Apple Inc. $AAPL Stock Position Lowered by ODonnell Financial Services LLC

ODonnell Financial Services LLC cut its holdings in Apple Inc. (NASDAQ:AAPL) by 9.4% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 28,176 shares of the iPhone maker’s stock after selling 2,928 shares during the period. Apple accounts for 2.6% of ODonnell Financial Services LLC’s investment portfolio, making the stock its 10th biggest position. ODonnell Financial Services LLC’s holdings in Apple were worth $7,174,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of the business. Sellwood Investment Partners LLC grew its position in shares of Apple by 110.9% in the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock valued at $34,000 after purchasing an additional 71 shares in the last quarter. ROSS JOHNSON & Associates LLC raised its stake in shares of Apple by 1,800.0% during the 1st 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 lifted its holdings in Apple by 333.3% during the 2nd quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock worth $53,000 after purchasing an additional 200 shares in the last quarter. LSV Asset Management purchased a new stake in Apple during the 4th quarter worth about $65,000. Finally, Morgan Dempsey Capital Management LLC boosted its stake in Apple by 41.0% in the 2nd quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock worth $88,000 after purchasing an additional 125 shares during the period. 67.73% of the stock is currently owned by hedge funds and other institutional investors.

Apple Stock Performance

Shares of AAPL opened at $257.46 on Friday. Apple Inc. has a 12-month low of $169.21 and a 12-month high of $288.62. 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 $3.78 trillion, a PE ratio of 32.55, a price-to-earnings-growth ratio of 2.30 and a beta of 1.10. The stock has a 50-day moving average price of $263.56 and a 200-day moving average price of $260.46.

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 company had revenue of $143.76 billion for 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%. Apple’s revenue for the quarter was up 15.7% compared to the same quarter last year. During the same period in the prior year, the business earned $2.40 earnings per share. As a group, equities 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 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 dividend yield of 0.4%. Apple’s dividend payout ratio is presently 13.15%.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on AAPL shares. KGI Securities raised Apple to an “outperform” rating and set a $306.00 target price for the company in a report on Friday, January 30th. Jefferies Financial Group set a $330.00 price target on shares of Apple in a report on Wednesday. Oppenheimer reaffirmed a “market perform” rating on shares of Apple in a research note on Friday, January 30th. Stephens set a $315.00 target price on shares of Apple in a report on Monday, January 26th. Finally, Stifel Nicolaus set a $330.00 target price on shares of Apple in a research note on Monday, March 2nd. One research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $297.58.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Wedbush raised its street-high price target to $350, arguing Apple’s AI-capable Macs and refreshed product cycle could unlock ~33% upside — a clear bullish signal for investors. Wedbush $350 target
• Positive Sentiment: Analysts and commentators highlight Apple’s AI approach (hardware + Google Gemini partnership) as a profitability-focused alternative to the capex-heavy AI race — narrative supports margins and services monetization. AAPL Not Running AI Race Paying Off? iPhone & Google Gemini Add Tech Muscle
• Positive Sentiment: Apple’s exclusive U.S. Formula 1 streaming deal for Apple TV expands services revenue and engagement — a structural positive for recurring revenue and ecosystem stickiness. Formula 1 and Apple’s big gamble
• Positive Sentiment: The MacBook Neo ($599) and entry-level iPhone broaden addressable market (students and price-sensitive buyers), which could modestly increase unit volumes and services attach over time. Apple Slashes Entry Price With MacBook Neo
• Neutral Sentiment: Smaller analyst moves: Rosenblatt nudged its PT slightly and Barclays revised targets in recent notes — these are incremental but keep the debate active on upside scope. Rosenblatt/Benzinga note
• Neutral Sentiment: Apple remains a staple in dividend-growth ETFs (e.g., DGRO), reinforcing long-term passive demand even amid short-term volatility. DGRO / Market context
• Negative Sentiment: Some outlets reported an immediate share pullback after the budget-product announcements (concerns about margin dilution and the market’s rotation away from expensive Big Tech/AI spenders). That knee-jerk selling contributed to intraday weakness. Apple stock slid after MacBook Neo
• Negative Sentiment: Wider market pressure on AI-capex-heavy names and headlines about “Big Tech” valuation compression mean Apple can be caught up in sector moves even as company-specific fundamentals remain strong. Big Tech valuation rotation
• Neutral Sentiment: Short-interest data in some feeds showed a spike but the reports contain inconsistent values (0 shares / NaN) — treat that as likely reporting noise rather than evidence of a large coordinated short. (No reliable source link available in the feed.)

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.