62. The firm has a 50 day moving average of $263.88 and a two-hundred day moving average of $260.07. 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 stock has a market capitalization of $3.82 trillion, a PE ratio of 32.91, a price-to-earnings-growth ratio of 2.34 and a beta of 1.10.

Apple (NASDAQ:AAPL) last posted its earnings results 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. The firm had revenue of $143.76 billion during the quarter, compared to analysts’ expectations of $138.25 billion. Apple had a return on equity of 159.94% and a net margin of 27.04%.The firm’s 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 earnings per share. As a group, research analysts expect that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, February 12th. Investors of record on Monday, February 9th were given a $0.26 dividend. This represents a $1.04 annualized dividend and a yield of 0.4%. The ex-dividend date was Monday, February 9th. Apple’s payout ratio is 13.15%.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Product blitz strengthens long-term revenue/AI thesis — Apple unveiled the low‑cost MacBook Neo ($599), iPhone 17e and AI-focused Macs, which analysts say could kickstart an AI-driven upgrade cycle and broaden Apple’s addressable market (students/price‑sensitive buyers). This supports bullish price targets and the idea of a hardware-led revenue catalyst. Apple debuts $599 MacBook Neo to challenge Chromebooks, Windows PCs
• Positive Sentiment: Bullish analyst support — Wedbush and other brokers reiterated high targets (e.g., $350) and framed the new lineup as validation of Apple’s AI hardware strategy, giving investors confidence in multi‑quarter upside if an upgrade cycle materializes. Apple’s AI Hardware Blitz Could Send The Stock 33% Higher
• Positive Sentiment: Addressable‑market lift from low‑price models — Analysts (e.g., Gene Munster) argue the MacBook Neo and iPhone 17e could incrementally boost revenues and help Apple gain share in education/entry segments. Apple’s $599 MacBook Neo May Boost Revenue By 0.5%
• Neutral Sentiment: Mixed analyst moves — some firms nudged targets or maintained ratings (Rosenblatt raised to $268, Barclays updated targets), producing no clear consensus; investors must decide whether upgrades justify current valuation multiples. Benzinga (analyst updates)
• Neutral Sentiment: Short‑interest/market data noise — published short‑interest figures in the feed are clearly faulty (zeros/NaN), so they’re not a reliable driver of today’s move.
• Negative Sentiment: Market‑wide volatility & geopolitical risk — broader tech weakness tied to Iran tensions and risk‑off flows is pressuring high‑beta mega caps, contributing to Apple’s pullback despite product news. Magnificent 7 Stock Report: Apple Leads, NVIDIA Fades, Microsoft Crashes
• Negative Sentiment: Concerns about low‑end push and technicals — some commentary frames the cheap‑product strategy as a sign of weaker demand or margin pressure, and technical analysts flagged bearish crossovers that could spur further selling if confirmed. Apple stock flashes ‘worst bearish cross’

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.