Apple Inc. $AAPL Stake Lessened by Oxbow Advisors LLC

Oxbow Advisors LLC cut its stake in Apple Inc. (NASDAQ:AAPL) by 1.7% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 129,494 shares of the iPhone maker’s stock after selling 2,306 shares during the period. Apple accounts for approximately 3.1% of Oxbow Advisors LLC’s portfolio, making the stock its 6th largest position. Oxbow Advisors LLC’s holdings in Apple were worth $32,973,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of AAPL. BAM Wealth Management LLC bought a new position in shares of Apple in the 3rd quarter worth approximately $4,200,000. JFG Wealth Management LLC grew its stake in Apple by 12.5% in the third quarter. JFG Wealth Management LLC now owns 7,746 shares of the iPhone maker’s stock worth $1,972,000 after purchasing an additional 860 shares during the period. Opus Capital Group LLC raised its holdings in Apple by 1.2% in the third quarter. Opus Capital Group LLC now owns 16,874 shares of the iPhone maker’s stock worth $4,297,000 after purchasing an additional 196 shares in the last quarter. Blackhawk Capital Partners LLC lifted its position in Apple by 1.3% during the third quarter. Blackhawk Capital Partners LLC now owns 39,413 shares of the iPhone maker’s stock valued at $10,036,000 after buying an additional 487 shares during the period. Finally, Trek Financial LLC boosted its holdings in shares of Apple by 5.1% during the 3rd quarter. Trek Financial LLC now owns 90,384 shares of the iPhone maker’s stock valued at $23,015,000 after buying an additional 4,400 shares in the last quarter. 67.73% of the stock is owned by institutional investors.

Apple Price Performance

Shares of NASDAQ AAPL opened at $264.58 on Friday. The firm has a market cap of $3.88 trillion, a P/E ratio of 33.45, a PEG ratio of 2.36 and a beta of 1.09. 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 company has a 50 day moving average of $265.00 and a 200 day moving average of $257.80.

Apple (NASDAQ:AAPL) last posted its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, topping 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 company’s quarterly revenue was up 15.7% compared to the same quarter last year. During the same quarter last year, the company earned $2.40 EPS. As a group, research analysts expect that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, February 12th. Shareholders of record on Monday, February 9th were given a $0.26 dividend. The ex-dividend date of this dividend was Monday, February 9th. This represents a $1.04 dividend on an annualized basis and a yield of 0.4%. Apple’s payout ratio is 13.15%.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Supreme Court ruling likely lowers Apple’s tariff burden and near-term cost exposure — the decision to strike down broad tariffs reduces the company’s past and potential future tariff bills, easing supply-chain costs and improving margins. How the Supreme Court’s decision affects Apple and its $3.3 billion tariff bill
• Positive Sentiment: AI-led market rebound benefits Apple sentiment — coverage notes Apple alongside Nvidia as part of an AI recovery that has lifted tech stocks, supporting investor enthusiasm around Apple’s expanding AI initiatives and device roadmap. This Week’s Market Wrap: AI-Led Volatility, Inflation, And Late-Cycle Risk Signals
• Positive Sentiment: Bullish analyst stance — Wedbush and other bulls urge staying invested, arguing the pullback is overdone and 2026 could be a breakout year for Apple’s AI push, supporting demand for the shares. Ignore the Panic and Keep Buying Apple Stock, According to Wedbush
• Positive Sentiment: New distribution deals expand Apple TV reach — a Reuters report on Apple TV partnering with EverPass to carry live sports into bars/hotels incrementally supports services revenue and content monetization. Apple TV partners with EverPass Media
• Neutral Sentiment: Product/AI feature developments continue — Apple and Google adding music-focused generative-AI features signals steady product evolution but not an immediate revenue inflection. Google Gemini, Apple add music-focused generative AI features
• Neutral Sentiment: Industry supply dynamics — rising DRAM/chip prices are pressuring some hardware players, but coverage flags Apple as a relative bright spot; impact on Apple margins is mixed and dependent on component pass-through. Soaring DRAM Prices Shake Hardware Stocks, but Apple and Arista Remain Bright Spots
• Negative Sentiment: High-profile legal risk — West Virginia sued Apple alleging iCloud facilitated distribution of child sexual abuse material; this raises regulatory, reputational, and potential compliance costs that investors view as a meaningful overhang. Apple Sued Over Allegations of CSAM on iCloud
• Negative Sentiment: Institutional trimming signals caution — reports that Berkshire Hathaway/Warren Buffett and other funds reduced Apple stakes have raised questions about top-holder conviction and added selling pressure. Berkshire Hathaway’s Warren Buffett Trims Massive Apple Stake
• Negative Sentiment: Downgrade/concern narratives — some analysts and commentary cite margin pressure and a perceived lack of innovation, which can lengthen any correction if earnings guidance or product cadence disappoints. Apple: Margin Pressure And Lack Of Innovation (Rating Downgrade)

Wall Street Analysts Forecast Growth

AAPL has been the subject of several research reports. Scotiabank set a $330.00 price target on shares of Apple in a research note on Monday, February 2nd. Barclays reaffirmed an “underweight” rating and set a $239.00 target price (up previously from $230.00) on shares of Apple in a research note on Friday, January 30th. Argus set a $325.00 price target on Apple and gave the stock a “buy” rating in a research report on Friday, October 31st. Melius Research set a $345.00 price target on Apple in a research note on Friday, October 31st. Finally, Morgan Stanley reiterated an “overweight” rating and set a $315.00 price objective (up previously from $305.00) on shares of Apple in a research note on Wednesday, December 17th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $292.13.

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.