Bamco Inc. NY Has $2.30 Million Stock Holdings in Apple Inc. $AAPL

Bamco Inc. NY reduced its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 27.6% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 9,030 shares of the iPhone maker’s stock after selling 3,441 shares during the quarter. Bamco Inc. NY’s holdings in Apple were worth $2,299,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Vanguard Group Inc. boosted its stake in shares of Apple by 1.1% during the 2nd quarter. Vanguard Group Inc. now owns 1,415,932,804 shares of the iPhone maker’s stock worth $290,506,933,000 after buying an additional 15,141,995 shares during the last quarter. State Street Corp increased its position in shares of Apple by 0.9% in the second quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker’s stock valued at $123,358,461,000 after acquiring an additional 5,224,229 shares during the last quarter. Geode Capital Management LLC raised its holdings in Apple by 1.4% during the second quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker’s stock worth $72,506,336,000 after acquiring an additional 4,942,638 shares in the last quarter. Norges Bank bought a new stake in Apple during the second quarter worth about $38,942,255,000. Finally, Northern Trust Corp boosted 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 purchasing an additional 20,079,472 shares during the last quarter. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple acquired MotionVFX, a maker of Final Cut Pro plugins and motion-graphics tools — a strategic tuck-in to bolster Final Cut Pro/creator ecosystem and subscription stickiness. Article Title
• Positive Sentiment: Apple unveiled the second-generation AirPods Max (H2 chip, improved ANC, Live Translation) at $549 — a premium product refresh that supports accessory revenue and services integration. Preorders and ASPs could help near-term revenue. Article Title
• Positive Sentiment: Reports suggest Apple is using aggressive pricing on some new hardware (e.g., $599 MacBook Neo, iPhone 17e) to gain share — this could pressure rivals while expanding ecosystem reach and driving volume. Article Title
• Neutral Sentiment: Analyst note: Robert W. Baird reiterated a bullish stance, highlighting Apple’s durable ecosystem and services growth — supportive for long-term earnings but not an immediate catalyst. Article Title
• Neutral Sentiment: Comparisons to Amazon and broader AI/tech narratives are circulating — useful context for relative valuation debates but not a direct Apple-specific driver. Article Title
• Neutral Sentiment: Nvidia’s GTC and chip/AI momentum continue to dominate headlines; indirect implications for Apple include component demand and competitive AI feature expectations. Article Title
• Negative Sentiment: Apple is sliding relative to peers in March and is down from recent highs — momentum and sector rotation (Nvidia leadership) are weighing on sentiment. Article Title
• Negative Sentiment: Apple postponed its smart home display release — a product delay that could defer revenue and push back ecosystem expansion timelines. Article Title
• Neutral Sentiment: Short-interest data reported today appears anomalous/garbled (zeros/NaN); read-through on investor positioning is unclear — treat short-interest headline with caution.

Apple Stock Performance

AAPL opened at $252.82 on Tuesday. 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 Inc. has a 12-month low of $169.21 and a 12-month high of $288.62. The business has a 50 day moving average of $261.79 and a 200-day moving average of $261.88. The stock has a market cap of $3.71 trillion, a price-to-earnings ratio of 31.96, a PEG ratio of 2.23 and a beta of 1.10.

Apple (NASDAQ:AAPL) last released its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, beating the consensus estimate of $2.67 by $0.17. The firm had revenue of $143.76 billion for the quarter, compared to the consensus estimate of $138.25 billion. Apple had a net margin of 27.04% and a return on equity of 159.94%. The company’s quarterly revenue was up 15.7% on a year-over-year basis. During the same period in the previous year, the company earned $2.40 earnings per share. On average, equities research analysts expect that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Announces Dividend

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

Analyst Upgrades and Downgrades

AAPL has been the subject of a number of analyst reports. Maxim Group upgraded Apple from a “hold” rating to a “buy” rating and set a $300.00 price target for the company in a research note on Friday, January 30th. Barclays upped their price objective on Apple from $239.00 to $248.00 and gave the stock an “underweight” rating in a research note on Tuesday, March 3rd. Oppenheimer reissued a “market perform” rating on shares of Apple in a report on Friday, January 30th. Monness Crespi & Hardt raised their target price on shares of Apple from $300.00 to $315.00 and gave the company a “buy” rating in a research note on Friday, January 30th. Finally, Sanford C. Bernstein restated an “outperform” rating on shares of Apple in a report on Wednesday, March 4th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Apple has an average rating of “Moderate Buy” and a consensus price target of $297.58.

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.