Hillsdale Investment Management Inc. Reduces Holdings in Apple Inc. $AAPL

Hillsdale Investment Management Inc. reduced its stake in Apple Inc. (NASDAQ:AAPL) by 6.2% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 140,024 shares of the iPhone maker’s stock after selling 9,265 shares during the quarter. Apple comprises about 1.1% of Hillsdale Investment Management Inc.’s portfolio, making the stock its 20th largest holding. Hillsdale Investment Management Inc.’s holdings in Apple were worth $35,654,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently bought and sold shares of the stock. Sellwood Investment Partners LLC raised its holdings in shares of Apple by 110.9% in the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock worth $34,000 after buying an additional 71 shares during the last quarter. ROSS JOHNSON & Associates LLC grew its holdings in shares of Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after buying 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 valued at $53,000 after buying an additional 200 shares during the last quarter. LSV Asset Management acquired a new position in shares of Apple in the 4th quarter valued at $65,000. Finally, Morgan Dempsey Capital Management LLC increased its position in shares of Apple by 41.0% in the 2nd quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock valued at $88,000 after acquiring an additional 125 shares during the period. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Apple Price Performance

Shares of Apple stock opened at $257.46 on Monday. The firm has a market cap of $3.78 trillion, a PE ratio of 32.55, a P/E/G ratio of 2.30 and a beta of 1.10. 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 has a 50-day moving average price of $263.56 and a 200 day moving average price of $260.70.

Apple (NASDAQ:AAPL) last issued its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.67 by $0.17. Apple had a return on equity of 159.94% and a net margin of 27.04%.The company had revenue of $143.76 billion for the quarter, compared to the consensus estimate of $138.25 billion. During the same quarter in the prior year, the business posted $2.40 earnings per share. Apple’s revenue for the quarter was up 15.7% on a year-over-year basis. 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 issued a dividend of $0.26 per share. The ex-dividend date of this dividend was Monday, February 9th. This represents a $1.04 dividend on an annualized basis and a dividend yield of 0.4%. Apple’s dividend payout ratio is presently 13.15%.

Analyst Ratings Changes

AAPL has been the subject of a number of research reports. Phillip Securities raised Apple from a “moderate sell” rating to a “hold” rating in a research report on Sunday, February 1st. Wall Street Zen lowered Apple from a “buy” rating to a “hold” rating in a report on Sunday, November 9th. Evercore restated an “outperform” rating on shares of Apple in a research note on Monday, March 2nd. Royal Bank Of Canada set a $325.00 target price on Apple in a report on Monday, February 2nd. Finally, JPMorgan Chase & Co. upped their target price on Apple from $315.00 to $325.00 and gave the company an “overweight” rating in a research report 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 given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Apple presently has a consensus rating of “Moderate Buy” and a consensus price target of $297.58.

Key Headlines Impacting Apple

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.