Wilmington Savings Fund Society FSB Reduces Stake in Apple Inc. $AAPL

Wilmington Savings Fund Society FSB trimmed its holdings in Apple Inc. (NASDAQ:AAPL) by 18.7% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 785,442 shares of the iPhone maker’s stock after selling 180,517 shares during the quarter. Apple accounts for 4.6% of Wilmington Savings Fund Society FSB’s portfolio, making the stock its 3rd largest holding. Wilmington Savings Fund Society FSB’s holdings in Apple were worth $199,997,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Monarch Capital Management Inc. grew its position in shares of Apple by 4.6% during the 2nd quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker’s stock worth $13,740,000 after buying an additional 2,920 shares during the period. Riverwater Partners LLC lifted its holdings in Apple by 17.9% in the second quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker’s stock valued at $1,109,000 after buying an additional 819 shares during the period. Highland Capital Management LLC boosted its stake in Apple by 2.2% in the third quarter. Highland Capital Management LLC now owns 397,834 shares of the iPhone maker’s stock valued at $101,301,000 after acquiring an additional 8,446 shares during the last quarter. Citizens Financial Group Inc. RI boosted its stake in Apple by 48.4% in the third quarter. Citizens Financial Group Inc. RI now owns 1,426,605 shares of the iPhone maker’s stock valued at $363,256,000 after acquiring an additional 465,393 shares during the last quarter. Finally, Tufton Capital Management grew its holdings in Apple by 4.3% during the 3rd quarter. Tufton Capital Management now owns 100,130 shares of the iPhone maker’s stock worth $25,496,000 after acquiring an additional 4,157 shares during the period. Institutional investors own 67.73% of the company’s stock.

Wall Street Analysts Forecast Growth

AAPL has been the topic of a number of analyst reports. Barclays increased their price target on Apple from $239.00 to $248.00 and gave the company an “underweight” rating in a research note on Tuesday, March 3rd. Loop Capital reaffirmed a “buy” rating and set a $325.00 price objective (up from $315.00) on shares of Apple in a research note on Tuesday, December 2nd. KGI Securities upgraded Apple to an “outperform” rating and set a $306.00 price objective for the company in a report on Friday, January 30th. TD Cowen reissued a “buy” rating and issued a $325.00 target price on shares of Apple in a research note on Friday, January 30th. Finally, Maxim Group upgraded Apple from a “hold” rating to a “buy” rating and set a $300.00 target price for the company in a research report on Friday, January 30th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $297.58.

Apple Stock Performance

Shares of AAPL stock opened at $249.94 on Thursday. The firm has a market cap of $3.67 trillion, a PE ratio of 31.60, a P/E/G ratio of 2.27 and a beta of 1.10. The company’s fifty day simple moving average is $261.42 and its 200-day simple moving average is $261.95. 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.

Apple (NASDAQ:AAPL) last posted its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, topping analysts’ consensus estimates 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 during the quarter, compared to analysts’ expectations of $138.25 billion. During the same quarter last year, the company posted $2.40 earnings per share. Apple’s quarterly revenue was up 15.7% on a year-over-year basis. Equities research analysts expect that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Announces Dividend

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

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: China demand surprise — Apple’s smartphone sales in China jumped ~23% in the first nine weeks of 2026, bucking a weak Android market and suggesting better-than-expected iPhone volume and regional revenue upside. Apple’s China smartphone sales jump 23% to start 2026, bucking industry trend
• Positive Sentiment: AI monetization progressing — Reporting indicates Apple’s AI-related revenue could top $1 billion this year, which helps justify continued R&D and eases investor concerns that Apple is falling too far behind larger AI spenders. Apple Is Way Behind in AI—and Still Making a Fortune From It
• Positive Sentiment: Leadership/stability signals — CEO Tim Cook’s high-profile China trip and public dismissal of retirement chatter reduce near-term governance uncertainty and support continuity for strategy execution. Apple CEO Visits China amid Clampdown on App Store Charges
• Neutral Sentiment: App Store fee cut in China — Apple cut in‑app fees to 25% in mainland China after regulatory talks; this mends local relationships and may help ecosystem engagement but compresses per-transaction take rates for Services in that market. Apple fee cut to boost Tencent, NetEase margins in China, analysts say
• Neutral Sentiment: Product refreshes — Apple announced AirPods Max 2 and a refreshed MacBook line (M5 chips). These are incremental revenue drivers but unlikely to shift the near-term revenue trajectory materially. Apple Just Announced the AirPods Max 2. Can That Move the Needle for AAPL Stock?
• Neutral Sentiment: Services/creator push — Apple acquired MotionVFX to expand its creator tools and Services bundle, supporting higher-margin recurring revenue over time but with limited immediate profit impact. Apple’s MotionVFX Deal Deepens Creator Studio And Services Ecosystem
• Negative Sentiment: Product concern: iPhone 18 warning — Media pieces flag a notable warning for the upcoming iPhone 18 cycle, which could pressure expectations for unit growth/pricing if confirmed. Market reaction to such headlines can pressure the stock. Apple just got a brutal iPhone 18 warning
• Negative Sentiment: Talent and organizational concerns — Coverage and shorts/coverage of departures and internal churn have raised investor worries about execution risk on AI and product roadmaps. Apple’s talent exodus concerns: Here’s what to know
• Negative Sentiment: Market rotation/defensive positioning — Analysts and quant screens note a pullback in high‑momentum large caps and a shift toward defensive stocks, which is pressuring Apple alongside sector-wide re‑pricing. Apple Stock Price Slips At $252 As Tech Investors Pivot To Defensive Positioning

Apple Company 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.