Westfield Capital Management Co. LP Has $849.08 Million Stock Holdings in Apple Inc. $AAPL

Westfield Capital Management Co. LP decreased its holdings in Apple Inc. (NASDAQ:AAPL) by 4.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 3,334,545 shares of the iPhone maker’s stock after selling 159,639 shares during the quarter. Apple makes up 3.6% of Westfield Capital Management Co. LP’s investment portfolio, making the stock its 4th biggest holding. Westfield Capital Management Co. LP’s holdings in Apple were worth $849,075,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Norges Bank bought a new position in shares of Apple during the second quarter worth about $38,942,255,000. Nuveen LLC bought a new stake in Apple in the first quarter valued at approximately $17,472,482,000. PKS Advisory Services LLC increased its position in 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 purchasing an additional 57,898,088 shares during the period. Laurel Wealth Advisors LLC raised its holdings in Apple by 20,464.8% during 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 purchasing an additional 26,937,401 shares during the last quarter. Finally, Northern Trust Corp lifted its position 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 worth $42,918,365,000 after purchasing an additional 20,079,472 shares during the period. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Apple Stock Performance

NASDAQ AAPL opened at $260.83 on Wednesday. The company has a market cap of $3.83 trillion, a P/E ratio of 32.97, a PEG ratio of 2.32 and a beta of 1.10. The company has a fifty day simple moving average of $263.04 and a 200 day simple moving average of $261.18. The company has a current ratio of 0.97, a quick ratio of 0.94 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.

Apple (NASDAQ:AAPL) last released its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, beating analysts’ consensus estimates of $2.67 by $0.17. The firm had revenue of $143.76 billion for the quarter, compared to analyst estimates of $138.25 billion. Apple had a net margin of 27.04% and a return on equity of 159.94%. The business’s quarterly revenue was up 15.7% compared to the same quarter last year. During the same period last year, the firm earned $2.40 earnings per share. Sell-side analysts predict 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. Shareholders of record on Monday, February 9th were paid a dividend of $0.26 per share. The ex-dividend date 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 13.15%.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: India production milestone — Apple now manufactures roughly 25% of global iPhone volume (a ~53% YoY jump in India output), reducing China concentration, lowering tariff risk and improving supply‑chain optionality. That shift is being viewed as a meaningful operational tailwind. Apple’s India Production Grows As German Antitrust Risks Test Valuation
• Positive Sentiment: Expansion into lower‑priced hardware — New models (e.g., $599 MacBook Neo, broader push into lower‑priced phones/laptops) aim to grow ecosystem share and addressable market while preserving margins, which supports revenue diversification and upside potential. Apple’s Newest Phone and Laptop Are More Budget-Friendly. Premium Products Could Be Next
• Positive Sentiment: Analyst support despite cost headwinds — Several outlets note analysts remain constructive (some with high price targets) even as memory/DRAM costs create near‑term margin pressure; that helps underpin buy‑side interest. Apple Stock — Why Analysts Still Like It Despite A Memory Squeeze
• Neutral Sentiment: Supplier/industry moves — Bank of America’s bearish stance on Qualcomm (citing potential loss of Apple business) is pressuring chip suppliers; indirect for Apple — could be positive (more in‑house/alternate sourcing) or negative (component availability/costs). Qualcomm faces loss of Apple business, competitive pressures, says Bank of America
• Neutral Sentiment: Berkshire selling — Reports that Berkshire has trimmed Apple are spotlighting large shareholder rotation; this can increase volatility but does not change Apple’s fundamentals immediately. Warren Buffett Just Did Something He Almost Never Does — and It’s a Signal Retirees Shouldn’t Ignore
• Negative Sentiment: German antitrust pressure — German publishers and advertisers rejected Apple’s revised App Tracking Transparency changes and urged antitrust fines, increasing regulatory risk and potential penalties in Europe that could pressure ad‑related services and valuation multiples. German publishers reject Apple’s revised app tracking rules, urge antitrust fine
• Negative Sentiment: Product/AI delays — Reports that Siri/AI issues have delayed Apple’s smart home display suggest execution risk on new product categories and slower monetization of AI‑enabled hardware. Apple’s Siri Troubles Put Smart Home Display On Hold

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on the stock. Citigroup restated a “buy” rating and issued a $315.00 target price (down from $330.00) on shares of Apple in a report on Tuesday, January 20th. Weiss Ratings reissued a “buy (b-)” rating on shares of Apple in a research note on Monday, December 29th. UBS Group reaffirmed a “neutral” rating on shares of Apple in a research note on Wednesday, March 4th. Loop Capital reissued a “buy” rating and issued a $325.00 price target (up from $315.00) on shares of Apple in a research note on Tuesday, December 2nd. Finally, Rosenblatt Securities raised their price target on shares of Apple from $267.00 to $268.00 and gave the stock a “neutral” rating in a report on Thursday, March 5th. One analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Apple presently has a consensus rating of “Moderate Buy” and a consensus target price of $297.58.

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.