Hoffman Alan N Investment Management Decreases Holdings in Apple Inc. $AAPL

Hoffman Alan N Investment Management cut its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 17.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 337,490 shares of the iPhone maker’s stock after selling 70,523 shares during the period. Apple comprises approximately 51.7% of Hoffman Alan N Investment Management’s investment portfolio, making the stock its biggest position. Hoffman Alan N Investment Management’s holdings in Apple were worth $91,750,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Sellwood Investment Partners LLC boosted its stake in Apple by 110.9% in the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock valued at $34,000 after buying an additional 71 shares in the last quarter. ROSS JOHNSON & Associates LLC raised its stake in Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after acquiring an additional 180 shares in the last quarter. LSV Asset Management bought a new position in shares of Apple in the fourth quarter worth about $65,000. HFM Investment Advisors LLC bought a new position in shares of Apple in the first quarter worth about $99,000. Finally, Miller Global Investments LLC acquired a new stake in shares of Apple in the 4th quarter valued at approximately $127,000. Institutional investors and hedge funds own 67.73% of the company’s stock.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: U.S. trade tribunal ruled Apple’s latest Apple Watch models do not infringe Masimo’s patents, avoiding an immediate import ban and preserving a key wearables revenue stream. Apple Watch ruling
• Positive Sentiment: WWDC set for June 8–12 with teasers for “AI advancements,” raising expectations for software and services announcements that could boost monetization (Siri/AI features, developer ecosystem). WWDC date and AI tease
• Positive Sentiment: Reports that Apple will add paid search ads to Apple Maps this summer point to an incremental services revenue stream and higher services monetization. Maps ads
• Positive Sentiment: Supply‑chain checks and analyst notes (BofA) suggest Apple is preparing a 2026 foldable iPhone — catalysts for hardware upgrade cycles and investor enthusiasm around a new form factor. Foldable iPhone supply checks
• Positive Sentiment: Morgan Stanley reaffirmed an “overweight” view and set a $315 target, and other surveys point to stronger iPhone upgrade intent (supporting revenue visibility). Analyst optimism
• Neutral Sentiment: Short‑interest data in this cycle shows effectively zero days to cover (no material short pressure), which is unlikely to move the stock materially either way. Short interest note
• Neutral Sentiment: Options/volatility chatter (iron‑condor strategies) highlights elevated implied volatility—relevant to derivatives traders but mixed for equity direction. Options strategy
• Negative Sentiment: Supply‑side cost pressure: Apple has raised some storage prices and faces higher memory costs; management choices (absorbing costs vs. passing to customers) could pressure margins. Storage price/cost pressure
• Negative Sentiment: Regulatory risk in Europe: broadcasters have urged scrutiny of big tech’s control over smart‑TV and AI features, adding a potential regulatory overhang to services and platform expansion. EU regulatory pressure

Wall Street Analyst Weigh In

AAPL has been the topic of several research reports. Bank of America decreased their price target on shares of Apple from $325.00 to $320.00 and set a “buy” rating on the stock in a report on Monday. KeyCorp restated a “sector weight” rating on shares of Apple in a research report on Thursday, March 12th. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Apple in a research note on Monday, March 2nd. Scotiabank set a $330.00 price target on shares of Apple in a report on Monday, February 2nd. Finally, Phillip Securities upgraded Apple from a “moderate sell” rating to a “hold” rating in a research note on Sunday, February 1st. 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. Based on data from MarketBeat.com, Apple has an average rating of “Moderate Buy” and an average price target of $297.58.

Apple Trading Up 1.4%

AAPL opened at $251.49 on Tuesday. 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 fifty-two week low of $169.21 and a fifty-two week high of $288.62. The company’s 50 day moving average price is $260.81 and its two-hundred day moving average price is $262.45. The firm has a market capitalization of $3.69 trillion, a price-to-earnings ratio of 31.79, a PEG ratio of 2.21 and a beta of 1.10.

Apple (NASDAQ:AAPL) last released its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.67 by $0.17. The firm had revenue of $143.76 billion during 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 revenue for the quarter was up 15.7% on a year-over-year basis. During the same quarter last year, the firm earned $2.40 earnings per share. As a group, research analysts predict that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Announces Dividend

The business also recently announced 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 annualized dividend 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%.

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.