Apple Inc. $AAPL Shares Sold by Ramsay Stattman Vela & Price Inc.

Ramsay Stattman Vela & Price Inc. decreased its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 1.4% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 170,452 shares of the iPhone maker’s stock after selling 2,433 shares during the quarter. Apple comprises about 7.8% of Ramsay Stattman Vela & Price Inc.’s investment portfolio, making the stock its 2nd biggest position. Ramsay Stattman Vela & Price Inc.’s holdings in Apple were worth $43,402,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in AAPL. Sellwood Investment Partners LLC increased its stake in shares of 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 acquiring an additional 71 shares during the last quarter. ROSS JOHNSON & Associates LLC grew its holdings in Apple by 1,800.0% in the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after purchasing an additional 180 shares during the period. Nexus Investment Management ULC increased its position in Apple by 333.3% during the second quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock worth $53,000 after purchasing an additional 200 shares during the last quarter. LSV Asset Management purchased a new position in Apple during the fourth quarter worth approximately $65,000. Finally, Morgan Dempsey Capital Management LLC boosted its holdings in shares of Apple by 41.0% in the 2nd quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock valued at $88,000 after purchasing an additional 125 shares during the last quarter. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Apple Trading Down 0.5%

NASDAQ AAPL opened at $262.52 on Thursday. The stock has a market cap of $3.85 trillion, a P/E ratio of 33.19, a PEG ratio of 2.35 and a beta of 1.10. The company’s fifty day simple moving average is $264.14 and its 200-day simple moving average is $260.06. The company has a current ratio of 0.97, a quick ratio of 0.94 and a debt-to-equity ratio of 0.87. Apple Inc. has a 52 week low of $169.21 and a 52 week 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 (EPS) for the quarter, topping the consensus estimate of $2.67 by $0.17. Apple had a net margin of 27.04% and a return on equity of 159.94%. The firm had revenue of $143.76 billion for the quarter, compared to the consensus estimate of $138.25 billion. During the same quarter in the previous year, the firm posted $2.40 EPS. The firm’s quarterly revenue was up 15.7% on a year-over-year basis. Equities research analysts predict 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 paid a $0.26 dividend. The ex-dividend date was Monday, February 9th. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. Apple’s payout ratio is 13.15%.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: New addressable market: Apple launched the low‑cost MacBook Neo starting at $599 ($499 student), a clear push into education and budget PC segments that could drive volume and new users for the ecosystem. Apple debuts $599 MacBook Neo to challenge Chromebooks, Windows PCs
• Positive Sentiment: AI and upgrade cycle upside: Apple rolled out M5 chips, new displays and device updates that support an AI/hardware upgrade thesis; some Wall Street firms maintain bullish targets and Buy ratings reflecting multi‑quarter upside. Wedbush maintains $350 Apple target as product blitz reinforces AI hardware push
• Neutral Sentiment: Mixed pricing strategy: Apple paired the Neo with higher base prices for M5 MacBook Air/Pro models — a potential boost to ASPs but an uncertain demand trade‑off in a price‑sensitive market. Apple raises MacBook prices across the board as M5 chips, new displays signal AI-first strategy
• Negative Sentiment: Near‑term market reaction: Despite the announcements, shares slipped as investors digested potential margin pressure from the mix of low‑priced models and costlier M5 upgrades; some outlets reported analyst target revisions and short‑term selling. Analyst revises Apple stock price target as new MacBook Neo announced
• Negative Sentiment: Supply/cost risks: A global memory‑chip shortage and higher component costs have forced Apple to raise some Mac prices and could squeeze margins or constrain supply for higher‑end models. Apple Uses Low Prices to Attack Rivals During Memory-Chip Crunch

Wall Street Analyst Weigh In

A number of analysts have recently commented on the company. CLSA upped their price objective on Apple from $265.00 to $330.00 and gave the stock an “outperform” rating in a report on Friday, December 5th. Stifel Nicolaus set a $330.00 price target on Apple in a research note on Monday. Barclays lifted their price objective on Apple from $239.00 to $248.00 and gave the company an “underweight” rating in a research note on Tuesday. Phillip Securities raised shares of Apple from a “moderate sell” rating to a “hold” rating in a research report on Sunday, February 1st. Finally, Jefferies Financial Group set a $330.00 price target on shares of Apple in a report on Wednesday. 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. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $297.56.

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.