Guardian Asset Advisors LLC Sells 3,799 Shares of Apple Inc. $AAPL

Guardian Asset Advisors LLC lessened its stake in Apple Inc. (NASDAQ:AAPL) by 4.2% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 86,266 shares of the iPhone maker’s stock after selling 3,799 shares during the quarter. Apple accounts for about 11.8% of Guardian Asset Advisors LLC’s investment portfolio, making the stock its biggest holding. Guardian Asset Advisors LLC’s holdings in Apple were worth $21,970,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently made changes to their positions in the stock. Sellwood Investment Partners LLC lifted its holdings in shares of Apple by 110.9% in the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock valued at $34,000 after purchasing an additional 71 shares in the last quarter. ROSS JOHNSON & Associates LLC lifted its stake 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 stake in Apple by 333.3% in the 2nd 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 acquired a new position in Apple during the 4th quarter worth approximately $65,000. Finally, Morgan Dempsey Capital Management LLC grew its stake in shares of 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 in the last quarter. Institutional investors own 67.73% of the company’s stock.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple will shift some Mac Mini production to a Foxconn plant in Houston and expand U.S. manufacturing capacity, supporting supply-chain resilience and political/geographic diversification. This underpins revenue predictability and reduces single‑country concentration risk. Apple to move some Mac Mini production to U.S. this year
• Positive Sentiment: Shareholders re-elected Apple’s board and approved company proposals at the 2026 annual meeting, signaling continued investor confidence in management and governance continuity. Apple Shareholders Reelect Board and Approve 2026 Proposals
• Positive Sentiment: Prominent investors/strategists are overweight Apple — Seeking Alpha highlights a large-conviction allocation and notes buybacks as an upside support mechanism, which can boost EPS and investor sentiment. Why Daily Stock Picks’ Gary Vaughan Likes Large Cap Tech (And Energy)
• Positive Sentiment: Investors are eyeing Apple’s March 4 product event (iPhone 17E, new MacBooks, etc.) as a potential revenue catalyst; successful launches historically lift sentiment ahead of earnings. Should You Buy Apple Stock Before Its New Product Launch on March 4?
• Neutral Sentiment: New crypto derivatives (tokenized perpetual futures) list Apple as an underlying, widening ways for international traders to gain 24/7 leveraged exposure — may increase trading flows but not company fundamentals. Kraken debuts tokenized stock perpetual futures for non-US traders
• Neutral Sentiment: Analyst coverage is mixed but skewed bullish on balance (multiple buy/outperform ratings and a median 6‑12 month target above current levels); that supports momentum but leaves room for dispersion. Apple Stock: Is AAPL Underperforming the Technology Sector?
• Negative Sentiment: Ongoing concerns about Apple’s slower rollout of AI features into Siri (and competition from Alphabet/others) are flagged as a meaningful growth risk if services/AI monetization lags peers. This “Siri-ous” Problem Could Be the Biggest Threat to Apple Stock
• Negative Sentiment: Geopolitical supply‑chain risk remains elevated after reporting that U.S. intelligence briefed executives on potential China‑Taiwan scenarios — any escalation would threaten Taiwan-based fabs that supply Apple chips. The Reason Tim Cook ‘Sleeps With One Eye Open’

Apple Trading Up 2.2%

Apple stock opened at $272.14 on Wednesday. The stock has a 50-day simple moving average of $264.79 and a 200 day simple moving average of $258.74. The stock has a market capitalization of $4.00 trillion, a P/E ratio of 34.40, a PEG ratio of 2.37 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.

Apple (NASDAQ:AAPL) last released its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, beating the consensus estimate 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 for the quarter, compared to analyst estimates of $138.25 billion. During the same quarter in the prior year, the company earned $2.40 earnings per share. The business’s revenue for the quarter was up 15.7% compared to the same quarter last year. Analysts expect that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Announces Dividend

The firm also recently declared 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. The ex-dividend date of this dividend was Monday, February 9th. This represents a $1.04 annualized dividend and a yield of 0.4%. Apple’s dividend payout ratio (DPR) is currently 13.15%.

Analyst Ratings Changes

A number of brokerages have recently commented on AAPL. Argus set a $325.00 price objective on shares of Apple and gave the stock a “buy” rating in a research report on Friday, October 31st. Robert W. Baird set a $300.00 price target on shares of Apple in a research report on Friday, October 31st. Wall Street Zen cut Apple from a “buy” rating to a “hold” rating in a report on Sunday, November 9th. Melius Research set a $345.00 target price on Apple in a report on Friday, October 31st. Finally, Morgan Stanley reissued an “overweight” rating and set a $315.00 price target (up from $305.00) on shares of Apple in a research report on Wednesday, December 17th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus 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.