Apple Inc. $AAPL Holdings Lessened by Trifecta Capital Advisors LLC

Trifecta Capital Advisors LLC cut its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 9.1% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 116,261 shares of the iPhone maker’s stock after selling 11,623 shares during the quarter. Apple makes up approximately 4.5% of Trifecta Capital Advisors LLC’s holdings, making the stock its 4th largest holding. Trifecta Capital Advisors LLC’s holdings in Apple were worth $29,604,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the business. Norges Bank bought a new stake in Apple during the 2nd quarter valued at $38,942,255,000. Nuveen LLC purchased a new stake in Apple in the 1st quarter worth about $17,472,482,000. PKS Advisory Services LLC grew its holdings 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 acquiring an additional 57,898,088 shares in the last quarter. Laurel Wealth Advisors LLC increased its holdings in Apple by 20,464.8% in the second 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 last quarter. Finally, Northern Trust Corp lifted its stake in shares of 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 purchasing an additional 20,079,472 shares during the last quarter. Institutional investors own 67.73% of the company’s stock.

Wall Street Analysts Forecast Growth

AAPL has been the subject of several research analyst reports. Maxim Group raised Apple from a “hold” rating to a “buy” rating and set a $300.00 price objective for the company in a research report on Friday, January 30th. Rosenblatt Securities raised their price objective on shares of Apple from $250.00 to $267.00 and gave the stock a “neutral” rating in a report on Friday, January 30th. DZ Bank raised shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 target price on the stock in a research note on Tuesday, November 4th. Barclays reiterated an “underweight” rating and set a $239.00 price objective (up from $230.00) on shares of Apple in a research note on Friday, January 30th. Finally, Oppenheimer reissued a “market perform” rating on shares of Apple in a report on Friday, January 30th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $293.41.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is staging a “product week” with multiple announcements expected (AI-enabled wearables, low‑cost MacBook, new iPads, possible foldable iPhone and entry iPhone 17E). New hardware and AI features could drive device upgrades, services usage and longer‑term revenue upside. Apple Plans Week of Product Announcements
• Positive Sentiment: Reports highlight Apple accelerating AI wearables (smart glasses, camera AirPods, AI pendant). Successful launches would broaden addressable market and reinforce Apple’s services/recurring revenue mix. Apple’s AI Wearables And Product Week Could Reshape Long Term Growth
• Positive Sentiment: The WSJ piece on Apple bringing more chip production in‑house (a “chip homecoming”) underscores Apple’s push for greater silicon control and supply resilience — a potential margin and product-differentiation tailwind. Apple’s Chip Homecoming
• Neutral Sentiment: Analyst commentary and price targets remain mixed but generally positive: recent analyst moves (e.g., some target upgrades) and QuiverQuant discussion emphasize AI positioning and a median 6‑month target above current levels — supportive but not unanimous. Apple Stock Opinions on Low-Cost MacBook and AI Developments
• Neutral Sentiment: Anthropic’s Claude climbing Apple App Store charts highlights increased AI app demand on iOS — good for App Store traffic and potential services revenue, but indirect and short‑term. Anthropic’s Claude Tops Apple App Store Charts
• Negative Sentiment: Major institutional selling surfaced in 13F filings: Berkshire/Holdings moves show large reductions (reports say ~75% reduction from a major holder), and UBS AM disclosed removing a very large Apple position — headline selling from big holders can pressure near‑term price and investor sentiment. Warren Buffett Went Out With a Bang by Selling 75% of His Apple Stake
• Negative Sentiment: Reported insider selling activity (multiple senior execs with recent sales) and heavy institutional rebalancing are being flagged by traders as a reason for caution even as fundamentals remain strong. Insider & Institutional Activity

Apple Price Performance

Shares of AAPL stock opened at $264.18 on Monday. 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. The firm has a fifty day moving average of $264.66 and a 200-day moving average of $259.59. The firm has a market capitalization of $3.88 trillion, a price-to-earnings ratio of 33.40, a price-to-earnings-growth ratio of 2.36 and a beta of 1.10.

Apple (NASDAQ:AAPL) last posted its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, beating 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 business had revenue of $143.76 billion for the quarter, compared to analysts’ expectations of $138.25 billion. During the same period in the previous year, the firm posted $2.40 EPS. The firm’s revenue was up 15.7% compared to the same quarter last year. On average, equities research analysts forecast that Apple Inc. will post 7.28 earnings per share 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 $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 dividend payout ratio (DPR) is presently 13.15%.

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.