Valeo Financial Advisors LLC Has $151.44 Million Stock Position in Apple Inc. $AAPL

Valeo Financial Advisors LLC lowered its holdings in Apple Inc. (NASDAQ:AAPL) by 3.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 594,738 shares of the iPhone maker’s stock after selling 19,165 shares during the period. Apple comprises 3.4% of Valeo Financial Advisors LLC’s holdings, making the stock its 6th largest position. Valeo Financial Advisors LLC’s holdings in Apple were worth $151,438,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in AAPL. Norges Bank purchased a new stake in Apple during the second quarter valued at about $38,942,255,000. Nuveen LLC bought a new stake in shares of Apple in the first quarter valued at approximately $17,472,482,000. PKS Advisory Services LLC lifted its stake in shares of 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 valued at $12,106,000 after buying an additional 57,898,088 shares in the last quarter. Laurel Wealth Advisors LLC boosted its holdings in Apple by 20,464.8% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker’s stock worth $5,553,753,000 after buying an additional 26,937,401 shares during the period. Finally, Northern Trust Corp grew its stake in Apple by 13.3% in the 4th quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker’s stock valued at $42,918,365,000 after buying an additional 20,079,472 shares in the last quarter. 67.73% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on AAPL. Rosenblatt Securities increased their price objective on Apple from $250.00 to $267.00 and gave the stock a “neutral” rating in a report on Friday, January 30th. Moffett Nathanson upped their price target on Apple from $241.00 to $270.00 and gave the company a “neutral” rating in a research report on Wednesday. CLSA raised their price objective on shares of Apple from $265.00 to $330.00 and gave the company an “outperform” rating in a research report on Friday, December 5th. Citigroup reaffirmed a “buy” rating and set a $315.00 price objective (down from $330.00) on shares of Apple in a research note on Tuesday, January 20th. Finally, Argus set a $325.00 target price on shares of Apple and gave the stock a “buy” rating in a research note on Friday, October 31st. One investment 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 given a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $293.41.

Apple Stock Performance

Shares of NASDAQ:AAPL opened at $272.95 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 50-day moving average price of $264.85 and a 200-day moving average price of $258.95. The company has a market cap of $4.01 trillion, a price-to-earnings ratio of 34.51, a price-to-earnings-growth ratio of 2.45 and a beta of 1.09. Apple Inc. has a 12 month low of $169.21 and a 12 month high of $288.62.

Apple (NASDAQ:AAPL) last posted its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, topping the consensus estimate of $2.67 by $0.17. The firm had revenue of $143.76 billion during 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 company’s quarterly revenue was up 15.7% compared to the same quarter last year. During the same period last year, the company posted $2.40 EPS. As a group, equities analysts anticipate that Apple Inc. will post 7.28 EPS for the current year.

Apple Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, February 12th. Stockholders of record on Monday, February 9th were issued a dividend of $0.26 per share. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. The ex-dividend date of this dividend was Monday, February 9th. Apple’s payout ratio is presently 13.15%.

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Tim Cook’s teaser about a multi‑day product rollout (new iPhone, iPad and Mac updates) has lifted investor expectations for a revenue and margin catalyst tied to refreshed hardware. Short‑term momentum around the rumored launches is a primary driver of gains. Tim Cook Teases Apple Launch On Monday: Here’s What To Expect
• Positive Sentiment: Apple asked a federal judge to dismiss a proposed class action alleging it misled investors about Siri/AI progress — a legal de‑risking development that reduces near‑term litigation overhang. Apple seeks dismissal of fraud lawsuit over Siri AI, Epic injunction
• Positive Sentiment: Reports that Apple is in talks to launch Apple Pay in India signal a large market expansion opportunity (payments & services revenue) if executed, supporting longer‑term service growth expectations. Apple in talks with banks to start payment service in India, Bloomberg News reports
• Positive Sentiment: Content tie‑ups with Netflix for Formula 1 content on Apple TV broaden Apple’s services appeal and cross‑sell potential for devices and subscriptions. Netflix and Apple TV join forces on F1 content
• Neutral Sentiment: Analyst commentary is mixed: J.P. Morgan highlights AI companion opportunities for Apple (supportive), while MoffettNathanson raised Apple’s price target to $270 but maintained a neutral rating — indicating upside views are tempered by valuation/competition concerns. AI Companions Could Make Apple Stock an AI Winner, Says J.P. Morgan
• Neutral Sentiment: Shareholder governance items: investors rejected a proposal calling for a report on China manufacturing risks — a sign activists didn’t secure traction but not a material business change. Apple shareholders reject call for report on China manufacturing risks
• Negative Sentiment: Spain’s antitrust regulator said Apple was slow to change reseller contract clauses, escalating regulatory scrutiny in Europe — a potential risk to distribution terms and margins in key markets. Spain’s antitrust watchdog says Apple, Amazon took too long to refine anti-competitive contracts
• Negative Sentiment: AI talent departures: high‑profile AI hires by OpenAI of ex‑Apple researchers add to concerns about competition for AI talent and potential delays in Apple’s internal AI roadmap. OpenAI hires Meta AI researcher who previously led Apple’s models team
• Negative Sentiment: Notable institutional selling and insiders trimming AAPL stakes (reports of big names reducing positions) add a supply pressure narrative that could cap near‑term upside if sustained. Ken Griffin, Ray Dalio, and Warren Buffett All Sold More Apple Stock. Should You?

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.