Personal CFO Solutions LLC Has $27.10 Million Stake in Apple Inc. $AAPL

Personal CFO Solutions LLC decreased its stake in Apple Inc. (NASDAQ:AAPL) by 2.8% in the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 106,418 shares of the iPhone maker’s stock after selling 3,037 shares during the quarter. Apple comprises 4.8% of Personal CFO Solutions LLC’s portfolio, making the stock its 2nd biggest holding. Personal CFO Solutions LLC’s holdings in Apple were worth $27,097,000 as of its most recent filing with the SEC.

Several other large investors have also recently modified their holdings of AAPL. Financial Futures Ltd Liability Co. lifted its stake in Apple by 13.2% in the second quarter. Financial Futures Ltd Liability Co. now owns 3,552 shares of the iPhone maker’s stock worth $729,000 after purchasing an additional 415 shares during the last quarter. Monarch Capital Management Inc. grew its stake in shares of Apple by 4.6% during the second quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker’s stock valued at $13,740,000 after buying an additional 2,920 shares during the last quarter. Riverwater Partners LLC grew its stake in shares of Apple by 17.9% during the second quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker’s stock valued at $1,109,000 after buying an additional 819 shares during the last quarter. Highland Capital Management LLC raised its holdings in shares of Apple by 2.2% in the third quarter. Highland Capital Management LLC now owns 397,834 shares of the iPhone maker’s stock worth $101,301,000 after buying an additional 8,446 shares during the period. Finally, Citizens Financial Group Inc. RI raised its holdings in shares of Apple by 48.4% in the third quarter. Citizens Financial Group Inc. RI now owns 1,426,605 shares of the iPhone maker’s stock worth $363,256,000 after buying an additional 465,393 shares during the period. Institutional investors own 67.73% of the company’s stock.

Apple Stock Down 1.1%

Shares of NASDAQ:AAPL opened at $257.46 on Monday. The business’s 50 day moving average is $263.56 and its 200 day moving average is $260.70. The stock has a market cap of $3.78 trillion, a P/E ratio of 32.55, a price-to-earnings-growth ratio of 2.30 and a beta of 1.10. Apple Inc. has a 52-week low of $169.21 and a 52-week high of $288.62. The company has a quick ratio of 0.94, a current ratio of 0.97 and a debt-to-equity ratio of 0.87.

Apple (NASDAQ:AAPL) last issued 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 return on equity of 159.94% and a net margin of 27.04%.The business had revenue of $143.76 billion during the quarter, compared to analyst estimates of $138.25 billion. During the same period in the previous year, the company posted $2.40 EPS. Apple’s revenue was up 15.7% on a year-over-year basis. Sell-side analysts predict that Apple Inc. will post 7.28 EPS for the current year.

Apple Announces Dividend

The company 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 annualized dividend and a dividend yield of 0.4%. The ex-dividend date was Monday, February 9th. Apple’s payout ratio is presently 13.15%.

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Wedbush raised its street-high price target to $350, arguing Apple’s AI-capable Macs and refreshed product cycle could unlock ~33% upside — a clear bullish signal for investors. Wedbush $350 target
• Positive Sentiment: Analysts and commentators highlight Apple’s AI approach (hardware + Google Gemini partnership) as a profitability-focused alternative to the capex-heavy AI race — narrative supports margins and services monetization. AAPL Not Running AI Race Paying Off? iPhone & Google Gemini Add Tech Muscle
• Positive Sentiment: Apple’s exclusive U.S. Formula 1 streaming deal for Apple TV expands services revenue and engagement — a structural positive for recurring revenue and ecosystem stickiness. Formula 1 and Apple’s big gamble
• Positive Sentiment: The MacBook Neo ($599) and entry-level iPhone broaden addressable market (students and price-sensitive buyers), which could modestly increase unit volumes and services attach over time. Apple Slashes Entry Price With MacBook Neo
• Neutral Sentiment: Smaller analyst moves: Rosenblatt nudged its PT slightly and Barclays revised targets in recent notes — these are incremental but keep the debate active on upside scope. Rosenblatt/Benzinga note
• Neutral Sentiment: Apple remains a staple in dividend-growth ETFs (e.g., DGRO), reinforcing long-term passive demand even amid short-term volatility. DGRO / Market context
• Negative Sentiment: Some outlets reported an immediate share pullback after the budget-product announcements (concerns about margin dilution and the market’s rotation away from expensive Big Tech/AI spenders). That knee-jerk selling contributed to intraday weakness. Apple stock slid after MacBook Neo
• Negative Sentiment: Wider market pressure on AI-capex-heavy names and headlines about “Big Tech” valuation compression mean Apple can be caught up in sector moves even as company-specific fundamentals remain strong. Big Tech valuation rotation
• Neutral Sentiment: Short-interest data in some feeds showed a spike but the reports contain inconsistent values (0 shares / NaN) — treat that as likely reporting noise rather than evidence of a large coordinated short. (No reliable source link available in the feed.)

Analysts Set New Price Targets

A number of research firms recently issued reports on AAPL. Stephens set a $315.00 price objective on Apple in a report on Monday, January 26th. CLSA increased their target price on Apple from $265.00 to $330.00 and gave the stock an “outperform” rating in a research note on Friday, December 5th. Monness Crespi & Hardt lifted their target price on Apple from $300.00 to $315.00 and gave the stock a “buy” rating in a research report on Friday, January 30th. Loop Capital reissued a “buy” rating and set a $325.00 target price (up from $315.00) on shares of Apple in a research note on Tuesday, December 2nd. Finally, Needham & Company LLC restated a “hold” rating on shares of Apple in a report on Friday, January 30th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $297.58.

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.