RFG Advisory LLC Has $50.15 Million Stock Position in Apple Inc. $AAPL

RFG Advisory LLC reduced its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 8.4% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 196,937 shares of the iPhone maker’s stock after selling 17,970 shares during the quarter. Apple makes up approximately 1.0% of RFG Advisory LLC’s holdings, making the stock its 12th biggest position. RFG Advisory LLC’s holdings in Apple were worth $50,146,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Financial Futures Ltd Liability Co. raised its stake in shares of Apple by 13.2% during the 2nd quarter. Financial Futures Ltd Liability Co. now owns 3,552 shares of the iPhone maker’s stock worth $729,000 after purchasing an additional 415 shares in the last quarter. Monarch Capital Management Inc. increased its holdings in Apple by 4.6% during the second quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker’s stock worth $13,740,000 after buying an additional 2,920 shares during the last quarter. Riverwater Partners LLC raised its position in Apple by 17.9% during the second quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker’s stock worth $1,109,000 after acquiring an additional 819 shares in the last quarter. Highland Capital Management LLC lifted its stake in Apple by 2.2% in the third quarter. Highland Capital Management LLC now owns 397,834 shares of the iPhone maker’s stock valued at $101,301,000 after acquiring an additional 8,446 shares during the last quarter. Finally, Citizens Financial Group Inc. RI grew its position in shares of 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. Institutional investors own 67.73% of the company’s stock.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Product blitz strengthens long-term revenue/AI thesis — Apple unveiled the low‑cost MacBook Neo ($599), iPhone 17e and AI-focused Macs, which analysts say could kickstart an AI-driven upgrade cycle and broaden Apple’s addressable market (students/price‑sensitive buyers). This supports bullish price targets and the idea of a hardware-led revenue catalyst. Apple debuts $599 MacBook Neo to challenge Chromebooks, Windows PCs
• Positive Sentiment: Bullish analyst support — Wedbush and other brokers reiterated high targets (e.g., $350) and framed the new lineup as validation of Apple’s AI hardware strategy, giving investors confidence in multi‑quarter upside if an upgrade cycle materializes. Apple’s AI Hardware Blitz Could Send The Stock 33% Higher
• Positive Sentiment: Addressable‑market lift from low‑price models — Analysts (e.g., Gene Munster) argue the MacBook Neo and iPhone 17e could incrementally boost revenues and help Apple gain share in education/entry segments. Apple’s $599 MacBook Neo May Boost Revenue By 0.5%
• Neutral Sentiment: Mixed analyst moves — some firms nudged targets or maintained ratings (Rosenblatt raised to $268, Barclays updated targets), producing no clear consensus; investors must decide whether upgrades justify current valuation multiples. Benzinga (analyst updates)
• Neutral Sentiment: Short‑interest/market data noise — published short‑interest figures in the feed are clearly faulty (zeros/NaN), so they’re not a reliable driver of today’s move.
• Negative Sentiment: Market‑wide volatility & geopolitical risk — broader tech weakness tied to Iran tensions and risk‑off flows is pressuring high‑beta mega caps, contributing to Apple’s pullback despite product news. Magnificent 7 Stock Report: Apple Leads, NVIDIA Fades, Microsoft Crashes
• Negative Sentiment: Concerns about low‑end push and technicals — some commentary frames the cheap‑product strategy as a sign of weaker demand or margin pressure, and technical analysts flagged bearish crossovers that could spur further selling if confirmed. Apple stock flashes ‘worst bearish cross’

Analyst Ratings Changes

AAPL has been the topic of a number of research analyst reports. Loop Capital reaffirmed a “buy” rating and issued a $325.00 target price (up from $315.00) on shares of Apple in a report on Tuesday, December 2nd. Evercore restated an “outperform” rating on shares of Apple in a research note on Monday. Wedbush reaffirmed an “outperform” rating and issued a $350.00 price objective on shares of Apple in a research report on Wednesday. Royal Bank Of Canada set a $325.00 target price on Apple in a report on Monday, February 2nd. Finally, UBS Group restated a “neutral” rating on shares of Apple in a research note on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Apple has an average rating of “Moderate Buy” and a consensus price target of $297.58.

Apple Stock Performance

AAPL opened at $260.29 on Friday. The business has a fifty day simple moving average of $263.88 and a 200 day simple moving average of $260.07. The company has a market capitalization of $3.82 trillion, a PE ratio of 32.91, a price-to-earnings-growth ratio of 2.34 and a beta of 1.10. Apple Inc. has a 1 year low of $169.21 and a 1 year high of $288.62. 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 (NASDAQ:AAPL) last posted its quarterly earnings data 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. The firm had revenue of $143.76 billion for the quarter, compared to analysts’ expectations of $138.25 billion. Apple had a return on equity of 159.94% and a net margin of 27.04%.The company’s quarterly revenue was up 15.7% compared to the same quarter last year. During the same quarter last year, the business earned $2.40 EPS. Research analysts expect that Apple Inc. will post 7.28 EPS for the current year.

Apple Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, February 12th. Shareholders of record on Monday, February 9th were issued a $0.26 dividend. The ex-dividend date of this dividend was Monday, February 9th. This represents a $1.04 dividend on an annualized basis and a yield of 0.4%. Apple’s payout ratio is currently 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.