Apple Inc. $AAPL Stock Position Trimmed by Callahan Advisors LLC

Callahan Advisors LLC decreased its holdings in Apple Inc. (NASDAQ:AAPL) by 2.8% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 146,065 shares of the iPhone maker’s stock after selling 4,159 shares during the quarter. Apple makes up approximately 3.2% of Callahan Advisors LLC’s holdings, making the stock its 5th largest holding. Callahan Advisors LLC’s holdings in Apple were worth $37,193,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently modified their holdings of the company. Norges Bank acquired a new position in shares of Apple in the 2nd quarter valued at $38,942,255,000. Nuveen LLC purchased a new position in shares of Apple in the 1st quarter worth $17,472,482,000. PKS Advisory Services LLC boosted its holdings in Apple by 98,917.0% in the second quarter. PKS Advisory Services LLC now owns 57,956,620 shares of the iPhone maker’s stock valued at $12,106,000 after acquiring an additional 57,898,088 shares during the last quarter. Laurel Wealth Advisors LLC boosted its holdings in Apple by 20,464.8% in the second quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker’s stock valued at $5,553,753,000 after acquiring an additional 26,937,401 shares during the last quarter. Finally, Northern Trust Corp grew its position in Apple by 13.3% during the fourth quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker’s stock valued at $42,918,365,000 after acquiring an additional 20,079,472 shares during the period. Institutional investors and hedge funds own 67.73% of the company’s stock.

Apple Price Performance

Shares of AAPL stock opened at $266.18 on Tuesday. The company has a market capitalization of $3.91 trillion, a PE ratio of 33.65, a price-to-earnings-growth ratio of 2.36 and a beta of 1.09. The firm has a fifty day simple moving average of $264.84 and a 200-day simple moving average of $258.44. 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.

Apple (NASDAQ:AAPL) last released its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, topping the consensus estimate 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 for the quarter, compared to the consensus estimate of $138.25 billion. During the same quarter in the previous year, the firm posted $2.40 EPS. The firm’s quarterly revenue was up 15.7% on a year-over-year basis. Equities research analysts anticipate that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Dividend Announcement

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

Key Headlines Impacting Apple

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

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on the company. Phillip Securities raised Apple from a “moderate sell” rating to a “hold” rating in a research note on Sunday, February 1st. DA Davidson restated a “neutral” rating and issued a $270.00 price target on shares of Apple in a report on Friday, January 30th. Morgan Stanley reiterated an “overweight” rating and set a $315.00 price objective (up from $305.00) on shares of Apple in a research note on Wednesday, December 17th. Robert W. Baird set a $300.00 price objective on shares of Apple in a research report on Friday, October 31st. Finally, CLSA lifted their target price on shares of Apple from $265.00 to $330.00 and gave the company an “outperform” rating in a report on Friday, December 5th. 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 stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $292.13.

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.