Union Heritage Capital LLC Has $18.14 Million Stock Holdings in Apple Inc. $AAPL

Union Heritage Capital LLC lessened its position in Apple Inc. (NASDAQ:AAPL) by 14.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 71,238 shares of the iPhone maker’s stock after selling 12,000 shares during the period. Apple comprises 5.9% of Union Heritage Capital LLC’s portfolio, making the stock its 4th largest holding. Union Heritage Capital LLC’s holdings in Apple were worth $18,139,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Financial Futures Ltd Liability Co. lifted its position in shares of Apple by 13.2% in the second quarter. Financial Futures Ltd Liability Co. now owns 3,552 shares of the iPhone maker’s stock valued at $729,000 after buying an additional 415 shares during the last quarter. Monarch Capital Management Inc. raised its position in shares of Apple by 4.6% in the second quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker’s stock valued at $13,740,000 after purchasing an additional 2,920 shares during the period. Riverwater Partners LLC lifted its stake in shares of Apple by 17.9% during the 2nd quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker’s stock worth $1,109,000 after buying an additional 819 shares during the last quarter. Highland Capital Management LLC boosted its holdings in shares of Apple by 2.2% during the 3rd quarter. Highland Capital Management LLC now owns 397,834 shares of the iPhone maker’s stock worth $101,301,000 after buying an additional 8,446 shares during the period. Finally, Citizens Financial Group Inc. RI raised its holdings in Apple by 48.4% in the 3rd 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 period. Hedge funds and other 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: Wedbush reaffirms an Outperform rating and a high target, arguing Apple’s AI roadmap and upcoming product cadence could deliver meaningful upside — supportive for investor sentiment. Wedbush Reaffirms “Outperform”
• Positive Sentiment: Apple is accelerating AI/hardware work (reports of new AI wearables and device tests), which bolsters the growth narrative beyond the iPhone and supports future revenue streams. Apple stock quietly moves on a surprising AI hardware bet
• Positive Sentiment: Distribution and services expansions — Apple TV struck a deal to bring live sports to bars/hotels (EverPass), and car‑key expansion (Toyota) extend ecosystem monetization opportunities. These are incremental service revenue catalysts. Apple TV partners with EverPass Media Apple Set to Bring Car Keys to Toyota
• Positive Sentiment: Some institutional buyers are adding to AAPL positions (examples include Mairs & Power and other managers boosting stakes), signaling pockets of conviction among asset managers. Mairs & Power Boosts Stake
• Neutral Sentiment: Apple’s AI moves remain measured — the company is adding music‑focused generative features and positioning differently than hyperscalers; this reduces some AI downside but leaves room for mixed near‑term reaction. Google Gemini, Apple add music-focused AI
• Neutral Sentiment: Market context: this week’s broader tech rotation/sell‑off (including Microsoft, AMD, Nvidia pressure) is pressuring megacap momentum; some coverage highlights Apple’s decoupling from the Nasdaq as both a risk and stabilizer. ChatGPT picks 2 stocks Apple decouples from Nasdaq
• Negative Sentiment: Berkshire Hathaway trimmed its large Apple stake in the latest filing — Buffett’s reduction (and broad press around “Buffett dumps more Apple”) is a high‑profile negative that can sap investor confidence even if the company remains a core holding. Buffett Dumps More Apple Berkshire trims Apple stake
• Negative Sentiment: Regulatory/legal risk: West Virginia sued Apple alleging iCloud is used to distribute child sexual abuse material — a serious legal headline that creates execution and reputational risk until resolved. Apple sued over CSAM on iCloud
• Negative Sentiment: Several managers trimmed AAPL holdings (e.g., Wedgewood), adding to headlines about selling pressure and feeding short‑term volatility. Wedgewood Cuts Apple Stake

Analyst Ratings Changes

AAPL has been the topic of several research reports. Wall Street Zen downgraded Apple from a “buy” rating to a “hold” rating in a research report on Sunday, November 9th. Stephens set a $315.00 target price on Apple in a report on Monday, January 26th. Morgan Stanley reissued an “overweight” rating and issued a $315.00 target price (up previously from $305.00) on shares of Apple in a research report on Wednesday, December 17th. DZ Bank raised shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 price target on the stock in a research report on Tuesday, November 4th. Finally, Melius Research set a $345.00 price objective on shares of Apple in a research note on Friday, October 31st. One analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Apple presently has a consensus rating of “Moderate Buy” and a consensus price target of $292.13.

Apple Stock Performance

Shares of Apple stock opened at $260.58 on Friday. 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 company has a market cap of $3.83 trillion, a PE ratio of 32.94, a price-to-earnings-growth ratio of 2.36 and a beta of 1.09. The company has a 50 day moving average of $265.27 and a 200-day moving average of $256.99. Apple Inc. has a 1-year low of $169.21 and a 1-year high of $288.62.

Apple (NASDAQ:AAPL) last released its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, topping the consensus estimate of $2.67 by $0.17. Apple had a return on equity of 159.94% and a net margin of 27.04%.The firm had revenue of $143.76 billion during the quarter, compared to analysts’ expectations of $138.25 billion. During the same period in the prior year, the company earned $2.40 earnings per share. The company’s quarterly revenue was up 15.7% on a year-over-year basis. As a group, equities research analysts forecast that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Dividend Announcement

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