Atlas Brown Inc. Sells 2,699 Shares of Apple Inc. $AAPL

Atlas Brown Inc. decreased its holdings in Apple Inc. (NASDAQ:AAPL) by 3.6% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 72,165 shares of the iPhone maker’s stock after selling 2,699 shares during the quarter. Apple accounts for about 5.8% of Atlas Brown Inc.’s holdings, making the stock its 2nd largest holding. Atlas Brown Inc.’s holdings in Apple were worth $19,619,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of AAPL. Carderock Capital Management Inc. grew its holdings in Apple by 12.7% in the fourth quarter. Carderock Capital Management Inc. now owns 51,335 shares of the iPhone maker’s stock valued at $13,956,000 after purchasing an additional 5,805 shares during the period. SG Americas Securities LLC raised its stake in shares of Apple by 122.5% during the 4th quarter. SG Americas Securities LLC now owns 12,588,384 shares of the iPhone maker’s stock worth $3,422,278,000 after buying an additional 6,931,227 shares during the period. Cambridge Financial Group LLC lifted its position in shares of Apple by 32.2% during the 4th quarter. Cambridge Financial Group LLC now owns 21,217 shares of the iPhone maker’s stock valued at $5,482,000 after buying an additional 5,166 shares in the last quarter. GEM Asset Management LLC lifted its position in shares of Apple by 32.2% during the 4th quarter. GEM Asset Management LLC now owns 20,974 shares of the iPhone maker’s stock valued at $5,460,000 after buying an additional 5,114 shares in the last quarter. Finally, Diversified Trust Co. grew its stake in Apple by 3.1% in the 4th quarter. Diversified Trust Co. now owns 679,439 shares of the iPhone maker’s stock valued at $184,713,000 after acquiring an additional 20,508 shares during the period. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Apple Price Performance

Apple stock opened at $248.80 on Monday. The company has a fifty day simple moving average of $260.24 and a 200-day simple moving average of $262.92. The firm has a market capitalization of $3.65 trillion, a price-to-earnings ratio of 31.45, a PEG ratio of 2.36 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 Inc. has a 52-week low of $169.21 and a 52-week high of $288.62.

Apple (NASDAQ:AAPL) last posted its quarterly 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 for the quarter, compared to the consensus estimate of $138.25 billion. Apple had a net margin of 27.04% and a return on equity of 159.94%. The company’s revenue for the quarter was up 15.7% on a year-over-year basis. During the same period last year, the firm posted $2.40 earnings per share. On average, equities analysts anticipate that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Announces Dividend

The firm also recently announced 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 dividend payout ratio (DPR) is 13.15%.

Wall Street Analyst Weigh In

AAPL has been the subject of several recent analyst reports. KeyCorp reissued a “sector weight” rating on shares of Apple in a report on Thursday, March 12th. KGI Securities upgraded shares of Apple to an “outperform” rating and set a $306.00 target price on the stock in a research report on Friday, January 30th. JPMorgan Chase & Co. boosted their target price on shares of Apple from $315.00 to $325.00 and gave the stock an “overweight” rating in a research note on Friday, January 30th. Weiss Ratings restated a “buy (b-)” rating on shares of Apple in a research report on Monday, December 29th. Finally, CLSA raised their price target on shares of Apple from $265.00 to $330.00 and gave the company an “outperform” rating in a research note on Friday, December 5th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $297.58.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Wedbush says 2026 could be a significant product year and raises upside potential (they reiterate Outperform and a $350 target), framing WWDC and AI-driven hardware as major catalysts. Apple in focus as Wedbush calls 2026 a ‘significant’ product launch year ahead of WWDC
• Positive Sentiment: Apple hired ex-Google executive Lilian Rincon as VP of product marketing for AI — a concrete senior hire to accelerate Siri/AI positioning and marketing. Apple hires ex-Google executive to head AI marketing amid push to improve Siri
• Positive Sentiment: Multiple reports say Apple will open Siri to rival AI assistants (Gemini, Claude, etc.) in iOS 27 — this pivot can broaden iPhone AI capabilities without Apple building everything in‑house. Apple Plans to Open Up Siri to Rival AI Assistants in iOS 27 Update
• Positive Sentiment: Services continue to grow (reported ~14% y/y, Apple TV and gaming aiding strength) — recurring high‑margin revenue supports earnings upside even if hardware cycles lag. Strong Streaming & Game Content Aids Apple’s Services: What’s Ahead?
• Positive Sentiment: Apple expands U.S. manufacturing program, adding Bosch, Cirrus Logic, TDK and Qnity and committing $400M — reduces supply‑chain risk and supports domestic sourcing narrative. Apple adds Bosch, Cirrus Logic, others to US manufacturing program, to invest $400 million
• Positive Sentiment: Apple is granting rare large stock bonuses to iPhone designers to curb talent departures to AI firms — a retention step to protect future product execution. Apple Drops Six Figure Bonuses To Stop iPhone Talent Exodus
• Neutral Sentiment: An analyst tweak: Erste trimmed FY2027 EPS slightly — minimal change to consensus, but worth watching for estimate revisions. Apple Inc. analyst note (Erste Group) via MarketBeat
• Neutral Sentiment: Steve Wozniak publicly criticizes AI and says he hardly uses it — a reputational/PR datapoint but unlikely to move fundamentals. Apple cofounder Steve Wozniak admits he’s ‘disappointed a lot’ by AI and hardly uses it
• Negative Sentiment: Broader tech sector weakness — Nasdaq slide, Meta legal losses and geopolitical worries are pressuring tech stocks, which is dragging AAPL despite company‑specific positives. Tech stocks suffer worst week in nearly a year, driven down by war worries, Meta legal woes
• Negative Sentiment: Reports that Apple has discontinued the Mac Pro and abandoned future updates could concern pro users and niche revenue, though impact on total revenue is limited. Apple reportedly discontinues Mac Pro, abandons plans for future updates

About Apple

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.