Apple Inc. $AAPL Stake Decreased by 1834 Investment Advisors Co.

1834 Investment Advisors Co. lessened its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 2.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 98,774 shares of the iPhone maker’s stock after selling 2,767 shares during the period. Apple comprises approximately 3.1% of 1834 Investment Advisors Co.’s investment portfolio, making the stock its 7th biggest position. 1834 Investment Advisors Co.’s holdings in Apple were worth $25,151,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Sellwood Investment Partners LLC increased its stake in shares of 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 buying an additional 71 shares during the period. ROSS JOHNSON & Associates LLC grew its stake in shares of Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after acquiring an additional 180 shares during the last quarter. Nexus Investment Management ULC increased its holdings in shares of Apple by 333.3% during the second quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock valued at $53,000 after acquiring an additional 200 shares in the last quarter. LSV Asset Management purchased a new position in shares of Apple in the fourth quarter worth $65,000. Finally, Morgan Dempsey Capital Management LLC lifted its position in Apple by 41.0% during the 2nd quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock worth $88,000 after acquiring an additional 125 shares during the period. Institutional investors own 67.73% of the company’s stock.

Analyst Ratings Changes

Several brokerages recently issued reports on AAPL. Rosenblatt Securities raised their target price on shares of Apple from $250.00 to $267.00 and gave the stock a “neutral” rating in a report on Friday, January 30th. Stephens set a $315.00 target price on shares of Apple in a research note on Monday, January 26th. TD Cowen restated a “buy” rating and issued a $325.00 price objective on shares of Apple in a report on Friday, January 30th. Morgan Stanley reissued 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. Finally, Raymond James Financial restated a “market perform” rating on shares of Apple in a research report on Friday, January 2nd. One research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $292.13.

More 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)

Apple Stock Up 1.5%

AAPL stock opened at $264.58 on Monday. The company’s 50 day moving average is $265.00 and its two-hundred day moving average is $258.12. The company has a current ratio of 0.97, a quick ratio of 0.94 and a debt-to-equity ratio of 0.87. 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 $3.88 trillion, a P/E ratio of 33.45, a PEG ratio of 2.36 and a beta of 1.09.

Apple (NASDAQ:AAPL) last announced its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.67 by $0.17. Apple had a return on equity of 159.94% and a net margin of 27.04%.The firm had revenue of $143.76 billion during the quarter, compared to analysts’ expectations of $138.25 billion. During the same period in the prior year, the firm earned $2.40 EPS. The business’s revenue was up 15.7% on a year-over-year basis. Research analysts expect that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, February 12th. Investors of record on Monday, February 9th were issued a dividend of $0.26 per share. The ex-dividend date of this dividend was Monday, February 9th. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. Apple’s dividend payout ratio (DPR) 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.