Cape Investment Advisory Inc. Sells 15,615 Shares of Apple Inc. $AAPL

Cape Investment Advisory Inc. reduced its holdings in Apple Inc. (NASDAQ:AAPL) by 79.6% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 4,002 shares of the iPhone maker’s stock after selling 15,615 shares during the quarter. Apple makes up about 1.0% of Cape Investment Advisory Inc.’s portfolio, making the stock its 20th largest holding. Cape Investment Advisory Inc.’s holdings in Apple were worth $1,019,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Sellwood Investment Partners LLC lifted its holdings in Apple by 110.9% during the 3rd 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 period. ROSS JOHNSON & Associates LLC increased its stake in shares of Apple by 1,800.0% in 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 period. LSV Asset Management acquired a new stake in shares of Apple in the fourth quarter valued at about $65,000. HFM Investment Advisors LLC bought a new position in shares of Apple during the first quarter worth about $99,000. Finally, Collier Financial acquired a new position in shares of Apple in the third quarter worth approximately $149,000. Institutional investors own 67.73% of the company’s stock.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: China strength: iPhone sales in China jumped ~23% in the first nine weeks of 2026, outpacing a weak local market and supporting Apple’s revenue and unit growth prospects in a key market. Apple’s China smartphone sales jump 23%
• Positive Sentiment: Product demand: Apple’s Mac had its best-ever launch week for first-time customers, signaling continued strength in Mac demand that can help hardware revenue mix. Apple Mac sees best ever launch week
• Positive Sentiment: Legal win on Apple Watch: A U.S. trade tribunal preliminarily ruled redesigned Apple Watches don’t infringe Masimo patents, fending off a renewed import ban and removing a regulatory/shutdown risk for Watch shipments. Apple Watch clears key patent challenge
• Positive Sentiment: AI/App Store monetization: Reporting suggests Apple made ~$900M from AI-related App Store activity last year and could top $1B soon — a recurring, high-margin revenue stream that supports services growth. Apple made $900M from AI
• Neutral Sentiment: CEO outreach: Tim Cook’s China visit reinforces focus on local partnerships and regulatory navigation — positive strategically but not an immediate earnings catalyst. Tim Cook’s China visit
• Neutral Sentiment: New integrations and content deals (Apple Health integrations, Apple TV sports/content deals) expand ecosystem stickiness but their near-term revenue impact is uncertain. Apple Health integrates with Perplexity Health
• Negative Sentiment: Security risk: Researchers flagged the “DarkSword” iOS exploit and related spyware/ghostblade campaigns targeting crypto wallets; Apple has issued alerts and pushed patches — security scares can dent consumer confidence and spur short-term churn or support costs. DarkSword iPhone exploit threatens wallets
• Negative Sentiment: Market sentiment and positioning: Some AI-driven price models are bearish for Q2 and there’s visible insider selling and mixed analyst positioning — these contribute to short-term selling pressure. AI sets Apple stock price for Q2 2026

Apple Stock Performance

Shares of AAPL opened at $247.99 on Friday. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94. The stock has a 50-day moving average of $260.99 and a 200-day moving average of $262.20. The company has a market cap of $3.64 trillion, a PE ratio of 31.35, a P/E/G ratio of 2.21 and a beta of 1.10. Apple Inc. has a one year low of $169.21 and a one year high of $288.62.

Apple (NASDAQ:AAPL) last issued its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, beating analysts’ consensus estimates of $2.67 by $0.17. The business had revenue of $143.76 billion during the quarter, compared to analyst estimates 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 period in the previous year, the company posted $2.40 EPS. On average, equities research analysts predict that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Dividend Announcement

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

Wall Street Analyst Weigh In

Several analysts recently commented on the company. Barclays upped their target price on Apple from $239.00 to $248.00 and gave the company an “underweight” rating in a report on Tuesday, March 3rd. 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 report on Thursday, March 5th. Royal Bank Of Canada set a $325.00 price objective on shares of Apple in a research note on Monday, February 2nd. UBS Group reiterated a “neutral” rating on shares of Apple in a research report on Wednesday, March 4th. Finally, Oppenheimer reissued a “market perform” rating on shares of Apple in a research note on Friday, January 30th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $297.58.

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.