Apple Inc. $AAPL Shares Sold by Clark Financial Services Group Inc. BD

Clark Financial Services Group Inc. BD lowered its position in Apple Inc. (NASDAQ:AAPL) by 7.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 29,959 shares of the iPhone maker’s stock after selling 2,485 shares during the quarter. Apple makes up approximately 4.3% of Clark Financial Services Group Inc. BD’s holdings, making the stock its 6th biggest position. Clark Financial Services Group Inc. BD’s holdings in Apple were worth $8,007,000 at the end of the most recent reporting period.

Several other hedge funds also recently bought and sold shares of the company. Isthmus Partners LLC increased its holdings in Apple by 6.4% in the third quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker’s stock worth $25,000 after buying an additional 5,808 shares during the last quarter. Sellwood Investment Partners LLC raised its position in Apple by 110.9% during the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock valued at $34,000 after acquiring an additional 71 shares in the last quarter. ROSS JOHNSON & Associates LLC lifted its stake in 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 acquiring an additional 180 shares during the last quarter. LSV Asset Management bought a new stake in Apple in the fourth quarter worth approximately $65,000. Finally, 49 Wealth Management LLC grew its position in Apple by 15.7% in the third quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker’s stock worth $76,000 after acquiring an additional 40,543 shares in the last quarter. 67.73% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of research analysts have recently weighed in on the stock. Rosenblatt Securities raised their price target on shares of Apple from $267.00 to $268.00 and gave the company a “neutral” rating in a report on Thursday, March 5th. Scotiabank set a $330.00 price objective on shares of Apple in a report on Monday, February 2nd. Evercore reissued an “outperform” rating on shares of Apple in a research report on Monday, March 2nd. Maxim Group upgraded Apple from a “hold” rating to a “buy” rating and set a $300.00 target price on the stock in a report on Friday, January 30th. Finally, Wedbush reaffirmed an “outperform” rating and issued a $350.00 price target on shares of Apple in a research report on Wednesday, March 4th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Apple currently has a consensus rating of “Moderate Buy” and an average price target of $297.58.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: U.S. trade tribunal ruled Apple’s latest Apple Watch models do not infringe Masimo’s patents, avoiding an immediate import ban and preserving a key wearables revenue stream. Apple Watch ruling
• Positive Sentiment: WWDC set for June 8–12 with teasers for “AI advancements,” raising expectations for software and services announcements that could boost monetization (Siri/AI features, developer ecosystem). WWDC date and AI tease
• Positive Sentiment: Reports that Apple will add paid search ads to Apple Maps this summer point to an incremental services revenue stream and higher services monetization. Maps ads
• Positive Sentiment: Supply‑chain checks and analyst notes (BofA) suggest Apple is preparing a 2026 foldable iPhone — catalysts for hardware upgrade cycles and investor enthusiasm around a new form factor. Foldable iPhone supply checks
• Positive Sentiment: Morgan Stanley reaffirmed an “overweight” view and set a $315 target, and other surveys point to stronger iPhone upgrade intent (supporting revenue visibility). Analyst optimism
• Neutral Sentiment: Short‑interest data in this cycle shows effectively zero days to cover (no material short pressure), which is unlikely to move the stock materially either way. Short interest note
• Neutral Sentiment: Options/volatility chatter (iron‑condor strategies) highlights elevated implied volatility—relevant to derivatives traders but mixed for equity direction. Options strategy
• Negative Sentiment: Supply‑side cost pressure: Apple has raised some storage prices and faces higher memory costs; management choices (absorbing costs vs. passing to customers) could pressure margins. Storage price/cost pressure
• Negative Sentiment: Regulatory risk in Europe: broadcasters have urged scrutiny of big tech’s control over smart‑TV and AI features, adding a potential regulatory overhang to services and platform expansion. EU regulatory pressure

Apple Stock Up 1.4%

NASDAQ AAPL opened at $251.49 on Tuesday. Apple Inc. has a twelve month low of $169.21 and a twelve month high of $288.62. The stock has a market cap of $3.69 trillion, a PE ratio of 31.79, a PEG ratio of 2.21 and a beta of 1.10. The firm has a 50-day simple moving average of $260.81 and a 200 day simple moving average of $262.45. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.94 and a current ratio of 0.97.

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, beating the consensus estimate of $2.67 by $0.17. The firm had revenue of $143.76 billion for 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 company’s quarterly 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 earnings per share. On average, research analysts forecast that Apple Inc. will post 7.28 EPS for the current 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 given a dividend of $0.26 per share. The ex-dividend date was Monday, February 9th. This represents a $1.04 dividend on an annualized basis and a dividend yield of 0.4%. Apple’s payout ratio is currently 13.15%.

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.