B&D White Capital Company LLC Trims Stock Position in Apple Inc. $AAPL

B&D White Capital Company LLC cut its stake in Apple Inc. (NASDAQ:AAPL) by 34.9% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 12,895 shares of the iPhone maker’s stock after selling 6,900 shares during the quarter. B&D White Capital Company LLC’s holdings in Apple were worth $3,283,000 at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of the stock. ROSS JOHNSON & Associates LLC lifted its stake in shares of Apple by 1,800.0% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after purchasing an additional 180 shares during the period. Nexus Investment Management ULC raised its holdings in Apple by 333.3% in 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 Apple during the fourth quarter valued at $65,000. Morgan Dempsey Capital Management LLC lifted its position in Apple by 41.0% during the second quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock valued at $88,000 after buying an additional 125 shares during the period. Finally, HFM Investment Advisors LLC bought a new stake in shares of Apple during the 1st quarter valued at $99,000. Institutional investors own 67.73% of the company’s stock.

Apple Stock Down 0.7%

AAPL stock opened at $256.44 on Thursday. The stock has a market capitalization of $3.77 trillion, a P/E ratio of 34.33, a P/E/G ratio of 2.40 and a beta of 1.09. The company has a debt-to-equity ratio of 1.06, a current ratio of 0.89 and a quick ratio of 0.86. Apple Inc. has a 1-year low of $169.21 and a 1-year high of $288.62. The business has a fifty day moving average price of $268.78 and a 200-day moving average price of $251.02.

Apple (NASDAQ:AAPL) last released its quarterly earnings data on Thursday, October 30th. The iPhone maker reported $1.85 EPS for the quarter, topping the consensus estimate of $1.74 by $0.11. Apple had a return on equity of 164.05% and a net margin of 26.92%.The company had revenue of $102.47 billion during the quarter, compared to the consensus estimate of $101.65 billion. During the same period last year, the company earned $1.64 EPS. Apple’s revenue for the quarter was up 8.7% on a year-over-year basis. Equities analysts forecast that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Insider Activity

In other news, insider Chris Kondo sold 3,752 shares of Apple stock in a transaction that occurred on Friday, November 7th. The shares were sold at an average price of $271.23, for a total value of $1,017,654.96. Following the completion of the sale, the insider directly owned 15,098 shares in the company, valued at $4,095,030.54. The trade was a 19.90% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. 0.06% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

AAPL has been the subject of several research reports. Morgan Stanley reiterated an “overweight” rating and issued a $315.00 price target (up from $305.00) on shares of Apple in a research note on Wednesday, December 17th. Wall Street Zen downgraded shares of Apple from a “buy” rating to a “hold” rating in a research note on Sunday, November 9th. Bank of America lifted their target price on shares of Apple from $270.00 to $320.00 and gave the company a “buy” rating in a report on Wednesday, October 29th. Argus set a $325.00 price target on Apple and gave the stock a “buy” rating in a research note on Friday, October 31st. Finally, Evercore ISI reiterated an “outperform” rating and set a $330.00 price objective on shares of Apple in a research note on Tuesday, January 20th. One analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $282.80.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Strong iPhone demand and services growth are expected to drive record-like Q1 revenue, supporting upside to guidance and near-term topline. Strong iPhone sales to power Apple’s holiday quarter, Google AI deal in focus
• Positive Sentiment: Wall Street previews and some analyst upgrades (Wedbush optimism, JPMorgan chatter) highlight 2026 as potentially pivotal for Apple’s AI strategy and revenue re-acceleration. Apple earnings: Wedbush’s Ives sees iPhone strength, AI strategy taking shape
• Neutral Sentiment: Investors are bracing for volatility: options markets imply a ~4.15% move around earnings, which can amplify short-term selling or buying. Apple Is About to Report Q1 Earnings. Options Traders Are Expecting a 4-15% Move
• Neutral Sentiment: Apple’s Gemini-powered Siri rollout (deep Google tie-up) is coming and is central to investor debate — it’s a potential long-term catalyst but raises scrutiny over execution and partner dynamics. Apple’s Gemini‑Powered Siri Arrives in February
• Neutral Sentiment: Some headlines (CEO Tim Cook’s public comments and supplier strength like Corning) keep the narrative mixed — supportive fundamentals but headline risk from non-financial issues. Apple’s Cook says he’s ‘heartbroken’ by Minneapolis events and has spoken with Trump
• Negative Sentiment: Legal risk: Apple was hit with a U.S. antitrust/technology theft suit, adding regulatory/legal overhang that can pressure sentiment ahead of results. Apple sued for allegedly breaking US antitrust law, stealing camera tech
• Negative Sentiment: Analyst downgrades and risk calls — Jefferies flagged App Store/Google ad headwinds and boutique firms maintain sell ratings — feeding concerns that growth/margins could be capped. Jefferies Flags App Store and Google Ad Risks for Apple (AAPL) Aletheia Maintains Sell on Apple (AAPL)
• Negative Sentiment: Brand/design critiques (Liquid Glass/UI changes) and media skepticism can dent the premium narrative if product enthusiasm cools. Apple’s unrivaled commitment to excellence is fading. A designer explains why

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.