Arlington Financial Advisors LLC Lowers Stock Holdings in Apple Inc. $AAPL

Arlington Financial Advisors LLC reduced its stake in Apple Inc. (NASDAQ:AAPL) by 30.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 66,219 shares of the iPhone maker’s stock after selling 28,563 shares during the period. Apple accounts for 2.6% of Arlington Financial Advisors LLC’s holdings, making the stock its 14th biggest holding. Arlington Financial Advisors LLC’s holdings in Apple were worth $18,002,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also modified their holdings of the company. Sellwood Investment Partners LLC raised its position in Apple by 110.9% during 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 in the last quarter. ROSS JOHNSON & Associates LLC grew its position in shares of Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after buying an additional 180 shares in the last quarter. LSV Asset Management bought a new position in shares of Apple during the 4th quarter worth $65,000. HFM Investment Advisors LLC purchased a new position in shares of Apple during the first quarter valued at $99,000. Finally, Miller Global Investments LLC bought a new stake in shares of Apple in the fourth quarter valued at about $127,000. 67.73% of the stock is owned by hedge funds and other institutional investors.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: iPhone demand in China remains robust, with Apple taking share as some Android rivals face pricing and inventory pressure — a direct revenue/cycle tailwind for AAPL. iPhone Demand Holds Strong in China
• Positive Sentiment: Wedbush and other outlets see WWDC/June events as potential catalysts; Wedbush reiterated Outperform ratings that support the view of near-term upside if new software/hardware impress. Wedbush: This June Will Be a Huge Month for Apple
• Positive Sentiment: Apple is staffing up for AI and plans a more capable Siri/standalone app and App Store–centric AI approach — moves that could bolster services revenue and device differentiation over time. Hiring of Google’s Lilian Rincon to lead AI marketing signals commitment. Apple Recruits Google Shopping Exec to Lead AI Marketing
• Neutral Sentiment: Apple’s 50th-anniversary events and retrospective coverage boost brand momentum and PR but are unlikely to move fundamentals immediately. Apple Celebrates 50 Years
• Neutral Sentiment: Options and derivatives flows show traders positioning for a near-term inflection — volatility is elevated and could amplify moves in either direction. Apple Stock at a Crossroads: Options Traders
• Negative Sentiment: Tech sector weakness/market-wide selloff is pressuring AAPL along with peers — broader risk-off is the dominant near-term driver of today’s decline. Sector Update: Tech Stocks Fall
• Negative Sentiment: A UK fine was levied on an Apple subsidiary for breaching Russian sanctions — a modest financial hit but a reminder of geographies/regulatory risk. Apple subsidiary fined for breaching Russian sanctions
• Negative Sentiment: Negative takes and forecasts (including pieces predicting Apple underperformance vs. other mega-caps) are contributing to headline risk and investor caution. Prediction: Apple Will Be the Worst “Magnificent Seven” Stock

Apple Stock Performance

Shares of Apple stock opened at $246.63 on Tuesday. The company has a market capitalization of $3.62 trillion, a PE ratio of 31.18, a P/E/G ratio of 2.36 and a beta of 1.10. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.94 and a current ratio of 0.97. The company has a 50-day simple moving average of $260.06 and a two-hundred day simple moving average of $263.04. Apple Inc. has a one year low of $169.21 and a one year high of $288.62.

Apple (NASDAQ:AAPL) last released its quarterly 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 net margin of 27.04% and a return on equity of 159.94%. The business had revenue of $143.76 billion for the quarter, compared to analysts’ expectations of $138.25 billion. During the same period last year, the business earned $2.40 EPS. The company’s revenue was up 15.7% compared to the same quarter last year. Research analysts expect that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Announces Dividend

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

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on AAPL. Moffett Nathanson upped their price objective on shares of Apple from $241.00 to $270.00 and gave the stock a “neutral” rating in a research note on Wednesday, February 25th. Needham & Company LLC reissued a “hold” rating on shares of Apple in a research report on Friday, January 30th. Stephens set a $315.00 price target on shares of Apple in a report on Monday, January 26th. Raymond James Financial reaffirmed a “market perform” rating on shares of Apple in a research report on Friday, January 2nd. Finally, Evercore reiterated an “outperform” rating on shares of Apple in a research note on Monday, March 2nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price 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.