Apple Inc. $AAPL Stock Position Reduced by Clarion Wealth Managment Partners LLC

Clarion Wealth Managment Partners LLC decreased its position in Apple Inc. (NASDAQ:AAPL) by 11.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 32,259 shares of the iPhone maker’s stock after selling 3,974 shares during the period. Apple accounts for approximately 8.1% of Clarion Wealth Managment Partners LLC’s investment portfolio, making the stock its 2nd largest position. Clarion Wealth Managment Partners LLC’s holdings in Apple were worth $8,214,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Isthmus Partners LLC increased its stake in Apple by 6.4% during the third quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker’s stock worth $25,000 after acquiring an additional 5,808 shares during the last quarter. Sellwood Investment Partners LLC lifted its stake in shares of Apple by 110.9% in the 3rd 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 during the last quarter. ROSS JOHNSON & Associates LLC lifted its stake in shares of 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 purchasing an additional 180 shares during the last quarter. Nexus Investment Management ULC grew its holdings in shares of Apple by 333.3% during the 2nd 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. Finally, LSV Asset Management acquired a new stake in shares of Apple during the 4th quarter worth about $65,000. Institutional investors and hedge funds own 67.73% of the company’s stock.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: India manufacturing surge lowers China concentration and tariff risk — Apple now makes roughly 25% of iPhones after a ~53% increase in India production last year, reducing geopolitical/tariff exposure and supporting margin resilience. Apple now makes one in four iPhones in India: report
• Positive Sentiment: Move into lower‑priced devices could grow ecosystem and unit volumes — coverage highlights Apple’s new budget‑friendly iPhone 17e and a $599 MacBook Neo as deliberate steps to expand market share while protecting services revenue. Apple’s Newest Phone and Laptop Are More Budget-Friendly. Premium Products Could Be Next
• Positive Sentiment: Analyst support remains — Citi reiterated a Buy and $315 target, citing resilient margins, expanding services and emerging AI upside, which underpins upside narratives despite cost pressures. Apple: Resilient Margins, Expanding Services, and Emerging AI Upside Support Buy Rating and $315 Target
• Neutral Sentiment: PC market dynamics could be a relative winner for Apple — analysis suggests industry weakness (memory cost shock) may hurt rivals more than Apple, potentially supporting Mac share gains. The PC Collapse Has a Winner — and It’s Not Who You Think
• Neutral Sentiment: Supplier shifts and competitor headlines — Bank of America warns Qualcomm faces loss of Apple business; this is more a negative for Qualcomm but signals Apple’s growing in‑house or alternate sourcing strategies. Qualcomm faces loss of Apple business, competitive pressures, says Bank of America
• Negative Sentiment: Siri/AI issues delaying smart‑home hardware — Reported Siri troubles have pushed back a smart home display launch, signaling execution and AI software risks for new product lines. Apple’s Siri Troubles Put Smart Home Display On Hold
• Negative Sentiment: Regulatory friction in Europe — German publishers say Apple’s revised app tracking rules don’t fix antitrust concerns and urge fines, adding potential regulatory/legal risk to its services/advertising ecosystem. German publishers reject Apple’s revised app tracking rules, urge antitrust fine
• Negative Sentiment: Memory cost headwinds — Coverage flags rising DRAM prices as a near‑term margin pressure (a possible ~140bps headwind), which could temper profit expansion even as revenue grows. Apple Stock — Why Analysts Still Like It Despite A Memory Squeeze

Analyst Upgrades and Downgrades

A number of research firms have commented on AAPL. Moffett Nathanson upped their target price on shares of Apple from $241.00 to $270.00 and gave the company a “neutral” rating in a research report on Wednesday, February 25th. Royal Bank Of Canada set a $325.00 price target on shares of Apple in a research report on Monday, February 2nd. KGI Securities raised shares of Apple to an “outperform” rating and set a $306.00 price target on the stock in a research note on Friday, January 30th. Citigroup reiterated a “buy” rating and issued a $315.00 price objective (down from $330.00) on shares of Apple in a report on Tuesday, January 20th. Finally, Phillip Securities upgraded shares of Apple from a “moderate sell” rating to a “hold” rating in a report on Sunday, February 1st. One research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Apple presently has a consensus rating of “Moderate Buy” and an average price target of $297.58.

Apple Price Performance

Shares of NASDAQ AAPL opened at $260.83 on Wednesday. The stock’s 50-day simple moving average is $263.04 and its 200-day simple moving average is $261.18. The firm has a market capitalization of $3.83 trillion, a PE ratio of 32.97, a price-to-earnings-growth ratio of 2.32 and a beta of 1.10. Apple Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $288.62. 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 (NASDAQ:AAPL) last announced its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 firm’s quarterly revenue was up 15.7% compared to the same quarter last year. During the same period in the prior year, the company posted $2.40 earnings per share. As a group, equities research analysts forecast that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Announces Dividend

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

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.