Apple Inc. $AAPL Holdings Trimmed by AEGON ASSET MANAGEMENT UK Plc

AEGON ASSET MANAGEMENT UK Plc reduced its holdings in Apple Inc. (NASDAQ:AAPL) by 1.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,689,284 shares of the iPhone maker’s stock after selling 16,239 shares during the period. Apple comprises about 5.1% of AEGON ASSET MANAGEMENT UK Plc’s holdings, making the stock its 4th largest holding. AEGON ASSET MANAGEMENT UK Plc’s holdings in Apple were worth $429,973,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of AAPL. Sellwood Investment Partners LLC raised its holdings in 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 in the last quarter. ROSS JOHNSON & Associates LLC raised its holdings in 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 acquiring an additional 180 shares in the last quarter. Nexus Investment Management ULC lifted its position 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 during the period. LSV Asset Management bought a new position in Apple during the fourth quarter worth about $65,000. Finally, Morgan Dempsey Capital Management LLC grew its holdings in shares of Apple by 41.0% in the 2nd quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock worth $88,000 after purchasing an additional 125 shares during the last quarter. Institutional investors and hedge funds own 67.73% of the company’s stock.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Bloomberg/CNET reports that Apple may unveil at least five new products next week — including an iPhone 17E, multiple MacBooks and an M4 iPad — raising expectations for near-term revenue catalysts and upgrade demand. Apple Could Launch at Least Five New Products, Including iPhone 17E, Next Week
• Positive Sentiment: Bloomberg-driven chatter that Apple is ramping AI wearables (smart glasses, camera-enabled AirPods, pendant) has spurred investor enthusiasm — social posts say shares jumped after the disclosure as these products could be a multi-year growth vector. Apple Stock (AAPL) Opinions on AI Wearables Development
• Positive Sentiment: Apple’s refreshed AirTag (AirTag 2) is already on sale — product refreshes and promotional pricing can lift accessories revenue and ecosystem stickiness. Apple’s newest AirTags are already on sale if you’re looking to upgrade – The Verge
• Positive Sentiment: Omdia data shows Apple gained record European smartphone share in 2025 — a sign of pricing power and resilience in core hardware sales. Omdia: Apple and HONOR Claim Record Market Shares as Europe’s Smartphone Shipment Dips 1% in 2025
• Positive Sentiment: Analyst/estimate moves: at least one shop (Erste) raised FY2027 EPS forecasts recently and Street price-targets remain above the current price for many firms — supporting the valuation case. FY2027 EPS Estimates for Apple Boosted by Erste Group Bank
• Neutral Sentiment: Longer-term AI supply-chain pieces highlight demand for chips and services that Apple consumes (TSMC, ASML, et al.), but the articles focus more on suppliers than on Apple’s near-term earnings. The Supply Chain Quietly Powering the AI Boom—And 4 Ways to Play It (AAPL)
• Neutral Sentiment: Small-business/partnership update: Apple’s Roadside Assistance via satellite gained an Australian partner — positive for product feature adoption but minimal near-term revenue impact. Australian Motoring Service Adds Support for Apple’s Roadside Assistance via Satellite
• Negative Sentiment: Insider selling activity is elevated (several senior execs have sold shares in recent months), which can unnerv e some investors despite regular option-related or tax-driven sales. Apple Stock (AAPL) Opinions on AI Wearables Development
• Negative Sentiment: Regulatory/legal uncertainty: reporting on a Supreme Court tariffs ruling suggests a “confusion zone” for past tariff avoidance strategies — potential legal/regulatory risk to margins or supply chains. Apple navigated around tariffs, now it faces ‘confusion zone’ from Supreme Court ruling
• Negative Sentiment: Critical commentary notes that Apple has underperformed the broader tech sector and faces questions about the pace of its AI strategy — these narratives can pressure multiple and sentiment if echoed by large funds. Apple’s Stock Recovery Is No Recovery At All

Apple Stock Performance

Shares of NASDAQ:AAPL opened at $266.18 on Tuesday. The company’s 50 day simple moving average is $264.84 and its 200 day simple moving average is $258.44. The stock has a market capitalization of $3.91 trillion, a price-to-earnings ratio of 33.65, 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 current ratio of 0.97 and a quick ratio of 0.94. Apple Inc. has a 1 year low of $169.21 and a 1 year high of $288.62.

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

Apple Announces Dividend

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

Analyst Ratings Changes

A number of analysts recently weighed in on the stock. Evercore reissued an “outperform” rating on shares of Apple in a report on Monday, February 2nd. Weiss Ratings reissued a “buy (b-)” rating on shares of Apple in a research report on Monday, December 29th. KGI Securities upgraded Apple to an “outperform” rating and set a $306.00 price target for the company in a research note on Friday, January 30th. Raymond James Financial reissued a “market perform” rating on shares of Apple in a research note on Friday, January 2nd. Finally, Stephens set a $315.00 target price on Apple in a research note on Monday, January 26th. One investment 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 stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $292.13.

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.