Barrett & Company Inc. Cuts Stock Position in Apple Inc. $AAPL

Barrett & Company Inc. reduced its stake in Apple Inc. (NASDAQ:AAPL) by 8.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 28,235 shares of the iPhone maker’s stock after selling 2,612 shares during the period. Apple accounts for 2.5% of Barrett & Company Inc.’s holdings, making the stock its 7th biggest holding. Barrett & Company Inc.’s holdings in Apple were worth $7,190,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently made changes to their positions in AAPL. Sellwood Investment Partners LLC raised its position 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 worth $34,000 after purchasing an additional 71 shares during the period. ROSS JOHNSON & Associates LLC increased its stake in Apple by 1,800.0% during 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 in the last quarter. Nexus Investment Management ULC raised its holdings in Apple by 333.3% during the second quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock worth $53,000 after buying an additional 200 shares during the last quarter. LSV Asset Management bought a new position in shares of Apple in the fourth quarter valued at $65,000. Finally, Morgan Dempsey Capital Management LLC grew its holdings in shares of 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 last quarter. Institutional investors and hedge funds own 67.73% of the company’s stock.

Apple Stock Performance

NASDAQ AAPL opened at $264.58 on Monday. The company has a market capitalization of $3.88 trillion, a PE ratio of 33.45, a price-to-earnings-growth ratio of 2.36 and a beta of 1.09. 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 Inc. has a 52-week low of $169.21 and a 52-week high of $288.62. The company has a 50-day simple moving average of $265.00 and a 200 day simple moving average of $258.12.

Apple (NASDAQ:AAPL) last released its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, beating analysts’ consensus estimates of $2.67 by $0.17. Apple had a net margin of 27.04% and a return on equity of 159.94%. The firm had revenue of $143.76 billion during the quarter, compared to the consensus estimate of $138.25 billion. During the same period in the prior year, the firm earned $2.40 EPS. The company’s revenue was up 15.7% compared to the same quarter last year. On average, research analysts predict 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. Shareholders of record on Monday, February 9th were issued a dividend of $0.26 per share. This represents a $1.04 annualized dividend and a yield of 0.4%. The ex-dividend date of this dividend was Monday, February 9th. Apple’s dividend payout ratio is 13.15%.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on the stock. Wells Fargo & Company set a $300.00 target price on shares of Apple and gave the stock an “overweight” rating in a report on Friday, October 31st. Bank of America increased their price objective on Apple from $270.00 to $320.00 and gave the stock a “buy” rating in a research note on Wednesday, October 29th. UBS Group reaffirmed a “buy” rating on shares of Apple in a research report on Tuesday, February 3rd. Sanford C. Bernstein increased their price target on Apple from $325.00 to $340.00 and gave the company an “outperform” rating in a research report on Tuesday, February 10th. Finally, Loop Capital restated a “buy” rating and set a $325.00 price objective (up from $315.00) on shares of Apple in a research note on Tuesday, December 2nd. One 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 given a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $292.13.

Apple News Summary

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)

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.