Apple Inc. $AAPL is Baltimore Washington Financial Advisors Inc.’s 10th Largest Position

Baltimore Washington Financial Advisors Inc. raised its position in shares of Apple Inc. (NASDAQ:AAPL) by 1.4% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 230,010 shares of the iPhone maker’s stock after purchasing an additional 3,134 shares during the quarter. Apple accounts for about 2.5% of Baltimore Washington Financial Advisors Inc.’s investment portfolio, making the stock its 10th largest position. Baltimore Washington Financial Advisors Inc.’s holdings in Apple were worth $58,568,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Cedar Wealth Management LLC increased its stake in shares of Apple by 30.2% in the third quarter. Cedar Wealth Management LLC now owns 10,107 shares of the iPhone maker’s stock worth $2,574,000 after purchasing an additional 2,347 shares in the last quarter. First Trust Advisors LP lifted its stake in shares of Apple by 0.4% during the 3rd quarter. First Trust Advisors LP now owns 4,234,034 shares of the iPhone maker’s stock valued at $1,078,112,000 after buying an additional 16,301 shares in the last quarter. Legacy Capital Group California Inc. boosted its holdings in Apple by 1.2% in the 3rd quarter. Legacy Capital Group California Inc. now owns 127,693 shares of the iPhone maker’s stock worth $32,514,000 after buying an additional 1,461 shares during the period. Modern Wealth Management LLC increased its stake in Apple by 16.2% in the 3rd quarter. Modern Wealth Management LLC now owns 460,772 shares of the iPhone maker’s stock worth $117,326,000 after buying an additional 64,371 shares in the last quarter. Finally, Neo Ivy Capital Management increased its stake in Apple by 75.4% in the 3rd quarter. Neo Ivy Capital Management now owns 14,304 shares of the iPhone maker’s stock worth $3,642,000 after buying an additional 6,148 shares in the last quarter. 67.73% of the stock is currently owned by institutional investors.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: MacBook Neo launch — Apple unveiled the $599 MacBook Neo aimed at education and budget buyers; reviewers (including MKBHD) praise it as highly disruptive, which could expand unit volumes and market share. Article Title
• Positive Sentiment: Analysts expect meaningful initial units — Some research notes forecast 4–5 million MacBook Neo shipments this year, suggesting upside to Mac revenue if adoption meets expectations. Article Title
• Positive Sentiment: India manufacturing incentives — New Indian incentives to boost local phone production support Apple’s ongoing shift of iPhone assembly to India, reducing China concentration risk and potentially lowering tariff exposure. Article Title
• Neutral Sentiment: Buyback and cash flow support — Coverage highlights a large share‑repurchase (reported $24B) and strong free cash flow that help support the stock through market volatility, but these are longer‑term cushions rather than immediate catalysts. Article Title
• Neutral Sentiment: Short‑interest data appears noisy — Reports show a large “increase” in short interest but the underlying data is zero/NaN, indicating a likely reporting glitch rather than a substantive change in bearish positioning.
• Negative Sentiment: China shipment weakness — UBS reiterated a Hold citing sharp declines in iPhone shipments in China, a direct hit to growth expectations for Apple’s largest hardware category. Article Title
• Negative Sentiment: Supplier cost pressure — Samsung Display’s CEO warned that higher oil and chip prices (and related supply‑cost inflation) could increase component costs for phones and laptops, pressuring margins industrywide. Article Title
• Negative Sentiment: Valuation and “no catalyst” views — Coverage notes AAPL trades at a premium P/E versus peers and some analysts say there’s no near‑term catalyst to justify further multiple expansion, leaving the stock vulnerable to broader market weakness. Article Title

Apple Stock Performance

NASDAQ AAPL opened at $255.76 on Friday. 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. The business has a 50 day simple moving average of $262.49 and a two-hundred day simple moving average of $261.14. The stock has a market capitalization of $3.75 trillion, a PE ratio of 32.33, a P/E/G ratio of 2.33 and a beta of 1.10.

Apple (NASDAQ:AAPL) last issued its quarterly earnings data 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 return on equity of 159.94% and a net margin of 27.04%.The business had revenue of $143.76 billion for the quarter, compared to analysts’ expectations of $138.25 billion. During the same period in the prior year, the firm earned $2.40 EPS. The company’s revenue for the quarter was up 15.7% on a year-over-year basis. On average, research analysts predict that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Dividend Announcement

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

Analyst Ratings Changes

Several equities analysts have recently commented on AAPL shares. KGI Securities upgraded Apple to an “outperform” rating and set a $306.00 price objective on the stock in a research report on Friday, January 30th. Wedbush reissued an “outperform” rating and set a $350.00 target price on shares of Apple in a research note on Wednesday, March 4th. Phillip Securities raised Apple from a “moderate sell” rating to a “hold” rating in a report on Sunday, February 1st. Maxim Group raised shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 price objective for the company in a report on Friday, January 30th. Finally, Royal Bank Of Canada set a $325.00 price objective on shares of Apple in a research report on Monday, February 2nd. One 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 assigned a Sell rating to the company. According to data from MarketBeat, Apple presently has a consensus rating of “Moderate Buy” and a consensus 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.