Beverly Hills Private Wealth LLC Decreases Stake in Apple Inc. $AAPL

Beverly Hills Private Wealth LLC cut its position in Apple Inc. (NASDAQ:AAPL) by 4.5% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 101,835 shares of the iPhone maker’s stock after selling 4,778 shares during the quarter. Apple comprises 4.6% of Beverly Hills Private Wealth LLC’s investment portfolio, making the stock its biggest position. Beverly Hills Private Wealth LLC’s holdings in Apple were worth $25,931,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of the company. Sellwood Investment Partners LLC increased its stake in Apple by 110.9% in the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock worth $34,000 after acquiring an additional 71 shares during the last quarter. ROSS JOHNSON & Associates LLC boosted its position in shares of Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after acquiring an additional 180 shares during the last quarter. Nexus Investment Management ULC grew its holdings in shares of Apple by 333.3% during the second quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock worth $53,000 after purchasing an additional 200 shares in the last quarter. LSV Asset Management purchased a new position in shares of Apple during the fourth quarter worth about $65,000. Finally, Morgan Dempsey Capital Management LLC increased its position in shares of Apple by 41.0% in the second quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock worth $88,000 after purchasing an additional 125 shares during the last quarter. 67.73% of the stock is owned by institutional investors.

Apple Stock Performance

NASDAQ AAPL opened at $257.46 on Friday. The company has a 50-day simple moving average of $263.56 and a two-hundred day simple moving average of $260.46. Apple Inc. has a 12-month low of $169.21 and a 12-month high of $288.62. The firm has a market cap of $3.78 trillion, a price-to-earnings ratio of 32.55, a PEG ratio of 2.30 and a beta of 1.10. 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 (NASDAQ:AAPL) last released its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, topping the consensus estimate of $2.67 by $0.17. Apple had a return on equity of 159.94% and a net margin of 27.04%.The firm had revenue of $143.76 billion for the quarter, compared to the consensus estimate of $138.25 billion. During the same quarter in the previous year, the business earned $2.40 earnings per share. The company’s quarterly revenue was up 15.7% on a year-over-year basis. On average, equities analysts forecast that Apple Inc. will post 7.28 EPS for the current year.

Apple Dividend Announcement

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

Analysts Set New Price Targets

AAPL has been the topic of a number of recent analyst reports. Oppenheimer reaffirmed a “market perform” rating on shares of Apple in a research note on Friday, January 30th. Rosenblatt Securities boosted their price target on shares of Apple from $267.00 to $268.00 and gave the stock a “neutral” rating in a research note on Thursday. Morgan Stanley reissued an “overweight” rating and issued a $315.00 price target (up from $305.00) on shares of Apple in a report on Wednesday, December 17th. DA Davidson restated a “neutral” rating and set a $270.00 price objective on shares of Apple in a research report on Friday, January 30th. Finally, Wedbush reiterated an “outperform” rating and issued a $350.00 target price on shares of Apple in a research report on Wednesday. One 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 stock. Based on data from MarketBeat.com, Apple has a consensus rating of “Moderate Buy” and a consensus price target of $297.58.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Wedbush raised its street-high price target to $350, arguing Apple’s AI-capable Macs and refreshed product cycle could unlock ~33% upside — a clear bullish signal for investors. Wedbush $350 target
• Positive Sentiment: Analysts and commentators highlight Apple’s AI approach (hardware + Google Gemini partnership) as a profitability-focused alternative to the capex-heavy AI race — narrative supports margins and services monetization. AAPL Not Running AI Race Paying Off? iPhone & Google Gemini Add Tech Muscle
• Positive Sentiment: Apple’s exclusive U.S. Formula 1 streaming deal for Apple TV expands services revenue and engagement — a structural positive for recurring revenue and ecosystem stickiness. Formula 1 and Apple’s big gamble
• Positive Sentiment: The MacBook Neo ($599) and entry-level iPhone broaden addressable market (students and price-sensitive buyers), which could modestly increase unit volumes and services attach over time. Apple Slashes Entry Price With MacBook Neo
• Neutral Sentiment: Smaller analyst moves: Rosenblatt nudged its PT slightly and Barclays revised targets in recent notes — these are incremental but keep the debate active on upside scope. Rosenblatt/Benzinga note
• Neutral Sentiment: Apple remains a staple in dividend-growth ETFs (e.g., DGRO), reinforcing long-term passive demand even amid short-term volatility. DGRO / Market context
• Negative Sentiment: Some outlets reported an immediate share pullback after the budget-product announcements (concerns about margin dilution and the market’s rotation away from expensive Big Tech/AI spenders). That knee-jerk selling contributed to intraday weakness. Apple stock slid after MacBook Neo
• Negative Sentiment: Wider market pressure on AI-capex-heavy names and headlines about “Big Tech” valuation compression mean Apple can be caught up in sector moves even as company-specific fundamentals remain strong. Big Tech valuation rotation
• Neutral Sentiment: Short-interest data in some feeds showed a spike but the reports contain inconsistent values (0 shares / NaN) — treat that as likely reporting noise rather than evidence of a large coordinated short. (No reliable source link available in the feed.)

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.