Castleview Partners LLC Decreases Holdings in Apple Inc. $AAPL

Castleview Partners LLC cut its stake in shares of Apple Inc. (NASDAQ:AAPL) by 34.3% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 24,351 shares of the iPhone maker’s stock after selling 12,700 shares during the period. Apple comprises about 3.3% of Castleview Partners LLC’s investment portfolio, making the stock its 3rd biggest position. Castleview Partners LLC’s holdings in Apple were worth $6,620,000 as of its most recent filing with the SEC.

Several other hedge funds have also bought and sold shares of AAPL. Norges Bank bought a new position in shares of Apple during the 2nd quarter valued at approximately $38,942,255,000. Nuveen LLC bought a new stake in Apple during the 1st quarter worth approximately $17,472,482,000. PKS Advisory Services LLC raised its stake in Apple by 98,917.0% during the 2nd quarter. PKS Advisory Services LLC now owns 57,956,620 shares of the iPhone maker’s stock worth $12,106,000 after acquiring an additional 57,898,088 shares during the period. Laurel Wealth Advisors LLC lifted its holdings in Apple by 20,464.8% during the second quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker’s stock valued at $5,553,753,000 after purchasing an additional 26,937,401 shares in the last quarter. Finally, Northern Trust Corp lifted its holdings 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 in the last quarter. Institutional investors own 67.73% of the company’s stock.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple announced a $400M expansion to its U.S. manufacturing program through 2030, aimed at onshoring critical components and strengthening supply-chain resilience — a potential boost to margins and political goodwill. Apple Inc. (AAPL) expands US manufacturing program with $400M investment
• Positive Sentiment: Bank of America/BofA coverage kept a Buy rating and a $320 price target, citing accelerating services growth and on‑device AI upside — a supportive analyst note for the stock’s premium multiple. Apple: Accelerating Services Growth and On‑Device AI Upside Support Premium Valuation and Buy Rating
• Positive Sentiment: Coverage highlights a strategic pivot in Apple’s AI approach that could be constructive long term — the market is parsing whether the move accelerates monetization of on‑device AI and services revenue. Apple’s AI Strategy Is Pivoting. Here’s Why That Could Be Great News for the Stock.
• Neutral Sentiment: New trading products (prediction markets) are now offering contracts tied to Apple share prices via Pyth price feeds — more retail/derivative activity but no direct company impact. Polymarket expands into equities and commodities with Pyth price feeds
• Neutral Sentiment: 50th‑anniversary coverage and product rumors (e.g., iPhone design leaks, archive stories) are keeping investor sentiment alive but are background noise versus hard financial drivers. Apple’s 50-year journey from garage to tech titan
• Negative Sentiment: Reports that Amazon is in talks to acquire Globalstar (Apple’s satellite supplier for Emergency SOS/messaging) raise execution and competitive risks for Apple’s satellite features if supplier control shifts. That creates uncertainty around a small but strategic connectivity capability. Amazon Lines Up Deal to Rival SpaceX’s Starlink: Report. Why Apple Could Be a Problem.
• Negative Sentiment: Geopolitical headlines — Iran’s IRGC has named U.S. tech firms including Apple as potential targets — add short‑term operational and sentiment risk, which can weigh on shares in risk-off episodes. Iran threatens Nvidia, Apple and other tech giants with attack
• Negative Sentiment: Valuation and positioning worries persist: commentators flag AAPL’s premium P/E and the Magnificent Seven’s underperformance this year; large funds (e.g., a D.E. Shaw trim) have reduced exposure — pressure points for the stock during market rotations. Is Apple Stock Overvalued Or Undervalued? Apple Inc. (AAPL): D. E. Shaw Trims Holding

Apple Price Performance

Shares of Apple stock opened at $255.92 on Friday. The firm has a market cap of $3.76 trillion, a PE ratio of 32.35, a PEG ratio of 2.42 and a beta of 1.11. The company has a current ratio of 0.97, a quick ratio of 0.94 and a debt-to-equity ratio of 0.87. The stock has a 50 day moving average of $260.51 and a 200 day moving average of $263.08. Apple Inc. has a 12 month low of $169.21 and a 12 month high of $288.62.

Apple (NASDAQ:AAPL) last posted its quarterly earnings data 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. The business had revenue of $143.76 billion for the quarter, compared to analysts’ expectations of $138.25 billion. Apple had a net margin of 27.04% and a return on equity of 159.94%. The business’s revenue was up 15.7% compared to the same quarter last year. During the same quarter in the previous year, the business posted $2.40 earnings per share. On average, research analysts expect 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 $0.26 dividend. This represents a $1.04 annualized dividend and a yield of 0.4%. The ex-dividend date of this dividend was Monday, February 9th. Apple’s dividend payout ratio is 13.15%.

Analyst Ratings Changes

A number of analysts have recently issued reports on the stock. Jefferies Financial Group set a $330.00 price objective on shares of Apple in a research note on Wednesday, March 4th. Citigroup reaffirmed a “buy” rating and issued a $315.00 target price (down from $330.00) on shares of Apple in a report on Tuesday, January 20th. Phillip Securities upgraded Apple from a “moderate sell” rating to a “hold” rating in a research note on Sunday, February 1st. Oppenheimer reissued a “market perform” rating on shares of Apple in a report on Friday, January 30th. Finally, KGI Securities raised Apple to an “outperform” rating and set a $306.00 price objective for the company in a research note on Friday, January 30th. One investment 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 MarketBeat, Apple currently has a consensus 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.