Chilton Investment Co. Inc. Has $24.25 Million Stake in Apple Inc. $AAPL

Chilton Investment Co. Inc. raised its stake in shares of Apple Inc. (NASDAQ:AAPL) by 37.9% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 95,238 shares of the iPhone maker’s stock after buying an additional 26,195 shares during the period. Chilton Investment Co. Inc.’s holdings in Apple were worth $24,250,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Isthmus Partners LLC lifted its holdings in Apple by 6.4% in the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker’s stock worth $25,000 after purchasing an additional 5,808 shares during the last quarter. Sellwood Investment Partners LLC boosted its position in Apple by 110.9% during the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock worth $34,000 after purchasing an additional 71 shares during the period. ROSS JOHNSON & Associates LLC grew its holdings in Apple by 1,800.0% during the first 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 last quarter. LSV Asset Management bought a new position in shares of Apple in the fourth quarter valued at approximately $65,000. Finally, 49 Wealth Management LLC raised its position in shares of Apple by 15.7% in the third quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker’s stock valued at $76,000 after purchasing an additional 40,543 shares during the period. Institutional investors and hedge funds own 67.73% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on the stock. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Apple in a report on Monday, December 29th. Morgan Stanley reiterated an “overweight” rating and issued a $315.00 target price (up from $305.00) on shares of Apple in a research note on Wednesday, December 17th. Scotiabank set a $330.00 target price on shares of Apple in a report on Monday, February 2nd. Phillip Securities raised shares of Apple from a “moderate sell” rating to a “hold” rating in a research report on Sunday, February 1st. Finally, Stephens set a $315.00 price target on shares of Apple in a report on Monday, January 26th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $297.58.

Apple Trading Down 2.2%

Shares of AAPL opened at $250.12 on Friday. The stock’s 50-day moving average price is $262.08 and its 200 day moving average price is $261.52. The company has a quick ratio of 0.94, a current ratio of 0.97 and a debt-to-equity ratio of 0.87. The firm has a market capitalization of $3.67 trillion, a price-to-earnings ratio of 31.62, a P/E/G ratio of 2.23 and a beta of 1.10. Apple Inc. has a 12-month low of $169.21 and a 12-month high of $288.62.

Apple (NASDAQ:AAPL) last announced its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, topping analysts’ consensus estimates of $2.67 by $0.17. The company had revenue of $143.76 billion during the quarter, compared to the consensus estimate 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% on a year-over-year basis. During the same quarter last year, the company earned $2.40 EPS. As a group, research analysts predict that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Dividend Announcement

The firm 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 currently 13.15%.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple’s new low-cost devices (MacBook Neo, iPhone 17e) broaden addressable market and could win share versus cheaper Windows/Chromebooks — a strategic growth lever even if it pressures near-term margins. How Apple’s new low-cost MacBook Neo may shake up the market
• Positive Sentiment: Early Formula 1 ratings for AppleTV’s exclusive U.S. stream were strong, supporting the thesis that exclusive sports/content deals can grow Services subscriptions and engagement over time. Apple Gets Early Formula 1 Ratings Win
• Positive Sentiment: India’s plan to roll fresh smartphone manufacturing incentives could help Apple expand local production and improve margin/market access over the medium term. India plans fresh incentives for phone production
• Neutral Sentiment: Analyst views are mixed: a few firms raised targets or reiterated buys while others stay cautious/neutral; median price targets remain above the market, keeping a longer-term bullish backdrop but no unanimous near-term catalyst. Apple Stock Opinions on Tech Sector Pullback
• Negative Sentiment: Apple cut its mainland China App Store commission to 25% (and mini-app fees to 12%) after regulator talks — good for developer relations but a direct hit to Services take-rate and near-term revenue in its second‑largest market. Apple cuts China App Store commission fees after government pressure
• Negative Sentiment: Strong insider selling and social/board chatter about a tech pullback and China demand risks are weighing on sentiment — traders are highlighting technical weakness and short-term bearish views. Apple Stock Opinions on Tech Sector Pullback
• Negative Sentiment: Macro and supply‑chain risks (memory/storage cost inflation and geopolitical disruption tied to the Iran war) could raise component costs and compress device margins if Apple absorbs price moves to hold consumer prices. The Iran War Could Upend AI. Here’s How.

About Apple

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.